Purchases and Sales Made in Q2 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
38.9K+ 26.18% |
$2.25M - $2.74M
|
188K
$13.4M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
38.7K+ 24.28% |
$2.24M - $2.73M
|
198K
$14.1M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.5K+ 179.85% |
$2.23M - $2.71M
|
59.9K
$4.27M
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
37.8K+ 29.62% |
$2.19M - $2.66M
|
165K
$11.8M
|
|
Aug 11, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
37.2K+ 36.35% |
$2.15M - $2.62M
|
139K
$9.94M
|
|
Dec 20, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
37.2K+ 36.35% |
$2.15M - $2.62M
|
139K
$9.94M
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
37.1KNew |
$2.15M - $2.62M
|
37.1K
$2.65M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
36.8K+ 5.78% |
$2.13M - $2.59M
|
673K
$48M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
36.5K+ 79.08% |
$2.11M - $2.57M
|
82.6K
$5.9M
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
36.2K+ 13.79% |
$2.09M - $2.55M
|
298K
$21.3M
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
35.9K+ 13.32% |
$2.08M - $2.53M
|
305K
$21.8M
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
35.7K+ 211.63% |
$2.07M - $2.52M
|
52.6K
$3.75M
|
|
Jul 22, 2022
Q2 2022
|
Rainwater Charitable Foundation
|
BUY
|
- |
35.7K+ 27.84% |
$2.07M - $2.51M
|
164K
$11.7M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
35.6K+ 3.96% |
$2.06M - $2.51M
|
936K
$66.8M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
35.4K+ 2.77% |
$2.05M - $2.5M
|
1.31M
$93.7M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.3K+ 2.3% |
$2.05M - $2.49M
|
1.57M
$112M
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
35.3KNew |
$2.05M - $2.49M
|
35.3K
$2.52M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
34.6K+ 7.92% |
$2M - $2.44M
|
471K
$33.6M
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
34.6K+ 7.92% |
$2M - $2.44M
|
471K
$33.6M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
34.3K+ 9.53% |
$1.99M - $2.42M
|
394K
$28.2M
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
33.9K+ 378.38% |
$1.96M - $2.39M
|
42.9K
$3.06M
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
33.6K+ 45.11% |
$1.95M - $2.37M
|
108K
$7.72M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
33.4K+ 15.07% |
$1.93M - $2.35M
|
255K
$18.2M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.8K+ 0.54% |
$1.9M - $2.31M
|
6.09M
$435M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
32.5K+ 31.06% |
$1.88M - $2.29M
|
137K
$9.78M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
32.3K+ 19.49% |
$1.87M - $2.28M
|
198K
$14.1M
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
32.3K+ 17.5% |
$1.87M - $2.28M
|
217K
$15.5M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.2K+ 111.34% |
$1.86M - $2.27M
|
61.1K
$4.36M
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
31.8K+ 15.0% |
$1.84M - $2.24M
|
244K
$17.4M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
31.8KNew |
$1.84M - $2.24M
|
31.8K
$2.27M
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31.7K+ 2.05% |
$1.83M - $2.23M
|
1.58M
$112M
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
31.3K+ 1.78% |
$1.81M - $2.21M
|
1.8M
$128M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31K+ 6.55% |
$1.8M - $2.18M
|
504K
$36M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
30.8K+ 37.96% |
$1.78M - $2.17M
|
112K
$7.98M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30.7K+ 67.61% |
$1.78M - $2.16M
|
76.1K
$5.43M
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
30.1K+ 7.36% |
$1.74M - $2.12M
|
439K
$31.3M
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
30K+ 648.04% |
$1.74M - $2.11M
|
34.6K
$2.47M
|
|
Aug 11, 2022
Q2 2022
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
29.7KNew |
$1.72M - $2.09M
|
29.7K
$2.12M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
29.7K+ 11.06% |
$1.72M - $2.09M
|
298K
$21.2M
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
BUY
|
- |
29.5K+ 23.82% |
$1.71M - $2.08M
|
153K
$10.9M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
29.4KNew |
$1.71M - $2.07M
|
29.4K
$2.1M
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
28.7KNew |
$1.66M - $2.02M
|
28.7K
$2.05M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
27.7K+ 8.52% |
$1.6M - $1.95M
|
353K
$25.2M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.6K+ 0.51% |
$1.6M - $1.94M
|
5.39M
$385M
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27.5K+ 281.98% |
$1.6M - $1.94M
|
37.3K
$2.66M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
27.5K+ 8.81% |
$1.59M - $1.94M
|
340K
$24.2M
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
27.5K+ 11.31% |
$1.59M - $1.94M
|
270K
$19.3M
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
27.2K+ 20.54% |
$1.58M - $1.92M
|
160K
$11.4M
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
27.1K+ 5.73% |
$1.57M - $1.91M
|
500K
$35.7M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
26.8K+ 225.12% |
$1.55M - $1.89M
|
38.8K
$2.77M
|