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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
13.9K+ 109.03% |
$806K - $981K
|
26.7K
$1.87M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.9KNew |
$806K - $980K
|
13.9K
$976K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.9K+ 84.79% |
$803K - $977K
|
30.2K
$2.12M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
13.6K+ 1044.21% |
$789K - $960K
|
14.9K
$1.05M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
13.6K+ 12.07% |
$785K - $956K
|
126K
$8.83M
|
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
13.5K+ 7.33% |
$782K - $951K
|
198K
$13.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
13.4K+ 12.09% |
$778K - $947K
|
125K
$8.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
13.4K+ 3122.33% |
$777K - $946K
|
13.9K
$972K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13.4K+ 11.12% |
$775K - $942K
|
134K
$9.38M
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
13.3K+ 1.04% |
$769K - $935K
|
1.28M
$90.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13K+ 3.67% |
$753K - $916K
|
367K
$25.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13K+ 12.93% |
$751K - $913K
|
113K
$7.94M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
12.8KNew |
$743K - $904K
|
12.8K
$900K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.8K+ 6.7% |
$739K - $899K
|
203K
$14.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
12.7K+ 7.09% |
$735K - $894K
|
191K
$13.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
12.6K+ 1.12% |
$731K - $889K
|
1.14M
$80M
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
12.4K+ 3.51% |
$720K - $876K
|
367K
$25.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Montis Financial, LLC
|
BUY
|
- |
12.3K+ 4.4% |
$714K - $869K
|
293K
$20.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.3K+ 0.16% |
$710K - $864K
|
7.65M
$537M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.1K+ 2.97% |
$700K - $852K
|
419K
$29.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.1K+ 14.86% |
$698K - $850K
|
93.2K
$6.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
11.3K+ 5.82% |
$657K - $799K
|
206K
$14.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.1K+ 6.05% |
$642K - $781K
|
194K
$13.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
11K+ 7.87% |
$635K - $772K
|
150K
$10.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
10.9K+ 8.66% |
$633K - $770K
|
137K
$9.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 227.99% |
$631K - $768K
|
15.7K
$1.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
10.9K+ 10.12% |
$630K - $766K
|
118K
$8.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.54% |
$630K - $766K
|
440K
$30.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
10.9K+ 3.78% |
$629K - $766K
|
299K
$20.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
10.8KNew |
$624K - $759K
|
10.8K
$756K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
10.7K+ 2.85% |
$619K - $753K
|
385K
$27M
|
|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
10.5KNew |
$607K - $738K
|
10.5K
$735K
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.4K+ 113.28% |
$604K - $734K
|
19.6K
$1.38M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.3K+ 16.37% |
$596K - $725K
|
73.2K
$5.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10.2K+ 4.91% |
$592K - $720K
|
219K
$15.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
10.2K+ 249.01% |
$588K - $715K
|
14.2K
$998K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
10.1K+ 339.09% |
$585K - $712K
|
13.1K
$917K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.1K+ 20.44% |
$584K - $711K
|
59.5K
$4.17M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
9.95KNew |
$576K - $701K
|
9.95K
$698K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.92K+ 8.65% |
$575K - $699K
|
125K
$8.74M
|
|
|
Aug 16, 2022
Q2 2022
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
9.88K+ 2.59% |
$572K - $696K
|
391K
$27.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
9.83K+ 0.23% |
$569K - $692K
|
4.23M
$297M
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
9.8K+ 4.53% |
$568K - $691K
|
226K
$15.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.75K+ 3.51% |
$565K - $687K
|
287K
$20.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
9.66K+ 3.88% |
$559K - $681K
|
259K
$18.2M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.56K+ 5.05% |
$554K - $674K
|
199K
$14M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.41K+ 10.25% |
$545K - $663K
|
101K
$7.1M
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
9.37KNew |
$543K - $660K
|
9.37K
$657K
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
9.31K+ 275.45% |
$539K - $656K
|
12.7K
$890K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.94K+ 3.81% |
$518K - $630K
|
243K
$17.1M
|