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 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.91KNew |
$342K - $416K
|
5.91K
$414K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.83K+ 1.37% |
$338K - $411K
|
433K
$30.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.83KNew |
$338K - $411K
|
5.83K
$409K
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
5.82KNew |
$337K - $410K
|
5.82K
$408K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.78K+ 4.9% |
$335K - $407K
|
124K
$8.68M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.68K+ 1.37% |
$329K - $400K
|
420K
$29.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.65K+ 9.26% |
$327K - $398K
|
66.6K
$4.67M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.53K+ 19.76% |
$320K - $389K
|
33.5K
$2.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.5K+ 21.21% |
$318K - $387K
|
31.4K
$2.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
5.46K+ 17.24% |
$316K - $385K
|
37.1K
$2.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.44K+ 2.65% |
$315K - $383K
|
211K
$14.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
BUY
|
- |
5.39K+ 0.76% |
$312K - $380K
|
718K
$50.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.38K+ 15.22% |
$311K - $379K
|
40.7K
$2.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
5.35K+ 11.41% |
$310K - $377K
|
52.3K
$3.67M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
5.35K+ 6.47% |
$310K - $377K
|
87.9K
$6.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5.26K+ 6.78% |
$305K - $371K
|
82.8K
$5.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.25K+ 16.59% |
$304K - $370K
|
36.9K
$2.59M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.2K+ 4.19% |
$301K - $366K
|
129K
$9.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.2K+ 5.57% |
$301K - $366K
|
98.6K
$6.91M
|
|
|
Jul 19, 2022
Q2 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.17KNew |
$299K - $364K
|
5.17K
$362K
|
|
|
Aug 04, 2022
Q2 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
5.03K+ 2.3% |
$291K - $354K
|
223K
$15.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.02K+ 3.74% |
$291K - $353K
|
139K
$9.75M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5K+ 11.05% |
$290K - $352K
|
50.3K
$3.53M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5K+ 4.32% |
$289K - $352K
|
121K
$8.45M
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.94K+ 11.13% |
$286K - $348K
|
49.3K
$3.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.9K+ 5.75% |
$283K - $345K
|
90.1K
$6.32M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.8K+ 0.6% |
$278K - $338K
|
806K
$56.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.78KNew |
$277K - $337K
|
4.78K
$335K
|
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.74KNew |
$275K - $334K
|
4.74K
$332K
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.7K+ 108.1% |
$272K - $331K
|
9.05K
$634K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.69K+ 257.81% |
$271K - $330K
|
6.51K
$456K
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
4.63K+ 3.16% |
$268K - $326K
|
151K
$10.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.62KNew |
$268K - $326K
|
4.62K
$324K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.6KNew |
$266K - $324K
|
4.6K
$322K
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.59K+ 8.78% |
$266K - $323K
|
56.9K
$3.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.56K+ 14.19% |
$264K - $321K
|
36.7K
$2.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.55K+ 14.39% |
$263K - $320K
|
36.1K
$2.53M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.53K+ 13.98% |
$262K - $319K
|
36.9K
$2.59M
|
|
|
Jul 15, 2022
Q2 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
4.51K+ 1.54% |
$261K - $318K
|
297K
$20.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
4.5K+ 14.51% |
$261K - $317K
|
35.5K
$2.49M
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.45KNew |
$258K - $314K
|
4.45K
$312K
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.43K+ 35.15% |
$257K - $312K
|
17K
$1.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.4K+ 3.22% |
$255K - $310K
|
141K
$9.89M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
4.39K+ 10.12% |
$254K - $309K
|
47.7K
$3.35M
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.34KNew |
$252K - $306K
|
4.34K
$305K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
4.34KNew |
$251K - $305K
|
4.34K
$304K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.28K+ 188.46% |
$248K - $301K
|
6.55K
$459K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
4.24K+ 222.95% |
$245K - $298K
|
6.14K
$430K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.1K+ 8.73% |
$238K - $289K
|
51.1K
$3.58M
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
BUY
|
- |
4.04K+ 1.97% |
$234K - $285K
|
209K
$14.7M
|