Purchases and Sales Made in Q2 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q2 2023. 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 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
530+ 3.37% |
$35K - $36.6K
|
16.2K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
527+ 7.66% |
$34.8K - $36.4K
|
7.41K
$535K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
526+ 2.44% |
$34.7K - $36.3K
|
22.1K
$1.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
518+ 226.2% |
$34.2K - $35.8K
|
747
$54K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
514+ 14.51% |
$33.9K - $35.5K
|
4.06K
$293K
|
|
|
Jul 27, 2023
Q2 2023
|
Pembroke Management, LTD
|
BUY
|
- |
509+ 1.09% |
$33.6K - $35.2K
|
47K
$3.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
505+ 0.75% |
$33.3K - $34.9K
|
68.1K
$4.93M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
505+ 0.75% |
$33.3K - $34.9K
|
68.1K
$4.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
502+ 157.37% |
$33.1K - $34.7K
|
821
$59.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
487+ 2.14% |
$32.2K - $33.7K
|
23.2K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
485+ 20.51% |
$32K - $33.5K
|
2.85K
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
476+ 1.14% |
$31.4K - $32.9K
|
42.1K
$3.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
471+ 7.86% |
$31.1K - $32.5K
|
6.46K
$467K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
470+ 11.39% |
$31K - $32.5K
|
4.6K
$332K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
463+ 0.1% |
$30.6K - $32K
|
475K
$34.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
449+ 2.36% |
$29.6K - $31K
|
19.5K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
449+ 1.5% |
$29.6K - $31K
|
30.4K
$2.2M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
434+ 17.96% |
$28.7K - $30K
|
2.85K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
430+ 2.01% |
$28.4K - $29.7K
|
21.8K
$1.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
427+ 0.15% |
$28.2K - $29.5K
|
279K
$20.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
424+ 1.7% |
$28K - $29.3K
|
25.4K
$1.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
413+ 52.41% |
$27.3K - $28.5K
|
1.2K
$86.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
412+ 2.38% |
$27.2K - $28.5K
|
17.7K
$1.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
405+ 3.65% |
$26.7K - $28K
|
11.5K
$832K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
405+ 29.39% |
$26.7K - $28K
|
1.78K
$129K
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
404+ 6.89% |
$26.7K - $27.9K
|
6.27K
$453K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
395+ 7.18% |
$26.1K - $27.3K
|
5.89K
$426K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
394+ 3.44% |
$26K - $27.2K
|
11.8K
$856K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
393+ 8.99% |
$25.9K - $27.2K
|
4.76K
$344K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
386+ 3.51% |
$25.5K - $26.7K
|
11.4K
$824K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
385+ 18.52% |
$25.4K - $26.6K
|
2.46K
$178K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
384+ 1.42% |
$25.4K - $26.5K
|
27.4K
$1.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
381+ 0.77% |
$25.2K - $26.3K
|
50K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
356+ 0.42% |
$23.5K - $24.6K
|
84.6K
$6.12M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
352+ 5.08% |
$23.2K - $24.3K
|
7.28K
$526K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
351+ 3.16% |
$23.2K - $24.3K
|
11.5K
$829K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
351+ 3.16% |
$23.2K - $24.3K
|
11.5K
$829K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
341+ 56.55% |
$22.5K - $23.6K
|
944
$68.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
335+ 11.1% |
$22.1K - $23.1K
|
3.35K
$243K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
334+ 2.49% |
$22.1K - $23.1K
|
13.7K
$993K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
329+ 1.25% |
$21.7K - $22.7K
|
26.7K
$1.93M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
328+ 8.22% |
$21.7K - $22.7K
|
4.32K
$312K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
327+ 3.97% |
$21.6K - $22.6K
|
8.56K
$619K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
321New |
$21.2K - $22.2K
|
321
$23.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
319+ 6.87% |
$21.1K - $22K
|
4.96K
$359K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
316New |
$20.9K - $21.8K
|
316
$22.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
314+ 7.91% |
$20.7K - $21.7K
|
4.28K
$310K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
314+ 37.43% |
$20.7K - $21.7K
|
1.15K
$83.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
310+ 7.49% |
$20.5K - $21.4K
|
4.45K
$322K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
308+ 0.19% |
$20.3K - $21.3K
|
163K
$11.8M
|