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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
305+ 0.16% |
$20.1K - $21.1K
|
191K
$13.8M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
304+ 6.98% |
$20.1K - $21K
|
4.66K
$337K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300+ 230.77% |
$19.8K - $20.7K
|
430
$31.1K
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
298+ 5.52% |
$19.7K - $20.6K
|
5.69K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
297+ 5.89% |
$19.6K - $20.5K
|
5.34K
$386K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
290+ 0.84% |
$19.1K - $20K
|
34.7K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
289+ 0.39% |
$19.1K - $20K
|
73.8K
$5.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
279+ 1.98% |
$18.4K - $19.3K
|
14.4K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
273+ 1.66% |
$18K - $18.9K
|
16.7K
$1.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
268+ 0.26% |
$17.7K - $18.5K
|
105K
$7.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
268New |
$17.7K - $18.5K
|
268
$19.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
257New |
$17K - $17.8K
|
257
$18.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
256+ 6.81% |
$16.9K - $17.7K
|
4.01K
$290K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
255+ 2.61% |
$16.8K - $17.6K
|
10K
$725K
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
250+ 8.12% |
$16.5K - $17.3K
|
3.33K
$241K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
242+ 6.4% |
$16K - $16.7K
|
4.02K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
242+ 1.58% |
$16K - $16.7K
|
15.5K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
241+ 0.7% |
$15.9K - $16.7K
|
34.6K
$2.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
235+ 0.74% |
$15.5K - $16.2K
|
31.8K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
228+ 0.26% |
$15.1K - $15.8K
|
88.2K
$6.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
226+ 6.47% |
$14.9K - $15.6K
|
3.72K
$269K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
225+ 3.71% |
$14.9K - $15.5K
|
6.28K
$454K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
223+ 1.41% |
$14.7K - $15.4K
|
16.1K
$1.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
219+ 1.91% |
$14.5K - $15.1K
|
11.7K
$844K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
212New |
$14K - $14.6K
|
212
$15.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
208+ 1.14% |
$13.7K - $14.4K
|
18.4K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
206+ 0.4% |
$13.6K - $14.2K
|
51.2K
$3.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
201+ 84.81% |
$13.3K - $13.9K
|
438
$31.7K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200+ 7.77% |
$13.2K - $13.8K
|
2.77K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
BUY
|
- |
192+ 0.15% |
$12.7K - $13.3K
|
126K
$9.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
191+ 0.49% |
$12.6K - $13.2K
|
39.1K
$2.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
189+ 1.21% |
$12.5K - $13.1K
|
15.8K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
188+ 1.72% |
$12.4K - $13K
|
11.1K
$802K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
184+ 2.13% |
$12.1K - $12.7K
|
8.83K
$638K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
179+ 10.1% |
$11.8K - $12.4K
|
1.95K
$141K
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
173+ 3.77% |
$11.4K - $12K
|
4.76K
$344K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
172+ 0.3% |
$11.4K - $11.9K
|
57.8K
$4.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
171+ 1.76% |
$11.3K - $11.8K
|
9.87K
$714K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
166+ 5.33% |
$11K - $11.5K
|
3.28K
$237K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
155+ 1.12% |
$10.2K - $10.7K
|
14K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
153+ 0.7% |
$10.1K - $10.6K
|
21.9K
$1.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
152+ 3.28% |
$10K - $10.5K
|
4.78K
$346K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
152+ 1.67% |
$10K - $10.5K
|
9.27K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
150+ 1.18% |
$9.9K - $10.4K
|
12.9K
$930K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
140New |
$9.24K - $9.67K
|
140
$10.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
139+ 1.92% |
$9.18K - $9.6K
|
7.38K
$534K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
139+ 0.5% |
$9.18K - $9.6K
|
28.1K
$2.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
136+ 1.7% |
$8.98K - $9.4K
|
8.13K
$588K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
135+ 4.21% |
$8.91K - $9.33K
|
3.34K
$242K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
134+ 1.95% |
$8.85K - $9.26K
|
7.02K
$507K
|