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 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
40+ 1.35% |
$2.64K - $2.76K
|
3K
$217K
|
|
|
Jul 14, 2023
Q2 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
38+ 0.13% |
$2.51K - $2.63K
|
29.7K
$2.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
37+ 0.07% |
$2.44K - $2.56K
|
53.7K
$3.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
37+ 0.27% |
$2.44K - $2.56K
|
13.8K
$995K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35+ 0.06% |
$2.31K - $2.42K
|
58.6K
$4.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
34+ 0.43% |
$2.25K - $2.35K
|
7.89K
$571K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
34+ 0.35% |
$2.25K - $2.35K
|
9.85K
$712K
|
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
34+ 0.11% |
$2.25K - $2.35K
|
30.1K
$2.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
29+ 0.24% |
$1.91K - $2K
|
11.9K
$861K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.47% |
$1.78K - $1.87K
|
5.78K
$418K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
25+ 0.79% |
$1.65K - $1.73K
|
3.21K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
23+ 0.67% |
$1.52K - $1.59K
|
3.44K
$249K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
21New |
$1.39K - $1.45K
|
21
$1.52K
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
20+ 0.38% |
$1.32K - $1.38K
|
5.34K
$386K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18+ 450.0% |
$1.19K - $1.24K
|
22
$1.59K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
17+ 0.28% |
$1.12K - $1.17K
|
6.04K
$437K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14+ 0.19% |
$924 - $967
|
7.39K
$534K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
14+ 0.29% |
$924 - $967
|
4.86K
$351K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13+ 0.27% |
$858 - $898
|
4.77K
$345K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
8+ 0.25% |
$528 - $553
|
3.17K
$229K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.15% |
$462 - $484
|
4.77K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7+ 0.58% |
$462 - $484
|
1.2K
$87.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.36% |
$396 - $415
|
1.66K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 1.89% |
$330 - $346
|
269
$19.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4+ 0.01% |
$264 - $276
|
52.3K
$3.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4+ 0.0% |
$264 - $276
|
94.4K
$6.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 1.75% |
$264 - $276
|
233
$16.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$264 - $276
|
1.12K
$80.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.24% |
$132 - $138
|
830
$60K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
2+ 0.01% |
$132 - $138
|
14.4K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.25% |
$132 - $138
|
811
$58.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.03% |
$66 - $69.1
|
3.02K
$218K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$66 - $69.1
|
3.73K
$270K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.01% |
$66 - $69.1
|
7.44K
$538K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$66 - $69.1
|
9.71K
$702K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.04% |
$66 - $69.1
|
50
$3.62K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$66 - $69.1
|
7.52K
$544K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1- -0.0% |
$66 - $69.1
|
25.4K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-1- 0.03% |
$66 - $69.1
|
3.13K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3- -0.0% |
$198 - $207
|
67.5K
$4.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-4- 0.14% |
$264 - $276
|
2.95K
$213K
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-5- 0.12% |
$330 - $346
|
4.07K
$295K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.06% |
$330 - $346
|
8.21K
$594K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7- -0.0% |
$462 - $484
|
662K
$47.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-7- 0.1% |
$462 - $484
|
6.93K
$501K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-7- 0.03% |
$462 - $484
|
21.4K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-11- 0.01% |
$726 - $760
|
136K
$9.87M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-12- 1.67% |
$792 - $829
|
708
$51.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-13- 0.52% |
$858 - $898
|
2.48K
$179K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-14- 0.94% |
$924 - $967
|
1.48K
$107K
|