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 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
237K+ 19.79% |
$15.6M - $16.4M
|
1.43M
$104M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
224K+ 214.87% |
$14.8M - $15.4M
|
328K
$23.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
205K+ 16.34% |
$13.5M - $14.2M
|
1.46M
$106M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
204KNew |
$13.5M - $14.1M
|
204K
$14.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
203K+ 40.78% |
$13.4M - $14.1M
|
702K
$51M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
201K+ 123.97% |
$13.2M - $13.9M
|
362K
$26.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
200K+ 107.54% |
$13.2M - $13.8M
|
386K
$28M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
200KNew |
$13.2M - $13.8M
|
200K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
196K+ 3.35% |
$12.9M - $13.5M
|
6.04M
$438M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
194K+ 4.06% |
$12.8M - $13.4M
|
4.97M
$360M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
185K+ 811.29% |
$12.2M - $12.8M
|
208K
$15.1M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
184K+ 6.45% |
$12.1M - $12.7M
|
3.03M
$220M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
180K+ 444.13% |
$11.9M - $12.5M
|
221K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
173K+ 31.53% |
$11.4M - $12M
|
723K
$52.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
173K+ 8.38% |
$11.4M - $12M
|
2.24M
$162M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
172K+ 25.02% |
$11.4M - $11.9M
|
859K
$62.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
166K+ 45.7% |
$10.9M - $11.4M
|
528K
$38.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150K+ 3.81% |
$9.92M - $10.4M
|
4.1M
$297M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
140K+ 3167.7% |
$9.23M - $9.66M
|
144K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
135KNew |
$8.89M - $9.31M
|
135K
$9.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
129K+ 46.87% |
$8.5M - $8.89M
|
403K
$29.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
128K+ 15.78% |
$8.48M - $8.88M
|
943K
$68.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
119K+ 81.32% |
$7.89M - $8.26M
|
266K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
116K+ 76.54% |
$7.63M - $7.98M
|
267K
$19.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
111K+ 19.25% |
$7.36M - $7.7M
|
691K
$50.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
111K+ 41.51% |
$7.3M - $7.64M
|
377K
$27.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
109K+ 198.37% |
$7.22M - $7.55M
|
164K
$11.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
109KNew |
$7.19M - $7.53M
|
109K
$7.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
109K+ 38.02% |
$7.17M - $7.51M
|
394K
$28.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
107K+ 126.86% |
$7.08M - $7.4M
|
192K
$13.9M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
107K+ 126.86% |
$7.08M - $7.4M
|
192K
$13.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
106K+ 29.16% |
$7.02M - $7.34M
|
471K
$34.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
102K+ 10.9% |
$6.7M - $7.02M
|
1.03M
$74.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
100K+ 159.09% |
$6.64M - $6.94M
|
164K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100K+ 8.07% |
$6.61M - $6.92M
|
1.34M
$97.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
98.4K+ 1.45% |
$6.5M - $6.8M
|
6.9M
$501M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
97.5K+ 3.35% |
$6.44M - $6.74M
|
3M
$218M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90.9K+ 13.04% |
$6.01M - $6.28M
|
788K
$57.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.5K+ 8.69% |
$5.91M - $6.18M
|
1.12M
$81.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
88.4K+ 2.18% |
$5.84M - $6.11M
|
4.14M
$300M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
88.3K+ 255.21% |
$5.83M - $6.1M
|
123K
$8.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
82.6KNew |
$5.45M - $5.71M
|
82.6K
$5.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
80.2K+ 10.55% |
$5.29M - $5.54M
|
840K
$60.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
80.2KNew |
$5.29M - $5.54M
|
80.2K
$5.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
77.8K+ 92.32% |
$5.14M - $5.38M
|
162K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
77.3K+ 0.88% |
$5.1M - $5.34M
|
8.9M
$646M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
76.6K+ 60.06% |
$5.06M - $5.29M
|
204K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
76.4KNew |
$5.04M - $5.28M
|
76.4K
$5.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
75.6KNew |
$4.99M - $5.23M
|
75.6K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75.2K+ 9.47% |
$4.97M - $5.2M
|
869K
$63.1M
|