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 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-577- 7.56% |
$38.1K - $39.9K
|
7.05K
$510K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-584- 2.36% |
$38.6K - $40.4K
|
24.2K
$1.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-586- 8.82% |
$38.7K - $40.5K
|
6.06K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-586- 4.22% |
$38.7K - $40.5K
|
13.3K
$961K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-587- 0.54% |
$38.8K - $40.6K
|
108K
$7.78M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-604- 5.12% |
$39.9K - $41.7K
|
11.2K
$810K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-605- 6.33% |
$39.9K - $41.8K
|
8.95K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-608- 1.51% |
$40.1K - $42K
|
39.7K
$2.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-611- 12.83% |
$40.3K - $42.2K
|
4.15K
$300K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-613- 9.51% |
$40.5K - $42.4K
|
5.84K
$422K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-623- 2.68% |
$41.1K - $43K
|
22.7K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-633- 4.05% |
$41.8K - $43.7K
|
15K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-646- 2.92% |
$42.7K - $44.6K
|
21.5K
$1.55M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-655- 5.14% |
$43.2K - $45.3K
|
12.1K
$874K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-662- 2.29% |
$43.7K - $45.7K
|
28.3K
$2.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-675- 42.29% |
$44.6K - $46.6K
|
921
$66.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-696- 3.76% |
$46K - $48.1K
|
17.8K
$1.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-699- 7.77% |
$46.2K - $48.3K
|
8.3K
$600K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-700- 0.9% |
$46.2K - $48.4K
|
77K
$5.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-703- 1.91% |
$46.4K - $48.6K
|
36K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-703- 1.54% |
$46.4K - $48.6K
|
45K
$3.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-711- 14.5% |
$46.9K - $49.1K
|
4.19K
$303K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-716- 3.67% |
$47.3K - $49.5K
|
18.8K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-717- 16.65% |
$47.3K - $49.5K
|
3.59K
$260K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-729- 8.72% |
$48.1K - $50.4K
|
7.63K
$552K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-734- 2.31% |
$48.5K - $50.7K
|
31.1K
$2.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-744- 3.6% |
$49.1K - $51.4K
|
19.9K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-755- 15.24% |
$49.9K - $52.2K
|
4.2K
$304K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-760- 0.53% |
$50.2K - $52.5K
|
142K
$10.3M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-766Closed |
$50.6K - $52.9K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-777- 3.98% |
$51.3K - $53.7K
|
18.8K
$1.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-781- 10.24% |
$51.6K - $54K
|
6.85K
$495K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-789- 4.21% |
$52.1K - $54.5K
|
18K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-793- 6.52% |
$52.4K - $54.8K
|
11.4K
$822K
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-793- 0.37% |
$52.4K - $54.8K
|
215K
$15.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-799- 2.68% |
$52.8K - $55.2K
|
29K
$2.1M
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-800- 13.52% |
$52.8K - $55.3K
|
5.12K
$370K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-806- 0.85% |
$53.2K - $55.7K
|
93.5K
$6.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-807- 2.91% |
$53.3K - $55.8K
|
26.9K
$1.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-821- 0.68% |
$54.2K - $56.7K
|
120K
$8.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-829- 1.96% |
$54.7K - $57.3K
|
41.5K
$3M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-833- 0.37% |
$55K - $57.6K
|
227K
$16.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-837- 0.75% |
$55.3K - $57.8K
|
110K
$7.98M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-838- 0.4% |
$55.3K - $57.9K
|
208K
$15M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-857- 0.66% |
$56.6K - $59.2K
|
129K
$9.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-859- 2.97% |
$56.7K - $59.4K
|
28K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-877- 3.23% |
$57.9K - $60.6K
|
26.2K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-896- 10.36% |
$59.2K - $61.9K
|
7.75K
$560K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-900- 15.0% |
$59.4K - $62.2K
|
5.1K
$369K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-916- 9.53% |
$60.5K - $63.3K
|
8.7K
$629K
|