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 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.88K- 80.5% |
$190K - $199K
|
697
$50.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.91K- 10.92% |
$192K - $201K
|
23.7K
$1.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.94K- 9.85% |
$194K - $203K
|
26.9K
$1.95M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.95K- 18.11% |
$194K - $203K
|
13.3K
$966K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.95K- 1.29% |
$195K - $204K
|
226K
$16.4M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.98K- 46.4% |
$197K - $206K
|
3.44K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.03K- 91.79% |
$200K - $209K
|
271
$19.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.04K- 4.62% |
$201K - $210K
|
62.8K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.04K- 2.45% |
$201K - $210K
|
121K
$8.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-3.1K- 3.64% |
$205K - $214K
|
82.1K
$5.95M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.17K- 29.03% |
$209K - $219K
|
7.74K
$562K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3.19K- 0.35% |
$211K - $220K
|
920K
$66.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.2K- 2.06% |
$211K - $221K
|
152K
$11M
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-3.21K- 1.26% |
$212K - $222K
|
252K
$18.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.21K- 8.22% |
$212K - $222K
|
35.8K
$2.6M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.25K- 38.9% |
$215K - $225K
|
5.11K
$371K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.32K- 10.32% |
$219K - $229K
|
28.9K
$2.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.32K- 10.91% |
$219K - $230K
|
27.1K
$1.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.53K- 1.61% |
$233K - $244K
|
215K
$15.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.58K- 15.45% |
$236K - $247K
|
19.6K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.59K- 2.89% |
$237K - $248K
|
120K
$8.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.59K- 3.37% |
$237K - $248K
|
103K
$7.46M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.66K- 1.27% |
$242K - $253K
|
285K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.69K- 18.36% |
$244K - $255K
|
16.4K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-3.7K- 12.61% |
$244K - $256K
|
25.6K
$1.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-3.77K- 3.41% |
$249K - $260K
|
107K
$7.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.89K- 9.76% |
$257K - $269K
|
36K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.9K- 15.36% |
$258K - $269K
|
21.5K
$1.56M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-3.98K- 15.05% |
$263K - $275K
|
22.5K
$1.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Regis Management CO LLC
|
SELL
|
- |
-3.99K- 2.07% |
$264K - $276K
|
189K
$13.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4.02K- 9.8% |
$265K - $277K
|
36.9K
$2.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-4.04K- 4.96% |
$266K - $279K
|
77.3K
$5.61M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.08K- 15.9% |
$269K - $282K
|
21.6K
$1.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.12K- 17.31% |
$272K - $285K
|
19.7K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.19K- 25.71% |
$277K - $290K
|
12.1K
$878K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.22K- 32.39% |
$278K - $291K
|
8.8K
$638K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-4.33K- 18.0% |
$286K - $299K
|
19.7K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-4.34K- 8.46% |
$286K - $300K
|
46.9K
$3.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.45K- 0.28% |
$294K - $308K
|
1.6M
$116M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.58K- 7.92% |
$302K - $316K
|
53.2K
$3.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-4.59K- 2.85% |
$303K - $317K
|
157K
$11.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.59K- 0.79% |
$303K - $317K
|
577K
$41.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.6K- 3.39% |
$304K - $318K
|
131K
$9.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.74K- 38.78% |
$313K - $327K
|
7.48K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.76K- 9.11% |
$314K - $329K
|
47.5K
$3.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.78K- 0.89% |
$315K - $330K
|
532K
$38.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.81K- 1.87% |
$317K - $332K
|
252K
$18.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.88K- 1.25% |
$322K - $337K
|
384K
$27.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-4.92K- 1.14% |
$325K - $340K
|
426K
$30.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.96K- 10.49% |
$328K - $343K
|
42.3K
$3.07M
|