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 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8.56K- 27.42% |
$565K - $591K
|
22.7K
$1.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.57K- 26.94% |
$566K - $592K
|
23.2K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.61K- 1.41% |
$569K - $595K
|
602K
$43.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-8.78K- 3.98% |
$580K - $607K
|
212K
$15.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-8.82K- 3.59% |
$582K - $609K
|
237K
$17.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8.88K- 10.36% |
$586K - $613K
|
76.8K
$5.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.94K- 2.92% |
$590K - $617K
|
297K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-8.95K- 28.06% |
$591K - $619K
|
23K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-9.28K- 2.2% |
$613K - $641K
|
412K
$29.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-9.46K- 3.2% |
$624K - $653K
|
286K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.55K- 2.02% |
$631K - $660K
|
463K
$33.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.56K- 2.73% |
$631K - $660K
|
341K
$24.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.79K- 14.65% |
$647K - $677K
|
57.1K
$4.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.93K- 8.56% |
$656K - $686K
|
106K
$7.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.3K- 61.73% |
$681K - $712K
|
6.39K
$462K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.5K- 11.72% |
$693K - $725K
|
79.1K
$5.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11.1K- 49.8% |
$731K - $765K
|
11.2K
$807K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.2K- 27.79% |
$738K - $772K
|
29K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.3K- 8.06% |
$745K - $780K
|
129K
$9.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-11.3K- 16.1% |
$748K - $782K
|
59K
$4.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-11.4K- 54.21% |
$751K - $786K
|
9.61K
$695K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-11.5K- 6.4% |
$758K - $793K
|
168K
$12.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-11.7K- 10.07% |
$775K - $811K
|
105K
$7.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11.9K- 1.68% |
$787K - $823K
|
697K
$50.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.1K- 37.76% |
$798K - $835K
|
19.9K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-12.1K- 2.65% |
$800K - $837K
|
445K
$32.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-12.2K- 8.73% |
$804K - $842K
|
127K
$9.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-12.2K- 7.38% |
$805K - $842K
|
153K
$11.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.5K- 49.09% |
$828K - $866K
|
13K
$940K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-12.6K- 8.19% |
$832K - $871K
|
141K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.6K- 3.27% |
$834K - $873K
|
374K
$27.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.7K- 45.62% |
$838K - $876K
|
15.1K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.1K- 4.27% |
$865K - $906K
|
294K
$21.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-13.1K- 34.13% |
$868K - $908K
|
25.4K
$1.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-13.2K- 44.76% |
$874K - $915K
|
16.3K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.5K- 89.93% |
$894K - $935K
|
1.52K
$110K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.6K- 44.82% |
$896K - $937K
|
16.7K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-13.6K- 4.51% |
$897K - $939K
|
287K
$20.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.7K- 0.2% |
$902K - $944K
|
6.89M
$498M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-13.8K- 2.85% |
$914K - $957K
|
473K
$34.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14.4K- 2.77% |
$950K - $994K
|
504K
$36.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-14.9K- 0.41% |
$984K - $1.03M
|
3.6M
$261M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-15K- 5.68% |
$991K - $1.04M
|
249K
$18M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15.2K- 2.77% |
$1M - $1.05M
|
534K
$38.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-15.7K- 0.95% |
$1.04M - $1.09M
|
1.64M
$119M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.8K- 1.84% |
$1.04M - $1.09M
|
840K
$60.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.8K- 53.18% |
$1.04M - $1.09M
|
13.9K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-16.2K- 3.74% |
$1.07M - $1.12M
|
417K
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.6K- 76.02% |
$1.09M - $1.14M
|
5.23K
$378K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-16.8K- 3.34% |
$1.11M - $1.16M
|
488K
$35.3M
|