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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
16.2K+ 7.18% |
$1.07M - $1.12M
|
241K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.1K+ 19.26% |
$1.06M - $1.11M
|
99.8K
$7.24M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
16.1K+ 1.41% |
$1.06M - $1.11M
|
1.16M
$84M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16K+ 37.74% |
$1.06M - $1.11M
|
58.5K
$4.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 46.0% |
$1.05M - $1.1M
|
50.6K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15.9K+ 13.24% |
$1.05M - $1.1M
|
136K
$9.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
15.7K+ 1.26% |
$1.04M - $1.09M
|
1.26M
$91.6M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15.7K+ 8.04% |
$1.03M - $1.08M
|
211K
$15.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
15.6KNew |
$1.03M - $1.08M
|
15.6K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$1.02M - $1.07M
|
15.5K
$1.12M
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
15.1K+ 5.44% |
$999K - $1.05M
|
293K
$21.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
14.9K+ 56.05% |
$984K - $1.03M
|
41.5K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.8K+ 2.23% |
$978K - $1.02M
|
680K
$49.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
14.8K+ 47.17% |
$977K - $1.02M
|
46.2K
$3.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
14.8K+ 65.08% |
$975K - $1.02M
|
37.5K
$2.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
14.7K+ 23.39% |
$969K - $1.01M
|
77.5K
$5.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
14.6KNew |
$967K - $1.01M
|
14.6K
$1.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
14.6K+ 1.19% |
$967K - $1.01M
|
1.24M
$90M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.5K+ 5.78% |
$961K - $1.01M
|
266K
$19.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.4K+ 19.22% |
$951K - $995K
|
89.3K
$6.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
14.1K+ 84.84% |
$933K - $977K
|
30.8K
$2.23M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.7K+ 16.72% |
$906K - $948K
|
95.8K
$6.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 27.3% |
$903K - $945K
|
63.8K
$4.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.7K+ 33.94% |
$901K - $943K
|
53.9K
$3.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.4K+ 18.45% |
$884K - $926K
|
86K
$6.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13.4K+ 72.0% |
$883K - $924K
|
31.9K
$2.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
BUY
|
- |
13.3KNew |
$876K - $917K
|
13.3K
$963K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
13.3K+ 4.72% |
$875K - $916K
|
294K
$21.3M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.2K+ 5.32% |
$875K - $915K
|
262K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
13.1K+ 6.85% |
$864K - $904K
|
204K
$14.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.9K+ 67.73% |
$851K - $890K
|
31.9K
$2.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12.9KNew |
$850K - $889K
|
12.9K
$934K
|
|
|
Aug 14, 2023
Q2 2023
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
12.8K+ 1.92% |
$844K - $884K
|
678K
$49.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
12.7K+ 5.65% |
$838K - $877K
|
237K
$17.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.7K+ 11.06% |
$838K - $877K
|
127K
$9.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
12.6K+ 5.23% |
$830K - $869K
|
253K
$18.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 11.65% |
$815K - $853K
|
118K
$8.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.2K+ 9.17% |
$808K - $846K
|
146K
$10.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
12.2K+ 2.8% |
$803K - $840K
|
446K
$32.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
12K+ 1.35% |
$794K - $831K
|
902K
$65.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12K+ 6.39% |
$793K - $830K
|
200K
$14.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11.8K+ 44.66% |
$778K - $814K
|
38.2K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
11.6K+ 47.75% |
$765K - $800K
|
35.8K
$2.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.5KNew |
$758K - $793K
|
11.5K
$833K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
11.4K+ 9.62% |
$755K - $790K
|
130K
$9.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
11.3K+ 3.75% |
$744K - $778K
|
312K
$22.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 3.61% |
$733K - $767K
|
319K
$23.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10.8K+ 13.75% |
$715K - $748K
|
89.5K
$6.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10.8K+ 298.04% |
$714K - $747K
|
14.4K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.7K+ 4.8% |
$703K - $736K
|
233K
$16.9M
|