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 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
10.4K+ 7.1% |
$689K - $721K
|
158K
$11.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
10.3K+ 17.19% |
$679K - $710K
|
70.1K
$5.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
10KNew |
$661K - $692K
|
10K
$726K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
9.96K+ 2.07% |
$658K - $688K
|
490K
$35.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.79K+ 22.13% |
$647K - $677K
|
54.1K
$3.92M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.72K+ 90.55% |
$642K - $672K
|
20.5K
$1.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.69K+ 115.77% |
$640K - $669K
|
18.1K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9.67K+ 1.97% |
$638K - $668K
|
501K
$36.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.54K+ 24.43% |
$630K - $659K
|
48.6K
$3.52M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
9.4KNew |
$621K - $649K
|
9.4K
$682K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.4K+ 179.56% |
$621K - $649K
|
14.6K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
9.39K+ 3.34% |
$620K - $649K
|
290K
$21.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
9.29K+ 305.49% |
$613K - $642K
|
12.3K
$894K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.18K+ 129.3% |
$606K - $634K
|
16.3K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.16K+ 4.77% |
$605K - $633K
|
201K
$14.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
8.95K+ 1.83% |
$591K - $618K
|
498K
$36.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.86K+ 11.95% |
$585K - $612K
|
83K
$6.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
8.83KNew |
$583K - $610K
|
8.83K
$641K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8.79K+ 8.42% |
$580K - $607K
|
113K
$8.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
8.77K+ 3.92% |
$579K - $606K
|
232K
$16.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
8.76K+ 6.19% |
$578K - $605K
|
150K
$10.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
8.71K+ 162.0% |
$575K - $602K
|
14.1K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
8.59K+ 1.57% |
$567K - $593K
|
557K
$40.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
8.45KNew |
$558K - $584K
|
8.45K
$613K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.43K+ 1.13% |
$556K - $582K
|
752K
$54.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
8.25KNew |
$545K - $570K
|
8.25K
$599K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.25K+ 6.93% |
$545K - $570K
|
127K
$9.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
8.1K+ 3.19% |
$535K - $560K
|
262K
$19M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
7.92KNew |
$523K - $547K
|
7.92K
$575K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
7.86K+ 3.05% |
$519K - $543K
|
265K
$19.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.7K+ 8.71% |
$509K - $532K
|
96.1K
$6.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.67K+ 2.67% |
$506K - $530K
|
294K
$21.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.66K+ 45.92% |
$506K - $529K
|
24.3K
$1.77M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.64K+ 18.9% |
$505K - $528K
|
48.1K
$3.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
7.55K+ 3.59% |
$498K - $521K
|
218K
$15.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.52K+ 3.31% |
$497K - $520K
|
235K
$17M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.43K+ 1.57% |
$490K - $513K
|
482K
$35M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.33K+ 55.99% |
$484K - $506K
|
20.4K
$1.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.3K+ 104.23% |
$482K - $504K
|
14.3K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
7.26K+ 16.81% |
$479K - $502K
|
50.5K
$3.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.23K+ 2.58% |
$477K - $500K
|
287K
$20.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
7.21K+ 17.1% |
$476K - $498K
|
49.4K
$3.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.2K+ 12.37% |
$475K - $497K
|
65.4K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.14K+ 6.52% |
$471K - $493K
|
117K
$8.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
7.06K+ 58.5% |
$466K - $488K
|
19.1K
$1.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
7.05K+ 35.66% |
$465K - $487K
|
26.8K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.95K+ 48.83% |
$459K - $480K
|
21.2K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
6.81K+ 1.91% |
$450K - $471K
|
364K
$26.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.81K+ 10.21% |
$450K - $471K
|
73.5K
$5.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
6.79K+ 6.17% |
$448K - $469K
|
117K
$8.47M
|