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 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.76K+ 0.65% |
$446K - $467K
|
1.04M
$75.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.74KNew |
$445K - $466K
|
6.74K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.7K+ 1.17% |
$443K - $463K
|
579K
$41.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.7KNew |
$442K - $463K
|
6.7K
$484K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
6.69K+ 6.85% |
$442K - $462K
|
104K
$7.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
6.67KNew |
$440K - $461K
|
6.67K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.58KNew |
$434K - $455K
|
6.58K
$476K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.56K+ 4.83% |
$433K - $454K
|
142K
$10.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.55KNew |
$432K - $453K
|
6.55K
$474K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6.47K+ 7.54% |
$427K - $447K
|
92.3K
$6.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.42K+ 13.11% |
$424K - $443K
|
55.3K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.41K+ 3.5% |
$423K - $443K
|
189K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.4KNew |
$423K - $442K
|
6.4K
$463K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.38K+ 7.51% |
$421K - $441K
|
91.3K
$6.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6.37K+ 1.42% |
$421K - $440K
|
456K
$33M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6.22K+ 6.78% |
$411K - $430K
|
97.9K
$7.08M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6.21KNew |
$410K - $429K
|
6.21K
$449K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.21K+ 19.66% |
$410K - $429K
|
37.8K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.2K+ 48.71% |
$410K - $429K
|
18.9K
$1.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
6.19K+ 5.17% |
$409K - $428K
|
126K
$9.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6.09K+ 1.93% |
$402K - $421K
|
322K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
6.05KNew |
$400K - $418K
|
6.05K
$438K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.04K+ 4.14% |
$399K - $417K
|
152K
$11M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
5.99K+ 5.13% |
$395K - $414K
|
123K
$8.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
5.97K+ 9.85% |
$394K - $413K
|
66.6K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.92K+ 14.41% |
$391K - $409K
|
47K
$3.4M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.85K+ 19.9% |
$386K - $404K
|
35.2K
$2.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.85K+ 2.08% |
$386K - $404K
|
286K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.81K+ 34.76% |
$384K - $401K
|
22.5K
$1.63M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
5.6K+ 2.47% |
$370K - $387K
|
232K
$16.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
5.55K+ 1.8% |
$367K - $384K
|
314K
$22.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.44K+ 2.32% |
$359K - $376K
|
240K
$17.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.43K+ 9.12% |
$359K - $375K
|
65K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.39K+ 6.36% |
$356K - $372K
|
90K
$6.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.32K+ 37.32% |
$351K - $367K
|
19.6K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.31K+ 5.14% |
$351K - $367K
|
109K
$7.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.26K+ 16.74% |
$348K - $364K
|
36.7K
$2.65M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
5.25K+ 32.8% |
$347K - $363K
|
21.3K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.25K+ 2.1% |
$346K - $362K
|
256K
$18.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.19K+ 4.28% |
$343K - $359K
|
127K
$9.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.17K+ 4.61% |
$342K - $357K
|
117K
$8.49M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.15KNew |
$340K - $356K
|
5.15K
$372K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.1K+ 37.32% |
$336K - $352K
|
18.8K
$1.36M
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
5.09K+ 21.34% |
$336K - $352K
|
28.9K
$2.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
5.09KNew |
$336K - $351K
|
5.09K
$368K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.07K+ 51.77% |
$335K - $351K
|
14.9K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.07K+ 2.86% |
$335K - $350K
|
182K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
5.06KNew |
$334K - $350K
|
5.06K
$366K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.02K+ 7.41% |
$332K - $347K
|
72.8K
$5.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
4.94KNew |
$326K - $341K
|
4.94K
$357K
|