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 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.91K+ 6.05% |
$324K - $339K
|
86.1K
$6.25M
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.86KNew |
$321K - $336K
|
4.86K
$353K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
4.81K+ 0.15% |
$318K - $333K
|
3.17M
$230M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.79K+ 129.11% |
$316K - $331K
|
8.49K
$616K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.78K+ 30.19% |
$316K - $330K
|
20.6K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.72K+ 1.66% |
$311K - $326K
|
289K
$21M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.7KNew |
$310K - $325K
|
4.7K
$341K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.7K+ 4.65% |
$310K - $324K
|
106K
$7.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
4.69K+ 7.19% |
$310K - $324K
|
69.9K
$5.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.67K+ 5.26% |
$308K - $322K
|
93.4K
$6.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.65K+ 65.0% |
$307K - $322K
|
11.8K
$857K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.46K+ 10.88% |
$295K - $308K
|
45.5K
$3.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4.46KNew |
$294K - $308K
|
4.46K
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.41KNew |
$291K - $305K
|
4.41K
$320K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
4.38K+ 75.43% |
$289K - $303K
|
10.2K
$740K
|
|
|
Nov 16, 2023
Q2 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.37K+ 0.64% |
$288K - $302K
|
687K
$49.8M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.33K+ 5.41% |
$286K - $299K
|
84.4K
$6.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.3K+ 122.69% |
$284K - $297K
|
7.8K
$566K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.28K+ 7925.93% |
$283K - $296K
|
4.33K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
4.2K+ 3.66% |
$278K - $290K
|
119K
$8.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
4.19K+ 1.41% |
$277K - $290K
|
300K
$21.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.16K+ 19.06% |
$275K - $287K
|
26K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.14K+ 11.87% |
$273K - $286K
|
39K
$2.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
4.13KNew |
$273K - $286K
|
4.13K
$300K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
4.13KNew |
$273K - $285K
|
4.13K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$268K - $281K
|
4.06K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.05K+ 8.67% |
$267K - $280K
|
50.8K
$3.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.01KNew |
$264K - $277K
|
4.01K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4K+ 0.08% |
$264K - $276K
|
5.08M
$369M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.98K+ 9.69% |
$263K - $275K
|
45K
$3.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.92K+ 13.26% |
$259K - $271K
|
33.4K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.88KNew |
$256K - $268K
|
3.88K
$281K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.86K+ 2.64% |
$255K - $266K
|
150K
$10.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.84K+ 1.5% |
$254K - $265K
|
260K
$18.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
3.84K+ 1.44% |
$254K - $265K
|
270K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.82K+ 28.16% |
$252K - $264K
|
17.4K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.81K+ 1.89% |
$252K - $263K
|
205K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.76KNew |
$248K - $260K
|
3.76K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.76KNew |
$248K - $260K
|
3.76K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.76KNew |
$248K - $260K
|
3.76K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.74K+ 29.64% |
$247K - $258K
|
16.4K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.73K+ 68.32% |
$246K - $258K
|
9.19K
$667K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.71KNew |
$245K - $256K
|
3.71K
$269K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.71K+ 17.06% |
$245K - $256K
|
25.5K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 1.88% |
$242K - $253K
|
199K
$14.4M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.66KNew |
$242K - $253K
|
3.66K
$266K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.66KNew |
$241K - $253K
|
3.66K
$265K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
3.65KNew |
$241K - $252K
|
3.65K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.62K+ 31.27% |
$239K - $250K
|
15.2K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.61KNew |
$239K - $250K
|
3.61K
$262K
|