Purchases and Sales Made in Q3 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3K+ 17.95% |
$157K - $189K
|
19.7K
$1.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.98K+ 2.13% |
$156K - $188K
|
143K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.97K+ 5.19% |
$155K - $187K
|
60.2K
$4.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.96K+ 40.15% |
$155K - $187K
|
10.3K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.9K+ 5272.73% |
$152K - $183K
|
2.96K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.85K+ 50.17% |
$149K - $180K
|
8.53K
$619K
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.78K+ 23.09% |
$145K - $175K
|
14.8K
$1.07M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.77KNew |
$145K - $175K
|
2.77K
$201K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.72K+ 10.19% |
$142K - $172K
|
29.4K
$2.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.68K+ 31.12% |
$140K - $169K
|
11.3K
$818K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.67K+ 2.46% |
$139K - $168K
|
111K
$8.05M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.6K+ 19.86% |
$136K - $164K
|
15.7K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.6KNew |
$136K - $164K
|
2.6K
$188K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.58K+ 16.23% |
$135K - $163K
|
18.5K
$1.34M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
2.54K+ 38.52% |
$133K - $161K
|
9.15K
$664K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.5K+ 0.89% |
$131K - $158K
|
283K
$20.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
2.49K+ 92.21% |
$130K - $157K
|
5.18K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.48K+ 1.22% |
$130K - $157K
|
206K
$14.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.44K+ 9.32% |
$127K - $154K
|
28.6K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.43K+ 1.74% |
$127K - $153K
|
142K
$10.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.35K+ 26.61% |
$123K - $148K
|
11.2K
$810K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.33K+ 39.45% |
$122K - $147K
|
8.24K
$597K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
2.23K+ 10.4% |
$117K - $141K
|
23.7K
$1.72M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.22KNew |
$116K - $140K
|
2.22K
$161K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.18K+ 2.05% |
$114K - $137K
|
109K
$7.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.16K+ 3.43% |
$113K - $136K
|
65.2K
$4.73M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.16K+ 3.43% |
$113K - $136K
|
65.2K
$4.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.1K+ 2.8% |
$110K - $133K
|
77.1K
$5.59M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.08K+ 24.59% |
$109K - $131K
|
10.5K
$763K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.04K+ 10.44% |
$107K - $129K
|
21.6K
$1.57M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.04K+ 48.14% |
$107K - $129K
|
6.29K
$456K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.04K+ 3.47% |
$107K - $129K
|
60.8K
$4.41M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
2.04K+ 2.8% |
$107K - $129K
|
74.7K
$5.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.01K+ 3.31% |
$105K - $127K
|
62.8K
$4.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2K+ 4.62% |
$105K - $126K
|
45.3K
$3.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2K+ 40.14% |
$105K - $126K
|
6.98K
$506K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.93K+ 6.73% |
$101K - $122K
|
30.6K
$2.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.93K+ 51.63% |
$101K - $122K
|
5.66K
$411K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.89K+ 2.93% |
$98.9K - $119K
|
66.5K
$4.82M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.86KNew |
$97.5K - $118K
|
1.86K
$135K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.85K+ 4.59% |
$96.9K - $117K
|
42.2K
$3.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.8K+ 3.08% |
$94.1K - $113K
|
60.2K
$4.37M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.71K+ 19.26% |
$89.5K - $108K
|
10.6K
$768K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.7K+ 10.26% |
$88.9K - $107K
|
18.3K
$1.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.67K+ 2.84% |
$87.4K - $105K
|
60.6K
$4.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.67K+ 11.51% |
$87.2K - $105K
|
16.1K
$1.17M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.65K+ 6.66% |
$86.4K - $104K
|
26.5K
$1.92M
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.64K+ 7.69% |
$85.6K - $103K
|
22.9K
$1.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Pembroke Management, LTD
|
BUY
|
- |
1.63K+ 3.38% |
$85.4K - $103K
|
49.9K
$3.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.63K+ 0.28% |
$85.4K - $103K
|
594K
$43.1M
|