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 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-55- 0.8% |
$2.88K - $3.47K
|
6.86K
$498K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-57- 0.06% |
$2.98K - $3.6K
|
96.6K
$7.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-59- 29.8% |
$3.09K - $3.72K
|
139
$10.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-62- 1.3% |
$3.24K - $3.91K
|
4.72K
$342K
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-63- 1.51% |
$3.3K - $3.98K
|
4.1K
$298K
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-65- 0.19% |
$3.4K - $4.1K
|
34.9K
$2.53M
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-67- 0.28% |
$3.51K - $4.23K
|
24.1K
$1.75M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-69- 1.42% |
$3.61K - $4.35K
|
4.77K
$346K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-72- 1.01% |
$3.77K - $4.54K
|
7.05K
$511K
|
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-72- 0.1% |
$3.77K - $4.54K
|
74.2K
$5.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-73- 0.57% |
$3.82K - $4.61K
|
12.7K
$922K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-74- 1.88% |
$3.87K - $4.67K
|
3.87K
$281K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-75- 3.62% |
$3.92K - $4.73K
|
2K
$145K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-76- 3.95% |
$3.98K - $4.8K
|
1.85K
$134K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-78- 1.4% |
$4.08K - $4.92K
|
5.51K
$400K
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-85- 2.79% |
$4.45K - $5.36K
|
2.96K
$215K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-89- 1.11% |
$4.66K - $5.62K
|
7.9K
$573K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-95- 0.99% |
$4.97K - $5.99K
|
9.52K
$691K
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-100- 1.99% |
$5.23K - $6.31K
|
4.92K
$357K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-102- 1.63% |
$5.34K - $6.44K
|
6.15K
$446K
|
|
|
Nov 03, 2022
Q3 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-108- 0.33% |
$5.65K - $6.81K
|
32.9K
$2.39M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-109- 1.69% |
$5.7K - $6.88K
|
6.34K
$460K
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
SELL
|
- |
-111- 0.06% |
$5.81K - $7K
|
177K
$12.8M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-115- 2.08% |
$6.02K - $7.26K
|
5.43K
$394K
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-117- 0.5% |
$6.12K - $7.38K
|
23.5K
$1.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-133- 34.28% |
$6.96K - $8.39K
|
255
$18.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-140- 1.7% |
$7.32K - $8.83K
|
8.11K
$588K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-145- 1.2% |
$7.59K - $9.15K
|
11.9K
$865K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 0.3% |
$7.85K - $9.47K
|
49.7K
$3.61M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-152- 3.07% |
$7.95K - $9.59K
|
4.79K
$348K
|
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
SELL
|
- |
-157- 0.17% |
$8.21K - $9.91K
|
90.5K
$6.57M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-157- 1.62% |
$8.21K - $9.91K
|
9.52K
$691K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-164- 4.37% |
$8.58K - $10.3K
|
3.59K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-171- 1.07% |
$8.95K - $10.8K
|
15.8K
$1.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-177- 0.57% |
$9.26K - $11.2K
|
31K
$2.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-198- 17.0% |
$10.4K - $12.5K
|
967
$70.1K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
SELL
|
- |
-206- 3.91% |
$10.8K - $13K
|
5.07K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-210- 0.11% |
$11K - $13.3K
|
194K
$14.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-211- 4.86% |
$11K - $13.3K
|
4.13K
$300K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-219- 1.39% |
$11.5K - $13.8K
|
15.6K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-224- 2.89% |
$11.7K - $14.1K
|
7.52K
$546K
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-246- 5.83% |
$12.9K - $15.5K
|
3.98K
$288K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-247- 14.05% |
$12.9K - $15.6K
|
1.51K
$110K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-250- 5.04% |
$13.1K - $15.8K
|
4.71K
$342K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-252- 2.03% |
$13.2K - $15.9K
|
12.2K
$884K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-261- 11.76% |
$13.7K - $16.5K
|
1.96K
$142K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-267- 5.26% |
$14K - $16.8K
|
4.81K
$349K
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-273- 1.29% |
$14.3K - $17.2K
|
20.9K
$1.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-275- 1.78% |
$14.4K - $17.4K
|
15.1K
$1.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-281- 2.09% |
$14.7K - $17.7K
|
13.2K
$957K
|