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 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.09K- 15.27% |
$57K - $68.8K
|
6.05K
$439K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-1.1K- 4.96% |
$57.4K - $69.2K
|
21K
$1.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.11K- 2.59% |
$58.3K - $70.3K
|
42K
$3.04M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.13K- 9.85% |
$58.9K - $71.1K
|
10.3K
$747K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.13K- 13.59% |
$59K - $71.1K
|
7.16K
$520K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.15K- 3.96% |
$60.2K - $72.6K
|
27.9K
$2.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.16K- 15.77% |
$60.6K - $73.1K
|
6.19K
$449K
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.17K- 4.34% |
$61.3K - $74K
|
25.8K
$1.87M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 5.19% |
$63.3K - $76.4K
|
22.1K
$1.6M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.21K- 3.5% |
$63.5K - $76.5K
|
33.4K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.22K- 3.84% |
$63.7K - $76.8K
|
30.4K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.22K- 0.47% |
$63.8K - $77K
|
258K
$18.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
SELL
|
- |
-1.22K- 7.86% |
$63.9K - $77.1K
|
14.3K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.22K- 3.32% |
$64K - $77.2K
|
35.7K
$2.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.28K- 20.15% |
$66.7K - $80.5K
|
5.05K
$366K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.28K- 1.08% |
$67K - $80.8K
|
117K
$8.49M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.29K- 29.16% |
$67.6K - $81.5K
|
3.14K
$228K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.29K- 3.51% |
$67.7K - $81.7K
|
35.5K
$2.58M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.33K- 3.08% |
$69.4K - $83.7K
|
41.7K
$3.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.35K- 4.01% |
$70.5K - $85.1K
|
32.2K
$2.34M
|
|
|
Nov 09, 2022
Q3 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.35K- 0.46% |
$70.6K - $85.2K
|
290K
$21M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.37K- 17.88% |
$71.7K - $86.4K
|
6.29K
$456K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.38K- 1.38% |
$72K - $86.9K
|
98.4K
$7.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.38K- 11.03% |
$72.1K - $87K
|
11.1K
$807K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.38K- 7.74% |
$72.4K - $87.3K
|
16.5K
$1.2M
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.39K- 8.88% |
$72.6K - $87.6K
|
14.2K
$1.03M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.4K- 6.28% |
$73.2K - $88.3K
|
20.9K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.4K- 2.99% |
$73.5K - $88.6K
|
45.6K
$3.31M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.41K- 6.47% |
$73.6K - $88.8K
|
20.3K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.41K- 21.52% |
$73.8K - $89K
|
5.14K
$373K
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.42K- 1.18% |
$74.5K - $89.9K
|
119K
$8.63M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.43K- 6.54% |
$74.9K - $90.4K
|
20.5K
$1.49M
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.45K- 10.47% |
$75.9K - $91.5K
|
12.4K
$899K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.47K- 0.95% |
$76.6K - $92.4K
|
152K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.48K- 2.11% |
$77.2K - $93.1K
|
68.6K
$4.98M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.5K- 20.25% |
$78.4K - $94.6K
|
5.91K
$428K
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.5K- 19.61% |
$78.5K - $94.7K
|
6.15K
$446K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.51K- 1.98% |
$78.8K - $95.1K
|
74.4K
$5.4M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.51K- 12.41% |
$79.2K - $95.5K
|
10.7K
$775K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.54K- 4.45% |
$80.6K - $97.2K
|
33K
$2.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.54K- 20.85% |
$80.8K - $97.4K
|
5.86K
$425K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.57K- 47.32% |
$82.2K - $99.2K
|
1.75K
$127K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.58K- 1.03% |
$82.6K - $99.6K
|
152K
$11M
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.58K- 4.47% |
$82.6K - $99.6K
|
33.8K
$2.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.6K- 18.19% |
$83.6K - $101K
|
7.19K
$521K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.64K- 7.96% |
$85.5K - $103K
|
18.9K
$1.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.64K- 15.92% |
$85.7K - $103K
|
8.65K
$628K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.65KClosed |
$86.4K - $104K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.66K- 78.05% |
$86.7K - $105K
|
466
$33.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.67K- 7.81% |
$87.3K - $105K
|
19.7K
$1.43M
|