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
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-7.28K- 49.5% |
$381K - $459K
|
7.43K
$539K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-7.28K- 3.61% |
$381K - $459K
|
194K
$14.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-7.5K- 2.51% |
$392K - $473K
|
291K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-7.6K- 3.52% |
$398K - $479K
|
208K
$15.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-7.63K- 1.36% |
$399K - $482K
|
553K
$40.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-7.65K- 7.56% |
$400K - $482K
|
93.4K
$6.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-7.69K- 11.4% |
$402K - $485K
|
59.7K
$4.33M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.82K- 31.8% |
$409K - $493K
|
16.8K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-8.12K- 35.41% |
$425K - $512K
|
14.8K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.14K- 3.15% |
$426K - $513K
|
250K
$18.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.15K- 3.15% |
$427K - $515K
|
251K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.18K- 16.51% |
$428K - $516K
|
41.4K
$3M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.32K- 1.24% |
$435K - $525K
|
665K
$48.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-8.36K- 39.15% |
$437K - $527K
|
13K
$942K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.4K- 2.78% |
$440K - $530K
|
294K
$21.3M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-8.6K- 52.37% |
$450K - $543K
|
7.82K
$567K
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8.64K- 4.63% |
$452K - $545K
|
178K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.65K- 15.57% |
$453K - $546K
|
46.9K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.69K- 8.34% |
$455K - $548K
|
95.4K
$6.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-8.76K- 4.46% |
$458K - $553K
|
188K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.1K- 4.57% |
$476K - $574K
|
190K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9.33K- 65.2% |
$488K - $589K
|
4.98K
$361K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-9.36K- 10.44% |
$490K - $591K
|
80.3K
$5.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.57K- 30.43% |
$501K - $604K
|
21.9K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-9.62K- 6.9% |
$503K - $607K
|
130K
$9.41M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-9.7K- 8.36% |
$508K - $612K
|
106K
$7.72M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-9.92K- 27.18% |
$519K - $626K
|
26.6K
$1.93M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10.1K- 1.45% |
$527K - $636K
|
682K
$49.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-10.3K- 21.31% |
$540K - $651K
|
38.1K
$2.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-10.4K- 6.88% |
$545K - $657K
|
141K
$10.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.6K- 6.98% |
$554K - $668K
|
141K
$10.2M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.7K- 36.38% |
$561K - $676K
|
18.7K
$1.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-10.9K- 9.57% |
$568K - $685K
|
103K
$7.45M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-11K- 44.6% |
$573K - $692K
|
13.6K
$988K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11.2K- 10.81% |
$584K - $704K
|
92K
$6.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-11.3K- 0.88% |
$591K - $713K
|
1.27M
$92.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-11.5K- 16.12% |
$603K - $727K
|
59.9K
$4.35M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.5K- 13.16% |
$603K - $727K
|
76K
$5.52M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.5K- 9.46% |
$603K - $728K
|
110K
$8.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.7K- 3.18% |
$612K - $738K
|
356K
$25.8M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-12K- 9.67% |
$627K - $756K
|
112K
$8.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 32.25% |
$656K - $791K
|
26.3K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-12.6K- 33.04% |
$661K - $797K
|
25.6K
$1.86M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-12.7K- 3.23% |
$666K - $803K
|
382K
$27.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-12.7K- 8.89% |
$667K - $804K
|
131K
$9.47M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.8K- 11.45% |
$670K - $808K
|
99.1K
$7.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.8K- 1.51% |
$670K - $809K
|
835K
$60.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-13K- 7.27% |
$678K - $818K
|
165K
$12M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.4K- 5.3% |
$700K - $844K
|
239K
$17.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-13.4K- 10.73% |
$702K - $847K
|
112K
$8.1M
|