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
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
82.5K+ 30.31% |
$4.32M - $5.21M
|
355K
$25.6M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
81K+ 77.49% |
$4.24M - $5.11M
|
185K
$13.4M
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
80.2K+ 105.48% |
$4.2M - $5.06M
|
156K
$11.3M
|
|
Oct 31, 2022
Q3 2022
|
Matson Money. Inc.
|
BUY
|
- |
78.3K+ 4.0% |
$4.1M - $4.94M
|
2.04M
$147M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.5K+ 0.28% |
$4.06M - $4.89M
|
27.8M
$2.01B
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
76.3KNew |
$3.99M - $4.81M
|
76.3K
$5.52M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
76.1K+ 19.38% |
$3.98M - $4.8M
|
469K
$33.9M
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
76.1K+ 546.92% |
$3.98M - $4.8M
|
90K
$6.51M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
75.1KNew |
$3.93M - $4.74M
|
75.1K
$5.43M
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
75K+ 48.09% |
$3.92M - $4.73M
|
231K
$16.7M
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
72.8K+ 14.51% |
$3.81M - $4.59M
|
574K
$41.5M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
72.3K+ 177.6% |
$3.78M - $4.56M
|
113K
$8.17M
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
70.8K+ 10.18% |
$3.7M - $4.47M
|
766K
$55.4M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70.3K+ 9.51% |
$3.68M - $4.43M
|
809K
$58.5M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
69.3K+ 22.14% |
$3.63M - $4.37M
|
382K
$27.6M
|
|
Nov 14, 2022
Q3 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
68.9K+ 20.98% |
$3.6M - $4.35M
|
397K
$28.7M
|
|
Nov 14, 2022
Q3 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
67K+ 12.26% |
$3.51M - $4.23M
|
614K
$44.4M
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
66.4K+ 16.63% |
$3.48M - $4.19M
|
466K
$33.7M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
65.9K+ 31.14% |
$3.45M - $4.16M
|
277K
$20.1M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
64.5K+ 14.08% |
$3.37M - $4.07M
|
522K
$37.8M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
64.2K+ 33.79% |
$3.36M - $4.05M
|
254K
$18.4M
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
63.3K+ 17.22% |
$3.31M - $3.99M
|
431K
$31.1M
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
62.8K+ 16.95% |
$3.29M - $3.96M
|
433K
$31.3M
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
61.9K+ 3.62% |
$3.24M - $3.9M
|
1.77M
$128M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
61.6K+ 21.14% |
$3.22M - $3.89M
|
353K
$25.5M
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
60.4K+ 16.86% |
$3.16M - $3.81M
|
419K
$30.3M
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
59.5K+ 6.4% |
$3.11M - $3.75M
|
989K
$71.5M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
58.7K+ 4.55% |
$3.07M - $3.7M
|
1.35M
$97.4M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
58.1K+ 227.2% |
$3.04M - $3.67M
|
83.7K
$6.05M
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
58K+ 370.18% |
$3.04M - $3.66M
|
73.7K
$5.33M
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
57.7K+ 11.56% |
$3.02M - $3.64M
|
557K
$40.3M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
56.9K+ 197.45% |
$2.98M - $3.59M
|
85.7K
$6.2M
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
56.1K+ 16.27% |
$2.94M - $3.54M
|
401K
$29M
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
55.5K+ 390.08% |
$2.9M - $3.5M
|
69.7K
$5.04M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
54.6K+ 26.45% |
$2.86M - $3.45M
|
261K
$18.9M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
53.6K+ 289.82% |
$2.8M - $3.38M
|
72.1K
$5.21M
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
53.1K+ 22.36% |
$2.78M - $3.35M
|
291K
$21M
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
52.8K+ 19.15% |
$2.77M - $3.33M
|
329K
$23.8M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
52.2K+ 1297.96% |
$2.73M - $3.29M
|
56.2K
$4.07M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
50.8K+ 0.74% |
$2.66M - $3.21M
|
6.89M
$498M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
50.7KNew |
$2.65M - $3.2M
|
50.7K
$3.66M
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
47.8K+ 15.99% |
$2.5M - $3.01M
|
346K
$25M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
47KNew |
$2.46M - $2.97M
|
47K
$3.4M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
44.8K+ 12.34% |
$2.35M - $2.83M
|
408K
$29.5M
|
|
Nov 10, 2022
Q3 2022
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
44.4K+ 149.49% |
$2.32M - $2.8M
|
74.1K
$5.36M
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
43.8K+ 45.82% |
$2.29M - $2.76M
|
139K
$10.1M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
43.5K+ 26.51% |
$2.27M - $2.74M
|
207K
$15M
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
43.2K+ 9.49% |
$2.26M - $2.73M
|
498K
$36M
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
42.1K+ 42.14% |
$2.2M - $2.66M
|
142K
$10.3M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
41.7K+ 2.95% |
$2.18M - $2.63M
|
1.46M
$105M
|