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
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.35K+ 0.89% |
$227K - $274K
|
492K
$35.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
4.31KNew |
$226K - $272K
|
4.31K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.31K+ 24.88% |
$225K - $272K
|
21.6K
$1.56M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
4.29K+ 104.64% |
$224K - $271K
|
8.38K
$606K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
4.27KNew |
$223K - $269K
|
4.27K
$309K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
4.24KNew |
$222K - $267K
|
4.24K
$306K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.2K+ 4.34% |
$220K - $265K
|
101K
$7.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.17K+ 3.95% |
$218K - $263K
|
110K
$7.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.12KNew |
$215K - $260K
|
4.12K
$298K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.1K+ 20.19% |
$214K - $258K
|
24.4K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.07K+ 0.81% |
$213K - $257K
|
508K
$36.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.05KNew |
$212K - $255K
|
4.05K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.03KNew |
$211K - $254K
|
4.03K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.94KNew |
$206K - $249K
|
3.94K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.92KNew |
$205K - $247K
|
3.92K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.89K+ 2.87% |
$203K - $245K
|
139K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.88K+ 36.5% |
$203K - $245K
|
14.5K
$1.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.86KNew |
$202K - $244K
|
3.86K
$279K
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.86K+ 32.98% |
$202K - $243K
|
15.6K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
3.82KNew |
$200K - $241K
|
3.82K
$276K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
3.76K+ 14.8% |
$197K - $237K
|
29.2K
$2.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.75K+ 6.2% |
$196K - $236K
|
64.2K
$4.64M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
3.74KNew |
$196K - $236K
|
3.74K
$270K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
3.7K+ 5.22% |
$194K - $233K
|
74.6K
$5.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.7K+ 81.62% |
$194K - $233K
|
8.23K
$595K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.67K+ 2.6% |
$192K - $231K
|
145K
$10.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.66K+ 1.58% |
$191K - $231K
|
235K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
3.64K+ 20.86% |
$191K - $230K
|
21.1K
$1.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.63K+ 3.55% |
$190K - $229K
|
106K
$7.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.59K+ 7.79% |
$188K - $226K
|
49.6K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
3.58K+ 3.15% |
$187K - $226K
|
117K
$8.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3.57K+ 6.27% |
$187K - $225K
|
60.4K
$4.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.57K+ 3.86% |
$187K - $225K
|
95.9K
$6.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
3.52K+ 12.27% |
$184K - $222K
|
32.2K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.49K+ 6.42% |
$183K - $220K
|
57.9K
$4.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
3.46K+ 5.21% |
$181K - $218K
|
69.8K
$5.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.45K+ 7.62% |
$180K - $218K
|
48.7K
$3.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.44K+ 83.93% |
$180K - $217K
|
7.54K
$545K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.43K+ 1.04% |
$180K - $216K
|
333K
$24.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.39K+ 28.62% |
$177K - $214K
|
15.2K
$1.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
BUY
|
- |
3.31K+ 2.16% |
$173K - $209K
|
157K
$11.3M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.27K+ 2.63% |
$171K - $206K
|
128K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.18K+ 5.27% |
$166K - $201K
|
63.4K
$4.59M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.16K+ 2.48% |
$165K - $199K
|
131K
$9.45M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.16K+ 2.48% |
$165K - $199K
|
131K
$9.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
3.16K+ 1.51% |
$165K - $199K
|
213K
$15.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.14K+ 12.95% |
$164K - $198K
|
27.3K
$1.98M
|
|
|
Oct 11, 2022
Q3 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
3.13K+ 4.04% |
$164K - $197K
|
80.5K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.09K+ 2.62% |
$162K - $195K
|
121K
$8.74M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
3.01K+ 9.78% |
$157K - $190K
|
33.8K
$2.44M
|