Purchases and Sales Made in Q4 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
953M+ 114199.21% |
$49.9B - $60.7B
|
954M
$69B
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.7M+ 78.85% |
$1.66B - $2.01B
|
71.8M
$5.19B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15MNew |
$786M - $956M
|
15M
$1.09B
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.09M+ 33.58% |
$162M - $197M
|
12.3M
$890M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.92M+ 67.33% |
$153M - $186M
|
7.27M
$526M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.54M+ 900.2% |
$133M - $162M
|
2.82M
$204M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.75M+ 10834.29% |
$91.5M - $111M
|
1.76M
$128M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.41M+ 35.64% |
$73.8M - $89.7M
|
5.37M
$388M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.4M+ 16381.85% |
$73.2M - $88.9M
|
1.41M
$102M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1M+ 2.73% |
$57.7M - $70.1M
|
41.5M
$3B
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.05M+ 17.97% |
$54.9M - $66.7M
|
6.88M
$498M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02M+ 34.3% |
$53.3M - $64.8M
|
3.99M
$288M
|
|
|
Feb 10, 2023
Q4 2022
|
Geisinger Health
Danville, PA |
BUY
|
- |
1.01MNew |
$52.7M - $64.1M
|
1.01M
$72.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
919KNew |
$48.1M - $58.5M
|
919K
$66.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
893K+ 16425.88% |
$46.7M - $56.8M
|
898K
$65M
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
821K+ 51630.44% |
$43M - $52.3M
|
823K
$59.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
819K+ 2106.75% |
$42.9M - $52.1M
|
858K
$62M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
800K+ 54.99% |
$41.9M - $50.9M
|
2.26M
$163M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
795K+ 50274.02% |
$41.6M - $50.6M
|
797K
$57.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
725KNew |
$38M - $46.2M
|
725K
$52.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
664K+ 2.45% |
$34.8M - $42.3M
|
27.7M
$2.01B
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
639K+ 602.66% |
$33.4M - $40.6M
|
745K
$53.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
637K+ 9.68% |
$33.4M - $40.6M
|
7.23M
$522M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
633K+ 34.43% |
$33.2M - $40.3M
|
2.47M
$179M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
583KNew |
$30.5M - $37.1M
|
583K
$42.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
576K+ 151.75% |
$30.2M - $36.7M
|
956K
$69.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
570K+ 360.09% |
$29.8M - $36.3M
|
728K
$52.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
537KNew |
$28.1M - $34.2M
|
537K
$38.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
497K+ 43.7% |
$26M - $31.6M
|
1.63M
$118M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
482KNew |
$25.2M - $30.7M
|
482K
$34.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
475KNew |
$24.9M - $30.2M
|
475K
$34.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
449K+ 318.75% |
$23.5M - $28.6M
|
590K
$42.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
438K+ 1.81% |
$23M - $27.9M
|
24.7M
$1.78B
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
427KNew |
$22.4M - $27.2M
|
427K
$30.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
387K+ 1336.25% |
$20.3M - $24.6M
|
416K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
380K+ 35.98% |
$19.9M - $24.2M
|
1.44M
$104M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
365KNew |
$19.1M - $23.2M
|
365K
$26.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
364K+ 248.52% |
$19.1M - $23.2M
|
511K
$36.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
351KNew |
$18.4M - $22.4M
|
351K
$25.4M
|
|
|
Nov 03, 2023
Q4 2022
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
325KNew |
$17M - $20.7M
|
325K
$23.5M
|
|
|
Feb 14, 2024
Q4 2022
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
325KNew |
$17M - $20.7M
|
325K
$23.5M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
319K+ 61.38% |
$16.7M - $20.3M
|
839K
$60.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
318KNew |
$16.7M - $20.2M
|
318K
$23M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
315K+ 71.82% |
$16.5M - $20.1M
|
754K
$54.5M
|
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
306KNew |
$16M - $19.5M
|
306K
$22.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
306K+ 769.24% |
$16M - $19.5M
|
346K
$25M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
304K+ 78.05% |
$15.9M - $19.3M
|
693K
$50.1M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
296KNew |
$15.5M - $18.8M
|
296K
$21.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
294K+ 80.87% |
$15.4M - $18.7M
|
659K
$47.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
294KNew |
$15.4M - $18.7M
|
294K
$21.3M
|