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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.95KNew |
$259K - $315K
|
4.95K
$358K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.94KNew |
$259K - $315K
|
4.94K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.94K+ 9.64% |
$258K - $314K
|
56.1K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.91KNew |
$257K - $312K
|
4.91K
$355K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
4.9K+ 0.41% |
$256K - $312K
|
1.21M
$87.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.87KNew |
$255K - $310K
|
4.87K
$352K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.85KNew |
$254K - $309K
|
4.85K
$351K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.84K+ 27.51% |
$253K - $308K
|
22.4K
$1.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.8K+ 4.92% |
$251K - $305K
|
102K
$7.4M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.79KNew |
$251K - $305K
|
4.79K
$346K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.76K+ 7.58% |
$249K - $303K
|
67.5K
$4.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4.75K+ 58.81% |
$249K - $303K
|
12.8K
$928K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.73K+ 0.76% |
$248K - $301K
|
626K
$45.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
4.66K+ 21.77% |
$244K - $297K
|
26.1K
$1.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
4.63K+ 1.3% |
$242K - $295K
|
359K
$26M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.59KNew |
$240K - $292K
|
4.59K
$332K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.56KNew |
$239K - $290K
|
4.56K
$330K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4.55KNew |
$238K - $289K
|
4.55K
$329K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.5K+ 10.89% |
$236K - $286K
|
45.8K
$3.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.49K+ 28.41% |
$235K - $286K
|
20.3K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.45KNew |
$233K - $283K
|
4.45K
$322K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.45K+ 3.98% |
$233K - $283K
|
116K
$8.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.44K+ 17.81% |
$233K - $283K
|
29.4K
$2.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.43KNew |
$232K - $282K
|
4.43K
$320K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
4.43K+ 42.15% |
$232K - $282K
|
14.9K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
4.41KNew |
$231K - $281K
|
4.41K
$319K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
4.34K+ 47.46% |
$227K - $276K
|
13.5K
$976K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
4.3K+ 4.36% |
$225K - $273K
|
103K
$7.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.29KNew |
$224K - $273K
|
4.29K
$310K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.25KNew |
$222K - $271K
|
4.25K
$307K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.17K+ 29.23% |
$218K - $266K
|
18.4K
$1.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.17KNew |
$218K - $265K
|
4.17K
$301K
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.14KNew |
$217K - $264K
|
4.14K
$299K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.06K+ 53.96% |
$213K - $258K
|
11.6K
$838K
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
4.02K+ 17.09% |
$210K - $256K
|
27.5K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
3.95KNew |
$207K - $251K
|
3.95K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.9K+ 6.42% |
$204K - $248K
|
64.7K
$4.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.89K+ 15.03% |
$204K - $248K
|
29.8K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.88K+ 8.22% |
$203K - $247K
|
51K
$3.69M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
3.87KNew |
$203K - $246K
|
3.87K
$280K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.49% |
$202K - $245K
|
261K
$18.9M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
3.84K+ 66.5% |
$201K - $244K
|
9.6K
$694K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.83K+ 815.74% |
$201K - $244K
|
4.3K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.82K+ 41.97% |
$200K - $243K
|
12.9K
$934K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.81KNew |
$199K - $242K
|
3.81K
$275K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.78K+ 5.66% |
$198K - $241K
|
70.5K
$5.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.76KNew |
$197K - $239K
|
3.76K
$272K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.73KNew |
$195K - $237K
|
3.73K
$270K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.73K+ 15.54% |
$195K - $237K
|
27.7K
$2M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.69K+ 4.2% |
$193K - $235K
|
91.4K
$6.61M
|