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 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
40+ 0.26% |
$2.09K - $2.55K
|
15.3K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
39+ 0.52% |
$2.04K - $2.48K
|
7.47K
$521K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37+ 1.85% |
$1.94K - $2.36K
|
2.04K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
37+ 0.35% |
$1.94K - $2.36K
|
10.6K
$739K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
35+ 5.27% |
$1.83K - $2.23K
|
699
$48.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
29+ 11.2% |
$1.52K - $1.85K
|
288
$20.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
27New |
$1.41K - $1.72K
|
27
$1.88K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
26+ 0.55% |
$1.36K - $1.65K
|
4.77K
$332K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
24+ 0.55% |
$1.26K - $1.53K
|
4.37K
$305K
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
19+ 0.37% |
$995 - $1.21K
|
5.2K
$362K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
16New |
$838 - $1.02K
|
16
$1.12K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.31% |
$785 - $955
|
4.87K
$339K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
13+ 1.18% |
$681 - $827
|
1.11K
$77.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.11% |
$524 - $637
|
9.32K
$650K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8New |
$419 - $509
|
8
$558
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.12% |
$262 - $318
|
4.13K
$288K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.07% |
$262 - $318
|
7.38K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5+ 0.08% |
$262 - $318
|
6.3K
$439K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$262 - $318
|
5
$349
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4New |
$209 - $255
|
4
$279
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$209 - $255
|
4
$279
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$157 - $191
|
4.69K
$327K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.62% |
$157 - $191
|
485
$33.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3+ 0.04% |
$157 - $191
|
7.49K
$523K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
2New |
$105 - $127
|
2
$140
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$52.4 - $63.7
|
1
$69.8
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.15% |
$52.4 - $63.7
|
684
$47.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.88% |
$52.4 - $63.7
|
115
$8.02K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.85% |
$52.4 - $63.7
|
119
$8.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$52.4 - $63.7
|
6.72K
$469K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$52.4 - $63.7
|
14.4K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.4% |
$52.4 - $63.7
|
249
$17.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$52.4 - $63.7
|
109K
$7.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.32% |
$52.4 - $63.7
|
310
$21.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2- 0.02% |
$105 - $127
|
9.37K
$653K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 0.06% |
$105 - $127
|
3.35K
$233K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$209 - $255
|
14K
$977K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5- 0.13% |
$262 - $318
|
3.79K
$264K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-9- 0.73% |
$471 - $573
|
1.23K
$85.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-13- 0.89% |
$681 - $827
|
1.45K
$101K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-19- 0.02% |
$995 - $1.21K
|
78.6K
$5.48M
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-22- 0.42% |
$1.15K - $1.4K
|
5.18K
$361K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-24- 96.0% |
$1.26K - $1.53K
|
1
$69.8
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-24- 0.18% |
$1.26K - $1.53K
|
13.1K
$915K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-25- 0.02% |
$1.31K - $1.59K
|
142K
$9.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-25- 0.63% |
$1.31K - $1.59K
|
3.91K
$273K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-26- 0.07% |
$1.36K - $1.65K
|
34.8K
$2.43M
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-28- 0.55% |
$1.47K - $1.78K
|
5.11K
$356K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-29- 1.14% |
$1.52K - $1.85K
|
2.52K
$175K
|