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 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31- 0.04% |
$1.62K - $1.97K
|
73.5K
$5.12M
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-33- 0.16% |
$1.73K - $2.1K
|
20.2K
$1.41M
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-34- 0.69% |
$1.78K - $2.16K
|
4.9K
$341K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-35- 2.0% |
$1.83K - $2.23K
|
1.72K
$120K
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-39- 0.18% |
$2.04K - $2.48K
|
22K
$1.53M
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-40- 0.07% |
$2.09K - $2.55K
|
60.6K
$4.23M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-58- 6.31% |
$3.04K - $3.69K
|
861
$60.1K
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-60- 0.83% |
$3.14K - $3.82K
|
7.17K
$500K
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-61- 0.15% |
$3.19K - $3.88K
|
40.3K
$2.81M
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-64- 0.62% |
$3.35K - $4.07K
|
10.3K
$716K
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-76- 1.61% |
$3.98K - $4.84K
|
4.64K
$324K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-76- 8.59% |
$3.98K - $4.84K
|
809
$56.4K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-76- 1.35% |
$3.98K - $4.84K
|
5.54K
$386K
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-78- 0.26% |
$4.08K - $4.96K
|
30.3K
$2.11M
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-79- 7.32% |
$4.14K - $5.03K
|
1K
$69.8K
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-80- 0.38% |
$4.19K - $5.09K
|
20.8K
$1.45M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-85- 0.11% |
$4.45K - $5.41K
|
75K
$5.23M
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-87- 1.92% |
$4.55K - $5.54K
|
4.45K
$310K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-87- 27.53% |
$4.55K - $5.54K
|
229
$16K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-89- 1.11% |
$4.66K - $5.66K
|
7.9K
$551K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-93- 1.41% |
$4.87K - $5.92K
|
6.51K
$454K
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-107- 0.38% |
$5.6K - $6.81K
|
27.8K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-112- 1.6% |
$5.86K - $7.13K
|
6.9K
$481K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-115- 2.8% |
$6.02K - $7.32K
|
3.99K
$278K
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-125- 2.93% |
$6.54K - $7.96K
|
4.14K
$288K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-128- 4.11% |
$6.7K - $8.15K
|
2.99K
$208K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-147- 0.69% |
$7.7K - $9.36K
|
21.1K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-148- 1.43% |
$7.75K - $9.42K
|
10.2K
$711K
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-149- 0.22% |
$7.8K - $9.48K
|
68.5K
$4.78M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-166- 6.09% |
$8.69K - $10.6K
|
2.56K
$178K
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
SELL
|
- |
-168- 0.09% |
$8.79K - $10.7K
|
177K
$12.3M
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-172- 3.84% |
$9K - $10.9K
|
4.31K
$300K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-180- 2.87% |
$9.42K - $11.5K
|
6.08K
$424K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-185- 2.16% |
$9.68K - $11.8K
|
8.38K
$585K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-188- 2.94% |
$9.84K - $12K
|
6.22K
$434K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-194Closed |
$10.2K - $12.3K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-195- 3.85% |
$10.2K - $12.4K
|
4.88K
$340K
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-196- 1.0% |
$10.3K - $12.5K
|
19.5K
$1.36M
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-196- 9.38% |
$10.3K - $12.5K
|
1.89K
$132K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-200- 20.81% |
$10.5K - $12.7K
|
761
$53.1K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-209- 0.66% |
$10.9K - $13.3K
|
31.3K
$2.19M
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-214- 1.61% |
$11.2K - $13.6K
|
13.1K
$912K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-218- 2.12% |
$11.4K - $13.9K
|
10.1K
$703K
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-218- 2.06% |
$11.4K - $13.9K
|
10.4K
$723K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-223- 65.59% |
$11.7K - $14.2K
|
117
$8.16K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-224- 4.88% |
$11.7K - $14.3K
|
4.37K
$305K
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-226- 0.88% |
$11.8K - $14.4K
|
25.5K
$1.78M
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-229- 49.14% |
$12K - $14.6K
|
237
$16.5K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-232- 2.15% |
$12.1K - $14.8K
|
10.6K
$737K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-241- 1.09% |
$12.6K - $15.3K
|
21.9K
$1.53M
|