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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
286K+ 59.4% |
$15M - $18.2M
|
769K
$55.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
283K+ 184.16% |
$14.8M - $18M
|
437K
$31.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
283KNew |
$14.8M - $18M
|
283K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
272K+ 4.62% |
$14.2M - $17.3M
|
6.16M
$446M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
272KNew |
$14.2M - $17.3M
|
272K
$19.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
267K+ 7.71% |
$14M - $17M
|
3.73M
$270M
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
264K+ 3.07% |
$13.8M - $16.8M
|
8.87M
$641M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
263KNew |
$13.8M - $16.7M
|
263K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
256K+ 66.66% |
$13.4M - $16.3M
|
639K
$46.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
250KNew |
$13.1M - $15.9M
|
250K
$18.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
242K+ 19.97% |
$12.7M - $15.4M
|
1.45M
$105M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
241K+ 2.48% |
$12.6M - $15.4M
|
9.98M
$722M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
237KNew |
$12.4M - $15.1M
|
237K
$17.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
235K+ 15.39% |
$12.3M - $15M
|
1.76M
$127M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
230K+ 13.6% |
$12.1M - $14.7M
|
1.92M
$139M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
230K+ 196.8% |
$12.1M - $14.7M
|
347K
$25.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
222K+ 157.08% |
$11.6M - $14.1M
|
363K
$26.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
219K+ 1659.37% |
$11.5M - $13.9M
|
232K
$16.8M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
211K+ 7.18% |
$11.1M - $13.4M
|
3.15M
$228M
|
|
|
Feb 10, 2023
Q4 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
209KNew |
$11M - $13.3M
|
209K
$15.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
201K+ 0.72% |
$10.5M - $12.8M
|
28M
$2.02B
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
199KNew |
$10.4M - $12.7M
|
199K
$14.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
191K+ 4.78% |
$10M - $12.2M
|
4.19M
$303M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
189K+ 99.22% |
$9.89M - $12M
|
379K
$27.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
186K+ 227.4% |
$9.72M - $11.8M
|
267K
$19.3M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
185KNew |
$9.67M - $11.8M
|
185K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
181KNew |
$9.47M - $11.5M
|
181K
$13.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
178KNew |
$9.33M - $11.3M
|
178K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
177KNew |
$9.26M - $11.3M
|
177K
$12.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
172KNew |
$9.01M - $11M
|
172K
$12.4M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
169K+ 368.68% |
$8.86M - $10.8M
|
215K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
160K+ 31.54% |
$8.39M - $10.2M
|
668K
$48.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
155K+ 57.29% |
$8.13M - $9.89M
|
427K
$30.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
155K+ 46.07% |
$8.13M - $9.88M
|
492K
$35.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
150K+ 2.21% |
$7.84M - $9.54M
|
6.91M
$500M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
149K+ 8.31% |
$7.8M - $9.49M
|
1.94M
$140M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
149K+ 8.31% |
$7.8M - $9.49M
|
1.94M
$140M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
148K+ 103.2% |
$7.73M - $9.4M
|
291K
$21M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
145KNew |
$7.59M - $9.23M
|
145K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
143KNew |
$7.49M - $9.11M
|
143K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
140KNew |
$7.34M - $8.93M
|
140K
$10.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
139K+ 53.17% |
$7.26M - $8.83M
|
400K
$28.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
139K+ 501.69% |
$7.26M - $8.82M
|
166K
$12M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
131K+ 6.12% |
$6.87M - $8.35M
|
2.27M
$164M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
130K+ 144.19% |
$6.81M - $8.28M
|
220K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
129K+ 80.16% |
$6.76M - $8.22M
|
290K
$21M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
129K+ 23.23% |
$6.74M - $8.2M
|
683K
$49.4M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
128K+ 21.0% |
$6.72M - $8.16M
|
739K
$53.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
124KNew |
$6.49M - $7.89M
|
124K
$8.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
124K+ 144.28% |
$6.48M - $7.87M
|
209K
$15.1M
|