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 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5.04K- 2.42% |
$264K - $321K
|
203K
$14.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.07K- 14.67% |
$265K - $323K
|
29.5K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.07K- 14.64% |
$266K - $323K
|
29.6K
$2.14M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.18KClosed |
$271K - $330K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5.26K- 5.12% |
$275K - $335K
|
97.4K
$7.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.33K- 2.26% |
$279K - $339K
|
230K
$16.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-5.33K- 16.59% |
$279K - $339K
|
26.8K
$1.94M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.36K- 14.19% |
$280K - $341K
|
32.4K
$2.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-5.43K- 7.34% |
$284K - $346K
|
68.5K
$4.96M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.47KClosed |
$286K - $348K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-5.52K- 16.18% |
$289K - $351K
|
28.6K
$2.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5.56K- 67.53% |
$291K - $354K
|
2.67K
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.58K- 28.13% |
$292K - $355K
|
14.3K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.75K- 19.28% |
$301K - $366K
|
24K
$1.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.94K- 11.84% |
$311K - $378K
|
44.3K
$3.2M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.03K- 3.95% |
$315K - $384K
|
146K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6.1K- 16.34% |
$319K - $388K
|
31.2K
$2.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-6.12K- 61.54% |
$320K - $389K
|
3.82K
$276K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.14K- 1.96% |
$322K - $391K
|
307K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-6.17K- 8.2% |
$323K - $393K
|
69K
$4.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.35K- 12.92% |
$332K - $404K
|
42.8K
$3.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.43K- 19.03% |
$336K - $409K
|
27.3K
$1.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.59K- 9.05% |
$345K - $419K
|
66.2K
$4.79M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.65K- 7.12% |
$348K - $423K
|
86.8K
$6.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-6.67K- 14.5% |
$349K - $425K
|
39.3K
$2.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-6.7K- 8.21% |
$351K - $426K
|
74.9K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.72K- 4.29% |
$352K - $428K
|
150K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.75K- 34.21% |
$353K - $430K
|
13K
$939K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.75K- 0.6% |
$354K - $430K
|
1.12M
$80.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.78K- 7.79% |
$355K - $431K
|
80.2K
$5.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.82K- 1.71% |
$357K - $434K
|
392K
$28.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-6.94K- 41.88% |
$363K - $442K
|
9.64K
$697K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.95K- 11.5% |
$364K - $443K
|
53.5K
$3.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.99K- 13.18% |
$366K - $445K
|
46.1K
$3.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.16K- 2.7% |
$375K - $456K
|
258K
$18.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.17K- 5.83% |
$375K - $456K
|
116K
$8.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-7.35K- 1.24% |
$385K - $468K
|
587K
$42.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-7.44K- 3.83% |
$389K - $473K
|
187K
$13.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-7.58K- 10.15% |
$397K - $482K
|
67.1K
$4.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.79K- 12.07% |
$408K - $496K
|
56.8K
$4.11M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.81K- 7.0% |
$409K - $497K
|
104K
$7.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.92K- 33.47% |
$415K - $504K
|
15.7K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-8.02K- 1.58% |
$420K - $511K
|
499K
$36.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-8.08K- 32.16% |
$423K - $514K
|
17.1K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.11K- 0.72% |
$424K - $516K
|
1.11M
$80.4M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.11K- 6.34% |
$425K - $516K
|
120K
$8.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-8.12K- 33.57% |
$425K - $517K
|
16.1K
$1.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.18K- 1.01% |
$428K - $520K
|
800K
$57.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8.23K- 60.46% |
$431K - $524K
|
5.38K
$389K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.26K- 23.73% |
$432K - $525K
|
26.5K
$1.92M
|