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 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.31K- 24.27% |
$435K - $529K
|
25.9K
$1.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-8.33K- 5.91% |
$436K - $530K
|
133K
$9.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-8.44K- 15.75% |
$442K - $537K
|
45.2K
$3.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8.48K- 46.89% |
$444K - $540K
|
9.61K
$695K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-8.57K- 57.15% |
$449K - $545K
|
6.43K
$465K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-8.65K- 96.06% |
$453K - $550K
|
355
$25.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-8.75K- 48.37% |
$458K - $557K
|
9.34K
$675K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-8.79K- 38.05% |
$460K - $560K
|
14.3K
$1.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-9.09K- 18.94% |
$476K - $579K
|
38.9K
$2.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-9.37K- 32.82% |
$491K - $596K
|
19.2K
$1.39M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-9.57K- 12.91% |
$501K - $609K
|
64.6K
$4.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-9.64K- 3.8% |
$504K - $613K
|
244K
$17.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-9.65K- 8.24% |
$505K - $614K
|
107K
$7.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-9.84K- 56.36% |
$515K - $626K
|
7.62K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.85K- 21.59% |
$516K - $627K
|
35.8K
$2.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.89K- 6.54% |
$518K - $629K
|
141K
$10.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10K- 1.01% |
$524K - $638K
|
981K
$71M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-10.1K- 5.56% |
$529K - $643K
|
172K
$12.4M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.2K- 8.86% |
$534K - $650K
|
105K
$7.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-10.5K- 1.37% |
$548K - $667K
|
755K
$54.6M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10.6K- 2.78% |
$555K - $675K
|
371K
$26.8M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-10.7K- 4.08% |
$562K - $684K
|
253K
$18.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.8K- 5.51% |
$567K - $690K
|
186K
$13.4M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-10.9K- 4.66% |
$568K - $691K
|
222K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-10.9K- 4.43% |
$571K - $694K
|
235K
$17M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-11.2K- 2.59% |
$584K - $710K
|
420K
$30.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-11.2K- 50.28% |
$584K - $710K
|
11K
$798K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-11.2K- 11.56% |
$584K - $711K
|
85.4K
$6.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-11.3K- 5.36% |
$589K - $716K
|
199K
$14.4M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-11.4K- 9.57% |
$596K - $724K
|
108K
$7.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-12K- 3.33% |
$629K - $765K
|
349K
$25.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.1K- 8.37% |
$633K - $770K
|
132K
$9.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
SELL
|
- |
-12.1K- 0.25% |
$636K - $773K
|
4.82M
$348M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-12.2K- 5.74% |
$638K - $775K
|
200K
$14.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-12.3K- 10.56% |
$644K - $782K
|
104K
$7.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.3K- 47.48% |
$645K - $784K
|
13.6K
$985K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.4K- 20.42% |
$649K - $789K
|
48.3K
$3.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.5K- 41.57% |
$656K - $798K
|
17.6K
$1.27M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-12.5K- 34.53% |
$657K - $799K
|
23.8K
$1.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Strategic Investment Management, LLC
|
SELL
|
- |
-12.6K- 9.51% |
$659K - $801K
|
120K
$8.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-12.8K- 2.21% |
$673K - $818K
|
568K
$41.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-13K- 13.21% |
$680K - $827K
|
85.4K
$6.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-13.4K- 75.71% |
$701K - $852K
|
4.3K
$311K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-13.5K- 5.71% |
$705K - $857K
|
222K
$16.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-13.6K- 6.2% |
$711K - $864K
|
205K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-13.8K- 11.98% |
$721K - $876K
|
101K
$7.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-14.1K- 22.97% |
$739K - $899K
|
47.4K
$3.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-14.2K- 6.56% |
$746K - $907K
|
203K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-14.2K- 4.85% |
$746K - $907K
|
279K
$20.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-14.4K- 2.39% |
$756K - $919K
|
590K
$42.6M
|