Purchases and Sales Made in Q4 2022 in Ishares Tr (IEFA)

IEFA Quotes by TradingView

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 23, 2023 Q4 2022
Allspring Global Investments Holdings, LLC

BUY
 -
59.5K
+ 1.48%
$3.12M - $3.79M
4.07M $294M
Feb 13, 2023 Q4 2022
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
58.3K
New
$3.05M - $3.71M
58.3K $4.21M
Feb 01, 2023 Q4 2022
Apcm Wealth Management For Individuals

BUY
 -
57.8K
+ 13.39%
$3.03M - $3.68M
489K $35.4M
Nov 13, 2023 Q4 2022
Hancock Whitney Corp

BUY
 -
57.5K
+ 16.8%
$3.01M - $3.66M
400K $28.9M
Feb 06, 2023 Q4 2022
Smith & Howard Wealth Management, LLC

BUY
 -
55.6K
+ 16.06%
$2.91M - $3.54M
402K $29.1M
Feb 06, 2023 Q4 2022
Wescott Financial Advisory Group, LLC

BUY
 -
55K
+ 38.57%
$2.88M - $3.5M
198K $14.3M
Feb 14, 2023 Q4 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
54.7K
+ 130.64%
$2.86M - $3.48M
96.5K $6.98M
Jan 19, 2023 Q4 2022
Marion Wealth Management

BUY
 -
54.6K
+ 23.86%
$2.86M - $3.48M
284K $20.5M
Feb 08, 2023 Q4 2022
Institutional & Family Asset Management, LLC

BUY
 -
54.5K
+ 11.95%
$2.85M - $3.47M
511K $36.9M
Jan 24, 2023 Q4 2022
Aaron Wealth Advisors LLC

BUY
 -
54.3K
+ 9.45%
$2.84M - $3.45M
629K $45.5M
Feb 14, 2023 Q4 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
53.9K
+ 141.12%
$2.82M - $3.43M
92.2K $6.66M
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
53.8K
+ 287.41%
$2.82M - $3.43M
72.6K $5.25M
Feb 17, 2023 Q4 2022
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
52.3K
New
$2.74M - $3.33M
52.3K $3.78M
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
52K
+ 62.09%
$2.72M - $3.31M
136K $9.81M
Jan 24, 2023 Q4 2022
Fulcrum Capital LLC

BUY
 -
51.4K
New
$2.69M - $3.27M
51.4K $3.71M
Jan 26, 2023 Q4 2022
Archford Capital Strategies, LLC

BUY
 -
51.2K
+ 24.54%
$2.68M - $3.26M
260K $18.8M
Jan 24, 2023 Q4 2022
New Perspectives, Inc

Tougaloo, MS
BUY
 -
50.9K
+ 20.27%
$2.67M - $3.24M
302K $21.8M
Feb 08, 2023 Q4 2022
Founders Financial Securities LLC

BUY
 -
50.7K
+ 129.5%
$2.65M - $3.22M
89.8K $6.49M
Feb 13, 2023 Q4 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
50.6K
+ 148.94%
$2.65M - $3.22M
84.6K $6.12M
Jan 19, 2023 Q4 2022
Polaris Wealth Advisory Group, LLC

BUY
 -
48.8K
New
$2.55M - $3.11M
48.8K $3.53M
Feb 14, 2023 Q4 2022
Tfb Advisors LLC

Overland Park, KS
BUY
 -
47.8K
New
$2.5M - $3.04M
47.8K $3.46M
Feb 06, 2023 Q4 2022
Matson Money. Inc.

BUY
 -
47.6K
+ 2.34%
$2.49M - $3.03M
2.08M $151M
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
47.5K
New
$2.49M - $3.03M
47.5K $3.44M
Feb 15, 2023 Q4 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
47K
+ 24.73%
$2.46M - $2.99M
237K $17.1M
Feb 09, 2023 Q4 2022
Wealth Architects, LLC

BUY
 -
46.3K
+ 22.69%
$2.42M - $2.94M
250K $18.1M
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
46.2K
New
$2.42M - $2.94M
46.2K $3.34M
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
45.9K
+ 149.19%
$2.4M - $2.92M
76.7K $5.55M
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

BUY
 -
45.8K
+ 24.7%
$2.4M - $2.92M
231K $16.7M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
45.6K
+ 28.04%
$2.39M - $2.9M
208K $15M
Jan 31, 2023 Q4 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
45.4K
+ 3.3%
$2.38M - $2.89M
1.42M $103M
Feb 06, 2023 Q4 2022
Heritage Wealth Advisors

BUY
 -
45.4K
+ 2.85%
$2.38M - $2.89M
1.64M $118M
Jan 12, 2023 Q4 2022
Kmg Fiduciary Partners, LLC

BUY
 -
44.4K
+ 66.83%
$2.33M - $2.83M
111K $8.02M
Jan 25, 2023 Q4 2022
Conrad Siegel Investment Advisors, Inc.

BUY
 -
43.7K
+ 12.72%
$2.29M - $2.78M
387K $28M
Jan 12, 2023 Q4 2022
First Hawaiian Bank

BUY
 -
42.4K
+ 1.64%
$2.22M - $2.7M
2.63M $190M
Jan 25, 2023 Q4 2022
Grimes & Company, Inc.

BUY
 -
42.1K
+ 14.85%
$2.2M - $2.68M
326K $23.5M
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
41.4K
+ 41.77%
$2.17M - $2.63M
140K $10.2M
Jan 26, 2023 Q4 2022
Symphony Financial, Ltd. Co.

BUY
 -
41.3K
+ 30.69%
$2.16M - $2.63M
176K $12.7M
Jan 27, 2023 Q4 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
41.1K
+ 4.65%
$2.15M - $2.62M
926K $66.9M
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

BUY
 -
40.9K
New
$2.14M - $2.61M
40.9K $2.96M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
40.6K
+ 16.2%
$2.13M - $2.59M
291K $21.1M
Feb 09, 2023 Q4 2022
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
39.9K
New
$2.09M - $2.54M
39.9K $2.88M
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
39.2K
+ 8.04%
$2.05M - $2.49M
526K $38.1M
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
38.9K
+ 706.69%
$2.04M - $2.48M
44.4K $3.21M
Jan 23, 2023 Q4 2022
Rovin Capital

BUY
 -
38.8K
New
$2.03M - $2.47M
38.8K $2.8M
Jan 25, 2023 Q4 2022
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
38.6K
New
$2.02M - $2.46M
38.6K $2.79M
Feb 13, 2023 Q4 2022
Cornerstone Advisory, LLC

BUY
 -
38.1K
+ 77.46%
$1.99M - $2.42M
87.2K $6.31M
Jan 25, 2023 Q4 2022
Calamos Wealth Management LLC

BUY
 -
37.5K
+ 52.65%
$1.96M - $2.39M
109K $7.86M
Jan 24, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
37.2K
New
$1.95M - $2.37M
37.2K $2.69M
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
37K
+ 200.33%
$1.93M - $2.35M
55.4K $4.01M

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