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 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
23.2K+ 5.35% |
$1.21M - $1.48M
|
457K
$33.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
22.8K+ 5.32% |
$1.19M - $1.45M
|
450K
$32.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
22.7KNew |
$1.19M - $1.44M
|
22.7K
$1.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
22.7K+ 86.83% |
$1.19M - $1.44M
|
48.7K
$3.54M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.5KNew |
$1.18M - $1.43M
|
22.5K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
21.9K+ 6.67% |
$1.15M - $1.39M
|
350K
$25.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21.9K+ 145.16% |
$1.15M - $1.39M
|
37K
$2.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
21.7K+ 8.92% |
$1.13M - $1.38M
|
264K
$19.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
21.6K+ 5.03% |
$1.13M - $1.38M
|
452K
$32.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$1.13M - $1.38M
|
21.6K
$1.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
21.5K+ 25.08% |
$1.13M - $1.37M
|
107K
$7.79M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21.4KNew |
$1.12M - $1.37M
|
21.4K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
21.1K+ 2.22% |
$1.1M - $1.34M
|
971K
$70.5M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
21KNew |
$1.1M - $1.34M
|
21K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
21KNew |
$1.1M - $1.34M
|
21K
$1.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
20.9K+ 255.95% |
$1.1M - $1.33M
|
29.1K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
20.8K+ 22.56% |
$1.09M - $1.32M
|
113K
$8.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
20.6K+ 1.16% |
$1.08M - $1.31M
|
1.79M
$130M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
20.6K+ 6.93% |
$1.08M - $1.31M
|
317K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.5KNew |
$1.07M - $1.31M
|
20.5K
$1.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
20.4K+ 137.93% |
$1.07M - $1.3M
|
35.3K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
20.2K+ 4.1% |
$1.06M - $1.29M
|
513K
$37.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 76.07% |
$1.05M - $1.28M
|
46.4K
$3.37M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
20K+ 174.19% |
$1.05M - $1.27M
|
31.4K
$2.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
19.7K+ 20.5% |
$1.03M - $1.25M
|
116K
$8.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
19.7K+ 86.33% |
$1.03M - $1.25M
|
42.5K
$3.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
19.6K+ 56.58% |
$1.03M - $1.25M
|
54.3K
$3.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
19.4K+ 8.22% |
$1.01M - $1.23M
|
255K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
19.3K+ 5.16% |
$1.01M - $1.23M
|
394K
$28.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
19.2K+ 7.42% |
$1.01M - $1.22M
|
278K
$20.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
19.1K+ 89.8% |
$1M - $1.22M
|
40.4K
$2.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19.1K+ 19.03% |
$999K - $1.21M
|
119K
$8.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19K+ 106.96% |
$997K - $1.21M
|
36.8K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
18.5K+ 20.43% |
$968K - $1.18M
|
109K
$7.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
18.4K+ 7.09% |
$962K - $1.17M
|
277K
$20.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
18.4K+ 2.97% |
$961K - $1.17M
|
637K
$46.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.3K+ 9.66% |
$958K - $1.16M
|
208K
$15.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
18.3K+ 184.21% |
$957K - $1.16M
|
28.2K
$2.05M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
18.2KNew |
$955K - $1.16M
|
18.2K
$1.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.2K+ 83.24% |
$954K - $1.16M
|
40.1K
$2.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
18K+ 159.14% |
$944K - $1.15M
|
29.4K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
18K+ 7.77% |
$943K - $1.15M
|
250K
$18.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
17.8K+ 2.53% |
$932K - $1.13M
|
722K
$52.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
17.7K+ 5.92% |
$926K - $1.13M
|
316K
$22.9M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
17.6K+ 184.35% |
$919K - $1.12M
|
27.1K
$1.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
17.1K+ 78.99% |
$894K - $1.09M
|
38.7K
$2.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
17K+ 37.94% |
$892K - $1.09M
|
62K
$4.5M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
16.8KNew |
$879K - $1.07M
|
16.8K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
16.7KNew |
$873K - $1.06M
|
16.7K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
16.5K+ 4.31% |
$862K - $1.05M
|
398K
$28.9M
|