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 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16.4K+ 13.21% |
$859K - $1.04M
|
141K
$10.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$859K - $1.04M
|
16.4K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
16.2KNew |
$848K - $1.03M
|
16.2K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.2K+ 105.61% |
$847K - $1.03M
|
31.5K
$2.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
16KNew |
$837K - $1.02M
|
16K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15.7K+ 29.0% |
$823K - $1M
|
69.9K
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.6K+ 27.01% |
$818K - $995K
|
73.5K
$5.31M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
15.6KNew |
$818K - $995K
|
15.6K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.2K+ 9.76% |
$798K - $970K
|
172K
$12.4M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
15.1KNew |
$792K - $963K
|
15.1K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
15K+ 29.0% |
$785K - $955K
|
66.8K
$4.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
15K+ 35.49% |
$783K - $952K
|
57.1K
$4.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
14.9K+ 9.94% |
$783K - $951K
|
165K
$12M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.8K+ 11.5% |
$776K - $943K
|
144K
$10.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14.8K+ 52.45% |
$773K - $940K
|
42.9K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
14.7K+ 5.02% |
$767K - $933K
|
307K
$22.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
14.6K+ 93.55% |
$765K - $930K
|
30.2K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.5K+ 114.12% |
$760K - $923K
|
27.2K
$1.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
14.5K+ 44.87% |
$757K - $921K
|
46.7K
$3.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14.4K+ 48.33% |
$752K - $915K
|
44.1K
$3.19M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.1KNew |
$737K - $897K
|
14.1K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
14K+ 3.98% |
$735K - $893K
|
367K
$26.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
13.8K+ 92.0% |
$722K - $878K
|
28.8K
$2.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
13.7K+ 28.35% |
$716K - $871K
|
62K
$4.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
13.7K+ 11.63% |
$715K - $869K
|
131K
$9.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
13.4KNew |
$701K - $853K
|
13.4K
$969K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.3KNew |
$698K - $848K
|
13.3K
$964K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
13.3K+ 17.79% |
$696K - $846K
|
88K
$6.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13K+ 26.66% |
$680K - $826K
|
61.7K
$4.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
12.8KNew |
$672K - $818K
|
12.8K
$929K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
12.8K+ 22.81% |
$668K - $812K
|
68.7K
$4.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
12.7KNew |
$665K - $808K
|
12.7K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.5K+ 6.06% |
$657K - $798K
|
220K
$15.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$654K - $795K
|
12.5K
$904K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
12.4K+ 4.62% |
$649K - $789K
|
281K
$20.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.4K+ 29.92% |
$648K - $788K
|
53.8K
$3.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
12.3K+ 11.6% |
$646K - $785K
|
119K
$8.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
12.3KNew |
$644K - $783K
|
12.3K
$890K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
12.2KNew |
$638K - $776K
|
12.2K
$882K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
12.2K+ 4.14% |
$637K - $775K
|
306K
$22.2M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.2K+ 2.37% |
$636K - $774K
|
526K
$38M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
12.1K+ 37.52% |
$631K - $767K
|
44.2K
$3.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
12KNew |
$628K - $764K
|
12K
$868K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
12K+ 0.71% |
$627K - $762K
|
1.7M
$123M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$622K - $757K
|
11.9K
$859K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
11.7KNew |
$613K - $745K
|
11.7K
$847K
|
|
|
Feb 09, 2023
Q4 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
11.7K+ 61.17% |
$611K - $743K
|
30.8K
$2.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 9.38% |
$609K - $741K
|
136K
$9.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.5K+ 2.2% |
$603K - $734K
|
536K
$38.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
11.5K+ 0.45% |
$603K - $733K
|
2.56M
$185M
|