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 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
7.85KNew |
$411K - $500K
|
7.85K
$568K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7.66KNew |
$401K - $487K
|
7.66K
$554K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.63KNew |
$399K - $486K
|
7.63K
$552K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.57KNew |
$396K - $482K
|
7.57K
$547K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.44K+ 13.33% |
$389K - $473K
|
63.3K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7.37K+ 7.47% |
$386K - $469K
|
106K
$7.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
7.33K+ 107.76% |
$384K - $467K
|
14.1K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.24KNew |
$379K - $461K
|
7.24K
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.06K+ 6.97% |
$370K - $449K
|
108K
$7.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.77KNew |
$355K - $431K
|
6.77K
$490K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.76K+ 163.08% |
$354K - $430K
|
10.9K
$788K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.74KNew |
$353K - $429K
|
6.74K
$487K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.7KNew |
$351K - $426K
|
6.7K
$484K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.63KNew |
$347K - $422K
|
6.63K
$479K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
6.52K+ 36.82% |
$341K - $415K
|
24.2K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.5KNew |
$340K - $414K
|
6.5K
$470K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.49K+ 2.83% |
$340K - $413K
|
236K
$17.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.4K+ 7.4% |
$335K - $407K
|
92.8K
$6.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6.35K+ 112.16% |
$332K - $404K
|
12K
$868K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6.34K+ 15.13% |
$332K - $403K
|
48.2K
$3.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.14KNew |
$321K - $391K
|
6.14K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.13KNew |
$321K - $390K
|
6.13K
$443K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.11KNew |
$320K - $389K
|
6.11K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.06K+ 71.07% |
$317K - $386K
|
14.6K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.02KNew |
$315K - $383K
|
6.02K
$436K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5.99KNew |
$313K - $381K
|
5.99K
$433K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.98KNew |
$313K - $380K
|
5.98K
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.8K+ 26.78% |
$304K - $369K
|
27.5K
$1.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.79KNew |
$303K - $369K
|
5.79K
$419K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.73K+ 13.38% |
$300K - $365K
|
48.6K
$3.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
5.7KNew |
$298K - $363K
|
5.7K
$412K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
5.68K+ 75.96% |
$297K - $362K
|
13.2K
$952K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
5.62K+ 116.74% |
$294K - $357K
|
10.4K
$754K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.61K+ 41.83% |
$294K - $357K
|
19K
$1.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.47KNew |
$286K - $348K
|
5.47K
$395K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.46K+ 1.18% |
$286K - $348K
|
469K
$33.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.45K+ 32.28% |
$285K - $347K
|
22.3K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
5.44KNew |
$285K - $346K
|
5.44K
$394K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
5.38K+ 14.7% |
$281K - $342K
|
41.9K
$3.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.35KNew |
$280K - $341K
|
5.35K
$387K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.3KNew |
$277K - $337K
|
5.3K
$383K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.3K+ 30.52% |
$277K - $337K
|
22.6K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
5.27K+ 5.42% |
$276K - $335K
|
103K
$7.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.27KNew |
$276K - $335K
|
5.27K
$381K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.27KNew |
$276K - $335K
|
5.27K
$381K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
5.24K+ 49.8% |
$274K - $333K
|
15.8K
$1.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.16K+ 44.34% |
$270K - $328K
|
16.8K
$1.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
5.05K+ 196.73% |
$264K - $321K
|
7.61K
$551K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
4.97K+ 3.51% |
$260K - $317K
|
146K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
4.96KNew |
$260K - $316K
|
4.96K
$359K
|