Purchases and Sales Made in Q1 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-7.86K- 3.87% |
$488K - $532K
|
195K
$14.7M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7.88K- 9.67% |
$490K - $533K
|
73.5K
$5.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-8.1K- 1.93% |
$503K - $548K
|
411K
$31.1M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.11K- 1.17% |
$504K - $549K
|
687K
$51.9M
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
SELL
|
- |
-8.14K- 0.45% |
$506K - $551K
|
1.78M
$135M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-8.36K- 2.99% |
$519K - $566K
|
271K
$20.5M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-8.62K- 7.29% |
$536K - $584K
|
110K
$8.27M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.63K- 8.87% |
$537K - $585K
|
88.8K
$6.7M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.06K- 23.44% |
$563K - $613K
|
29.6K
$2.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-9.09K- 2.86% |
$565K - $615K
|
309K
$23.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.12K- 15.4% |
$567K - $617K
|
50.1K
$3.78M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.14K- 10.02% |
$568K - $619K
|
82.1K
$6.2M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.37K- 1.08% |
$582K - $634K
|
856K
$64.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-9.4K- 48.87% |
$585K - $637K
|
9.84K
$743K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.54K- 4.03% |
$593K - $646K
|
227K
$17.1M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9.77K- 1.97% |
$607K - $661K
|
486K
$36.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-9.84K- 33.77% |
$612K - $666K
|
19.3K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.86K- 8.5% |
$613K - $667K
|
106K
$8.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-10K- 22.64% |
$622K - $677K
|
34.2K
$2.58M
|
|
|
Nov 16, 2023
Q1 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-10K- 1.47% |
$624K - $679K
|
673K
$50.8M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.1K- 65.78% |
$625K - $681K
|
5.23K
$395K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-10.1K- 6.77% |
$629K - $685K
|
140K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10.5K- 4.22% |
$655K - $713K
|
239K
$18.1M
|
|
|
Jan 17, 2024
Q1 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-10.7K- 3.48% |
$663K - $722K
|
296K
$22.3M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.5K- 94.1% |
$714K - $777K
|
720
$54.4K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-11.5K- 43.0% |
$716K - $780K
|
15.3K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 3.28% |
$722K - $787K
|
342K
$25.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.3K- 10.83% |
$763K - $831K
|
101K
$7.63M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-12.8K- 40.83% |
$798K - $869K
|
18.6K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.3K- 8.03% |
$830K - $903K
|
153K
$11.5M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-13.3K- 19.09% |
$830K - $904K
|
56.6K
$4.27M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-13.4K- 2.15% |
$833K - $907K
|
611K
$46.1M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-13.8K- 10.42% |
$860K - $936K
|
119K
$8.98M
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-14.2K- 6.52% |
$883K - $962K
|
204K
$15.4M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.3K- 19.43% |
$887K - $966K
|
59.2K
$4.47M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-14.8K- 0.21% |
$919K - $1M
|
6.9M
$521M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-15K- 6.33% |
$935K - $1.02M
|
223K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-15.2K- 2.42% |
$943K - $1.03M
|
611K
$46.1M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.4K- 81.2% |
$960K - $1.05M
|
3.58K
$270K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-15.6K- 9.51% |
$971K - $1.06M
|
149K
$11.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.1K- 2.32% |
$998K - $1.09M
|
677K
$51.1M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-16.1K- 17.44% |
$1M - $1.09M
|
76.3K
$5.77M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-16.2K- 16.62% |
$1.01M - $1.1M
|
81.2K
$6.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-16.2K- 65.99% |
$1.01M - $1.1M
|
8.36K
$631K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-16.2K- 8.11% |
$1.01M - $1.1M
|
184K
$13.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-16.4K- 15.78% |
$1.02M - $1.11M
|
87.7K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-16.4K- 15.84% |
$1.02M - $1.11M
|
87.3K
$6.59M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.6K- 3.9% |
$1.03M - $1.12M
|
408K
$30.8M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16.6K- 16.23% |
$1.03M - $1.12M
|
85.7K
$6.47M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-17.2K- 14.96% |
$1.07M - $1.16M
|
97.7K
$7.38M
|