Purchases and Sales Made in Q2 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
287+ 6.04% |
$16.6K - $20.2K
|
5.04K
$381K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
285+ 104.01% |
$16.5K - $20.1K
|
559
$42.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
279+ 0.15% |
$16.2K - $19.7K
|
189K
$14.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
279+ 7.05% |
$16.2K - $19.7K
|
4.24K
$320K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
277+ 2.7% |
$16K - $19.5K
|
10.5K
$797K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
264+ 1.89% |
$15.3K - $18.6K
|
14.2K
$1.07M
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
255+ 3.92% |
$14.8K - $18K
|
6.76K
$511K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
253+ 0.31% |
$14.7K - $17.8K
|
81K
$6.12M
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
250+ 2.71% |
$14.5K - $17.6K
|
9.48K
$717K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
242+ 2.9% |
$14K - $17.1K
|
8.6K
$650K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
238+ 6.27% |
$13.8K - $16.8K
|
4.03K
$305K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
238+ 35.79% |
$13.8K - $16.8K
|
903
$68.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
234+ 2.31% |
$13.6K - $16.5K
|
10.4K
$785K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
232+ 4.91% |
$13.4K - $16.3K
|
4.96K
$375K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
228+ 0.69% |
$13.2K - $16.1K
|
33.4K
$2.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
212+ 0.8% |
$12.3K - $14.9K
|
26.7K
$2.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
211+ 23.47% |
$12.2K - $14.9K
|
1.11K
$83.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
208+ 0.59% |
$12K - $14.7K
|
35.5K
$2.69M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
196+ 1.48% |
$11.4K - $13.8K
|
13.5K
$1.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
192+ 2.05% |
$11.1K - $13.5K
|
9.54K
$722K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
186New |
$10.8K - $13.1K
|
186
$14.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
185+ 6.18% |
$10.7K - $13K
|
3.18K
$240K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
184+ 1.96% |
$10.7K - $13K
|
9.57K
$723K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
178+ 2.95% |
$10.3K - $12.5K
|
6.21K
$470K
|
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
BUY
|
- |
175+ 1.14% |
$10.1K - $12.3K
|
15.6K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
174+ 1.1% |
$10.1K - $12.3K
|
16K
$1.21M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
169+ 7.02% |
$9.79K - $11.9K
|
2.58K
$195K
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
162+ 4.33% |
$9.38K - $11.4K
|
3.91K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
162+ 2.23% |
$9.38K - $11.4K
|
7.43K
$562K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
154+ 7.95% |
$8.92K - $10.9K
|
2.09K
$158K
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
154+ 2.53% |
$8.92K - $10.9K
|
6.24K
$472K
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
153+ 1.67% |
$8.86K - $10.8K
|
9.29K
$703K
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
BUY
|
- |
150+ 0.49% |
$8.69K - $10.6K
|
30.8K
$2.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
150+ 4.57% |
$8.69K - $10.6K
|
3.43K
$260K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
146+ 2.08% |
$8.45K - $10.3K
|
7.15K
$541K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
145+ 2.07% |
$8.4K - $10.2K
|
7.15K
$541K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
133+ 52.16% |
$7.7K - $9.37K
|
388
$29.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
133+ 46.5% |
$7.7K - $9.37K
|
419
$31.7K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
132+ 0.37% |
$7.64K - $9.3K
|
35.7K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
132+ 1.13% |
$7.64K - $9.3K
|
11.8K
$895K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
132+ 0.99% |
$7.64K - $9.3K
|
13.5K
$1.02M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
132+ 3.17% |
$7.64K - $9.3K
|
4.3K
$325K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
130+ 17.47% |
$7.53K - $9.16K
|
874
$66.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
125+ 1.69% |
$7.24K - $8.81K
|
7.53K
$569K
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
115+ 0.53% |
$6.66K - $8.1K
|
21.8K
$1.65M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
112+ 1.83% |
$6.49K - $7.89K
|
6.23K
$471K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
107+ 71.33% |
$6.2K - $7.54K
|
257
$19.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
106+ 1.12% |
$6.14K - $7.47K
|
9.54K
$722K
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
105+ 2.27% |
$6.08K - $7.4K
|
4.74K
$358K
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
104+ 2.09% |
$6.02K - $7.33K
|
5.08K
$384K
|