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 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
103New |
$5.96K - $7.26K
|
103
$7.79K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
97+ 0.24% |
$5.62K - $6.83K
|
40.1K
$3.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
96+ 0.16% |
$5.56K - $6.76K
|
58.9K
$4.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
96+ 2.26% |
$5.56K - $6.76K
|
4.35K
$329K
|
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
95+ 2.28% |
$5.5K - $6.69K
|
4.25K
$322K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
94+ 45.63% |
$5.44K - $6.62K
|
300
$22.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
92+ 2.3% |
$5.33K - $6.48K
|
4.1K
$310K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
89+ 0.75% |
$5.15K - $6.27K
|
11.9K
$899K
|
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
82+ 2.17% |
$4.75K - $5.78K
|
3.85K
$291K
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
79+ 2.25% |
$4.57K - $5.57K
|
3.59K
$271K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
78+ 0.47% |
$4.52K - $5.5K
|
16.5K
$1.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
76+ 2.04% |
$4.4K - $5.35K
|
3.8K
$287K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
70+ 5.0% |
$4.05K - $4.93K
|
1.47K
$111K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
64+ 1.36% |
$3.71K - $4.51K
|
4.75K
$359K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
60+ 0.45% |
$3.47K - $4.23K
|
13.5K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
58+ 0.41% |
$3.36K - $4.09K
|
14.3K
$1.08M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
57New |
$3.3K - $4.02K
|
57
$4.31K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55+ 203.7% |
$3.19K - $3.88K
|
82
$6.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
55New |
$3.19K - $3.88K
|
55
$4.16K
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
54+ 0.07% |
$3.13K - $3.8K
|
77.8K
$5.88M
|
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
50+ 1.23% |
$2.9K - $3.52K
|
4.13K
$312K
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
45+ 0.19% |
$2.61K - $3.17K
|
24.1K
$1.83M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
42+ 0.88% |
$2.43K - $2.96K
|
4.83K
$365K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37+ 7.96% |
$2.14K - $2.61K
|
502
$38K
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
31+ 0.74% |
$1.8K - $2.18K
|
4.24K
$321K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
26+ 0.33% |
$1.51K - $1.83K
|
8.02K
$606K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21+ 0.47% |
$1.22K - $1.48K
|
4.51K
$341K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
21+ 0.25% |
$1.22K - $1.48K
|
8.29K
$627K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
21+ 0.26% |
$1.22K - $1.48K
|
8.25K
$624K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20+ 0.05% |
$1.16K - $1.41K
|
36.7K
$2.77M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
17+ 0.23% |
$984 - $1.2K
|
7.37K
$557K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16+ 0.05% |
$927 - $1.13K
|
33.7K
$2.55M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16+ 0.13% |
$927 - $1.13K
|
12.4K
$941K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.37% |
$811 - $986
|
3.75K
$284K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
9+ 0.18% |
$521 - $634
|
4.96K
$375K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
9+ 10.59% |
$521 - $634
|
94
$7.11K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6+ 0.16% |
$347 - $423
|
3.73K
$282K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.27% |
$347 - $423
|
2.22K
$168K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$290 - $352
|
6.72K
$508K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 0.01% |
$290 - $352
|
74.3K
$5.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 2.25% |
$290 - $352
|
227
$17.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
4New |
$232 - $282
|
4
$302
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
4+ 0.02% |
$232 - $282
|
25.4K
$1.92M
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.04% |
$174 - $211
|
7.16K
$542K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 2.24% |
$174 - $211
|
137
$10.4K
|
|
|
Feb 13, 2025
Q2 2022
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
3+ 0.05% |
$174 - $211
|
6.55K
$495K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.28% |
$116 - $141
|
718
$54.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.01% |
$116 - $141
|
14.1K
$1.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 2.99% |
$116 - $141
|
69
$5.22K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$57.9 - $70.5
|
7.12K
$538K
|