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 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-735- 3.02% |
$42.6K - $51.8K
|
23.6K
$1.79M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-767- 7.31% |
$44.4K - $54K
|
9.73K
$736K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-768- 12.69% |
$44.5K - $54.1K
|
5.28K
$400K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-796- 58.92% |
$46.1K - $56.1K
|
555
$42K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-808- 1.31% |
$46.8K - $56.9K
|
60.7K
$4.59M
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-829- 15.56% |
$48K - $58.4K
|
4.5K
$340K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-836- 31.26% |
$48.4K - $58.9K
|
1.84K
$139K
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-838- 18.11% |
$48.5K - $59K
|
3.79K
$287K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-850- 4.19% |
$49.2K - $59.9K
|
19.5K
$1.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-851- 7.57% |
$49.3K - $60K
|
10.4K
$786K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-852- 1.17% |
$49.3K - $60K
|
72.1K
$5.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-854- 0.41% |
$49.5K - $60.2K
|
210K
$15.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-869- 3.42% |
$50.3K - $61.2K
|
24.6K
$1.86M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-884- 17.79% |
$51.2K - $62.3K
|
4.08K
$309K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-892- 1.33% |
$51.7K - $62.9K
|
66.3K
$5.01M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-901- 6.75% |
$52.2K - $63.5K
|
12.5K
$942K
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-904- 8.68% |
$52.4K - $63.7K
|
9.51K
$719K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-945- 2.74% |
$54.7K - $66.6K
|
33.5K
$2.54M
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-948- 0.75% |
$54.9K - $66.8K
|
125K
$9.45M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-959- 4.09% |
$55.5K - $67.6K
|
22.5K
$1.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-962- 3.24% |
$55.7K - $67.8K
|
28.7K
$2.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-966- 18.17% |
$55.9K - $68.1K
|
4.35K
$329K
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-977- 3.29% |
$56.6K - $68.8K
|
28.7K
$2.17M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-977- 15.92% |
$56.6K - $68.8K
|
5.16K
$390K
|
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-991- 19.15% |
$57.4K - $69.8K
|
4.18K
$316K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-995- 11.84% |
$57.6K - $70.1K
|
7.41K
$560K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-999- 6.64% |
$57.9K - $70.4K
|
14K
$1.06M
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 7.14% |
$57.9K - $70.5K
|
13K
$983K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1K- 22.22% |
$57.9K - $70.5K
|
3.5K
$265K
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.01K- 6.7% |
$58.2K - $70.8K
|
14K
$1.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.01K- 11.99% |
$58.4K - $71.1K
|
7.4K
$560K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.01K- 5.27% |
$58.7K - $71.4K
|
18.2K
$1.38M
|
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.02K- 12.08% |
$59.2K - $72.1K
|
7.44K
$563K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.03K- 13.83% |
$59.8K - $72.7K
|
6.43K
$486K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-1.05K- 0.36% |
$60.6K - $73.8K
|
291K
$22M
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.06K- 0.56% |
$61.3K - $74.6K
|
186K
$14.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 54.37% |
$62K - $75.4K
|
898
$67.9K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.08K- 16.33% |
$62.6K - $76.2K
|
5.54K
$419K
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.08K- 4.44% |
$62.6K - $76.2K
|
23.3K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.09K- 21.6% |
$62.8K - $76.4K
|
3.94K
$298K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.09K- 12.91% |
$63.1K - $76.8K
|
7.35K
$556K
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.1K- 3.49% |
$63.4K - $77.2K
|
30.3K
$2.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.1K- 20.49% |
$63.8K - $77.6K
|
4.28K
$323K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.11K- 14.84% |
$64.2K - $78.1K
|
6.36K
$481K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.12K- 21.27% |
$64.7K - $78.8K
|
4.14K
$313K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.12K- 24.58% |
$64.9K - $79K
|
3.44K
$260K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.13K- 14.66% |
$65.4K - $79.6K
|
6.58K
$497K
|
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.14K- 21.74% |
$65.7K - $80K
|
4.09K
$309K
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 21.04% |
$67.5K - $82.1K
|
4.37K
$331K
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-1.17K- 16.46% |
$67.8K - $82.4K
|
5.94K
$449K
|