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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.6K- 22.34% |
$208K - $253K
|
12.5K
$946K
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-3.64KClosed |
$211K - $257K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.66KClosed |
$212K - $258K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.66KClosed |
$212K - $258K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-3.67K- 2.37% |
$212K - $258K
|
151K
$11.4M
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.67KClosed |
$213K - $259K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-3.68KClosed |
$213K - $260K
|
0
$0
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.71K- 4.76% |
$215K - $261K
|
74.2K
$5.61M
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.73KClosed |
$216K - $263K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.74K- 6.14% |
$217K - $264K
|
57.2K
$4.33M
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.75K- 1.85% |
$217K - $264K
|
199K
$15.1M
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-3.76K- 23.92% |
$218K - $265K
|
12K
$905K
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.82K- 18.57% |
$221K - $269K
|
16.8K
$1.27M
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.83K- 3.19% |
$222K - $270K
|
116K
$8.8M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.84K- 19.33% |
$223K - $271K
|
16K
$1.21M
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.85K- 1.87% |
$223K - $271K
|
202K
$15.2M
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.86KClosed |
$223K - $272K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.86K- 11.86% |
$224K - $272K
|
28.7K
$2.17M
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.91K- 4.95% |
$226K - $275K
|
75K
$5.67M
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-3.94K- 20.86% |
$228K - $277K
|
14.9K
$1.13M
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-4K- 1.95% |
$231K - $281K
|
201K
$15.2M
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.07KClosed |
$235K - $286K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.12K- 4.27% |
$239K - $290K
|
92.3K
$6.98M
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.16KClosed |
$241K - $293K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-4.19KClosed |
$243K - $295K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.21K- 8.97% |
$244K - $297K
|
42.8K
$3.23M
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.24KClosed |
$245K - $299K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-4.25K- 13.87% |
$246K - $299K
|
26.4K
$1.99M
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.26KClosed |
$246K - $300K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.27KClosed |
$247K - $301K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4.28K- 7.29% |
$248K - $301K
|
54.4K
$4.11M
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-4.31KClosed |
$249K - $303K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.31K- 4.14% |
$250K - $304K
|
99.7K
$7.54M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.32KClosed |
$250K - $304K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-4.54KClosed |
$263K - $320K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.55K- 3.26% |
$264K - $321K
|
135K
$10.2M
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-4.61KClosed |
$267K - $324K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-4.62KClosed |
$267K - $325K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.66KClosed |
$270K - $328K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.71K- 12.33% |
$273K - $332K
|
33.5K
$2.53M
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.76KClosed |
$276K - $335K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-4.78KClosed |
$277K - $337K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-4.82KClosed |
$279K - $340K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.85K- 7.41% |
$281K - $341K
|
60.5K
$4.58M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.88K- 19.4% |
$283K - $344K
|
20.3K
$1.53M
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-4.91K- 48.22% |
$284K - $346K
|
5.27K
$399K
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.92K- 5.27% |
$285K - $346K
|
88.3K
$6.68M
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-4.98KClosed |
$288K - $351K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-5.04K- 43.95% |
$292K - $355K
|
6.42K
$486K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-5.05K- 10.5% |
$292K - $356K
|
43K
$3.25M
|