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 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24.5K- 58.77% |
$1.42M - $1.73M
|
17.2K
$1.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-24.7K- 47.02% |
$1.43M - $1.74M
|
27.9K
$2.11M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25.2K- 11.37% |
$1.46M - $1.77M
|
196K
$14.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-25.3K- 7.05% |
$1.46M - $1.78M
|
333K
$25.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-25.3K- 56.47% |
$1.47M - $1.79M
|
19.5K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-25.5K- 16.65% |
$1.48M - $1.8M
|
128K
$9.65M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-25.5K- 16.65% |
$1.48M - $1.8M
|
128K
$9.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-26.3K- 32.01% |
$1.52M - $1.85M
|
55.9K
$4.23M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-26.6KClosed |
$1.54M - $1.88M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-26.9K- 52.84% |
$1.56M - $1.9M
|
24K
$1.82M
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-28.4K- 5.37% |
$1.64M - $2M
|
500K
$37.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-28.5K- 30.15% |
$1.65M - $2.01M
|
66.1K
$5M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-28.7K- 24.92% |
$1.66M - $2.02M
|
86.5K
$6.54M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-29.2K- 29.15% |
$1.69M - $2.06M
|
70.9K
$5.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-29.6K- 0.69% |
$1.72M - $2.09M
|
4.24M
$321M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-29.8K- 33.63% |
$1.72M - $2.1M
|
58.8K
$4.44M
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-30K- 23.16% |
$1.73M - $2.11M
|
99.4K
$7.52M
|
|
|
Jan 24, 2023
Q2 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-30.2K- 10.01% |
$1.75M - $2.13M
|
272K
$20.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-30.7K- 30.07% |
$1.78M - $2.16M
|
71.4K
$5.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-31.4KClosed |
$1.82M - $2.21M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-32.2K- 44.04% |
$1.86M - $2.27M
|
40.9K
$3.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-33.8K- 8.65% |
$1.96M - $2.38M
|
357K
$27M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-34.2K- 13.06% |
$1.98M - $2.41M
|
227K
$17.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-34.9K- 5.71% |
$2.02M - $2.46M
|
576K
$43.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.4K- 9.16% |
$2.11M - $2.57M
|
361K
$27.3M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-36.6K- 24.36% |
$2.12M - $2.58M
|
114K
$8.58M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-37K- 11.83% |
$2.14M - $2.61M
|
276K
$20.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-37.2K- 18.11% |
$2.15M - $2.62M
|
168K
$12.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-37.9K- 19.29% |
$2.2M - $2.67M
|
159K
$12M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-38K- 14.66% |
$2.2M - $2.67M
|
221K
$16.7M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-39.1K- 86.05% |
$2.26M - $2.75M
|
6.33K
$479K
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-39.1K- 35.1% |
$2.27M - $2.76M
|
72.4K
$5.47M
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-39.2K- 29.9% |
$2.27M - $2.76M
|
91.9K
$6.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-39.5K- 11.19% |
$2.29M - $2.78M
|
313K
$23.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-40.3K- 7.91% |
$2.33M - $2.84M
|
469K
$35.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-40.6K- 13.07% |
$2.35M - $2.86M
|
270K
$20.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-40.7K- 9.97% |
$2.36M - $2.87M
|
367K
$27.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-41K- 10.61% |
$2.37M - $2.89M
|
345K
$26.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-41.5K- 20.23% |
$2.4M - $2.92M
|
164K
$12.4M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-42K- 12.18% |
$2.43M - $2.96M
|
303K
$22.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-43.8K- 94.56% |
$2.53M - $3.08M
|
2.52K
$190K
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-44.2K- 49.99% |
$2.56M - $3.11M
|
44.2K
$3.34M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-44.7K- 4.27% |
$2.59M - $3.15M
|
1M
$75.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-45.7KClosed |
$2.65M - $3.22M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-46.3KClosed |
$2.68M - $3.26M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-49.8K- 19.81% |
$2.89M - $3.51M
|
202K
$15.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-49.9K- 3.48% |
$2.89M - $3.52M
|
1.38M
$105M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50.4K- 3.14% |
$2.92M - $3.55M
|
1.55M
$118M
|
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-50.7K- 14.08% |
$2.93M - $3.57M
|
309K
$23.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-54.4K- 11.81% |
$3.15M - $3.83M
|
406K
$30.7M
|