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 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
68.9K+ 153.14% |
$3.99M - $4.85M
|
114K
$8.61M
|
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
BUY
|
- |
67.2K+ 8.44% |
$3.89M - $4.73M
|
863K
$65.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
66.8K+ 42.28% |
$3.87M - $4.71M
|
225K
$17M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
66.5K+ 92.29% |
$3.85M - $4.69M
|
139K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
65.8K+ 12.05% |
$3.81M - $4.64M
|
612K
$46.3M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
64.1K+ 2.57% |
$3.71M - $4.52M
|
2.56M
$194M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
60.1K+ 9.51% |
$3.48M - $4.24M
|
693K
$52.4M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
59.5K+ 3.29% |
$3.44M - $4.19M
|
1.87M
$141M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
58.3K+ 46.37% |
$3.37M - $4.1M
|
184K
$13.9M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58K+ 12.74% |
$3.36M - $4.09M
|
514K
$38.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
56.2K+ 11.29% |
$3.25M - $3.96M
|
554K
$41.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
55.4K+ 2.83% |
$3.21M - $3.9M
|
2.01M
$152M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
55K+ 611.4% |
$3.19M - $3.88M
|
64K
$4.84M
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
54.7K+ 6.25% |
$3.17M - $3.85M
|
930K
$70.3M
|
|
|
Nov 16, 2023
Q2 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
53K+ 7.77% |
$3.07M - $3.74M
|
736K
$55.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
53K+ 9.44% |
$3.07M - $3.73M
|
614K
$46.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
52.4K+ 8.51% |
$3.04M - $3.7M
|
669K
$50.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
52.4K+ 6.49% |
$3.03M - $3.69M
|
859K
$65M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52.4K+ 6.49% |
$3.03M - $3.69M
|
859K
$65M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
52.2K+ 4.9% |
$3.02M - $3.68M
|
1.12M
$84.6M
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
51.3K+ 7.37% |
$2.97M - $3.62M
|
748K
$56.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
50.6K+ 21.98% |
$2.93M - $3.57M
|
281K
$21.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
50.6K+ 108.01% |
$2.93M - $3.56M
|
97.4K
$7.37M
|
|
|
Jul 29, 2022
Q2 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
50.6K+ 16.24% |
$2.93M - $3.56M
|
362K
$27.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
49.5KNew |
$2.87M - $3.49M
|
49.5K
$3.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
49K+ 24.1% |
$2.84M - $3.45M
|
252K
$19.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
49K+ 7.6% |
$2.84M - $3.45M
|
694K
$52.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
BUY
|
- |
48.1KNew |
$2.78M - $3.39M
|
48.1K
$3.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
48K+ 55.03% |
$2.78M - $3.38M
|
135K
$10.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
47.2K+ 89.57% |
$2.74M - $3.33M
|
100K
$7.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.8K+ 5.1% |
$2.71M - $3.3M
|
964K
$72.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
46.1K+ 3.57% |
$2.67M - $3.24M
|
1.33M
$101M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
45.4K+ 4.27% |
$2.63M - $3.2M
|
1.11M
$84M
|
|
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
44.9KNew |
$2.6M - $3.16M
|
44.9K
$3.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
44.5K+ 1491.83% |
$2.58M - $3.14M
|
47.5K
$3.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
44.3K+ 3.38% |
$2.57M - $3.12M
|
1.36M
$103M
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
44.2K+ 3.83% |
$2.56M - $3.11M
|
1.2M
$90.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
44.1KNew |
$2.55M - $3.1M
|
44.1K
$3.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
43.9K+ 2.58% |
$2.54M - $3.09M
|
1.75M
$132M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
43.8K+ 74.91% |
$2.54M - $3.09M
|
102K
$7.74M
|
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
42.8K+ 72.55% |
$2.48M - $3.02M
|
102K
$7.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.4K+ 12.1% |
$2.46M - $2.99M
|
393K
$29.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
41.4K+ 52.46% |
$2.4M - $2.92M
|
120K
$9.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
41.4K+ 72.41% |
$2.4M - $2.92M
|
98.6K
$7.45M
|
|
|
Aug 03, 2022
Q2 2022
|
Passaic Partners LLC
|
BUY
|
- |
41.3K+ 1.63% |
$2.39M - $2.91M
|
2.58M
$195M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
41.2K+ 3.82% |
$2.38M - $2.9M
|
1.12M
$84.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
40.8KNew |
$2.36M - $2.87M
|
40.8K
$3.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
40K+ 3.05% |
$2.31M - $2.82M
|
1.35M
$102M
|
|
|
Aug 03, 2022
Q2 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
39.7KNew |
$2.3M - $2.8M
|
39.7K
$3M
|
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
39.6K+ 14.68% |
$2.3M - $2.79M
|
310K
$23.4M
|