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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.74K+ 6.35% |
$506K - $616K
|
146K
$11.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.56K+ 1.79% |
$495K - $603K
|
487K
$36.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.53K+ 11.85% |
$494K - $601K
|
80.5K
$6.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.49KNew |
$492K - $598K
|
8.49K
$642K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8.42K+ 1.81% |
$488K - $593K
|
473K
$35.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
8.34K+ 13.21% |
$483K - $587K
|
71.4K
$5.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
BUY
|
- |
8.33K+ 8.68% |
$482K - $587K
|
104K
$7.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.24K+ 187.76% |
$477K - $580K
|
12.6K
$954K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.23K+ 3.67% |
$477K - $580K
|
233K
$17.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8.16K+ 13.18% |
$472K - $575K
|
70.1K
$5.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
8.04K+ 10.78% |
$466K - $567K
|
82.6K
$6.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.03K+ 9.65% |
$465K - $566K
|
91.3K
$6.9M
|
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.03K+ 9.65% |
$465K - $566K
|
91.3K
$6.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.02K+ 5.94% |
$464K - $565K
|
143K
$10.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8.01K+ 45.59% |
$464K - $564K
|
25.6K
$1.93M
|
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7.89K+ 86.0% |
$457K - $556K
|
17.1K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.87K+ 5.69% |
$456K - $555K
|
146K
$11.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
7.84KNew |
$454K - $552K
|
7.84K
$593K
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
7.8K+ 1.63% |
$452K - $550K
|
487K
$36.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
7.74KNew |
$448K - $546K
|
7.74K
$585K
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
7.72K+ 32.86% |
$447K - $544K
|
31.2K
$2.36M
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.69K+ 4.07% |
$445K - $542K
|
196K
$14.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
BUY
|
- |
7.67K+ 4.53% |
$444K - $540K
|
177K
$13.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.4K+ 18.68% |
$429K - $521K
|
47K
$3.56M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
7.38K+ 166.63% |
$427K - $520K
|
11.8K
$893K
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
7.33K+ 5.54% |
$424K - $516K
|
140K
$10.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
7.25K+ 88.36% |
$420K - $511K
|
15.5K
$1.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7.14KNew |
$413K - $503K
|
7.14K
$540K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.13K+ 6.07% |
$413K - $502K
|
125K
$9.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
7.08K+ 304.34% |
$410K - $499K
|
9.4K
$711K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
7.02K+ 0.93% |
$406K - $494K
|
765K
$57.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.02K+ 17.79% |
$406K - $494K
|
46.5K
$3.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.98K+ 4.84% |
$404K - $492K
|
151K
$11.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.94K+ 7.11% |
$402K - $489K
|
104K
$7.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.87K+ 1.77% |
$398K - $484K
|
395K
$29.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.74K+ 15.74% |
$390K - $475K
|
49.6K
$3.75M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6.69K+ 4.48% |
$387K - $471K
|
156K
$11.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6.66K+ 7.75% |
$386K - $469K
|
92.6K
$7.01M
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.58K+ 3.84% |
$381K - $464K
|
178K
$13.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6.57KNew |
$380K - $463K
|
6.57K
$497K
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.56K+ 44.53% |
$380K - $462K
|
21.3K
$1.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.52KNew |
$377K - $459K
|
6.52K
$493K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.47K+ 14.69% |
$375K - $456K
|
50.5K
$3.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6.36K+ 0.74% |
$368K - $448K
|
871K
$65.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.33K+ 25.18% |
$366K - $446K
|
31.5K
$2.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
6.25KNew |
$362K - $440K
|
6.25K
$473K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
6.23KNew |
$361K - $439K
|
6.23K
$471K
|
|
|
Aug 11, 2022
Q2 2022
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
6.2K+ 2.25% |
$359K - $437K
|
281K
$21.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.09K+ 12432.65% |
$353K - $429K
|
6.14K
$464K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
6.04K+ 878.2% |
$350K - $426K
|
6.73K
$509K
|