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 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
4.03K+ 5.7% |
$233K - $284K
|
74.8K
$5.65M
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4.02K+ 3.93% |
$233K - $283K
|
106K
$8.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.01KNew |
$232K - $283K
|
4.01K
$304K
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
4.01K+ 12.34% |
$232K - $283K
|
36.5K
$2.76M
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
3.98K+ 75.3% |
$230K - $280K
|
9.26K
$700K
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.94KNew |
$228K - $278K
|
3.94K
$298K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.94K+ 1.81% |
$228K - $278K
|
222K
$16.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.94KNew |
$228K - $278K
|
3.94K
$298K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.94K+ 10.88% |
$228K - $278K
|
40.2K
$3.04M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.92K+ 9.82% |
$227K - $276K
|
43.8K
$3.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.88K+ 43.99% |
$225K - $274K
|
12.7K
$961K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.83K+ 20.98% |
$222K - $270K
|
22.1K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.77K+ 12.56% |
$218K - $266K
|
33.8K
$2.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.74K+ 6.12% |
$216K - $263K
|
64.8K
$4.9M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
3.63K+ 1.67% |
$210K - $256K
|
221K
$16.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.62KNew |
$210K - $255K
|
3.62K
$274K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
3.6K+ 96.62% |
$208K - $254K
|
7.33K
$554K
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.54KNew |
$205K - $250K
|
3.54K
$268K
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.54K+ 216.19% |
$205K - $249K
|
5.18K
$391K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.48K+ 197.61% |
$201K - $245K
|
5.24K
$396K
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.47K+ 8.63% |
$201K - $245K
|
43.7K
$3.3M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.43K+ 6.87% |
$198K - $241K
|
53.3K
$4.03M
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.41KNew |
$198K - $240K
|
3.41K
$258K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.38K+ 3.91% |
$195K - $238K
|
89.7K
$6.78M
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
3.37K+ 13.31% |
$195K - $238K
|
28.7K
$2.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
3.36K+ 6.35% |
$194K - $236K
|
56.2K
$4.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.35K+ 0.09% |
$194K - $236K
|
3.75M
$283M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.32K+ 77.08% |
$192K - $234K
|
7.63K
$577K
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.29K+ 3.4% |
$191K - $232K
|
100K
$7.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.29K+ 10.08% |
$190K - $232K
|
35.9K
$2.71M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.27K+ 25.89% |
$189K - $230K
|
15.9K
$1.2M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.24K+ 6.97% |
$187K - $228K
|
49.7K
$3.76M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.2K+ 12.65% |
$185K - $226K
|
28.5K
$2.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 21.61% |
$184K - $224K
|
17.9K
$1.35M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.17K+ 2.33% |
$184K - $224K
|
140K
$10.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3.09K+ 787.5% |
$179K - $218K
|
3.48K
$263K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.07K+ 5.18% |
$178K - $217K
|
62.4K
$4.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
3.02K+ 15.93% |
$175K - $213K
|
22K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.01KNew |
$174K - $212K
|
3.01K
$227K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.99K+ 23.36% |
$173K - $211K
|
15.8K
$1.2M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.98KNew |
$172K - $210K
|
2.98K
$225K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 65.84% |
$171K - $209K
|
7.46K
$564K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.96K+ 27.75% |
$171K - $208K
|
13.6K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.95K+ 59.1% |
$171K - $208K
|
7.95K
$601K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.94K+ 5.19% |
$170K - $207K
|
59.5K
$4.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.94K+ 10.62% |
$170K - $207K
|
30.6K
$2.31M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.94KNew |
$170K - $207K
|
2.94K
$222K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
2.92K+ 79.34% |
$169K - $206K
|
6.61K
$499K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.91K+ 21.35% |
$168K - $205K
|
16.5K
$1.25M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.84K+ 1.89% |
$164K - $200K
|
153K
$11.6M
|