Purchases and Sales Made in Q2 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q2 2023. 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 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
21.6M+ 6587.43% |
$1.43B - $1.49B
|
21.9M
$1.59B
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.2M+ 94.15% |
$1.33B - $1.39B
|
41.6M
$3.01B
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.07M+ 3.66% |
$202M - $212M
|
86.8M
$6.28B
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.34M+ 59.35% |
$155M - $162M
|
6.29M
$455M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.19M+ 5.01% |
$145M - $151M
|
46M
$3.33B
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.12M+ 9.29% |
$140M - $147M
|
25M
$1.8B
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.12M+ 9.29% |
$140M - $147M
|
25M
$1.8B
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.05M+ 686.1% |
$136M - $142M
|
2.35M
$170M
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.97M+ 875357.31% |
$130M - $136M
|
1.97M
$142M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.89M+ 99.01% |
$125M - $131M
|
3.8M
$275M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.58M+ 35.15% |
$104M - $109M
|
6.07M
$439M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.52M+ 5.73% |
$101M - $105M
|
28.1M
$2.03B
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.51M+ 19.6% |
$100M - $105M
|
9.24M
$668M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43M+ 22.04% |
$94.3M - $98.7M
|
7.91M
$572M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.41M+ 0.89% |
$93.3M - $97.7M
|
160M
$11.6B
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.41M+ 1030.44% |
$93.3M - $97.6M
|
1.55M
$112M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.13M+ 761.29% |
$74.8M - $78.3M
|
1.28M
$92.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
900K+ 50.64% |
$59.4M - $62.2M
|
2.68M
$194M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
880K+ 3.63% |
$58.1M - $60.8M
|
25.1M
$1.82B
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
844K+ 100.2% |
$55.7M - $58.3M
|
1.69M
$122M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
773KNew |
$51.1M - $53.4M
|
773K
$55.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
724K+ 34.88% |
$47.8M - $50.1M
|
2.8M
$203M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
718K+ 17.07% |
$47.4M - $49.6M
|
4.92M
$356M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
697K+ 2.23% |
$46M - $48.2M
|
32M
$2.31B
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
679K+ 19.74% |
$44.9M - $46.9M
|
4.12M
$298M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
655K+ 15.74% |
$43.3M - $45.3M
|
4.82M
$348M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
598K+ 171.17% |
$39.5M - $41.3M
|
947K
$68.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
591K+ 54.63% |
$39M - $40.8M
|
1.67M
$121M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
550K+ 9999.89% |
$36.3M - $38M
|
556K
$40.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
472K+ 0.66% |
$31.2M - $32.6M
|
72.3M
$5.23B
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
451K+ 5.88% |
$29.8M - $31.2M
|
8.12M
$587M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
416K+ 15.9% |
$27.5M - $28.8M
|
3.03M
$219M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
407K+ 181.69% |
$26.9M - $28.1M
|
631K
$45.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
400K+ 50.97% |
$26.4M - $27.7M
|
1.19M
$85.7M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
399KNew |
$26.3M - $27.6M
|
399K
$28.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
397K+ 6.12% |
$26.2M - $27.4M
|
6.89M
$498M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
397K+ 1.42% |
$26.2M - $27.4M
|
28.3M
$2.05B
|
|
|
Aug 14, 2023
Q2 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
342K+ 42.5% |
$22.5M - $23.6M
|
1.15M
$82.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
340K+ 18.46% |
$22.5M - $23.5M
|
2.18M
$158M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
334K+ 17.04% |
$22.1M - $23.1M
|
2.29M
$166M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
332K+ 4.91% |
$21.9M - $23M
|
7.11M
$514M
|
|
|
Aug 14, 2023
Q2 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
331KNew |
$21.9M - $22.9M
|
331K
$23.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
322K+ 9.98% |
$21.2M - $22.2M
|
3.55M
$256M
|
|
|
Jul 25, 2023
Q2 2023
|
Passaic Partners LLC
|
BUY
|
- |
320K+ 16.44% |
$21.2M - $22.1M
|
2.27M
$164M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
320K+ 35.42% |
$21.2M - $22.1M
|
1.22M
$88.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
317K+ 19.62% |
$21M - $21.9M
|
1.93M
$140M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
296K+ 1.2% |
$19.5M - $20.5M
|
25M
$1.81B
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
294KNew |
$19.4M - $20.3M
|
294K
$21.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
242K+ 11.45% |
$15.9M - $16.7M
|
2.35M
$170M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
242K+ 11.45% |
$15.9M - $16.7M
|
2.35M
$170M
|