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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.61KNew |
$238K - $249K
|
3.61K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.6KNew |
$237K - $248K
|
3.6K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.6KNew |
$237K - $248K
|
3.6K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
3.59K+ 1.63% |
$237K - $248K
|
224K
$16.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
3.58K+ 9.9% |
$236K - $247K
|
39.7K
$2.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.56K+ 9.33% |
$235K - $246K
|
41.7K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.52KNew |
$232K - $243K
|
3.52K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.51KNew |
$232K - $243K
|
3.51K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.49K+ 18.87% |
$231K - $241K
|
22K
$1.6M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.47KNew |
$229K - $240K
|
3.47K
$252K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.44K+ 5.59% |
$227K - $237K
|
64.9K
$4.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.4K+ 37.49% |
$225K - $235K
|
12.5K
$905K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
3.39K+ 16.86% |
$224K - $234K
|
23.5K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.36K+ 16.6% |
$222K - $232K
|
23.6K
$1.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.35K+ 0.69% |
$221K - $231K
|
490K
$35.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.34K+ 32.74% |
$220K - $231K
|
13.5K
$981K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
3.3K+ 0.64% |
$218K - $228K
|
519K
$37.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.25KNew |
$215K - $225K
|
3.25K
$236K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.24KNew |
$214K - $224K
|
3.24K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.23KNew |
$213K - $223K
|
3.23K
$234K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.21KNew |
$212K - $222K
|
3.21K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.19K+ 4.38% |
$211K - $220K
|
76K
$5.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3.16K+ 29.31% |
$209K - $218K
|
13.9K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.15KNew |
$208K - $217K
|
3.15K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.12KNew |
$206K - $215K
|
3.12K
$226K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.11KNew |
$205K - $215K
|
3.11K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.09KNew |
$204K - $213K
|
3.09K
$224K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.06K+ 2172.34% |
$202K - $212K
|
3.2K
$232K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.06KNew |
$202K - $211K
|
3.06K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.04KNew |
$200K - $210K
|
3.04K
$220K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.98K+ 11.21% |
$197K - $206K
|
29.6K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.98K+ 37.45% |
$197K - $206K
|
10.9K
$793K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.96K+ 4.55% |
$195K - $204K
|
68K
$4.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 64.53% |
$191K - $200K
|
7.39K
$536K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.9KNew |
$191K - $200K
|
2.9K
$210K
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.89K+ 1.42% |
$191K - $200K
|
207K
$15M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.89K+ 3.16% |
$191K - $200K
|
94.2K
$6.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.8K+ 10.79% |
$185K - $193K
|
28.8K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.8K+ 0.56% |
$185K - $193K
|
504K
$36.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.74K+ 5.95% |
$181K - $189K
|
48.7K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.69K+ 36.02% |
$178K - $186K
|
10.2K
$737K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.64K+ 31.66% |
$175K - $183K
|
11K
$798K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.63K+ 22.48% |
$174K - $182K
|
14.3K
$1.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.62K+ 1.92% |
$173K - $181K
|
139K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
2.59K+ 11.19% |
$171K - $179K
|
25.7K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.58K+ 1.44% |
$171K - $178K
|
181K
$13.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.57KNew |
$170K - $178K
|
2.57K
$186K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.57K+ 5.64% |
$170K - $177K
|
48.1K
$3.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.55K+ 47.75% |
$169K - $176K
|
7.9K
$573K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.55K+ 3.54% |
$168K - $176K
|
74.6K
$5.41M
|