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 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.53KNew |
$167K - $175K
|
2.53K
$183K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2.44K+ 1.52% |
$161K - $169K
|
163K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.39K+ 59.67% |
$158K - $165K
|
6.41K
$465K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.38K+ 29.91% |
$157K - $165K
|
10.3K
$750K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 7.74% |
$157K - $164K
|
33.1K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.38K+ 5.87% |
$157K - $164K
|
42.8K
$3.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.36K+ 4.32% |
$156K - $163K
|
57K
$4.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.35K+ 74.99% |
$155K - $162K
|
5.49K
$398K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
2.34K+ 33.4% |
$154K - $161K
|
9.33K
$677K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.32K+ 7.9% |
$153K - $160K
|
31.7K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.29K+ 5.54% |
$151K - $158K
|
43.5K
$3.16M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
2.22K+ 13.8% |
$146K - $153K
|
18.3K
$1.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.15K+ 12.79% |
$142K - $148K
|
19K
$1.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.13K+ 11.23% |
$141K - $147K
|
21.1K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.13K+ 1.27% |
$141K - $147K
|
170K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.1K+ 4.32% |
$139K - $145K
|
50.7K
$3.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
2.1K+ 0.63% |
$138K - $145K
|
336K
$24.4M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.06K+ 1.9% |
$136K - $143K
|
111K
$8.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.02K+ 2.4% |
$133K - $140K
|
86.3K
$6.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.02K+ 0.34% |
$133K - $139K
|
599K
$43.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2KNew |
$132K - $138K
|
2K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.96K+ 2.91% |
$129K - $135K
|
69.3K
$5.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 1.03% |
$128K - $134K
|
190K
$13.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
1.94K+ 21.57% |
$128K - $134K
|
10.9K
$792K
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.93K+ 4.62% |
$128K - $134K
|
43.8K
$3.18M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.93K+ 1.73% |
$128K - $134K
|
113K
$8.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.91K+ 6.9% |
$126K - $132K
|
29.6K
$2.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.9K+ 3.34% |
$125K - $131K
|
58.6K
$4.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.89K+ 0.93% |
$125K - $131K
|
205K
$14.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.88K+ 6.33% |
$124K - $130K
|
31.5K
$2.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.82K+ 15.54% |
$120K - $126K
|
13.5K
$981K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.81K+ 0.24% |
$120K - $125K
|
769K
$55.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.81K+ 19.17% |
$119K - $125K
|
11.2K
$815K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.8K+ 4.2% |
$119K - $124K
|
44.5K
$3.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.78K+ 56.44% |
$118K - $123K
|
4.95K
$359K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 1.15% |
$116K - $121K
|
155K
$11.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.75K+ 1.5% |
$115K - $121K
|
119K
$8.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
1.74K+ 7.01% |
$115K - $120K
|
26.5K
$1.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.72K+ 0.56% |
$113K - $119K
|
308K
$22.4M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.71K+ 17.99% |
$113K - $118K
|
11.2K
$814K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.71K+ 38.02% |
$113K - $118K
|
6.2K
$450K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.7K+ 1.92% |
$112K - $118K
|
90.4K
$6.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.69K+ 2.65% |
$111K - $117K
|
65.3K
$4.73M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.68K+ 33.43% |
$111K - $116K
|
6.71K
$487K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.68K+ 101.82% |
$111K - $116K
|
3.33K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.66K+ 242.31% |
$109K - $114K
|
2.34K
$170K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.65K+ 6.05% |
$109K - $114K
|
28.9K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.63K+ 1.11% |
$107K - $112K
|
148K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.63K+ 1.12% |
$107K - $112K
|
146K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.59K+ 8.35% |
$105K - $110K
|
20.7K
$1.5M
|