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 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.58K+ 17.23% |
$104K - $109K
|
10.7K
$777K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.57K+ 85.34% |
$103K - $108K
|
3.4K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.54K+ 78.32% |
$102K - $107K
|
3.51K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.5KNew |
$99.2K - $104K
|
1.5K
$109K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
1.5K+ 66.06% |
$99K - $104K
|
3.77K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.49K+ 0.39% |
$98.5K - $103K
|
382K
$27.7M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.49KNew |
$98.1K - $103K
|
1.49K
$108K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.47K+ 26.67% |
$97.2K - $102K
|
6.99K
$507K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.46K+ 1.34% |
$96.5K - $101K
|
110K
$8.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.46K+ 3.16% |
$96.4K - $101K
|
47.7K
$3.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.42K+ 13.81% |
$93.8K - $98.1K
|
11.7K
$849K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.39K+ 1.86% |
$91.9K - $96.2K
|
76.2K
$5.53M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.37K+ 14.15% |
$90.5K - $94.7K
|
11.1K
$802K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.34K+ 13.5% |
$88.3K - $92.5K
|
11.2K
$816K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.34K+ 1.54% |
$88.3K - $92.4K
|
88.2K
$6.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.32K+ 42.19% |
$87.2K - $91.2K
|
4.45K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 0.69% |
$85.4K - $89.3K
|
188K
$13.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.28K+ 8.12% |
$84.8K - $88.7K
|
17.1K
$1.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.28K+ 8.21% |
$84.6K - $88.5K
|
16.9K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.27K+ 8.68% |
$84.1K - $88K
|
16K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
1.26K+ 8.03% |
$83.5K - $87.3K
|
17K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.25KNew |
$82.5K - $86.4K
|
1.25K
$90.7K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.24K+ 7.47% |
$82.1K - $86K
|
17.9K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.24K+ 7.83% |
$82.1K - $85.9K
|
17.1K
$1.24M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.23K+ 0.16% |
$81K - $84.8K
|
778K
$56.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 13.09% |
$80.6K - $84.4K
|
10.5K
$765K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.17K+ 36.55% |
$77.1K - $80.7K
|
4.36K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.15K+ 30.61% |
$75.9K - $79.5K
|
4.91K
$356K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.15K+ 199.13% |
$75.7K - $79.3K
|
1.72K
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.13K+ 1.89% |
$74.5K - $77.9K
|
60.7K
$4.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.13K+ 1.0% |
$74.3K - $77.8K
|
114K
$8.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.13KNew |
$74.3K - $77.8K
|
1.13K
$81.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.11K+ 6.4% |
$73.4K - $76.8K
|
18.5K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.1K+ 22.01% |
$72.6K - $76K
|
6.1K
$442K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 3.66% |
$72.4K - $75.8K
|
31K
$2.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.09K+ 1.78% |
$72K - $75.4K
|
62.3K
$4.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.09K+ 0.99% |
$71.8K - $75.2K
|
111K
$8.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 23.99% |
$71.2K - $74.6K
|
5.58K
$404K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
1.08K+ 34.83% |
$71.1K - $74.4K
|
4.17K
$302K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.08K+ 5.48% |
$71K - $74.3K
|
20.7K
$1.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.06K+ 2.61% |
$69.9K - $73.2K
|
41.7K
$3.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.06K+ 15.63% |
$69.9K - $73.1K
|
7.83K
$568K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.02KNew |
$67.3K - $70.4K
|
1.02K
$73.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.02K+ 4.36% |
$67K - $70.1K
|
24.3K
$1.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.01K+ 3.91% |
$66.6K - $69.7K
|
26.8K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
987+ 8.23% |
$65.2K - $68.2K
|
13K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
970+ 7.08% |
$64K - $67K
|
14.7K
$1.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
962+ 1.9% |
$63.5K - $66.5K
|
51.5K
$3.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
959+ 11.39% |
$63.3K - $66.3K
|
9.38K
$680K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
956+ 1.98% |
$63.1K - $66.1K
|
49.3K
$3.58M
|