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 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
936+ 10.08% |
$61.8K - $64.7K
|
10.2K
$742K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
927+ 3.27% |
$61.2K - $64.1K
|
29.2K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
916+ 71.01% |
$60.5K - $63.3K
|
2.21K
$160K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
913+ 7.05% |
$60.3K - $63.1K
|
13.9K
$1.01M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
905+ 23.24% |
$59.8K - $62.5K
|
4.8K
$348K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
899+ 11.99% |
$59.4K - $62.1K
|
8.4K
$609K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
895+ 130.66% |
$59.1K - $61.8K
|
1.58K
$115K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
887+ 9.56% |
$58.6K - $61.3K
|
10.2K
$737K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
866+ 20.96% |
$57.2K - $59.8K
|
5K
$363K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
864+ 46.23% |
$57K - $59.7K
|
2.73K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
862+ 20.04% |
$56.9K - $59.6K
|
5.16K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
843+ 0.71% |
$55.7K - $58.3K
|
119K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
839+ 19.45% |
$55.4K - $58K
|
5.15K
$374K
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
BUY
|
- |
837+ 2.82% |
$55.3K - $57.8K
|
30.5K
$2.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
833+ 18.33% |
$55K - $57.6K
|
5.38K
$390K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
828+ 1.06% |
$54.7K - $57.2K
|
78.8K
$5.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
820+ 8.07% |
$54.1K - $56.7K
|
11K
$796K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
817+ 24.31% |
$53.9K - $56.5K
|
4.18K
$303K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
809+ 2.79% |
$53.4K - $55.9K
|
29.8K
$2.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
805+ 2.85% |
$53.2K - $55.6K
|
29K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
797+ 12.15% |
$52.6K - $55.1K
|
7.36K
$534K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
784+ 7.37% |
$51.8K - $54.2K
|
11.4K
$828K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
768+ 9.57% |
$50.7K - $53.1K
|
8.79K
$638K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
765+ 22.44% |
$50.5K - $52.9K
|
4.17K
$303K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
756+ 1.62% |
$49.9K - $52.2K
|
47.5K
$3.45M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
750+ 4.03% |
$49.5K - $51.8K
|
19.4K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
726+ 0.88% |
$47.9K - $50.2K
|
83.1K
$6.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
723+ 12.25% |
$47.7K - $50K
|
6.62K
$480K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
718+ 0.76% |
$47.4K - $49.6K
|
95.6K
$6.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
690+ 0.29% |
$45.6K - $47.7K
|
236K
$17.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
684+ 3.54% |
$45.2K - $47.3K
|
20K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
684+ 12.08% |
$45.2K - $47.3K
|
6.35K
$460K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
675+ 3.01% |
$44.6K - $46.6K
|
23.1K
$1.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
666+ 11.26% |
$44K - $46K
|
6.58K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
652+ 0.5% |
$43.1K - $45.1K
|
130K
$9.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
651+ 2.97% |
$43K - $45K
|
22.6K
$1.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
632+ 1.46% |
$41.7K - $43.7K
|
44K
$3.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
619+ 0.53% |
$40.9K - $42.8K
|
118K
$8.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
613+ 1.77% |
$40.5K - $42.4K
|
35.3K
$2.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
603+ 4.13% |
$39.8K - $41.7K
|
15.2K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
600+ 38.86% |
$39.6K - $41.5K
|
2.14K
$156K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
584+ 10.98% |
$38.6K - $40.4K
|
5.9K
$428K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
579+ 22.28% |
$38.2K - $40K
|
3.18K
$231K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
576+ 1.88% |
$38K - $39.8K
|
31.2K
$2.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
571+ 1.2% |
$37.7K - $39.5K
|
48.2K
$3.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
566+ 13.59% |
$37.4K - $39.1K
|
4.73K
$343K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
555+ 0.46% |
$36.6K - $38.4K
|
122K
$8.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
550+ 0.91% |
$36.3K - $38K
|
60.7K
$4.41M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
547+ 50.6% |
$36.1K - $37.8K
|
1.63K
$118K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
533+ 2.46% |
$35.2K - $36.8K
|
22.2K
$1.61M
|