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 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
132+ 2.9% |
$8.72K - $9.12K
|
4.69K
$345K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
130+ 0.13% |
$8.58K - $8.98K
|
96.8K
$7.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
129+ 1.25% |
$8.52K - $8.91K
|
10.5K
$772K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
125+ 0.87% |
$8.25K - $8.64K
|
14.6K
$1.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
124+ 0.19% |
$8.19K - $8.57K
|
64.5K
$4.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
122+ 0.3% |
$8.06K - $8.43K
|
41.5K
$3.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
119+ 0.06% |
$7.86K - $8.22K
|
185K
$13.7M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
114+ 1.09% |
$7.53K - $7.88K
|
10.6K
$782K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
113+ 0.65% |
$7.46K - $7.81K
|
17.5K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
109+ 3.43% |
$7.2K - $7.53K
|
3.29K
$242K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
107+ 6.94% |
$7.07K - $7.39K
|
1.65K
$121K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
104+ 2.29% |
$6.87K - $7.19K
|
4.65K
$343K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
102+ 15.11% |
$6.74K - $7.05K
|
777
$57.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 0.19% |
$6.6K - $6.91K
|
52.5K
$3.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
99+ 0.83% |
$6.54K - $6.84K
|
12K
$886K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
98+ 0.92% |
$6.47K - $6.77K
|
10.8K
$795K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
98+ 0.8% |
$6.47K - $6.77K
|
12.3K
$905K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
96+ 1.74% |
$6.34K - $6.63K
|
5.61K
$413K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
91+ 1.86% |
$6.01K - $6.29K
|
5K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
91+ 0.88% |
$6.01K - $6.29K
|
10.5K
$770K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
91+ 21.21% |
$6.01K - $6.29K
|
520
$38.3K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
90+ 0.9% |
$5.94K - $6.22K
|
10.1K
$746K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
88New |
$5.81K - $6.08K
|
88
$6.48K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
87+ 0.85% |
$5.74K - $6.01K
|
10.4K
$764K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
85+ 2.11% |
$5.61K - $5.87K
|
4.12K
$304K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
83+ 0.33% |
$5.48K - $5.74K
|
25K
$1.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
81+ 0.25% |
$5.35K - $5.6K
|
31.9K
$2.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
79+ 0.86% |
$5.22K - $5.46K
|
9.26K
$682K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
79+ 1.38% |
$5.22K - $5.46K
|
5.8K
$427K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
76New |
$5.02K - $5.25K
|
76
$5.6K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
75+ 1.53% |
$4.95K - $5.18K
|
4.99K
$367K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
71+ 5.24% |
$4.69K - $4.91K
|
1.43K
$105K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
70+ 0.09% |
$4.62K - $4.84K
|
79.5K
$5.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
68+ 2.28% |
$4.49K - $4.7K
|
3.05K
$224K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
67+ 1.29% |
$4.42K - $4.63K
|
5.26K
$388K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
67+ 0.56% |
$4.42K - $4.63K
|
12K
$886K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
66+ 1.89% |
$4.36K - $4.56K
|
3.55K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
64+ 0.74% |
$4.23K - $4.42K
|
8.77K
$646K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
62+ 0.05% |
$4.09K - $4.28K
|
120K
$8.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
61+ 1.44% |
$4.03K - $4.22K
|
4.29K
$316K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60New |
$3.96K - $4.15K
|
60
$4.42K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
57+ 1.89% |
$3.76K - $3.94K
|
3.08K
$227K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
53+ 1.52% |
$3.5K - $3.66K
|
3.55K
$261K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
53New |
$3.5K - $3.66K
|
53
$3.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
51+ 1.32% |
$3.37K - $3.52K
|
3.92K
$289K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
47+ 0.69% |
$3.1K - $3.25K
|
6.87K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
45+ 0.77% |
$2.97K - $3.11K
|
5.91K
$435K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
43New |
$2.84K - $2.97K
|
43
$3.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
42+ 3.18% |
$2.77K - $2.9K
|
1.36K
$100K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 6.21% |
$2.64K - $2.76K
|
684
$50.4K
|