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 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-15- 65.22% |
$990 - $1.04K
|
8
$580
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-17- 0.23% |
$1.12K - $1.17K
|
7.46K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-17- 0.38% |
$1.12K - $1.17K
|
4.43K
$321K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-21- 0.01% |
$1.39K - $1.45K
|
273K
$19.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-22- 0.87% |
$1.45K - $1.52K
|
2.51K
$182K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-24- 0.36% |
$1.58K - $1.66K
|
6.7K
$486K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25- 0.31% |
$1.65K - $1.73K
|
8.16K
$592K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-28- 0.89% |
$1.85K - $1.93K
|
3.13K
$227K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-32- 0.3% |
$2.11K - $2.21K
|
10.8K
$783K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-33- 0.48% |
$2.18K - $2.28K
|
6.84K
$496K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-36- 0.16% |
$2.38K - $2.49K
|
22.3K
$1.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-37- 0.31% |
$2.44K - $2.56K
|
12K
$873K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-39- 0.05% |
$2.58K - $2.69K
|
83.8K
$6.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-39- 1.69% |
$2.58K - $2.69K
|
2.26K
$164K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-40- 25.97% |
$2.64K - $2.76K
|
114
$8.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-41- 1.42% |
$2.71K - $2.83K
|
2.84K
$206K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-42- 0.51% |
$2.77K - $2.9K
|
8.21K
$595K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-42- 1.56% |
$2.77K - $2.9K
|
2.64K
$192K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-50- 0.52% |
$3.3K - $3.45K
|
9.66K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.08% |
$3.3K - $3.45K
|
66.4K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-52- 0.43% |
$3.43K - $3.59K
|
12.1K
$876K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-53- 1.36% |
$3.5K - $3.66K
|
3.86K
$280K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-54- 0.25% |
$3.57K - $3.73K
|
21.7K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-54- 0.12% |
$3.57K - $3.73K
|
43.2K
$3.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-56- 1.07% |
$3.7K - $3.87K
|
5.17K
$375K
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-60- 1.58% |
$3.96K - $4.15K
|
3.75K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-60- 1.28% |
$3.96K - $4.15K
|
4.62K
$335K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-62- 0.09% |
$4.09K - $4.28K
|
66.4K
$4.81M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-63- 0.53% |
$4.16K - $4.35K
|
11.8K
$857K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-64- 1.78% |
$4.23K - $4.42K
|
3.53K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-64- 1.12% |
$4.23K - $4.42K
|
5.64K
$409K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-65- 0.9% |
$4.29K - $4.49K
|
7.12K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-65- 1.37% |
$4.29K - $4.49K
|
4.69K
$340K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-68- 4.17% |
$4.49K - $4.7K
|
1.56K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-69- 0.81% |
$4.56K - $4.77K
|
8.46K
$613K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-74- 0.18% |
$4.89K - $5.11K
|
41.9K
$3.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-74- 1.69% |
$4.89K - $5.11K
|
4.3K
$312K
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-75- 1.12% |
$4.95K - $5.18K
|
6.6K
$479K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-75- 2.19% |
$4.95K - $5.18K
|
3.36K
$244K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-77- 11.67% |
$5.08K - $5.32K
|
583
$42.3K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-84- 0.25% |
$5.55K - $5.8K
|
34.1K
$2.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-85- 5.48% |
$5.61K - $5.87K
|
1.47K
$106K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-87- 37.34% |
$5.74K - $6.01K
|
146
$10.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-91- 0.66% |
$6.01K - $6.29K
|
13.7K
$993K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-93- 0.98% |
$6.14K - $6.43K
|
9.39K
$681K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-94- 2.2% |
$6.21K - $6.5K
|
4.17K
$303K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-98- 1.05% |
$6.47K - $6.77K
|
9.21K
$668K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-99- 2.67% |
$6.54K - $6.84K
|
3.61K
$262K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-100- 0.14% |
$6.6K - $6.91K
|
70.7K
$5.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-105- 0.8% |
$6.93K - $7.26K
|
13K
$940K
|