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 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-105- 2.27% |
$6.93K - $7.26K
|
4.52K
$328K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-114- 1.03% |
$7.53K - $7.88K
|
10.9K
$791K
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-114- 2.19% |
$7.53K - $7.88K
|
5.1K
$370K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-120- 2.43% |
$7.92K - $8.29K
|
4.82K
$350K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-121- 2.37% |
$7.99K - $8.36K
|
4.98K
$361K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-121- 1.8% |
$7.99K - $8.36K
|
6.61K
$480K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-122- 1.42% |
$8.06K - $8.43K
|
8.46K
$614K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-124- 2.43% |
$8.19K - $8.57K
|
4.97K
$360K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-125- 1.83% |
$8.25K - $8.64K
|
6.69K
$485K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-125- 2.49% |
$8.25K - $8.64K
|
4.89K
$355K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-134- 1.88% |
$8.85K - $9.26K
|
7K
$508K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-135- 0.92% |
$8.91K - $9.33K
|
14.5K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-140- 0.29% |
$9.24K - $9.67K
|
48.2K
$3.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-142- 1.52% |
$9.38K - $9.81K
|
9.21K
$668K
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-147- 2.49% |
$9.71K - $10.2K
|
5.76K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-147- 1.17% |
$9.71K - $10.2K
|
12.4K
$899K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-153- 0.1% |
$10.1K - $10.6K
|
159K
$11.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-157- 4.62% |
$10.4K - $10.8K
|
3.24K
$235K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-164- 0.79% |
$10.8K - $11.3K
|
20.5K
$1.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-165- 2.28% |
$10.9K - $11.4K
|
7.08K
$514K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-170- 1.91% |
$11.2K - $11.7K
|
8.71K
$632K
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-172- 3.47% |
$11.4K - $11.9K
|
4.78K
$347K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-180- 1.67% |
$11.9K - $12.4K
|
10.6K
$769K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-181- 1.08% |
$12K - $12.5K
|
16.6K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-183- 76.57% |
$12.1K - $12.6K
|
56
$4.06K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-185- 0.54% |
$12.2K - $12.8K
|
34.3K
$2.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-186- 1.46% |
$12.3K - $12.9K
|
12.5K
$910K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-194- 3.06% |
$12.8K - $13.4K
|
6.14K
$445K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-194- 5.53% |
$12.8K - $13.4K
|
3.31K
$240K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-199- 0.36% |
$13.1K - $13.8K
|
55.7K
$4.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-200- 0.96% |
$13.2K - $13.8K
|
20.7K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 20.0% |
$13.2K - $13.8K
|
800
$58K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-201- 0.35% |
$13.3K - $13.9K
|
56.7K
$4.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-202- 1.4% |
$13.3K - $14K
|
14.3K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-205- 4.96% |
$13.5K - $14.2K
|
3.93K
$285K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-210- 0.69% |
$13.9K - $14.5K
|
30.3K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-213- 2.73% |
$14.1K - $14.7K
|
7.59K
$550K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-216- 2.82% |
$14.3K - $14.9K
|
7.44K
$540K
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-226- 6.16% |
$14.9K - $15.6K
|
3.45K
$250K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-227- 1.84% |
$15K - $15.7K
|
12.1K
$880K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-228- 0.18% |
$15.1K - $15.8K
|
129K
$9.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-230- 1.12% |
$15.2K - $15.9K
|
20.3K
$1.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-234- 2.98% |
$15.5K - $16.2K
|
7.63K
$553K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-241- 6.23% |
$15.9K - $16.7K
|
3.63K
$263K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-250- 3.87% |
$16.5K - $17.3K
|
6.22K
$451K
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-251- 0.48% |
$16.6K - $17.3K
|
52.3K
$3.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-251- 2.07% |
$16.6K - $17.3K
|
11.9K
$861K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-257- 7.49% |
$17K - $17.8K
|
3.18K
$230K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-258- 5.63% |
$17K - $17.8K
|
4.33K
$314K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-263- 12.17% |
$17.4K - $18.2K
|
1.9K
$138K
|