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 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-263- 7.54% |
$17.4K - $18.2K
|
3.22K
$237K
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-277- 6.04% |
$18.3K - $19.1K
|
4.31K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-280- 0.61% |
$18.5K - $19.3K
|
45.9K
$3.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-292- 6.98% |
$19.3K - $20.2K
|
3.89K
$287K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-300- 0.46% |
$19.8K - $20.7K
|
64.8K
$4.77M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-305- 3.02% |
$20.1K - $21.1K
|
9.81K
$723K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-320- 0.33% |
$21.1K - $22.1K
|
96.8K
$7.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-320- 8.47% |
$21.1K - $22.1K
|
3.46K
$255K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-322- 0.47% |
$21.3K - $22.3K
|
68.7K
$5.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-330- 5.55% |
$21.8K - $22.8K
|
5.61K
$413K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-343- 0.83% |
$22.6K - $23.7K
|
40.7K
$3M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-345- 0.53% |
$22.8K - $23.8K
|
64.4K
$4.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-348- 4.83% |
$23K - $24K
|
6.86K
$505K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-350- 14.89% |
$23.1K - $24.2K
|
2K
$147K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-354- 83.89% |
$23.4K - $24.5K
|
68
$5.01K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-360- 1.33% |
$23.8K - $24.9K
|
26.7K
$1.96M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-363- 2.2% |
$24K - $25.1K
|
16.1K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-370- 6.36% |
$24.4K - $25.6K
|
5.45K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-370- 0.71% |
$24.4K - $25.6K
|
51.8K
$3.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-371- 15.66% |
$24.5K - $25.6K
|
2K
$147K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-372- 1.72% |
$24.6K - $25.7K
|
21.2K
$1.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-374- 0.45% |
$24.7K - $25.8K
|
81.9K
$6.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-381- 3.5% |
$25.2K - $26.3K
|
10.5K
$775K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-382- 0.21% |
$25.2K - $26.4K
|
183K
$13.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-388- 94.4% |
$25.6K - $26.8K
|
23
$1.69K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-392- 8.86% |
$25.9K - $27.1K
|
4.03K
$297K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-409- 1.57% |
$27K - $28.3K
|
25.6K
$1.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-419- 1.26% |
$27.7K - $29K
|
32.8K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-419- 0.15% |
$27.7K - $29K
|
270K
$19.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
SELL
|
- |
-425- 0.07% |
$28.1K - $29.4K
|
591K
$43.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-432- 71.4% |
$28.5K - $29.9K
|
173
$12.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-441- 5.69% |
$29.1K - $30.5K
|
7.31K
$538K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-446- 0.77% |
$29.4K - $30.8K
|
57.7K
$4.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-446- 29.71% |
$29.4K - $30.8K
|
1.06K
$77.7K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-447- 2.56% |
$29.5K - $30.9K
|
17K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-451- 2.49% |
$29.8K - $31.2K
|
17.7K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-459- 0.13% |
$30.3K - $31.7K
|
354K
$26M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-461- 6.61% |
$30.4K - $31.9K
|
6.51K
$480K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-466- 12.22% |
$30.8K - $32.2K
|
3.35K
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-469- 6.01% |
$31K - $32.4K
|
7.33K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-472- 1.47% |
$31.2K - $32.6K
|
31.7K
$2.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-475- 3.85% |
$31.4K - $32.8K
|
11.9K
$874K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-487- 1.63% |
$32.2K - $33.7K
|
29.4K
$2.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-500- 12.98% |
$33K - $34.6K
|
3.35K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-503- 7.15% |
$33.2K - $34.8K
|
6.54K
$481K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-510- 81.34% |
$33.7K - $35.2K
|
117
$8.62K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-519- 3.62% |
$34.3K - $35.9K
|
13.8K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-522- 4.54% |
$34.5K - $36.1K
|
11K
$808K
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-535- 0.82% |
$35.3K - $37K
|
64.5K
$4.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-536- 0.97% |
$35.4K - $37K
|
54.8K
$4.04M
|