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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-918- 5.3% |
$60.6K - $63.4K
|
16.4K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-920- 4.86% |
$60.7K - $63.6K
|
18K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-935- 6.29% |
$61.7K - $64.6K
|
13.9K
$1.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-935- 2.78% |
$61.7K - $64.6K
|
32.7K
$2.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-937- 11.08% |
$61.9K - $64.7K
|
7.52K
$546K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-942- 5.86% |
$62.2K - $65.1K
|
15.1K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-947- 5.42% |
$62.5K - $65.4K
|
16.5K
$1.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-972- 10.41% |
$64.2K - $67.2K
|
8.37K
$607K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-979- 5.32% |
$64.6K - $67.6K
|
17.4K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-979- 2.41% |
$64.6K - $67.6K
|
39.6K
$2.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.02K- 3.06% |
$67.3K - $70.4K
|
32.2K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.05K- 0.67% |
$69.1K - $72.3K
|
154K
$11.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-1.09K- 9.6% |
$71.7K - $75K
|
10.2K
$742K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.1K- 6.87% |
$72.4K - $75.8K
|
14.9K
$1.08M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.1K- 6.87% |
$72.4K - $75.8K
|
14.9K
$1.08M
|
|
|
Jun 20, 2024
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.1K- 5.47% |
$72.6K - $76K
|
19K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-1.1K- 7.16% |
$72.8K - $76.2K
|
14.3K
$1.04M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.11K- 0.7% |
$73.2K - $76.6K
|
156K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.11K- 8.69% |
$73.4K - $76.8K
|
11.7K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-1.15K- 45.03% |
$75.7K - $79.3K
|
1.4K
$102K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.15K- 11.95% |
$75.8K - $79.3K
|
8.46K
$614K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.15K- 18.96% |
$76.1K - $79.7K
|
4.93K
$358K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 0.4% |
$77.3K - $80.8K
|
291K
$21.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.18K- 7.14% |
$77.8K - $81.4K
|
15.3K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.22K- 21.31% |
$80.6K - $84.3K
|
4.5K
$327K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.25K- 11.83% |
$82.6K - $86.4K
|
9.33K
$677K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.26K- 10.48% |
$83K - $86.9K
|
10.7K
$779K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.26K- 10.48% |
$83K - $86.9K
|
10.7K
$779K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.26K- 28.2% |
$83.4K - $87.3K
|
3.22K
$233K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.27K- 29.22% |
$83.5K - $87.4K
|
3.06K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 7.57% |
$84K - $87.9K
|
15.5K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-1.29K- 4.15% |
$85.2K - $89.2K
|
29.8K
$2.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.29K- 47.38% |
$85.4K - $89.4K
|
1.44K
$104K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.31K- 16.72% |
$86.7K - $90.7K
|
6.54K
$474K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.32K- 4.03% |
$87K - $91.1K
|
31.4K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.32K- 2.8% |
$87.2K - $91.3K
|
45.9K
$3.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.33K- 2.68% |
$87.5K - $91.6K
|
48K
$3.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.33K- 3.09% |
$88.1K - $92.2K
|
41.8K
$3.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.36K- 1.05% |
$89.9K - $94K
|
129K
$9.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.37K- 1.85% |
$90.4K - $94.6K
|
72.4K
$5.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.38K- 3.9% |
$90.8K - $95K
|
33.9K
$2.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.39K- 6.93% |
$91.5K - $95.7K
|
18.6K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 5.25% |
$92.1K - $96.4K
|
25.2K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.41K- 2.28% |
$92.8K - $97.2K
|
60.2K
$4.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.43K- 4.95% |
$94.1K - $98.5K
|
27.4K
$1.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.45K- 1.99% |
$95.5K - $99.9K
|
71.3K
$5.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.46K- 15.81% |
$96.3K - $101K
|
7.76K
$563K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.47K- 22.57% |
$96.8K - $101K
|
5.03K
$365K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.47K- 32.29% |
$97.2K - $102K
|
3.09K
$224K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.48K- 0.54% |
$97.7K - $102K
|
271K
$19.6M
|