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 13, 2023
Q2 2023
|
Wind River Trust CO
|
SELL
|
- |
-1.49K- 6.56% |
$98.3K - $103K
|
21.2K
$1.56M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.5K- 9.76% |
$99K - $104K
|
13.9K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.51K- 3.23% |
$99.6K - $104K
|
45.2K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.51K- 0.71% |
$99.8K - $104K
|
211K
$15.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.51K- 3.71% |
$99.9K - $105K
|
39.3K
$2.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.52K- 2.35% |
$101K - $105K
|
63.3K
$4.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.58K- 2.06% |
$104K - $109K
|
75.1K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.63K- 27.47% |
$108K - $113K
|
4.3K
$317K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 7.31% |
$108K - $113K
|
20.8K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.64K- 7.91% |
$109K - $114K
|
19.1K
$1.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 16.97% |
$110K - $115K
|
8.17K
$602K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 10.22% |
$113K - $118K
|
15.1K
$1.11M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.72K- 18.44% |
$114K - $119K
|
7.61K
$560K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-1.78K- 3.14% |
$118K - $123K
|
55K
$4.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.79K- 2.07% |
$118K - $124K
|
84.6K
$6.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.83K- 0.22% |
$121K - $126K
|
827K
$60.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Matson Money. Inc.
|
SELL
|
- |
-1.83K- 0.09% |
$121K - $127K
|
2.08M
$153M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.86K- 5.57% |
$123K - $129K
|
31.5K
$2.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
SELL
|
- |
-1.95K- 1.1% |
$129K - $135K
|
175K
$12.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2K- 12.39% |
$132K - $138K
|
14.1K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.01K- 5.8% |
$132K - $139K
|
32.6K
$2.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-2.05K- 0.76% |
$135K - $142K
|
267K
$19.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.07K- 27.77% |
$136K - $143K
|
5.37K
$396K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-2.07K- 0.8% |
$137K - $143K
|
256K
$18.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.08K- 15.82% |
$137K - $144K
|
11.1K
$814K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.1K- 8.32% |
$138K - $145K
|
23.1K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.17K- 11.67% |
$143K - $150K
|
16.4K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.24K- 11.15% |
$148K - $155K
|
17.8K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.26K- 0.22% |
$149K - $156K
|
1.03M
$75.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-2.26K- 27.68% |
$149K - $156K
|
5.92K
$436K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.33K- 5.95% |
$154K - $161K
|
36.8K
$2.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.33K- 29.94% |
$154K - $161K
|
5.46K
$402K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-2.38K- 1.84% |
$157K - $164K
|
127K
$9.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.44K- 39.53% |
$161K - $169K
|
3.74K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.45K- 2.42% |
$162K - $169K
|
98.8K
$7.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.47K- 0.75% |
$163K - $170K
|
325K
$23.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.48K- 21.59% |
$164K - $171K
|
9.01K
$663K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 18.94% |
$167K - $174K
|
10.8K
$795K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.6K- 7.81% |
$172K - $180K
|
30.7K
$2.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.67K- 8.02% |
$177K - $185K
|
30.7K
$2.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.68K- 19.41% |
$177K - $185K
|
11.1K
$821K
|
|
|
Aug 14, 2023
Q2 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-2.74K- 0.43% |
$181K - $189K
|
631K
$46.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.77K- 2.73% |
$183K - $192K
|
98.7K
$7.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.79K- 4.92% |
$184K - $193K
|
53.8K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.81K- 23.14% |
$185K - $194K
|
9.33K
$687K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.82K- 31.15% |
$186K - $195K
|
6.23K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.83K- 93.92% |
$187K - $195K
|
183
$13.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 1.96% |
$187K - $196K
|
142K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.86K- 26.3% |
$189K - $197K
|
8.01K
$590K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.87K- 29.66% |
$189K - $198K
|
6.8K
$500K
|