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 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-5K- 7.4% |
$330K - $345K
|
62.5K
$4.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-5K- 2.31% |
$330K - $346K
|
211K
$15.6M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.09K- 3.03% |
$336K - $352K
|
163K
$12M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5.1K- 7.94% |
$337K - $352K
|
59.2K
$4.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.16K- 5.3% |
$341K - $357K
|
92.3K
$6.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.22K- 54.15% |
$344K - $360K
|
4.42K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.36K- 20.38% |
$354K - $370K
|
20.9K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-5.4K- 41.32% |
$357K - $373K
|
7.67K
$565K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5.42K- 19.27% |
$358K - $374K
|
22.7K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-5.49K- 1.94% |
$362K - $379K
|
278K
$20.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.52K- 0.87% |
$365K - $382K
|
632K
$46.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.57K- 24.68% |
$368K - $385K
|
17K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-5.72K- 3.23% |
$378K - $395K
|
171K
$12.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5.73K- 29.7% |
$378K - $396K
|
13.6K
$999K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.74K- 29.31% |
$379K - $397K
|
13.8K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.75K- 23.93% |
$380K - $398K
|
18.3K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.79K- 7.26% |
$382K - $400K
|
73.9K
$5.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.8K- 3.48% |
$383K - $401K
|
161K
$11.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-5.93K- 3.56% |
$391K - $410K
|
161K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.94K- 7.25% |
$392K - $411K
|
76K
$5.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.98K- 17.48% |
$395K - $413K
|
28.2K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.07K- 9.18% |
$401K - $419K
|
60.1K
$4.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.09K- 4.1% |
$402K - $421K
|
143K
$10.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-6.14K- 2.71% |
$406K - $424K
|
221K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.17K- 1.52% |
$407K - $426K
|
399K
$29.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-6.32K- 2.51% |
$418K - $437K
|
246K
$18.1M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.33K- 2.54% |
$418K - $437K
|
243K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6.35K- 20.75% |
$419K - $439K
|
24.3K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-6.41K- 64.75% |
$423K - $443K
|
3.49K
$257K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-6.56K- 1.59% |
$433K - $453K
|
405K
$29.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-6.7K- 13.8% |
$442K - $463K
|
41.8K
$3.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-6.72K- 1.18% |
$444K - $464K
|
562K
$41.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-6.82K- 1.58% |
$450K - $471K
|
423K
$31.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-6.94K- 68.47% |
$458K - $479K
|
3.2K
$235K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.16K- 41.3% |
$473K - $495K
|
10.2K
$750K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-7.18K- 19.74% |
$474K - $496K
|
29.2K
$2.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-7.2K- 0.84% |
$476K - $498K
|
849K
$62.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.27K- 13.42% |
$480K - $502K
|
46.9K
$3.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-7.35K- 15.19% |
$485K - $508K
|
41K
$3.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7.5K- 9.18% |
$495K - $518K
|
74.2K
$5.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.56K- 2.63% |
$499K - $522K
|
280K
$20.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-7.7K- 13.31% |
$508K - $532K
|
50.1K
$3.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-7.79K- 10.08% |
$514K - $538K
|
69.5K
$5.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.8K- 19.21% |
$515K - $539K
|
32.8K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.82K- 9.76% |
$516K - $540K
|
72.3K
$5.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-8.14K- 3.66% |
$538K - $563K
|
214K
$15.8M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-8.21K- 28.48% |
$542K - $567K
|
20.6K
$1.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.29K- 76.58% |
$548K - $573K
|
2.54K
$187K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.33K- 0.96% |
$550K - $575K
|
858K
$63.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.35K- 13.03% |
$551K - $577K
|
55.7K
$4.1M
|