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 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-17.9K- 47.93% |
$1.18M - $1.24M
|
19.5K
$1.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-18K- 20.48% |
$1.19M - $1.24M
|
69.7K
$5.14M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-18K- 20.58% |
$1.19M - $1.24M
|
69.3K
$5.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-19.4K- 3.8% |
$1.28M - $1.34M
|
490K
$36.1M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-19.7K- 3.44% |
$1.3M - $1.36M
|
552K
$40.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-20.4K- 2.81% |
$1.35M - $1.41M
|
706K
$52M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-21K- 13.34% |
$1.39M - $1.45M
|
136K
$10M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-21K- 4.63% |
$1.39M - $1.45M
|
433K
$31.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-21.3K- 3.99% |
$1.41M - $1.47M
|
513K
$37.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-21.4K- 35.4% |
$1.41M - $1.48M
|
39.1K
$2.88M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-21.5K- 0.81% |
$1.42M - $1.49M
|
2.63M
$193M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-22K- 3.03% |
$1.45M - $1.52M
|
704K
$51.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-22.5K- 6.98% |
$1.49M - $1.56M
|
300K
$22.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22.6K- 4.26% |
$1.49M - $1.56M
|
508K
$37.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-22.9K- 66.04% |
$1.51M - $1.58M
|
11.8K
$866K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-22.9K- 29.17% |
$1.51M - $1.58M
|
55.6K
$4.09M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-22.9K- 12.45% |
$1.51M - $1.58M
|
161K
$11.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-23.4K- 5.72% |
$1.55M - $1.62M
|
386K
$28.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-23.5K- 5.93% |
$1.55M - $1.62M
|
372K
$27.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.7K- 65.03% |
$1.56M - $1.63M
|
12.7K
$937K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-23.9K- 2.36% |
$1.58M - $1.65M
|
988K
$72.8M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-24K- 1.45% |
$1.59M - $1.66M
|
1.63M
$120M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-24.4K- 77.08% |
$1.61M - $1.69M
|
7.25K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.4K- 75.11% |
$1.61M - $1.69M
|
8.08K
$595K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-24.5K- 64.13% |
$1.62M - $1.69M
|
13.7K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24.9K- 1.54% |
$1.65M - $1.72M
|
1.6M
$117M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-26.5K- 3.92% |
$1.75M - $1.83M
|
650K
$47.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-26.8K- 4.54% |
$1.77M - $1.85M
|
562K
$41.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-27.5K- 35.45% |
$1.81M - $1.9M
|
50K
$3.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-28.2K- 7.12% |
$1.86M - $1.95M
|
368K
$27.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-28.5K- 2.25% |
$1.88M - $1.97M
|
1.24M
$91.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28.6K- 56.39% |
$1.89M - $1.98M
|
22.1K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-29.3K- 5.02% |
$1.93M - $2.02M
|
553K
$40.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.4K- 6.94% |
$1.94M - $2.03M
|
395K
$29.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-29.6K- 1.67% |
$1.96M - $2.05M
|
1.74M
$128M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-29.7K- 29.87% |
$1.96M - $2.05M
|
69.6K
$5.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-31.3K- 24.06% |
$2.06M - $2.16M
|
98.7K
$7.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-31.7K- 5.2% |
$2.1M - $2.19M
|
579K
$42.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-31.8K- 10.79% |
$2.1M - $2.2M
|
263K
$19.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-32.1K- 8.44% |
$2.12M - $2.22M
|
348K
$25.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-32.5K- 82.32% |
$2.14M - $2.24M
|
6.98K
$514K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-33K- 2.7% |
$2.18M - $2.28M
|
1.19M
$87.6M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-33K- 26.65% |
$2.18M - $2.28M
|
90.8K
$6.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-34.1K- 2.89% |
$2.25M - $2.36M
|
1.14M
$84.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-34.1K- 52.34% |
$2.25M - $2.36M
|
31.1K
$2.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-34.3K- 16.19% |
$2.27M - $2.37M
|
178K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35K- 46.14% |
$2.31M - $2.42M
|
40.8K
$3.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-35.9K- 14.65% |
$2.37M - $2.48M
|
209K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-37.2K- 32.27% |
$2.45M - $2.57M
|
78K
$5.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-37.4K- 7.47% |
$2.47M - $2.58M
|
463K
$34.1M
|