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 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-38.9K- 14.93% |
$2.57M - $2.69M
|
222K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-40.4K- 8.84% |
$2.67M - $2.79M
|
417K
$30.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-41.9K- 1.87% |
$2.76M - $2.89M
|
2.19M
$159M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-42K- 39.11% |
$2.77M - $2.9M
|
65.3K
$4.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-43.6K- 12.75% |
$2.88M - $3.01M
|
299K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.1K- 16.47% |
$2.98M - $3.12M
|
229K
$16.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-47.9K- 76.66% |
$3.16M - $3.31M
|
14.6K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-48.9K- 63.61% |
$3.23M - $3.38M
|
28K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-53.4K- 17.05% |
$3.53M - $3.69M
|
260K
$18.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-53.7K- 38.52% |
$3.55M - $3.71M
|
85.8K
$6.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-55.9K- 27.76% |
$3.69M - $3.86M
|
145K
$10.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-57.4K- 73.73% |
$3.79M - $3.97M
|
20.5K
$1.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-57.9K- 75.5% |
$3.82M - $4M
|
18.8K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-64.1K- 1.36% |
$4.23M - $4.43M
|
4.63M
$336M
|
|
|
Jul 31, 2023
Q2 2023
|
Trustees Of The Smith College
|
SELL
|
- |
-64.8K- 25.11% |
$4.28M - $4.48M
|
193K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-65.2K- 18.56% |
$4.31M - $4.51M
|
286K
$20.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-65.5K- 77.34% |
$4.33M - $4.53M
|
19.2K
$1.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-67K- 22.18% |
$4.42M - $4.63M
|
235K
$17M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-67.6K- 5.65% |
$4.47M - $4.67M
|
1.13M
$81.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-68.6K- 21.68% |
$4.53M - $4.74M
|
248K
$18M
|
|
|
Jul 26, 2023
Q2 2023
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-72.8K- 7.09% |
$4.81M - $5.03M
|
954K
$69.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-74.3K- 1.66% |
$4.91M - $5.13M
|
4.41M
$320M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-74.6K- 5.08% |
$4.92M - $5.15M
|
1.39M
$101M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-79.4K- 21.77% |
$5.24M - $5.49M
|
285K
$20.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-80.8K- 2.76% |
$5.34M - $5.58M
|
2.84M
$206M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-81.5K- 4.2% |
$5.38M - $5.63M
|
1.86M
$135M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-85.8K- 25.06% |
$5.66M - $5.93M
|
257K
$18.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-86.4K- 3.29% |
$5.71M - $5.97M
|
2.54M
$184M
|
|
|
Aug 14, 2023
Q2 2023
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-87.5K- 16.77% |
$5.78M - $6.05M
|
434K
$31.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-88.9K- 58.16% |
$5.87M - $6.15M
|
64K
$4.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-89.3K- 5.72% |
$5.9M - $6.17M
|
1.47M
$107M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-90K- 8.01% |
$5.94M - $6.22M
|
1.03M
$74.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-91.2K- 37.09% |
$6.02M - $6.3M
|
155K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-95K- 21.44% |
$6.28M - $6.57M
|
348K
$25.3M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-95.9K- 23.35% |
$6.33M - $6.62M
|
315K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-98.2K- 15.47% |
$6.49M - $6.79M
|
537K
$38.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
SELL
|
- |
-101K- 5.68% |
$6.69M - $7M
|
1.68M
$122M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-106K- 3.7% |
$7M - $7.33M
|
2.76M
$200M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-111K- 36.06% |
$7.36M - $7.7M
|
198K
$14.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-118K- 15.4% |
$7.78M - $8.15M
|
647K
$47M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-118K- 15.4% |
$7.78M - $8.15M
|
647K
$47M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-122K- 18.12% |
$8.04M - $8.41M
|
550K
$39.9M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-125K- 37.31% |
$8.24M - $8.62M
|
210K
$15.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-126K- 2.44% |
$8.33M - $8.71M
|
5.04M
$366M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-144K- 3.8% |
$9.5M - $9.95M
|
3.64M
$264M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-157K- 61.28% |
$10.3M - $10.8M
|
99K
$7.18M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-157K- 61.28% |
$10.3M - $10.8M
|
99K
$7.18M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-171K- 1.11% |
$11.3M - $11.8M
|
15.2M
$1.1B
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-188K- 1.23% |
$12.4M - $13M
|
15.2M
$1.1B
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-214K- 4.21% |
$14.1M - $14.8M
|
4.86M
$353M
|