Purchases and Sales Made in Q2 2023 in Ishares Tr (IEFA)

IEFA Quotes by TradingView

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 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
75.2K
+ 9.47%
$4.97M - $5.2M
869K $66.1M
Sep 21, 2023 Q2 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
74.9K
+ 41.2%
$4.95M - $5.18M
257K $19.5M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
73.3K
New
$4.84M - $5.07M
73.3K $5.57M
Aug 08, 2023 Q2 2023
Hanlon Investment Management, Inc.

BUY
 -
72.3K
+ 266.15%
$4.78M - $5M
99.5K $7.56M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
72.2K
+ 472.87%
$4.77M - $4.99M
87.5K $6.65M
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
71.3K
+ 7.26%
$4.71M - $4.93M
1.05M $80.1M
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

BUY
 -
70.8K
New
$4.67M - $4.89M
70.8K $5.38M
Feb 16, 2024 Q2 2023
Main Street Investment Advisors LLC

BUY
 -
69.7K
New
$4.6M - $4.82M
69.7K $5.3M
Aug 02, 2023 Q2 2023
Gratus Capital LLC

BUY
 -
68.6K
+ 6.23%
$4.53M - $4.74M
1.17M $88.9M
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
67.8K
+ 261.99%
$4.48M - $4.68M
93.6K $7.12M
Aug 11, 2023 Q2 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
67.4K
+ 10.12%
$4.45M - $4.66M
733K $55.7M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
66.3K
+ 5.12%
$4.38M - $4.58M
1.36M $103M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
65.6K
+ 27.55%
$4.33M - $4.53M
304K $23.1M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
65.5K
+ 441.49%
$4.33M - $4.53M
80.4K $6.11M
Aug 07, 2023 Q2 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
65.3K
New
$4.31M - $4.52M
65.3K $4.97M
Oct 09, 2024 Q2 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
65K
+ 30.27%
$4.29M - $4.49M
280K $21.3M
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
64.9K
+ 37.55%
$4.28M - $4.48M
238K $18.1M
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
64.8K
+ 6.45%
$4.28M - $4.48M
1.07M $81.3M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
63.2K
+ 18.47%
$4.18M - $4.37M
406K $30.8M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
63K
+ 1.84%
$4.16M - $4.35M
3.49M $265M
Jan 17, 2024 Q2 2023
Dixon Mitchell Investment Counsel Inc.

Vancouver, A1
BUY
 -
62.6K
+ 21.15%
$4.13M - $4.32M
358K $27.2M
Aug 31, 2023 Q2 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
61.8K
+ 50.04%
$4.08M - $4.27M
185K $14.1M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
59.4K
+ 35.02%
$3.92M - $4.1M
229K $17.4M
Aug 07, 2023 Q2 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
57.3K
+ 4.7%
$3.78M - $3.96M
1.28M $97M
Aug 14, 2023 Q2 2023
Cornerstone Partners Capital Management, LLC

Charlottesville, VA
BUY
 -
55.2K
+ 1.11%
$3.64M - $3.81M
5.02M $381M
Jul 17, 2023 Q2 2023
Stephens Group Asset Management, LLC

BUY
 -
55K
+ 68.12%
$3.63M - $3.8M
136K $10.3M
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
53.8K
+ 5.43%
$3.55M - $3.72M
1.04M $79.3M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
53.8K
+ 5.43%
$3.55M - $3.72M
1.04M $79.3M
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
53.6K
+ 6.03%
$3.54M - $3.71M
943K $71.7M
Jul 19, 2023 Q2 2023
Grimes & Company, Inc.

BUY
 -
52.3K
+ 1.39%
$3.45M - $3.62M
3.81M $289M
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
51.9K
+ 82.56%
$3.43M - $3.59M
115K $8.72M
Aug 07, 2023 Q2 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
51.7K
+ 488.94%
$3.42M - $3.58M
62.3K $4.74M
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
51.6K
+ 2.58%
$3.41M - $3.57M
2.05M $156M
Jul 10, 2023 Q2 2023
Professional Advisory Services Inc

BUY
 -
50.4K
+ 22.49%
$3.33M - $3.48M
275K $20.9M
Jul 21, 2023 Q2 2023
Columbus Macro, LLC

BUY
 -
50.4K
+ 91.93%
$3.33M - $3.48M
105K $8M
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
50.2K
+ 16.56%
$3.31M - $3.47M
353K $26.9M
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
49.8K
+ 0.5%
$3.29M - $3.44M
9.99M $759M
Aug 01, 2023 Q2 2023
First National Trust CO

BUY
 -
49.8K
+ 6.55%
$3.29M - $3.44M
810K $61.6M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
49.7K
+ 32.68%
$3.28M - $3.44M
202K $15.3M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
47.7K
+ 3.15%
$3.15M - $3.3M
1.56M $119M
Aug 01, 2023 Q2 2023
Community Bank, N.A.

BUY
 -
46.4K
+ 8.34%
$3.06M - $3.21M
603K $45.8M
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
45.4K
+ 22.48%
$3M - $3.13M
247K $18.8M
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
44.7K
New
$2.95M - $3.09M
44.7K $3.4M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
44.3K
New
$2.92M - $3.06M
44.3K $3.36M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
42.2K
+ 21.78%
$2.79M - $2.92M
236K $17.9M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
41.8K
+ 9.82%
$2.76M - $2.89M
468K $35.5M
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
41.4K
+ 10.05%
$2.73M - $2.86M
453K $34.4M
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
40.8K
+ 24.55%
$2.7M - $2.82M
207K $15.7M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
40.7K
New
$2.69M - $2.81M
40.7K $3.09M

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