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 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
BUY
|
- |
38.5K+ 23.67% |
$2.54M - $2.66M
|
201K
$14.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
38.2K+ 6.35% |
$2.52M - $2.64M
|
640K
$46.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
37.9KNew |
$2.5M - $2.62M
|
37.9K
$2.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
37.8K+ 15.8% |
$2.5M - $2.61M
|
277K
$20M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
37.3K+ 17.31% |
$2.46M - $2.58M
|
253K
$18.3M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
36.3KNew |
$2.4M - $2.51M
|
36.3K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
35.7K+ 10.48% |
$2.36M - $2.47M
|
376K
$27.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
35.7K+ 14.99% |
$2.36M - $2.47M
|
274K
$19.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.5K+ 17.28% |
$2.35M - $2.45M
|
241K
$17.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
35.3K+ 6.92% |
$2.33M - $2.44M
|
546K
$39.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35.2K+ 12.0% |
$2.32M - $2.43M
|
328K
$23.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
34.8KNew |
$2.3M - $2.4M
|
34.8K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
34.7K+ 80.7% |
$2.29M - $2.4M
|
77.7K
$5.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
34K+ 5.52% |
$2.24M - $2.35M
|
649K
$47M
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
33.5K+ 8.56% |
$2.21M - $2.31M
|
424K
$30.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
33.1K+ 10.64% |
$2.19M - $2.29M
|
344K
$24.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
32.8K+ 7.2% |
$2.17M - $2.27M
|
489K
$35.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
32.8K+ 13.51% |
$2.17M - $2.27M
|
276K
$19.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
32.1K+ 69.19% |
$2.12M - $2.22M
|
78.4K
$5.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.7K+ 159.6% |
$2.09M - $2.19M
|
51.6K
$3.73M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
31.1K+ 130.68% |
$2.05M - $2.15M
|
54.9K
$3.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.3K+ 1.14% |
$2M - $2.09M
|
2.69M
$195M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
29.8KNew |
$1.97M - $2.06M
|
29.8K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29.8K+ 50.29% |
$1.97M - $2.06M
|
88.9K
$6.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
29.8K+ 81.54% |
$1.96M - $2.06M
|
66.2K
$4.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
29.4K+ 76.28% |
$1.94M - $2.03M
|
67.9K
$4.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
29.1K+ 1.15% |
$1.92M - $2.01M
|
2.55M
$184M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
28.8K+ 3.43% |
$1.9M - $1.99M
|
870K
$62.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
28.6K+ 12.87% |
$1.89M - $1.98M
|
251K
$18.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.2K+ 6.79% |
$1.86M - $1.95M
|
443K
$32M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
BUY
|
- |
27.5K+ 7.49% |
$1.82M - $1.9M
|
395K
$28.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
27.1K+ 2.53% |
$1.79M - $1.87M
|
1.1M
$79.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
26.3K+ 2.47% |
$1.73M - $1.81M
|
1.09M
$78.7M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
26K+ 74.27% |
$1.72M - $1.8M
|
61.1K
$4.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25.9K+ 9.58% |
$1.71M - $1.79M
|
296K
$21.4M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
25.7K+ 6.48% |
$1.7M - $1.78M
|
423K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
25.5K+ 4.48% |
$1.69M - $1.76M
|
596K
$43.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25.4K+ 15.06% |
$1.68M - $1.76M
|
194K
$14.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
25.4K+ 82.49% |
$1.68M - $1.75M
|
56.1K
$4.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
25.3K+ 4.59% |
$1.67M - $1.75M
|
577K
$41.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
24.7K+ 658.5% |
$1.63M - $1.71M
|
28.5K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
24.5K+ 123.52% |
$1.62M - $1.69M
|
44.3K
$3.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
24.3K+ 2.11% |
$1.61M - $1.68M
|
1.18M
$85M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
24.3K+ 26.38% |
$1.6M - $1.68M
|
116K
$8.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
24.1K+ 14.5% |
$1.59M - $1.67M
|
190K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
24.1K+ 49.08% |
$1.59M - $1.66M
|
73.2K
$5.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
24K+ 16.94% |
$1.58M - $1.66M
|
166K
$12M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
23.2K+ 22.66% |
$1.53M - $1.6M
|
126K
$9.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
23.1K+ 70.18% |
$1.53M - $1.6M
|
56K
$4.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
23K+ 8.81% |
$1.52M - $1.59M
|
284K
$20.6M
|