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 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
22.9K+ 2.92% |
$1.51M - $1.58M
|
807K
$58.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21.7K+ 17.97% |
$1.43M - $1.5M
|
142K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
BUY
|
- |
21.7K+ 7.66% |
$1.43M - $1.5M
|
304K
$22.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21.5K+ 30.34% |
$1.42M - $1.49M
|
92.5K
$6.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.4K+ 0.8% |
$1.42M - $1.48M
|
2.7M
$196M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.41M - $1.48M
|
21.4K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
21.1KNew |
$1.39M - $1.46M
|
21.1K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
21K+ 13.75% |
$1.39M - $1.45M
|
174K
$12.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21K+ 11.47% |
$1.39M - $1.45M
|
204K
$14.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
20.9K+ 101.84% |
$1.38M - $1.44M
|
41.4K
$3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20.7KNew |
$1.36M - $1.43M
|
20.7K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.5K+ 4.85% |
$1.36M - $1.42M
|
444K
$32.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.5K+ 0.81% |
$1.35M - $1.42M
|
2.56M
$185M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
20.5K+ 10.92% |
$1.35M - $1.42M
|
208K
$15.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
20.3K+ 1.11% |
$1.34M - $1.4M
|
1.84M
$134M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19.9KNew |
$1.32M - $1.38M
|
19.9K
$1.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
19.9K+ 5.83% |
$1.31M - $1.37M
|
361K
$26.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
19.7K+ 9.05% |
$1.3M - $1.36M
|
238K
$17.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
19.4K+ 4.03% |
$1.28M - $1.34M
|
502K
$36.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.4K+ 12.63% |
$1.28M - $1.34M
|
173K
$12.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
19.2K+ 3.08% |
$1.27M - $1.33M
|
642K
$46.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.9K+ 34.51% |
$1.25M - $1.3M
|
73.6K
$5.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18.8K+ 169.47% |
$1.24M - $1.3M
|
29.9K
$2.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.6K+ 30.64% |
$1.23M - $1.29M
|
79.5K
$5.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.6K+ 1.54% |
$1.23M - $1.28M
|
1.22M
$88.7M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
18.5K+ 14.71% |
$1.22M - $1.28M
|
144K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
18.4K+ 1.08% |
$1.21M - $1.27M
|
1.72M
$125M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
18.3K+ 6.12% |
$1.21M - $1.26M
|
317K
$23M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
18.2K+ 5.63% |
$1.2M - $1.26M
|
342K
$24.8M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
18.2K+ 5.63% |
$1.2M - $1.26M
|
342K
$24.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
18.1K+ 456.94% |
$1.19M - $1.25M
|
22K
$1.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.1K+ 7.06% |
$1.19M - $1.25M
|
274K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
18K+ 5.99% |
$1.19M - $1.25M
|
319K
$23.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
18K+ 17.82% |
$1.19M - $1.24M
|
119K
$8.63M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.8K+ 17.34% |
$1.18M - $1.23M
|
121K
$8.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.8K+ 4.94% |
$1.18M - $1.23M
|
378K
$27.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
17.7K+ 112.45% |
$1.17M - $1.22M
|
33.4K
$2.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.6K+ 3.13% |
$1.16M - $1.22M
|
581K
$42.2M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.6K+ 17.63% |
$1.16M - $1.22M
|
118K
$8.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
17.5K+ 14.98% |
$1.16M - $1.21M
|
135K
$9.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 17.44% |
$1.15M - $1.2M
|
117K
$8.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
17.4K+ 8.25% |
$1.15M - $1.2M
|
228K
$16.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
17.1K+ 6.93% |
$1.13M - $1.18M
|
264K
$19.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
17.1K+ 5.23% |
$1.13M - $1.18M
|
344K
$24.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
17K+ 18.17% |
$1.12M - $1.18M
|
111K
$8.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.7K+ 505.55% |
$1.1M - $1.15M
|
20K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
16.6K+ 54.5% |
$1.09M - $1.15M
|
47K
$3.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
16.6K+ 46.9% |
$1.09M - $1.14M
|
51.9K
$3.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 32.85% |
$1.08M - $1.13M
|
66K
$4.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
16.2K+ 8.73% |
$1.07M - $1.12M
|
201K
$14.6M
|