Purchases and Sales Made in Q3 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.61K+ 5.11% |
$84.3K - $102K
|
33.2K
$2.38M
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.55K+ 0.53% |
$81.1K - $97.8K
|
293K
$21.1M
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1.53K+ 5.59% |
$80.1K - $96.6K
|
28.9K
$2.08M
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.53K+ 5.8% |
$80K - $96.5K
|
27.9K
$2.01M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.52KNew |
$79.5K - $95.8K
|
1.52K
$109K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.51K+ 3.71% |
$79.1K - $95.3K
|
42.2K
$3.03M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.47K+ 18.04% |
$76.8K - $92.6K
|
9.61K
$691K
|
|
Nov 18, 2022
Q3 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.45K+ 41.23% |
$75.9K - $91.5K
|
4.97K
$357K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.45K+ 10.45% |
$75.8K - $91.4K
|
15.3K
$1.1M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.45K+ 16.85% |
$75.7K - $91.2K
|
10K
$721K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.39K+ 11.01% |
$72.7K - $87.7K
|
14K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.36K+ 11.61% |
$71.4K - $86.1K
|
13.1K
$943K
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.33K+ 4.7% |
$69.7K - $84.1K
|
29.7K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.29KNew |
$67.3K - $81.1K
|
1.29K
$92.5K
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.29K+ 16.16% |
$67.2K - $81.1K
|
9.24K
$664K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.26K+ 4.72% |
$66K - $79.6K
|
28K
$2.01M
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.24K+ 11.68% |
$64.7K - $78K
|
11.8K
$850K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22K+ 30.27% |
$63.6K - $76.7K
|
5.23K
$376K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.17K+ 31.23% |
$61.1K - $73.7K
|
4.91K
$353K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 31.23% |
$59.9K - $72.2K
|
4.81K
$346K
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.09K+ 4.95% |
$57K - $68.8K
|
23.1K
$1.66M
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.09K+ 6.73% |
$56.8K - $68.5K
|
17.2K
$1.24M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
1.05K+ 10.15% |
$54.9K - $66.3K
|
11.4K
$819K
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.05K+ 7.0% |
$54.7K - $65.9K
|
16K
$1.15M
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
1.04K+ 3.38% |
$54.5K - $65.8K
|
31.8K
$2.29M
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.04K+ 0.95% |
$54.4K - $65.6K
|
111K
$7.99M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
1.04K+ 0.26% |
$54.3K - $65.4K
|
399K
$28.7M
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.02K+ 2.33% |
$53.6K - $64.6K
|
44.9K
$3.23M
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1K+ 11.44% |
$52.3K - $63.1K
|
9.74K
$700K
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1K+ 10.67% |
$52.3K - $63.1K
|
10.4K
$746K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
992+ 1.61% |
$51.9K - $62.6K
|
62.7K
$4.51M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
973+ 9.58% |
$50.9K - $61.4K
|
11.1K
$801K
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
959+ 5.6% |
$50.2K - $60.5K
|
18.1K
$1.3M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
935+ 86.49% |
$48.9K - $59K
|
2.02K
$145K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
911+ 25.01% |
$47.7K - $57.5K
|
4.55K
$327K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
884+ 1.19% |
$46.3K - $55.8K
|
75.2K
$5.41M
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
860+ 3.32% |
$45K - $54.3K
|
26.7K
$1.92M
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
850New |
$44.5K - $53.6K
|
850
$61.1K
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
844+ 2.42% |
$44.2K - $53.3K
|
35.7K
$2.56M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
843+ 20.04% |
$44.1K - $53.2K
|
5.05K
$363K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
841+ 9.29% |
$44K - $53.1K
|
9.89K
$711K
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
841+ 2.49% |
$44K - $53.1K
|
34.6K
$2.49M
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
840+ 11.48% |
$43.9K - $53K
|
8.16K
$587K
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
837+ 1.3% |
$43.8K - $52.8K
|
65K
$4.68M
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
834+ 1.83% |
$43.6K - $52.6K
|
46.4K
$3.33M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
825+ 416.67% |
$43.2K - $52.1K
|
1.02K
$73.6K
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
825+ 1.09% |
$43.2K - $52.1K
|
76.5K
$5.5M
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
813+ 3.81% |
$42.5K - $51.3K
|
22.1K
$1.59M
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
802+ 2.66% |
$42K - $50.6K
|
31K
$2.23M
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
800+ 11.0% |
$41.9K - $50.5K
|
8.08K
$581K
|