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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
784+ 3.8% |
$41K - $49.5K
|
21.4K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
781+ 4.02% |
$40.9K - $49.3K
|
20.2K
$1.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
780+ 1.58% |
$40.8K - $49.2K
|
50K
$3.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
771+ 6.75% |
$40.3K - $48.7K
|
12.2K
$876K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
765+ 10.33% |
$40K - $48.3K
|
8.17K
$588K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
748New |
$39.1K - $47.2K
|
748
$53.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
738+ 0.63% |
$38.6K - $46.6K
|
117K
$8.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
735New |
$38.5K - $46.4K
|
735
$52.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
721+ 1.26% |
$37.7K - $45.5K
|
57.9K
$4.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
719+ 9.81% |
$37.6K - $45.4K
|
8.05K
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
706+ 3.96% |
$36.9K - $44.5K
|
18.5K
$1.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
688+ 1.67% |
$36K - $43.4K
|
41.9K
$3.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
686+ 10.15% |
$35.9K - $43.3K
|
7.45K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
645+ 9.64% |
$33.7K - $40.7K
|
7.33K
$527K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
638+ 1226.92% |
$33.4K - $40.3K
|
690
$49.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
635+ 6.44% |
$33.2K - $40.1K
|
10.5K
$755K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
600+ 69.36% |
$31.4K - $37.9K
|
1.47K
$105K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
600+ 6.16% |
$31.4K - $37.9K
|
10.3K
$744K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
591+ 2.72% |
$30.9K - $37.3K
|
22.3K
$1.6M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
575+ 11.07% |
$30.1K - $36.3K
|
5.77K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
566New |
$29.6K - $35.7K
|
566
$40.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
552+ 5.12% |
$28.9K - $34.8K
|
11.3K
$814K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
537+ 3.99% |
$28.1K - $33.9K
|
14K
$1.01M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
517+ 29.73% |
$27K - $32.6K
|
2.26K
$162K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
509+ 3.65% |
$26.6K - $32.1K
|
14.5K
$1.04M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
507+ 76.24% |
$26.5K - $32K
|
1.17K
$84.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
505+ 16.96% |
$26.4K - $31.9K
|
3.48K
$250K
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
496+ 6.57% |
$26K - $31.3K
|
8.05K
$579K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
485+ 1.45% |
$25.4K - $30.6K
|
34K
$2.44M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
436+ 7.0% |
$22.8K - $27.5K
|
6.66K
$479K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
433+ 1.18% |
$22.7K - $27.3K
|
37.1K
$2.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
419+ 12.8% |
$21.9K - $26.4K
|
3.69K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
414+ 4.58% |
$21.7K - $26.1K
|
9.44K
$679K
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
407+ 2.31% |
$21.3K - $25.7K
|
18.1K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
404+ 9.2% |
$21.1K - $25.5K
|
4.79K
$345K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
399+ 7.86% |
$20.9K - $25.2K
|
5.48K
$394K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
391+ 6.33% |
$20.5K - $24.7K
|
6.57K
$472K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
383+ 17.19% |
$20K - $24.2K
|
2.61K
$188K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
381+ 3.48% |
$19.9K - $24K
|
11.3K
$814K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
376+ 8.65% |
$19.7K - $23.7K
|
4.72K
$339K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
369+ 3.9% |
$19.3K - $23.3K
|
9.82K
$706K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
360+ 64.4% |
$18.8K - $22.7K
|
919
$66.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
356+ 1.42% |
$18.6K - $22.5K
|
25.4K
$1.82M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
349+ 5.5% |
$18.3K - $22K
|
6.7K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
347+ 2.04% |
$18.2K - $21.9K
|
17.4K
$1.25M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
335+ 5.63% |
$17.5K - $21.1K
|
6.28K
$452K
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
331+ 0.83% |
$17.3K - $20.9K
|
40K
$2.88M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
312+ 0.63% |
$16.3K - $19.7K
|
50.1K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
296+ 2.26% |
$15.5K - $18.7K
|
13.4K
$964K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
292+ 2.03% |
$15.3K - $18.4K
|
14.7K
$1.06M
|