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 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
282+ 4.19% |
$14.8K - $17.8K
|
7.02K
$501K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
275+ 423.08% |
$14.4K - $17.4K
|
340
$24.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
272+ 5.4% |
$14.2K - $17.2K
|
5.31K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
256+ 3.79% |
$13.4K - $16.2K
|
7.01K
$500K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
251New |
$13.1K - $15.8K
|
251
$17.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
244+ 3.61% |
$12.8K - $15.4K
|
7.01K
$500K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
235+ 0.49% |
$12.3K - $14.8K
|
48.6K
$3.47M
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
235+ 0.3% |
$12.3K - $14.8K
|
78.1K
$5.57M
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
234+ 1.2% |
$12.2K - $14.8K
|
19.8K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
225+ 0.51% |
$11.8K - $14.2K
|
44K
$3.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
224New |
$11.7K - $14.1K
|
224
$16K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
218New |
$11.4K - $13.8K
|
218
$15.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
213+ 0.02% |
$11.1K - $13.4K
|
1.12M
$79.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
189+ 3.99% |
$9.89K - $11.9K
|
4.93K
$352K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
187+ 0.86% |
$9.78K - $11.8K
|
22K
$1.57M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
185+ 3.73% |
$9.68K - $11.7K
|
5.14K
$367K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
182+ 2.56% |
$9.52K - $11.5K
|
7.28K
$520K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
180+ 0.56% |
$9.42K - $11.4K
|
32.1K
$2.29M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
176+ 1.86% |
$9.21K - $11.1K
|
9.66K
$689K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
170New |
$8.89K - $10.7K
|
170
$12.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
169+ 1.29% |
$8.84K - $10.7K
|
13.3K
$946K
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
168+ 4.3% |
$8.79K - $10.6K
|
4.07K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
167+ 22.63% |
$8.74K - $10.5K
|
905
$64.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
156+ 4.0% |
$8.16K - $9.84K
|
4.06K
$289K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
147New |
$7.69K - $9.28K
|
147
$10.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
146New |
$7.64K - $9.21K
|
146
$10.4K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
137+ 0.48% |
$7.17K - $8.64K
|
28.4K
$2.03M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
129+ 1.96% |
$6.75K - $8.14K
|
6.7K
$478K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
128+ 1.35% |
$6.7K - $8.08K
|
9.61K
$685K
|
|
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
126+ 6.67% |
$6.59K - $7.95K
|
2.02K
$144K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
114New |
$5.96K - $7.19K
|
114
$8.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
109+ 1.02% |
$5.7K - $6.88K
|
10.8K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 0.13% |
$5.49K - $6.63K
|
80.6K
$5.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
104+ 1.41% |
$5.44K - $6.56K
|
7.47K
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
101+ 2.41% |
$5.28K - $6.37K
|
4.29K
$306K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
98+ 2.49% |
$5.13K - $6.18K
|
4.03K
$287K
|
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
BUY
|
- |
90+ 0.38% |
$4.71K - $5.68K
|
23.5K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
89+ 39.21% |
$4.66K - $5.62K
|
316
$22.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
83+ 0.1% |
$4.34K - $5.24K
|
83.8K
$5.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
83+ 2.06% |
$4.34K - $5.24K
|
4.12K
$294K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
78+ 1.46% |
$4.08K - $4.92K
|
5.43K
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
77New |
$4.03K - $4.86K
|
77
$5.49K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
77+ 41.4% |
$4.03K - $4.86K
|
263
$18.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
76+ 0.19% |
$3.98K - $4.8K
|
40K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
76+ 0.73% |
$3.98K - $4.8K
|
10.5K
$746K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
75+ 0.16% |
$3.92K - $4.73K
|
45.8K
$3.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
74New |
$3.87K - $4.67K
|
74
$5.28K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
71+ 0.99% |
$3.71K - $4.48K
|
7.23K
$516K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
68+ 1.09% |
$3.56K - $4.29K
|
6.31K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
65+ 0.99% |
$3.4K - $4.1K
|
6.6K
$471K
|