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 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
63+ 0.13% |
$3.3K - $3.98K
|
48.9K
$3.52M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
59+ 2.82% |
$3.09K - $3.72K
|
2.15K
$155K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
58+ 4.91% |
$3.03K - $3.66K
|
1.24K
$89.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
55+ 1.23% |
$2.88K - $3.47K
|
4.54K
$326K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
53New |
$2.77K - $3.34K
|
53
$3.81K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
48+ 0.29% |
$2.51K - $3.03K
|
16.4K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
47+ 0.63% |
$2.46K - $2.97K
|
7.49K
$539K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
45+ 0.09% |
$2.35K - $2.84K
|
51.3K
$3.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
42+ 2.86% |
$2.2K - $2.65K
|
1.51K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
39+ 0.14% |
$2.04K - $2.46K
|
28.7K
$2.07M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
38+ 0.44% |
$1.99K - $2.4K
|
8.59K
$618K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
38+ 0.68% |
$1.99K - $2.4K
|
5.61K
$403K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
29+ 0.14% |
$1.52K - $1.83K
|
20.9K
$1.51M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24+ 42.11% |
$1.26K - $1.51K
|
81
$5.82K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24+ 8.51% |
$1.26K - $1.51K
|
306
$22K
|
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
22+ 0.43% |
$1.15K - $1.39K
|
5.2K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14+ 0.06% |
$732 - $883
|
24.5K
$1.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 10.48% |
$680 - $820
|
137
$9.85K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.34% |
$628 - $757
|
910
$65.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
9+ 0.05% |
$471 - $568
|
16.5K
$1.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 0.02% |
$471 - $568
|
47.3K
$3.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
5+ 0.12% |
$262 - $316
|
4.05K
$291K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.13% |
$209 - $252
|
3.11K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1New |
$52.3 - $63.1
|
1
$71.9
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1- 0.02% |
$52.3 - $63.1
|
4.13K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-9- 0.09% |
$471 - $568
|
10.5K
$757K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-11- 0.43% |
$576 - $694
|
2.57K
$184K
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-12- 0.12% |
$628 - $757
|
10.4K
$748K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-13- 0.13% |
$680 - $820
|
9.94K
$715K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-13- 0.22% |
$680 - $820
|
5.95K
$428K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 5.06% |
$680 - $820
|
244
$17.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-14- 0.24% |
$732 - $883
|
5.82K
$418K
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-15- 0.35% |
$785 - $947
|
4.26K
$306K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-16- 4.35% |
$837 - $1.01K
|
352
$25.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-19- 13.87% |
$994 - $1.2K
|
118
$8.48K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-24- 1.5% |
$1.26K - $1.51K
|
1.58K
$113K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-25- 0.63% |
$1.31K - $1.58K
|
3.92K
$282K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-35- 4.87% |
$1.83K - $2.21K
|
683
$49.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-36- 0.6% |
$1.88K - $2.27K
|
5.94K
$427K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-39- 0.31% |
$2.04K - $2.46K
|
12.4K
$891K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-44- 8.37% |
$2.3K - $2.78K
|
482
$34.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.09% |
$2.3K - $2.78K
|
4K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-45- 0.08% |
$2.35K - $2.84K
|
54.2K
$3.9M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-46- 0.55% |
$2.41K - $2.9K
|
8.28K
$595K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-51- 0.36% |
$2.67K - $3.22K
|
14.3K
$1.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-51- 0.08% |
$2.67K - $3.22K
|
63K
$4.53M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-52- 2.0% |
$2.72K - $3.28K
|
2.54K
$183K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-52- 0.13% |
$2.72K - $3.28K
|
38.9K
$2.79M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-52- 17.33% |
$2.72K - $3.28K
|
248
$17.8K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-55- 67.07% |
$2.88K - $3.47K
|
27
$1.94K
|