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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-281- 1.8% |
$14.7K - $17.7K
|
15.3K
$1.09M
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-281- 1.21% |
$14.7K - $17.7K
|
23K
$1.64M
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-281- 0.69% |
$14.7K - $17.7K
|
40.3K
$2.88M
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-286- 5.01% |
$15K - $18K
|
5.42K
$386K
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-287- 2.74% |
$15K - $18.1K
|
10.2K
$727K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-310- 6.01% |
$16.2K - $19.6K
|
4.85K
$346K
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-318- 4.11% |
$16.6K - $20.1K
|
7.42K
$529K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-319- 3.81% |
$16.7K - $20.1K
|
8.05K
$574K
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-320- 6.75% |
$16.7K - $20.2K
|
4.42K
$315K
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-336- 4.57% |
$17.6K - $21.2K
|
7.02K
$500K
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-337- 1.54% |
$17.6K - $21.3K
|
21.6K
$1.54M
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-346- 63.72% |
$18.1K - $21.8K
|
197
$14.1K
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-348- 2.93% |
$18.2K - $22K
|
11.5K
$824K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-353- 1.02% |
$18.5K - $22.3K
|
34.2K
$2.44M
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-354- 5.59% |
$18.5K - $22.3K
|
5.98K
$426K
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-356- 7.91% |
$18.6K - $22.5K
|
4.14K
$296K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-358- 3.68% |
$18.7K - $22.6K
|
9.37K
$668K
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-360- 7.4% |
$18.8K - $22.7K
|
4.5K
$321K
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-360- 0.59% |
$18.8K - $22.7K
|
60.6K
$4.32M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-367- 7.4% |
$19.2K - $23.2K
|
4.59K
$328K
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-370- 6.36% |
$19.4K - $23.3K
|
5.45K
$389K
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-390- 0.05% |
$20.4K - $24.6K
|
860K
$61.3M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-390- 1.77% |
$20.4K - $24.6K
|
21.7K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-401- 9.22% |
$21K - $25.3K
|
3.95K
$282K
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-405- 2.42% |
$21.2K - $25.6K
|
16.4K
$1.17M
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-406- 8.95% |
$21.2K - $25.6K
|
4.13K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-408- 4.29% |
$21.3K - $25.7K
|
9.1K
$649K
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-410- 9.04% |
$21.5K - $25.9K
|
4.12K
$294K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-411- 2.89% |
$21.5K - $25.9K
|
13.8K
$984K
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-417Closed |
$21.8K - $26.3K
|
0
$0
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-417- 6.34% |
$21.8K - $26.3K
|
6.16K
$439K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-421- 4.09% |
$22K - $26.6K
|
9.87K
$704K
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-449- 3.97% |
$23.5K - $28.3K
|
10.9K
$775K
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-460- 3.7% |
$24.1K - $29K
|
12K
$855K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-460- 56.51% |
$24.1K - $29K
|
354
$25.3K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-468- 0.87% |
$24.5K - $29.5K
|
53.1K
$3.78M
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-474- 5.74% |
$24.8K - $29.9K
|
7.78K
$555K
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-480- 4.72% |
$25.1K - $30.3K
|
9.68K
$691K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-489- 3.93% |
$25.6K - $30.9K
|
12K
$854K
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-495- 11.01% |
$25.9K - $31.2K
|
4K
$285K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-502- 57.44% |
$26.3K - $31.7K
|
372
$26.5K
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-509- 0.41% |
$26.6K - $32.1K
|
124K
$8.85M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-513- 1.59% |
$26.8K - $32.4K
|
31.8K
$2.27M
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-545- 42.88% |
$28.5K - $34.4K
|
726
$51.8K
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-552- 7.69% |
$28.9K - $34.8K
|
6.63K
$473K
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-558- 12.24% |
$29.2K - $35.2K
|
4K
$285K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-567- 11.05% |
$29.7K - $35.8K
|
4.56K
$325K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-569- 1.6% |
$29.8K - $35.9K
|
35.1K
$2.5M
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-580- 4.75% |
$30.3K - $36.6K
|
11.6K
$830K
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-596- 1.92% |
$31.2K - $37.6K
|
30.4K
$2.17M
|