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
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.69K- 1.83% |
$88.5K - $107K
|
91K
$6.54M
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.7K- 3.97% |
$88.9K - $107K
|
41.1K
$2.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.76K- 55.4% |
$92.1K - $111K
|
1.42K
$102K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 1.16% |
$93.7K - $113K
|
153K
$11M
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
SELL
|
- |
-1.81K- 11.97% |
$94.5K - $114K
|
13.3K
$955K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.83K- 62.63% |
$95.6K - $115K
|
1.09K
$78.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.85K- 0.48% |
$96.8K - $117K
|
383K
$27.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.88K- 3.47% |
$98.4K - $119K
|
52.3K
$3.76M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.89K- 12.62% |
$98.9K - $119K
|
13.1K
$941K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.93K- 6.43% |
$101K - $122K
|
28K
$2.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.94K- 9.86% |
$101K - $122K
|
17.7K
$1.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.96K- 84.35% |
$103K - $124K
|
364
$26.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.97K- 11.55% |
$103K - $124K
|
15.1K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.97K- 18.42% |
$103K - $124K
|
8.74K
$628K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.04K- 13.7% |
$107K - $129K
|
12.8K
$923K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.08K- 7.0% |
$109K - $131K
|
27.6K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.11K- 16.7% |
$110K - $133K
|
10.5K
$757K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 28.43% |
$111K - $134K
|
5.34K
$384K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.15K- 34.63% |
$113K - $136K
|
4.06K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.15K- 7.68% |
$113K - $136K
|
25.9K
$1.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.18K- 17.4% |
$114K - $137K
|
10.3K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.26K- 6.74% |
$118K - $142K
|
31.3K
$2.25M
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-2.28K- 4.08% |
$119K - $144K
|
53.6K
$3.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 8.57% |
$121K - $145K
|
24.6K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.31K- 6.35% |
$121K - $146K
|
34K
$2.44M
|
|
|
Oct 24, 2022
Q3 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-2.32K- 0.78% |
$121K - $146K
|
294K
$21.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-2.36K- 29.33% |
$123K - $149K
|
5.69K
$409K
|
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.41K- 29.42% |
$126K - $152K
|
5.78K
$416K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-2.43K- 69.93% |
$127K - $154K
|
1.05K
$75.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.47K- 96.45% |
$129K - $156K
|
91
$6.54K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.49K- 31.49% |
$130K - $157K
|
5.41K
$389K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.5K- 3.2% |
$131K - $158K
|
75.8K
$5.45M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.51K- 47.97% |
$131K - $158K
|
2.72K
$196K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.52K- 63.52% |
$132K - $159K
|
1.45K
$104K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.55K- 2.48% |
$133K - $161K
|
100K
$7.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2.55K- 36.65% |
$133K - $161K
|
4.41K
$317K
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.59K- 15.28% |
$135K - $163K
|
14.3K
$1.03M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-2.59K- 1.8% |
$136K - $164K
|
142K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.64K- 64.74% |
$138K - $167K
|
1.44K
$104K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.65K- 29.14% |
$138K - $167K
|
6.44K
$463K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.65K- 8.83% |
$138K - $167K
|
27.3K
$1.97M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.65K- 2.65% |
$139K - $167K
|
97.5K
$7.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.67K- 8.42% |
$140K - $169K
|
29.1K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.72K- 25.66% |
$142K - $172K
|
7.89K
$567K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.72K- 12.08% |
$143K - $172K
|
19.8K
$1.43M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-2.74K- 1.31% |
$143K - $173K
|
206K
$14.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.76K- 8.87% |
$145K - $174K
|
28.4K
$2.04M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-2.76K- 13.78% |
$145K - $174K
|
17.3K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.78K- 2.03% |
$145K - $175K
|
134K
$9.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.8K- 2.47% |
$147K - $177K
|
110K
$7.94M
|