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 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.44K- 49.08% |
$232K - $280K
|
4.61K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.48K- 3.86% |
$235K - $283K
|
112K
$7.96M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-4.49K- 37.48% |
$235K - $283K
|
7.48K
$534K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.5K- 26.18% |
$235K - $284K
|
12.7K
$905K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-4.51K- 3.81% |
$236K - $285K
|
114K
$8.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.53K- 12.27% |
$237K - $286K
|
32.4K
$2.31M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-4.56K- 7.52% |
$239K - $288K
|
56.1K
$4M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.6KClosed |
$240K - $290K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-4.72K- 8.86% |
$247K - $298K
|
48.5K
$3.46M
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-4.73K- 1.75% |
$247K - $298K
|
266K
$19M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.73K- 1.83% |
$247K - $298K
|
254K
$18.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.73K- 43.04% |
$248K - $299K
|
6.26K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.81K- 41.65% |
$252K - $304K
|
6.74K
$481K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-4.83K- 71.8% |
$253K - $305K
|
1.9K
$135K
|
|
|
Oct 25, 2022
Q3 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.96K- 1.02% |
$259K - $313K
|
482K
$34.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5K- 2.81% |
$262K - $316K
|
173K
$12.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.12K- 13.78% |
$268K - $323K
|
32K
$2.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-5.15K- 1.06% |
$269K - $325K
|
482K
$34.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-5.18K- 22.53% |
$271K - $327K
|
17.8K
$1.27M
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.25K- 31.88% |
$275K - $331K
|
11.2K
$800K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.42K- 20.25% |
$283K - $342K
|
21.3K
$1.52M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.47KClosed |
$286K - $345K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.56K- 28.25% |
$291K - $351K
|
14.1K
$1.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-5.56K- 4.45% |
$291K - $351K
|
119K
$8.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.58K- 25.11% |
$292K - $352K
|
16.6K
$1.19M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.58K- 32.75% |
$292K - $352K
|
11.5K
$818K
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.68K- 20.38% |
$297K - $358K
|
22.2K
$1.58M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-5.69KClosed |
$297K - $359K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-5.7K- 19.05% |
$298K - $359K
|
24.2K
$1.73M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-5.76K- 44.02% |
$301K - $363K
|
7.32K
$522K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-5.95K- 14.85% |
$311K - $376K
|
34.1K
$2.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.97K- 0.52% |
$313K - $377K
|
1.13M
$80.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-6.05K- 98.52% |
$316K - $381K
|
91
$6.49K
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.05K- 13.68% |
$317K - $382K
|
38.2K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-6.06K- 7.76% |
$317K - $383K
|
72.1K
$5.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.12K- 99.59% |
$320K - $386K
|
25
$1.78K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-6.14K- 16.54% |
$321K - $387K
|
31K
$2.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.21K- 25.87% |
$325K - $392K
|
17.8K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.56K- 15.87% |
$343K - $414K
|
34.8K
$2.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6.57K- 95.48% |
$343K - $414K
|
311
$22.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.58K- 0.76% |
$344K - $415K
|
854K
$60.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.64K- 34.12% |
$347K - $419K
|
12.8K
$914K
|
|
|
Oct 26, 2022
Q3 2022
|
Wind River Trust CO
|
SELL
|
- |
-6.66K- 22.68% |
$348K - $420K
|
22.7K
$1.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-6.7K- 5.89% |
$350K - $423K
|
107K
$7.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6.77K- 38.14% |
$354K - $427K
|
11K
$783K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.92K- 27.23% |
$362K - $437K
|
18.5K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-7K- 11.76% |
$366K - $442K
|
52.5K
$3.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-7.2K- 51.42% |
$377K - $454K
|
6.8K
$485K
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7.27K- 16.64% |
$380K - $459K
|
36.4K
$2.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.28K- 4.59% |
$381K - $459K
|
151K
$10.8M
|