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 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-13.4K- 12.14% |
$703K - $848K
|
97.2K
$6.99M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.7K- 22.35% |
$714K - $862K
|
47.4K
$3.41M
|
|
|
Mar 21, 2023
Q3 2022
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-14.2K- 1.59% |
$745K - $899K
|
883K
$63.5M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-14.3K- 75.95% |
$750K - $904K
|
4.54K
$326K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.4K- 8.22% |
$755K - $911K
|
161K
$11.6M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-14.6K- 9.04% |
$762K - $919K
|
147K
$10.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.7K- 7.47% |
$767K - $925K
|
182K
$13.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-15K- 1.86% |
$784K - $945K
|
791K
$56.9M
|
|
|
Jan 24, 2023
Q3 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-15.1K- 4.99% |
$788K - $951K
|
287K
$20.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-15.2K- 16.32% |
$793K - $956K
|
77.7K
$5.59M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.5K- 6.98% |
$813K - $981K
|
207K
$14.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-16.1K- 10.64% |
$841K - $1.01M
|
135K
$9.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-16.6K- 15.64% |
$869K - $1.05M
|
89.6K
$6.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-16.6K- 3.52% |
$870K - $1.05M
|
456K
$32.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-16.7K- 3.02% |
$874K - $1.05M
|
537K
$38.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-16.8K- 7.39% |
$878K - $1.06M
|
210K
$15.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-17K- 35.64% |
$890K - $1.07M
|
30.7K
$2.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-17.2K- 35.32% |
$901K - $1.09M
|
31.5K
$2.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-17.5K- 12.55% |
$917K - $1.11M
|
122K
$8.78M
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-17.6K- 64.83% |
$918K - $1.11M
|
9.52K
$684K
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-17.6K- 2.32% |
$922K - $1.11M
|
742K
$53.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-18.1K- 62.28% |
$946K - $1.14M
|
11K
$787K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-18.2K- 2.73% |
$954K - $1.15M
|
651K
$46.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Regis Management CO LLC
|
SELL
|
- |
-18.4K- 2.57% |
$965K - $1.16M
|
699K
$50.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-18.5K- 13.83% |
$967K - $1.17M
|
115K
$8.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-19.6K- 8.78% |
$1.03M - $1.24M
|
204K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.6K- 7.41% |
$1.03M - $1.24M
|
245K
$17.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
SELL
|
- |
-20.5K- 71.45% |
$1.07M - $1.29M
|
8.18K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-20.6K- 1.22% |
$1.08M - $1.3M
|
1.67M
$120M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-21.8K- 1.95% |
$1.14M - $1.37M
|
1.09M
$78.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-21.9K- 10.77% |
$1.14M - $1.38M
|
181K
$13M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-21.9K- 66.33% |
$1.14M - $1.38M
|
11.1K
$798K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21.9K- 25.35% |
$1.15M - $1.38M
|
64.6K
$4.64M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-22.1K- 49.23% |
$1.15M - $1.39M
|
22.7K
$1.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-22.3K- 25.27% |
$1.17M - $1.41M
|
66K
$4.75M
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-22.3K- 6.17% |
$1.17M - $1.41M
|
340K
$24.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-22.4K- 35.86% |
$1.17M - $1.41M
|
40K
$2.88M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-23K- 11.11% |
$1.2M - $1.45M
|
184K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23.6K- 11.06% |
$1.23M - $1.49M
|
189K
$13.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-24.5K- 6.88% |
$1.28M - $1.55M
|
332K
$23.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-24.6K- 28.01% |
$1.29M - $1.55M
|
63.3K
$4.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-24.7K- 18.24% |
$1.29M - $1.56M
|
111K
$7.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-24.9K- 59.34% |
$1.3M - $1.57M
|
17.1K
$1.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-25.2K- 65.31% |
$1.32M - $1.59M
|
13.4K
$963K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-25.2K- 1.14% |
$1.32M - $1.59M
|
2.18M
$157M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-26.5K- 22.23% |
$1.39M - $1.67M
|
92.7K
$6.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-26.7K- 14.34% |
$1.4M - $1.68M
|
159K
$11.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Client First Capital LLC
|
SELL
|
- |
-28.9K- 28.11% |
$1.51M - $1.83M
|
74K
$5.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-29.3K- 37.9% |
$1.53M - $1.85M
|
48K
$3.45M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-29.5K- 1.58% |
$1.55M - $1.86M
|
1.84M
$132M
|