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 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-29.9K- 12.36% |
$1.57M - $1.89M
|
212K
$15.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-30.1K- 2.33% |
$1.58M - $1.9M
|
1.27M
$91M
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-31.3K- 2.32% |
$1.64M - $1.98M
|
1.32M
$94.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-31.5K- 44.64% |
$1.65M - $1.99M
|
39.1K
$2.81M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-32.2K- 3.28% |
$1.68M - $2.03M
|
950K
$68.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-32.4K- 26.91% |
$1.7M - $2.04M
|
88K
$6.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-33K- 53.22% |
$1.73M - $2.08M
|
29K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-33.1K- 44.14% |
$1.73M - $2.09M
|
41.9K
$3.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-34.9K- 17.5% |
$1.82M - $2.2M
|
164K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-35.3K- 12.24% |
$1.85M - $2.23M
|
253K
$18.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.5K- 7.48% |
$1.91M - $2.3M
|
452K
$32.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-37K- 44.63% |
$1.93M - $2.33M
|
45.9K
$3.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-37.7K- 25.79% |
$1.97M - $2.38M
|
109K
$7.81M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-38K- 3.4% |
$1.99M - $2.4M
|
1.08M
$77.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-38.5K- 9.63% |
$2.01M - $2.43M
|
361K
$25.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-38.7K- 38.0% |
$2.03M - $2.44M
|
63.2K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-38.7K- 55.06% |
$2.03M - $2.44M
|
31.6K
$2.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-38.9K- 0.96% |
$2.03M - $2.45M
|
4.01M
$288M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-39K- 22.99% |
$2.04M - $2.46M
|
131K
$9.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-39.4K- 18.04% |
$2.06M - $2.49M
|
179K
$12.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-39.6K- 29.29% |
$2.07M - $2.5M
|
95.6K
$6.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-40K- 65.55% |
$2.09M - $2.53M
|
21K
$1.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-40.4K- 18.42% |
$2.11M - $2.55M
|
179K
$12.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-40.7K- 90.72% |
$2.13M - $2.57M
|
4.17K
$300K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-40.8K- 5.05% |
$2.13M - $2.57M
|
766K
$55.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-42.4K- 12.73% |
$2.22M - $2.68M
|
291K
$20.9M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.9K- 9.37% |
$2.3M - $2.77M
|
425K
$30.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-46.1K- 22.08% |
$2.41M - $2.91M
|
163K
$11.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-49K- 4.72% |
$2.56M - $3.09M
|
988K
$71.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-50K- 91.93% |
$2.62M - $3.16M
|
4.39K
$316K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-50.4K- 19.51% |
$2.64M - $3.18M
|
208K
$15M
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-51K- 13.09% |
$2.67M - $3.22M
|
339K
$24.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-52.6K- 3.01% |
$2.75M - $3.32M
|
1.69M
$122M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-52.9K- 64.01% |
$2.77M - $3.34M
|
29.7K
$2.14M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-53.6K- 74.35% |
$2.81M - $3.38M
|
18.5K
$1.33M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-56K- 32.01% |
$2.93M - $3.53M
|
119K
$8.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-63.7K- 32.19% |
$3.33M - $4.02M
|
134K
$9.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-63.9K- 9.32% |
$3.34M - $4.03M
|
621K
$44.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-64.8K- 54.52% |
$3.39M - $4.09M
|
54K
$3.89M
|
|
|
Oct 25, 2022
Q3 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-66.1K- 99.93% |
$3.46M - $4.17M
|
49
$3.52K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-66.3KClosed |
$3.47M - $4.18M
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-69.3K- 12.02% |
$3.62M - $4.37M
|
507K
$36.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-76.1K- 14.78% |
$3.98M - $4.8M
|
439K
$31.5M
|
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-76.6K- 30.42% |
$4.01M - $4.84M
|
175K
$12.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-77.9K- 56.2% |
$4.08M - $4.92M
|
60.7K
$4.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-80.5K- 49.2% |
$4.21M - $5.08M
|
83.1K
$5.98M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-81.8K- 69.34% |
$4.28M - $5.16M
|
36.2K
$2.6M
|
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-82.7K- 53.25% |
$4.33M - $5.22M
|
72.6K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-83.2K- 11.17% |
$4.35M - $5.25M
|
662K
$47.6M
|
|
|
Oct 06, 2022
Q3 2022
|
Strategic Investment Management, LLC
|
SELL
|
- |
-86.2K- 39.46% |
$4.51M - $5.44M
|
132K
$9.51M
|