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 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.8KNew |
$824K - $994K
|
15.8K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
15.7K+ 8.37% |
$821K - $991K
|
203K
$14.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
15.6K+ 6.41% |
$816K - $984K
|
259K
$18.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
15.3K+ 402.63% |
$800K - $964K
|
19.1K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
15K+ 4.8% |
$786K - $948K
|
328K
$23.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
14.7K+ 3.5% |
$768K - $926K
|
433K
$31.2M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
14.6K+ 1.22% |
$763K - $920K
|
1.21M
$87.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
14.3K+ 168.23% |
$749K - $904K
|
22.8K
$1.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
14.2K+ 1.28% |
$745K - $898K
|
1.12M
$80.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
14K+ 1.61% |
$735K - $886K
|
885K
$63.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14K+ 171.63% |
$730K - $880K
|
22.1K
$1.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
13.8K+ 6.4% |
$720K - $868K
|
229K
$16.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
13.5K+ 6.07% |
$705K - $850K
|
236K
$16.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
13.2K+ 36.2% |
$691K - $834K
|
49.7K
$3.57M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
12.9K+ 70.8% |
$677K - $816K
|
31.2K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
12.9KNew |
$675K - $814K
|
12.9K
$927K
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
12.9K+ 29.84% |
$672K - $811K
|
55.9K
$4.02M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
12.7K+ 11.96% |
$666K - $803K
|
119K
$8.57M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
12.7K+ 10.07% |
$663K - $800K
|
139K
$9.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12.6K+ 37.85% |
$661K - $797K
|
46K
$3.31M
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
12.6K+ 5.03% |
$661K - $797K
|
263K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
12.5K+ 1706.99% |
$652K - $786K
|
13.2K
$948K
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.4KNew |
$649K - $783K
|
12.4K
$892K
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
12.3K+ 24.27% |
$643K - $775K
|
62.9K
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$642K - $774K
|
12.3K
$882K
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
12.3K+ 33.95% |
$641K - $774K
|
48.4K
$3.48M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
12.1K+ 15.5% |
$635K - $766K
|
90.5K
$6.51M
|
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
12.1K+ 53.38% |
$632K - $762K
|
34.7K
$2.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12KNew |
$627K - $756K
|
12K
$861K
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
12KNew |
$626K - $755K
|
12K
$861K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.8K+ 83.4% |
$617K - $744K
|
25.9K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11.8K+ 13.66% |
$617K - $744K
|
98.1K
$7.05M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.4K+ 36.42% |
$598K - $722K
|
42.8K
$3.08M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11.3K+ 4.66% |
$590K - $712K
|
253K
$18.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
11.3K+ 5.02% |
$590K - $711K
|
236K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.2K+ 31.23% |
$587K - $708K
|
47.2K
$3.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
11.2K+ 3.97% |
$584K - $704K
|
292K
$21M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 22.33% |
$581K - $700K
|
60.8K
$4.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 7.61% |
$569K - $687K
|
154K
$11.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
10.8K+ 5.78% |
$563K - $679K
|
197K
$14.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
10.7K+ 16.58% |
$558K - $673K
|
75K
$5.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
10.6K+ 179.2% |
$557K - $671K
|
16.6K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10.6KNew |
$552K - $666K
|
10.6K
$759K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
10.5K+ 1.54% |
$548K - $661K
|
691K
$49.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 34.34% |
$545K - $657K
|
40.7K
$2.93M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
10.4K+ 8.9% |
$542K - $653K
|
127K
$9.11M
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.3K+ 11.39% |
$541K - $653K
|
101K
$7.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
10.3K+ 16.82% |
$536K - $647K
|
71.2K
$5.12M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10.2K+ 20.33% |
$535K - $645K
|
60.5K
$4.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10K+ 3.92% |
$524K - $632K
|
265K
$19.1M
|