Purchases and Sales Made in Q4 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.79K+ 7.87% |
$93.7K - $114K
|
24.5K
$1.81M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.79K+ 41.7% |
$93.5K - $114K
|
6.07K
$447K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.78KNew |
$93.1K - $113K
|
1.78K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.78KNew |
$93.1K - $113K
|
1.78K
$131K
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.74K+ 5.92% |
$91.2K - $111K
|
31.2K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.69K+ 27.52% |
$88.6K - $108K
|
7.84K
$577K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.69K+ 24.09% |
$88.4K - $107K
|
8.7K
$640K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.6K+ 8.08% |
$83.9K - $102K
|
21.4K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.6K+ 26.67% |
$83.8K - $102K
|
7.61K
$560K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
1.6K+ 20.47% |
$83.8K - $102K
|
9.42K
$693K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.6K+ 3.99% |
$83.7K - $102K
|
41.6K
$3.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.54K+ 209.93% |
$80.8K - $98.2K
|
2.28K
$168K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.53K+ 3.24% |
$80.3K - $97.6K
|
48.9K
$3.6M
|
|
|
Jan 24, 2023
Q4 2022
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
1.53K+ 0.54% |
$79.9K - $97.2K
|
283K
$20.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.53K+ 4.71% |
$79.8K - $97.1K
|
33.9K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.5KNew |
$78.6K - $95.5K
|
1.5K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.47K+ 15.87% |
$76.7K - $93.3K
|
10.7K
$787K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.46K+ 25.45% |
$76.6K - $93.1K
|
7.21K
$531K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.44K+ 9.42% |
$75.5K - $91.8K
|
16.7K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.41K+ 4.26% |
$73.9K - $89.8K
|
34.6K
$2.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 3.09% |
$73.3K - $89.1K
|
46.7K
$3.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.35K+ 8.9% |
$70.5K - $85.7K
|
16.5K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.34K+ 9.68% |
$69.9K - $85K
|
15.1K
$1.11M
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
1.33K+ 0.76% |
$69.5K - $84.5K
|
177K
$13M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$68.6K - $83.4K
|
1.31K
$96.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.31K+ 4.78% |
$68.4K - $83.2K
|
28.6K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.29K+ 9.24% |
$67.7K - $82.3K
|
15.3K
$1.12M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
1.28K+ 4.02% |
$67K - $81.5K
|
33.1K
$2.44M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.28K+ 0.08% |
$66.9K - $81.3K
|
1.51M
$111M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
1.28K+ 0.08% |
$66.9K - $81.3K
|
1.51M
$111M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.26K+ 1384.62% |
$66K - $80.2K
|
1.35K
$99.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.25K+ 34.93% |
$65.6K - $79.8K
|
4.84K
$356K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.25K+ 12.49% |
$65.5K - $79.7K
|
11.3K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 0.54% |
$63.4K - $77.1K
|
225K
$16.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.21K+ 1.9% |
$63.2K - $76.9K
|
64.7K
$4.76M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.21K+ 3.61% |
$63.1K - $76.7K
|
34.6K
$2.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.18K+ 0.02% |
$61.9K - $75.2K
|
5.48M
$403M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.18K+ 17.73% |
$61.8K - $75.2K
|
7.84K
$577K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.17K+ 22.39% |
$61.5K - $74.7K
|
6.42K
$472K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.17K+ 6.76% |
$61.4K - $74.6K
|
18.5K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.16K+ 16.59% |
$60.7K - $73.8K
|
8.15K
$600K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1.16KNew |
$60.5K - $73.5K
|
1.16K
$85K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.15KNew |
$60.1K - $73.1K
|
1.15K
$84.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.13K+ 16.24% |
$59.3K - $72.1K
|
8.11K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.13KNew |
$59.2K - $71.9K
|
1.13K
$83.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.12K+ 17.43% |
$58.7K - $71.4K
|
7.56K
$556K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.12K+ 7.53% |
$58.6K - $71.2K
|
16K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.12K+ 21.03% |
$58.5K - $71.2K
|
6.44K
$473K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.11K+ 12.78% |
$57.9K - $70.4K
|
9.76K
$718K
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.09K+ 23.28% |
$57.3K - $69.6K
|
5.79K
$426K
|