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
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-244- 2.99% |
$12.8K - $15.5K
|
7.91K
$582K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-248- 16.33% |
$13K - $15.8K
|
1.27K
$93.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-250- 2.3% |
$13.1K - $15.9K
|
10.6K
$781K
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-250- 4.05% |
$13.1K - $15.9K
|
5.92K
$435K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-250- 5.43% |
$13.1K - $15.9K
|
4.36K
$321K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-266- 1.59% |
$13.9K - $16.9K
|
16.5K
$1.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-267- 6.72% |
$14K - $17K
|
3.71K
$273K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-267- 6.59% |
$14K - $17K
|
3.78K
$278K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-276- 6.24% |
$14.4K - $17.6K
|
4.15K
$305K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-280- 15.14% |
$14.7K - $17.8K
|
1.57K
$115K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-289- 0.81% |
$15.1K - $18.4K
|
35.3K
$2.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-298- 14.79% |
$15.6K - $19K
|
1.72K
$126K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-327- 1.79% |
$17.1K - $20.8K
|
17.9K
$1.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-328- 1.05% |
$17.2K - $20.9K
|
30.9K
$2.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-328- 5.52% |
$17.2K - $20.9K
|
5.61K
$413K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-329- 2.65% |
$17.2K - $20.9K
|
12.1K
$888K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-333- 4.28% |
$17.4K - $21.2K
|
7.45K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-342- 1.55% |
$17.9K - $21.8K
|
21.7K
$1.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-345- 1.65% |
$18.1K - $22K
|
20.5K
$1.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-354- 1.09% |
$18.5K - $22.5K
|
32.3K
$2.37M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-359- 1.24% |
$18.8K - $22.9K
|
28.6K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-368- 3.5% |
$19.3K - $23.4K
|
10.2K
$747K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-369- 2.8% |
$19.3K - $23.5K
|
12.8K
$943K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-369- 4.57% |
$19.3K - $23.5K
|
7.71K
$567K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-371- 0.29% |
$19.4K - $23.6K
|
126K
$9.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-373- 0.62% |
$19.5K - $23.7K
|
60.1K
$4.42M
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-380- 1.29% |
$19.9K - $24.2K
|
29K
$2.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-419- 11.35% |
$21.9K - $26.7K
|
3.27K
$241K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-425- 3.27% |
$22.2K - $27.1K
|
12.6K
$925K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-431- 3.4% |
$22.6K - $27.4K
|
12.3K
$902K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-443- 27.01% |
$23.2K - $28.2K
|
1.2K
$88.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-444- 65.97% |
$23.2K - $28.3K
|
229
$16.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-448- 8.74% |
$23.5K - $28.5K
|
4.68K
$344K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-450- 8.33% |
$23.6K - $28.6K
|
4.95K
$364K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-465- 7.34% |
$24.3K - $29.6K
|
5.87K
$432K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-483- 5.6% |
$25.3K - $30.7K
|
8.15K
$599K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-490- 6.02% |
$25.7K - $31.2K
|
7.66K
$563K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-507- 43.26% |
$26.5K - $32.3K
|
665
$48.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-516- 7.86% |
$27K - $32.8K
|
6.05K
$445K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-529- 0.89% |
$27.7K - $33.7K
|
59.2K
$4.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-533- 13.59% |
$27.9K - $33.9K
|
3.39K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-533- 2.88% |
$27.9K - $33.9K
|
18K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-539- 0.61% |
$28.2K - $34.3K
|
87.5K
$6.44M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-542- 0.45% |
$28.4K - $34.5K
|
119K
$8.73M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-550- 73.33% |
$28.8K - $35K
|
200
$14.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-560- 11.09% |
$29.3K - $35.6K
|
4.49K
$330K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-563- 2.3% |
$29.5K - $35.8K
|
23.9K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-564- 25.46% |
$29.5K - $35.9K
|
1.65K
$121K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-579- 2.36% |
$30.3K - $36.9K
|
24K
$1.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-580- 1.56% |
$30.4K - $36.9K
|
36.5K
$2.69M
|