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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-590- 7.92% |
$30.9K - $37.6K
|
6.86K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-596- 1.22% |
$31.2K - $37.9K
|
48.3K
$3.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-599- 2.77% |
$31.4K - $38.1K
|
21K
$1.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-600- 1.74% |
$31.4K - $38.2K
|
33.8K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-600- 4.05% |
$31.4K - $38.2K
|
14.2K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-617- 12.42% |
$32.3K - $39.3K
|
4.35K
$320K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-618- 0.3% |
$32.4K - $39.3K
|
205K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-649- 12.69% |
$34K - $41.3K
|
4.46K
$328K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-651- 1.42% |
$34.1K - $41.4K
|
45K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-664- 0.16% |
$34.8K - $42.3K
|
424K
$31.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-675- 3.16% |
$35.3K - $43K
|
20.7K
$1.52M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-678- 13.43% |
$35.5K - $43.2K
|
4.37K
$322K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-681- 16.91% |
$35.7K - $43.3K
|
3.35K
$246K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-689- 3.72% |
$36.1K - $43.9K
|
17.8K
$1.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-692- 62.34% |
$36.2K - $44K
|
418
$30.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-702- 0.59% |
$36.7K - $44.7K
|
118K
$8.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-708- 4.49% |
$37.1K - $45.1K
|
15K
$1.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-736- 14.31% |
$38.5K - $46.8K
|
4.41K
$324K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-745- 0.7% |
$39K - $47.4K
|
106K
$7.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-755- 6.54% |
$39.5K - $48.1K
|
10.8K
$794K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-770- 2.91% |
$40.3K - $49K
|
25.7K
$1.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-775- 1.48% |
$40.6K - $49.3K
|
51.5K
$3.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-800- 2.0% |
$41.9K - $50.9K
|
39.2K
$2.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-810- 11.31% |
$42.4K - $51.6K
|
6.35K
$468K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-815- 27.53% |
$42.7K - $51.9K
|
2.15K
$158K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-830- 2.31% |
$43.5K - $52.8K
|
35.1K
$2.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-832- 3.03% |
$43.6K - $53K
|
26.6K
$1.96M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-834- 8.43% |
$43.7K - $53.1K
|
9.06K
$666K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-842- 14.09% |
$44.1K - $53.6K
|
5.13K
$378K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-843- 17.9% |
$44.1K - $53.7K
|
3.87K
$285K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-846- 14.88% |
$44.3K - $53.8K
|
4.84K
$356K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-854- 1.7% |
$44.7K - $54.4K
|
49.4K
$3.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-858- 11.72% |
$44.9K - $54.6K
|
6.46K
$475K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-868- 6.76% |
$45.4K - $55.2K
|
12K
$880K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-878- 13.97% |
$46K - $55.9K
|
5.41K
$398K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-887- 13.42% |
$46.4K - $56.5K
|
5.72K
$421K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-900- 11.01% |
$47.1K - $57.3K
|
7.27K
$535K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-903- 7.54% |
$47.3K - $57.5K
|
11.1K
$815K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-909- 14.88% |
$47.6K - $57.9K
|
5.2K
$382K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-909- 7.6% |
$47.6K - $57.9K
|
11.1K
$814K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-952- 13.9% |
$49.8K - $60.6K
|
5.9K
$434K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-966- 8.69% |
$50.6K - $61.5K
|
10.2K
$747K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-973- 93.02% |
$50.9K - $61.9K
|
73
$5.37K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-976- 4.38% |
$51.1K - $62.1K
|
21.3K
$1.57M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-977- 1.74% |
$51.1K - $62.2K
|
55.2K
$4.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-992- 12.33% |
$51.9K - $63.1K
|
7.06K
$519K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-995- 6.3% |
$52.1K - $63.3K
|
14.8K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 7.69% |
$52.4K - $63.7K
|
12K
$883K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1K- 22.69% |
$52.4K - $63.7K
|
3.41K
$251K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.01K- 8.42% |
$52.8K - $64.2K
|
11K
$807K
|