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 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.85K- 3.72% |
$96.8K - $118K
|
47.9K
$3.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.89K- 96.53% |
$98.9K - $120K
|
68
$5.03K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.9K- 15.0% |
$99.6K - $121K
|
10.8K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.9K- 18.19% |
$99.6K - $121K
|
8.56K
$633K
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-1.92K- 8.15% |
$100K - $122K
|
21.6K
$1.6M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.92K- 13.47% |
$101K - $122K
|
12.3K
$912K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.93K- 4.21% |
$101K - $123K
|
44.1K
$3.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.95K- 27.79% |
$102K - $124K
|
5.06K
$374K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 0.33% |
$102K - $124K
|
583K
$43.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.97K- 6.11% |
$103K - $125K
|
30.3K
$2.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-1.98K- 19.03% |
$104K - $126K
|
8.42K
$623K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.98K- 75.99% |
$104K - $126K
|
627
$46.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-2.05K- 10.37% |
$107K - $130K
|
17.7K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.05K- 10.27% |
$107K - $130K
|
17.9K
$1.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 7.17% |
$108K - $131K
|
26.6K
$1.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.07K- 65.88% |
$108K - $132K
|
1.07K
$79.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.08K- 7.69% |
$109K - $132K
|
24.9K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-2.09K- 24.95% |
$110K - $133K
|
6.29K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.11K- 0.42% |
$111K - $134K
|
496K
$36.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-2.12K- 3.5% |
$111K - $135K
|
58.5K
$4.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.13K- 13.04% |
$112K - $136K
|
14.2K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-2.18K- 7.56% |
$114K - $139K
|
26.7K
$1.97M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.2K- 55.5% |
$115K - $140K
|
1.76K
$131K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.29KClosed |
$120K - $146K
|
0
$0
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.29K- 2.4% |
$120K - $146K
|
93.1K
$6.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.3K- 14.05% |
$120K - $146K
|
14.1K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.35K- 1.31% |
$123K - $150K
|
176K
$13.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.35K- 90.6% |
$123K - $150K
|
244
$18.1K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.4K- 27.45% |
$126K - $153K
|
6.34K
$469K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.46K- 12.99% |
$129K - $156K
|
16.4K
$1.22M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.46K- 0.83% |
$129K - $157K
|
295K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.49K- 11.91% |
$131K - $159K
|
18.4K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.52K- 5.19% |
$132K - $161K
|
46.1K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.53K- 3.94% |
$132K - $161K
|
61.6K
$4.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.56K- 14.13% |
$134K - $163K
|
15.5K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.56K- 32.43% |
$134K - $163K
|
5.32K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.6K- 8.22% |
$136K - $165K
|
29K
$2.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.63K- 8.58% |
$138K - $168K
|
28.1K
$2.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 6.98% |
$139K - $170K
|
35.5K
$2.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.69K- 0.88% |
$141K - $171K
|
302K
$22.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.71K- 7.97% |
$142K - $173K
|
31.3K
$2.32M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.74K- 31.17% |
$143K - $174K
|
6.05K
$448K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-2.74K- 2.74% |
$143K - $174K
|
97.3K
$7.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.9K- 0.97% |
$152K - $184K
|
295K
$21.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-2.92K- 25.91% |
$153K - $186K
|
8.35K
$618K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-2.96K- 0.67% |
$155K - $188K
|
436K
$32.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.96K- 23.16% |
$155K - $189K
|
9.83K
$727K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.01K- 13.95% |
$158K - $192K
|
18.6K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-3.04K- 10.85% |
$159K - $194K
|
25K
$1.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-3.08K- 0.56% |
$161K - $196K
|
550K
$40.7M
|