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 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-14.2K- 4.85% |
$746K - $907K
|
279K
$20.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-14.4K- 2.39% |
$756K - $919K
|
590K
$43.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-15.1K- 39.97% |
$789K - $959K
|
22.6K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-15.7K- 54.07% |
$823K - $1M
|
13.4K
$983K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15.7K- 22.56% |
$824K - $1M
|
54K
$3.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-16.4K- 9.8% |
$858K - $1.04M
|
151K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-16.8K- 86.73% |
$877K - $1.07M
|
2.57K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-16.9K- 35.02% |
$887K - $1.08M
|
31.4K
$2.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-17.4K- 69.89% |
$911K - $1.11M
|
7.49K
$551K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-17.5K- 13.38% |
$916K - $1.11M
|
113K
$8.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-18.3K- 3.51% |
$959K - $1.17M
|
504K
$37.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.6K- 3.89% |
$973K - $1.18M
|
459K
$33.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-18.7K- 28.3% |
$978K - $1.19M
|
47.3K
$3.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-18.9K- 67.71% |
$989K - $1.2M
|
9.01K
$663K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.2K- 10.58% |
$1.01M - $1.22M
|
162K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-19.4K- 2.76% |
$1.02M - $1.23M
|
683K
$50.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-19.8K- 14.5% |
$1.04M - $1.26M
|
117K
$8.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-19.9K- 10.81% |
$1.04M - $1.27M
|
164K
$12.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-20.2K- 6.94% |
$1.06M - $1.29M
|
271K
$19.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-20.4K- 96.92% |
$1.07M - $1.3M
|
648
$47.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-21.2K- 75.02% |
$1.11M - $1.35M
|
7.05K
$519K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-21.2K- 48.75% |
$1.11M - $1.35M
|
22.3K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-21.3K- 15.35% |
$1.11M - $1.35M
|
117K
$8.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-21.5K- 24.99% |
$1.12M - $1.37M
|
64.4K
$4.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-21.7K- 56.99% |
$1.14M - $1.38M
|
16.4K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-22.5K- 37.39% |
$1.18M - $1.43M
|
37.7K
$2.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-22.5K- 35.78% |
$1.18M - $1.43M
|
40.4K
$2.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
SELL
|
- |
-22.5K- 3.22% |
$1.18M - $1.43M
|
677K
$49.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-22.7K- 18.63% |
$1.19M - $1.45M
|
99.3K
$7.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-23K- 23.99% |
$1.2M - $1.46M
|
72.9K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-23K- 25.76% |
$1.2M - $1.46M
|
66.3K
$4.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.4K- 8.13% |
$1.23M - $1.49M
|
265K
$19.5M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-23.9K- 11.49% |
$1.25M - $1.52M
|
184K
$13.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-24.3K- 19.21% |
$1.27M - $1.55M
|
102K
$7.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-24.5K- 7.2% |
$1.28M - $1.56M
|
315K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-25.4K- 56.4% |
$1.33M - $1.62M
|
19.6K
$1.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25.8K- 22.64% |
$1.35M - $1.64M
|
88K
$6.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-26K- 28.71% |
$1.36M - $1.65M
|
64.5K
$4.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-26.1K- 56.92% |
$1.36M - $1.66M
|
19.7K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-26.7K- 4.11% |
$1.4M - $1.7M
|
624K
$45.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-27.4K- 7.56% |
$1.43M - $1.74M
|
335K
$24.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-27.4K- 4.13% |
$1.44M - $1.75M
|
637K
$46.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-28.2K- 14.28% |
$1.48M - $1.79M
|
169K
$12.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-28.9K- 63.07% |
$1.51M - $1.84M
|
16.9K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-29.9K- 7.0% |
$1.56M - $1.9M
|
397K
$29.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-30.5K- 23.7% |
$1.6M - $1.94M
|
98.2K
$7.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-30.5K- 39.61% |
$1.6M - $1.94M
|
46.6K
$3.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-30.8K- 63.49% |
$1.61M - $1.96M
|
17.7K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-31K- 34.62% |
$1.62M - $1.97M
|
58.6K
$4.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-31.1K- 83.81% |
$1.63M - $1.98M
|
6K
$442K
|