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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2023
Q4 2022
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-32.1K- 3.63% |
$1.68M - $2.04M
|
851K
$63M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-32.5K- 4.65% |
$1.7M - $2.07M
|
666K
$49.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-32.7K- 18.41% |
$1.71M - $2.08M
|
145K
$10.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-33K- 15.69% |
$1.73M - $2.1M
|
177K
$13.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-33.3K- 36.79% |
$1.74M - $2.12M
|
57.2K
$4.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-33.6K- 45.34% |
$1.76M - $2.14M
|
40.5K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-33.8K- 30.81% |
$1.77M - $2.15M
|
76K
$5.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-34.3K- 75.52% |
$1.8M - $2.18M
|
11.1K
$823K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35.5K- 14.85% |
$1.86M - $2.26M
|
204K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-35.7K- 2.65% |
$1.87M - $2.27M
|
1.31M
$97.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-36.8K- 5.06% |
$1.93M - $2.34M
|
690K
$51M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-37.9K- 34.3% |
$1.99M - $2.41M
|
72.7K
$5.38M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-38.2K- 41.25% |
$2M - $2.43M
|
54.5K
$4.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.4K- 8.5% |
$2.01M - $2.44M
|
413K
$30.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-39.1K- 13.46% |
$2.05M - $2.49M
|
252K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-39.5K- 15.78% |
$2.07M - $2.51M
|
211K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
SELL
|
- |
-39.5K- 34.93% |
$2.07M - $2.51M
|
73.6K
$5.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-39.9K- 18.15% |
$2.09M - $2.54M
|
180K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-40K- 10.06% |
$2.09M - $2.54M
|
357K
$26.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
SELL
|
- |
-40.7K- 13.52% |
$2.13M - $2.59M
|
261K
$19.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-40.9K- 63.84% |
$2.14M - $2.6M
|
23.1K
$1.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-41.3K- 55.05% |
$2.16M - $2.63M
|
33.7K
$2.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-41.3K- 57.3% |
$2.16M - $2.63M
|
30.8K
$2.28M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-42.5K- 56.03% |
$2.22M - $2.7M
|
33.3K
$2.47M
|
|
|
Nov 16, 2023
Q4 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-42.7K- 5.37% |
$2.24M - $2.72M
|
753K
$55.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-43.3KClosed |
$2.27M - $2.76M
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-43.6K- 13.14% |
$2.28M - $2.78M
|
288K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-44.2K- 22.79% |
$2.32M - $2.82M
|
150K
$11.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-44.4K- 11.06% |
$2.32M - $2.82M
|
357K
$26.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-46.6K- 17.93% |
$2.44M - $2.97M
|
214K
$15.8M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-46.7K- 5.81% |
$2.44M - $2.97M
|
757K
$56M
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-46.9K- 89.63% |
$2.46M - $2.99M
|
5.43K
$402K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-47.1K- 6.34% |
$2.47M - $3M
|
695K
$51.4M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-49.3K- 39.85% |
$2.58M - $3.14M
|
74.5K
$5.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-49.8K- 19.57% |
$2.61M - $3.17M
|
205K
$15.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-49.8K- 60.9% |
$2.61M - $3.17M
|
32K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.3K- 9.34% |
$2.63M - $3.2M
|
488K
$36.1M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.3K- 9.34% |
$2.63M - $3.2M
|
488K
$36.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-50.4K- 18.98% |
$2.64M - $3.21M
|
215K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-51.9K- 12.73% |
$2.71M - $3.3M
|
355K
$26.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-53.1K- 18.27% |
$2.78M - $3.38M
|
238K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-53.1K- 20.99% |
$2.78M - $3.38M
|
200K
$14.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-55.9K- 3.31% |
$2.93M - $3.56M
|
1.63M
$121M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-56.9K- 4.49% |
$2.98M - $3.62M
|
1.21M
$89.4M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-57.3K- 92.19% |
$3M - $3.65M
|
4.85K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-57.8K- 34.56% |
$3.02M - $3.68M
|
109K
$8.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-58.7K- 92.54% |
$3.07M - $3.74M
|
4.73K
$350K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-61.6K- 16.13% |
$3.22M - $3.92M
|
320K
$23.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-62.5K- 3.35% |
$3.27M - $3.98M
|
1.8M
$133M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-63.1K- 4.96% |
$3.3M - $4.02M
|
1.21M
$89.5M
|