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 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
112K+ 0.5% |
$5.88M - $7.16M
|
22.7M
$1.68B
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
112K+ 3.13% |
$5.85M - $7.11M
|
3.68M
$272M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
112KNew |
$5.84M - $7.1M
|
112K
$8.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109K+ 9.6% |
$5.7M - $6.94M
|
1.24M
$92M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
107K+ 108.86% |
$5.59M - $6.79M
|
205K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
106KNew |
$5.54M - $6.74M
|
106K
$7.83M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
103K+ 105.87% |
$5.38M - $6.54M
|
200K
$14.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
103K+ 56.29% |
$5.38M - $6.54M
|
285K
$21.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
97.6KNew |
$5.11M - $6.21M
|
97.6K
$7.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.4K+ 0.45% |
$5.1M - $6.2M
|
21.8M
$1.61B
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
97.4KNew |
$5.1M - $6.2M
|
97.4K
$7.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
97.1KNew |
$5.08M - $6.18M
|
97.1K
$7.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
95.2K+ 28.03% |
$4.98M - $6.06M
|
435K
$32.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
92.6K+ 1770.24% |
$4.85M - $5.89M
|
97.8K
$7.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
92.1K+ 234.03% |
$4.82M - $5.86M
|
131K
$9.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
91K+ 49.17% |
$4.76M - $5.79M
|
276K
$20.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
90.6K+ 63.75% |
$4.74M - $5.77M
|
233K
$17.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
89.7K+ 575.11% |
$4.69M - $5.71M
|
105K
$7.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
88.6K+ 5.33% |
$4.64M - $5.64M
|
1.75M
$129M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
87.9K+ 115.56% |
$4.6M - $5.59M
|
164K
$12.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
87.8K+ 171.26% |
$4.6M - $5.59M
|
139K
$10.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
86.1KNew |
$4.51M - $5.48M
|
86.1K
$6.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
86KNew |
$4.5M - $5.47M
|
86K
$6.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
84.6KNew |
$4.43M - $5.39M
|
84.6K
$6.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
83.8K+ 62.52% |
$4.39M - $5.34M
|
218K
$16.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
81.6K+ 20.43% |
$4.27M - $5.19M
|
481K
$35.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
81KNew |
$4.24M - $5.15M
|
81K
$5.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
80.8K+ 108.39% |
$4.23M - $5.14M
|
155K
$11.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
79.3K+ 67.02% |
$4.15M - $5.05M
|
198K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
77.9K+ 14.89% |
$4.08M - $4.96M
|
601K
$44.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.7K+ 2.37% |
$4.07M - $4.94M
|
3.36M
$248M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
75.6K+ 29.09% |
$3.96M - $4.81M
|
336K
$24.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
74.6KNew |
$3.9M - $4.75M
|
74.6K
$5.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
73.7K+ 20.73% |
$3.86M - $4.69M
|
429K
$31.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
73.6KNew |
$3.86M - $4.69M
|
73.6K
$5.45M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
70.9K+ 8.08% |
$3.71M - $4.51M
|
948K
$70.1M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
70.9K+ 8.08% |
$3.71M - $4.51M
|
948K
$70.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
68.9K+ 0.32% |
$3.61M - $4.39M
|
21.7M
$1.6B
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
68.1KNew |
$3.56M - $4.33M
|
68.1K
$5.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
68K+ 4.48% |
$3.56M - $4.33M
|
1.59M
$117M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
67K+ 19.51% |
$3.51M - $4.27M
|
411K
$30.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
65.8KNew |
$3.44M - $4.19M
|
65.8K
$4.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
65.8K+ 6.77% |
$3.44M - $4.19M
|
1.04M
$76.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
65.7K+ 19.97% |
$3.44M - $4.18M
|
394K
$29.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
65.6KNew |
$3.44M - $4.18M
|
65.6K
$4.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
64.9K+ 52786.18% |
$3.4M - $4.13M
|
65.1K
$4.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
64.4KNew |
$3.37M - $4.1M
|
64.4K
$4.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
63.8K+ 870.27% |
$3.34M - $4.06M
|
71.2K
$5.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
61.9K+ 47.69% |
$3.24M - $3.94M
|
192K
$14.2M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
61.9K+ 61.24% |
$3.24M - $3.94M
|
163K
$12.1M
|