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 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37K+ 200.33% |
$1.93M - $2.35M
|
55.4K
$4.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
36.6K+ 44.74% |
$1.92M - $2.33M
|
118K
$8.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
36.4K+ 141.99% |
$1.9M - $2.31M
|
62K
$4.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 24.63% |
$1.87M - $2.28M
|
181K
$13.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
34.8K+ 24.01% |
$1.82M - $2.22M
|
180K
$13.2M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
34.5K+ 9.03% |
$1.81M - $2.2M
|
417K
$30.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
34K+ 13.39% |
$1.78M - $2.17M
|
288K
$21.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
34K+ 37.72% |
$1.78M - $2.16M
|
124K
$9.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
33.8K+ 470.66% |
$1.77M - $2.15M
|
41K
$3.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
32.9K+ 74736.36% |
$1.72M - $2.09M
|
32.9K
$2.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
32.7K+ 31.12% |
$1.71M - $2.08M
|
138K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
32.2K+ 3917.4% |
$1.69M - $2.05M
|
33K
$2.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
31.7K+ 6.58% |
$1.66M - $2.02M
|
513K
$37.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.3K+ 129.66% |
$1.64M - $1.99M
|
55.5K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
31.3K+ 87.86% |
$1.64M - $1.99M
|
66.8K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
31.2KNew |
$1.63M - $1.99M
|
31.2K
$2.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
31.1K+ 27.13% |
$1.63M - $1.98M
|
146K
$10.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
30K+ 58.29% |
$1.57M - $1.91M
|
81.4K
$5.99M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.4K+ 7.45% |
$1.54M - $1.87M
|
424K
$31.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
29.4KNew |
$1.54M - $1.87M
|
29.4K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28.6KNew |
$1.49M - $1.82M
|
28.6K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
28.5K+ 361.27% |
$1.49M - $1.81M
|
36.4K
$2.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
28.5K+ 3.6% |
$1.49M - $1.81M
|
820K
$60.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
28.5K+ 15.55% |
$1.49M - $1.81M
|
211K
$15.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
28.3K+ 40.56% |
$1.48M - $1.8M
|
98K
$7.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.8K+ 23.03% |
$1.46M - $1.77M
|
149K
$10.9M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
27.8K+ 25.98% |
$1.46M - $1.77M
|
135K
$9.92M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
27.7KNew |
$1.45M - $1.76M
|
27.7K
$2.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
27.1K+ 28.4% |
$1.42M - $1.73M
|
123K
$9.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
26.7KNew |
$1.4M - $1.7M
|
26.7K
$1.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
26.7K+ 53.31% |
$1.4M - $1.7M
|
76.7K
$5.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
26.5K+ 6.12% |
$1.39M - $1.69M
|
460K
$33.8M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
26.5KNew |
$1.39M - $1.68M
|
26.5K
$1.95M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
26.3K+ 1.05% |
$1.38M - $1.67M
|
2.52M
$185M
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
26K+ 19.26% |
$1.36M - $1.65M
|
161K
$11.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
25.7KNew |
$1.35M - $1.64M
|
25.7K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
25.5K+ 31.09% |
$1.33M - $1.62M
|
107K
$7.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.8K+ 14.07% |
$1.3M - $1.58M
|
201K
$14.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
24.7KNew |
$1.29M - $1.57M
|
24.7K
$1.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
24.6K+ 38.89% |
$1.29M - $1.57M
|
87.9K
$6.47M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24.6KNew |
$1.29M - $1.56M
|
24.6K
$1.81M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
24.2K+ 454.67% |
$1.27M - $1.54M
|
29.6K
$2.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
24.1K+ 130.42% |
$1.26M - $1.54M
|
42.6K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
24K+ 32.14% |
$1.26M - $1.53M
|
98.6K
$7.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
23.8K+ 9.38% |
$1.25M - $1.52M
|
278K
$20.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
23.8K+ 14.92% |
$1.25M - $1.51M
|
183K
$13.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
23.7K+ 5.79% |
$1.24M - $1.51M
|
432K
$31.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
23.5K+ 73.84% |
$1.23M - $1.49M
|
55.2K
$4.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
23.4K+ 11.83% |
$1.22M - $1.49M
|
221K
$16.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
23.3KNew |
$1.22M - $1.48M
|
23.3K
$1.71M
|