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
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
11.5K+ 0.45% |
$603K - $733K
|
2.56M
$188M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.5KNew |
$602K - $732K
|
11.5K
$847K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$600K - $729K
|
11.5K
$843K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.3KNew |
$594K - $722K
|
11.3K
$835K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.3K+ 31.11% |
$593K - $721K
|
47.7K
$3.51M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
11.3K+ 38.19% |
$592K - $720K
|
41K
$3.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
11.3K+ 3.55% |
$591K - $718K
|
329K
$24.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.2K+ 29.08% |
$588K - $715K
|
49.9K
$3.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
11.1K+ 14.9% |
$581K - $706K
|
85.5K
$6.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
11K+ 2.14% |
$578K - $703K
|
528K
$38.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
11K+ 3.74% |
$577K - $701K
|
305K
$22.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 44.83% |
$572K - $696K
|
35.3K
$2.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.7K+ 6.96% |
$561K - $683K
|
165K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.7K+ 7.43% |
$559K - $680K
|
154K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.5K+ 1.23% |
$552K - $671K
|
865K
$63.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
10.4K+ 5.31% |
$545K - $663K
|
207K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
10.2KNew |
$536K - $652K
|
10.2K
$754K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
10.1K+ 16.04% |
$530K - $645K
|
73.3K
$5.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
10K+ 10.94% |
$524K - $638K
|
102K
$7.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
9.99K+ 6.38% |
$523K - $636K
|
167K
$12.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
9.78K+ 2.1% |
$512K - $622K
|
476K
$35M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.71KNew |
$508K - $618K
|
9.71K
$714K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
9.63KNew |
$504K - $613K
|
9.63K
$709K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.35K+ 2.52% |
$489K - $595K
|
380K
$28M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.21K+ 14.13% |
$482K - $586K
|
74.4K
$5.48M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.21K+ 14.13% |
$482K - $586K
|
74.4K
$5.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9.19KNew |
$481K - $585K
|
9.19K
$676K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
9.07KNew |
$475K - $578K
|
9.07K
$668K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.07K+ 26.51% |
$475K - $577K
|
43.3K
$3.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
9.06KNew |
$474K - $576K
|
9.06K
$666K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.95K+ 134.92% |
$469K - $570K
|
15.6K
$1.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.91K+ 7.88% |
$466K - $567K
|
122K
$8.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.89K+ 20.18% |
$465K - $566K
|
52.9K
$3.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
8.86KNew |
$464K - $564K
|
8.86K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.72K+ 46.8% |
$456K - $555K
|
27.3K
$2.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.67K+ 13.38% |
$454K - $552K
|
73.5K
$5.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8.55K+ 23.7% |
$448K - $544K
|
44.6K
$3.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
8.51KNew |
$446K - $542K
|
8.51K
$626K
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.44K+ 11.07% |
$442K - $537K
|
84.7K
$6.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.38K+ 162.93% |
$439K - $534K
|
13.5K
$995K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
8.33K+ 5.67% |
$436K - $530K
|
155K
$11.4M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8.33KNew |
$436K - $530K
|
8.33K
$613K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
8.32K+ 1.58% |
$435K - $530K
|
533K
$39.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.28KNew |
$434K - $527K
|
8.28K
$610K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
8.28K+ 24.59% |
$433K - $527K
|
41.9K
$3.09M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.25KNew |
$432K - $525K
|
8.25K
$607K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.17K+ 150.53% |
$427K - $520K
|
13.6K
$1M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8.03K+ 10.33% |
$420K - $511K
|
85.8K
$6.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
8.01K+ 1.3% |
$419K - $510K
|
622K
$45.8M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
7.9K+ 5.16% |
$414K - $503K
|
161K
$11.8M
|