Purchases and Sales Made in Q1 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.93K+ 8.3% |
$182K - $198K
|
38.2K
$2.88M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.84K+ 13.24% |
$176K - $192K
|
24.3K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.76K+ 8.58% |
$171K - $187K
|
34.9K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.73KNew |
$170K - $185K
|
2.73K
$206K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.73K+ 4.56% |
$170K - $185K
|
62.5K
$4.72M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.71K+ 18.58% |
$169K - $184K
|
17.3K
$1.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.69K+ 6.65% |
$167K - $182K
|
43.1K
$3.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.68KNew |
$167K - $182K
|
2.68K
$203K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.67K+ 426.32% |
$166K - $181K
|
3.3K
$249K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.66K+ 380.83% |
$165K - $180K
|
3.36K
$254K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.63K+ 7.2% |
$164K - $178K
|
39.2K
$2.96M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.61K+ 15.92% |
$162K - $177K
|
19K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.6KNew |
$162K - $176K
|
2.6K
$196K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.59K+ 1.82% |
$161K - $176K
|
145K
$10.9M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
2.55K+ 26.56% |
$159K - $173K
|
12.2K
$918K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.54KNew |
$158K - $172K
|
2.54K
$191K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.51K+ 8.53% |
$156K - $170K
|
31.9K
$2.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
2.48K+ 43.56% |
$154K - $168K
|
8.18K
$618K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.47K+ 20.36% |
$154K - $167K
|
14.6K
$1.1M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.46K+ 129.95% |
$153K - $167K
|
4.35K
$329K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.45K+ 8.75% |
$153K - $166K
|
30.5K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
2.42K+ 0.47% |
$150K - $163K
|
516K
$38.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.38K+ 7.74% |
$148K - $161K
|
33.2K
$2.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.37K+ 23.71% |
$147K - $160K
|
12.3K
$932K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
2.36K+ 46.47% |
$147K - $160K
|
7.44K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.36K+ 1.64% |
$147K - $160K
|
146K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.35KNew |
$146K - $159K
|
2.35K
$177K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.33K+ 6.16% |
$145K - $158K
|
40.2K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.33K+ 3.17% |
$145K - $158K
|
75.8K
$5.72M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.27K+ 13.52% |
$141K - $154K
|
19.1K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
2.26K+ 63.76% |
$141K - $153K
|
5.81K
$439K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.25K+ 1.36% |
$140K - $153K
|
168K
$12.7M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.18K+ 26.16% |
$135K - $147K
|
10.5K
$793K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
2.17K+ 0.48% |
$135K - $147K
|
454K
$34.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.09K+ 20.79% |
$130K - $141K
|
12.1K
$916K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.08K+ 1.14% |
$129K - $141K
|
185K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.06K+ 29.29% |
$128K - $139K
|
9.07K
$685K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2.03K+ 42.46% |
$126K - $137K
|
6.81K
$515K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.02K+ 2.63% |
$126K - $137K
|
78.7K
$5.95M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.01K+ 7.02% |
$125K - $136K
|
30.7K
$2.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.99K+ 4.19% |
$123K - $134K
|
49.4K
$3.73M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
1.97K+ 9.26% |
$123K - $134K
|
23.3K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.94K+ 17.97% |
$120K - $131K
|
12.7K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.93K+ 4.94% |
$120K - $131K
|
41K
$3.1M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.93K+ 23.81% |
$120K - $131K
|
10K
$758K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.92K+ 198.24% |
$119K - $130K
|
2.88K
$218K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 3.91% |
$116K - $127K
|
49.7K
$3.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.82K+ 15.17% |
$113K - $123K
|
13.8K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.79KNew |
$112K - $121K
|
1.79K
$135K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 3.91% |
$111K - $121K
|
47.6K
$3.59M
|