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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
579+ 6.66% |
$36K - $39.2K
|
9.27K
$700K
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
574+ 6.82% |
$35.7K - $38.9K
|
8.99K
$679K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
569+ 5.19% |
$35.4K - $38.5K
|
11.5K
$871K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
553+ 0.1% |
$34.4K - $37.4K
|
569K
$43M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
545+ 4.24% |
$33.9K - $36.9K
|
13.4K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
BUY
|
- |
538+ 1.85% |
$33.4K - $36.4K
|
29.7K
$2.24M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
520+ 5.22% |
$32.3K - $35.2K
|
10.5K
$792K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
512+ 445.22% |
$31.8K - $34.7K
|
627
$47.4K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
506+ 1.05% |
$31.5K - $34.3K
|
48.6K
$3.67M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
503+ 3.01% |
$31.3K - $34.1K
|
17.2K
$1.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
500+ 7.78% |
$31.1K - $33.9K
|
6.93K
$523K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
497+ 2.96% |
$30.9K - $33.6K
|
17.3K
$1.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
491+ 5.79% |
$30.5K - $33.2K
|
8.98K
$678K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
490+ 4.28% |
$30.5K - $33.2K
|
11.9K
$901K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
489+ 48900.0% |
$30.4K - $33.1K
|
490
$37K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
485+ 1.01% |
$30.2K - $32.8K
|
48.4K
$3.65M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
483+ 0.42% |
$30K - $32.7K
|
117K
$8.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
475+ 8.75% |
$29.5K - $32.2K
|
5.91K
$446K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
475+ 1.79% |
$29.5K - $32.2K
|
27K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
473+ 73.91% |
$29.4K - $32K
|
1.11K
$84.1K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
469+ 0.17% |
$29.2K - $31.8K
|
272K
$20.5M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
468+ 10.55% |
$29.1K - $31.7K
|
4.9K
$370K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
450+ 2.78% |
$28K - $30.5K
|
16.6K
$1.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
449+ 1.69% |
$27.9K - $30.4K
|
27K
$2.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
449+ 13.57% |
$27.9K - $30.4K
|
3.76K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
440+ 6.83% |
$27.4K - $29.8K
|
6.88K
$520K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
428+ 2.23% |
$26.6K - $29K
|
19.6K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
418+ 223.53% |
$26K - $28.3K
|
605
$45.7K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
411New |
$25.6K - $27.8K
|
411
$31K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
397+ 4.24% |
$24.7K - $26.9K
|
9.77K
$738K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
392+ 1.25% |
$24.4K - $26.5K
|
31.8K
$2.4M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
387+ 0.92% |
$24.1K - $26.2K
|
42.3K
$3.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
378+ 0.59% |
$23.5K - $25.6K
|
64.8K
$4.89M
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
369+ 1.27% |
$22.9K - $25K
|
29.4K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
365+ 0.56% |
$22.7K - $24.7K
|
65.1K
$4.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
352+ 1.6% |
$21.9K - $23.8K
|
22.3K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
345New |
$21.4K - $23.4K
|
345
$26.1K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
334+ 16.41% |
$20.8K - $22.6K
|
2.37K
$179K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
325New |
$20.2K - $22K
|
325
$24.5K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
325+ 6.64% |
$20.2K - $22K
|
5.22K
$394K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
322+ 2.88% |
$20K - $21.8K
|
11.5K
$867K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
321+ 113.83% |
$20K - $21.7K
|
603
$45.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
319New |
$19.8K - $21.6K
|
319
$24.1K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
318+ 1.86% |
$19.8K - $21.5K
|
17.4K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
316+ 1.43% |
$19.6K - $21.4K
|
22.4K
$1.69M
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
311+ 1.32% |
$19.3K - $21.1K
|
23.8K
$1.8M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
306+ 4.74% |
$19K - $20.7K
|
6.77K
$511K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
304+ 0.75% |
$18.9K - $20.6K
|
40.6K
$3.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
280+ 0.1% |
$17.4K - $19K
|
292K
$22M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
276+ 1.16% |
$17.2K - $18.7K
|
24.1K
$1.82M
|