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
|
Wiser Wealth Management, Inc
|
BUY
|
- |
75+ 1.14% |
$4.66K - $5.08K
|
6.68K
$504K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
75+ 0.23% |
$4.66K - $5.08K
|
33.4K
$2.52M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
74+ 0.44% |
$4.6K - $5.01K
|
16.8K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
72+ 37.5% |
$4.48K - $4.87K
|
264
$19.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
70+ 1.19% |
$4.35K - $4.74K
|
5.94K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
67+ 0.34% |
$4.17K - $4.54K
|
19.8K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
64+ 1.29% |
$3.98K - $4.33K
|
5.03K
$380K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
62+ 0.08% |
$3.85K - $4.2K
|
77.9K
$5.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
56+ 19.44% |
$3.48K - $3.79K
|
344
$26K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
54New |
$3.36K - $3.66K
|
54
$4.08K
|
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
51+ 0.05% |
$3.17K - $3.45K
|
101K
$7.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
47+ 0.44% |
$2.92K - $3.18K
|
10.8K
$818K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
47+ 1.14% |
$2.92K - $3.18K
|
4.16K
$314K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
44+ 0.57% |
$2.74K - $2.98K
|
7.75K
$585K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
43New |
$2.67K - $2.91K
|
43
$3.25K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
38+ 2.39% |
$2.36K - $2.57K
|
1.63K
$123K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
37+ 0.05% |
$2.3K - $2.5K
|
81.3K
$6.14M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37New |
$2.3K - $2.5K
|
37
$2.79K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
35+ 0.32% |
$2.18K - $2.37K
|
10.8K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
33+ 0.34% |
$2.05K - $2.23K
|
9.7K
$732K
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
32+ 0.04% |
$1.99K - $2.17K
|
80.7K
$6.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
31+ 0.04% |
$1.93K - $2.1K
|
74.9K
$5.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
30+ 0.42% |
$1.87K - $2.03K
|
7.2K
$544K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
30+ 0.3% |
$1.87K - $2.03K
|
10.2K
$769K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
29+ 0.25% |
$1.8K - $1.96K
|
11.5K
$865K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
27+ 0.33% |
$1.68K - $1.83K
|
8.19K
$618K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
27+ 0.13% |
$1.68K - $1.83K
|
21.6K
$1.63M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25+ 2.77% |
$1.55K - $1.69K
|
928
$70.1K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
25+ 0.73% |
$1.55K - $1.69K
|
3.43K
$259K
|
|
|
Apr 27, 2023
Q1 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
20+ 0.09% |
$1.24K - $1.35K
|
22.7K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15+ 187.5% |
$933 - $1.02K
|
23
$1.74K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
14+ 0.18% |
$870 - $948
|
7.63K
$576K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13+ 0.23% |
$808 - $880
|
5.72K
$432K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
12+ 0.25% |
$746 - $812
|
4.73K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 0.6% |
$622 - $677
|
1.66K
$126K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.05% |
$622 - $677
|
21.1K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7+ 0.2% |
$435 - $474
|
3.49K
$263K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2+ 0.01% |
$124 - $135
|
21.4K
$1.62M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
2New |
$124 - $135
|
2
$151
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$62.2 - $67.7
|
9.06K
$684K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1- 0.02% |
$62.2 - $67.7
|
5.79K
$437K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-2- 0.3% |
$124 - $135
|
660
$49.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3- 0.02% |
$187 - $203
|
12.3K
$926K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3- 0.03% |
$187 - $203
|
10.7K
$808K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5- 0.15% |
$311 - $339
|
3.35K
$253K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5- 0.04% |
$311 - $339
|
12K
$903K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 0.02% |
$311 - $339
|
31.2K
$2.36M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5Closed |
$311 - $339
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9- 0.02% |
$560 - $609
|
40.4K
$3.05M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-13- 0.09% |
$808 - $880
|
14.6K
$1.1M
|