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 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
16K+ 34.12% |
$993K - $1.08M
|
62.8K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 0.06% |
$985K - $1.07M
|
24.7M
$1.86B
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
15.7K+ 6.67% |
$977K - $1.06M
|
252K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.5K+ 7.63% |
$966K - $1.05M
|
219K
$16.5M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
15.5K+ 149.98% |
$965K - $1.05M
|
25.9K
$1.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
15.1K+ 65.04% |
$936K - $1.02M
|
38.2K
$2.88M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
14.8K+ 7.42% |
$922K - $1M
|
215K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
14.7K+ 2.5% |
$911K - $992K
|
602K
$45.4M
|
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
14.6K+ 36.05% |
$908K - $988K
|
55.1K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.6K+ 202.08% |
$906K - $987K
|
21.8K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14.4K+ 13.24% |
$898K - $978K
|
124K
$9.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14.4K+ 13.21% |
$896K - $975K
|
123K
$9.32M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14.2KNew |
$885K - $964K
|
14.2K
$1.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
14.2K+ 3.26% |
$882K - $960K
|
450K
$34M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
14.1K+ 49.41% |
$879K - $957K
|
42.7K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
13.9K+ 1.8% |
$864K - $940K
|
785K
$59.3M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13.6K+ 13.79% |
$845K - $921K
|
112K
$8.48M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
13.6K+ 0.51% |
$843K - $918K
|
2.65M
$200M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13.5K+ 5.69% |
$837K - $912K
|
250K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.4K+ 2.74% |
$830K - $904K
|
501K
$37.9M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
13.2K+ 23.13% |
$822K - $895K
|
70.3K
$5.31M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
13.1K+ 9.45% |
$816K - $889K
|
152K
$11.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
13.1K+ 28.08% |
$815K - $888K
|
59.8K
$4.52M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.1KNew |
$814K - $886K
|
13.1K
$989K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
13.1KNew |
$814K - $886K
|
13.1K
$988K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
13KNew |
$809K - $881K
|
13K
$983K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13K+ 3.29% |
$807K - $878K
|
408K
$30.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
13K+ 2.73% |
$806K - $878K
|
489K
$36.9M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 1.26% |
$797K - $868K
|
1.03M
$78.1M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.8KNew |
$795K - $866K
|
12.8K
$966K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
12.7K+ 6.41% |
$788K - $858K
|
210K
$15.9M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$780K - $849K
|
12.5K
$947K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
12.5K+ 4.41% |
$778K - $847K
|
296K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5K+ 6.0% |
$776K - $845K
|
221K
$16.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
12.3K+ 11.44% |
$764K - $832K
|
120K
$9.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12.1K+ 44.3% |
$753K - $820K
|
39.5K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
12.1KNew |
$751K - $817K
|
12.1K
$912K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
12K+ 82.46% |
$748K - $814K
|
26.6K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12K+ 9.66% |
$744K - $810K
|
136K
$10.3M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.9K+ 87.46% |
$741K - $806K
|
25.5K
$1.93M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
11.9K+ 24.36% |
$738K - $804K
|
60.6K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.8K+ 23.19% |
$736K - $801K
|
62.9K
$4.75M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
11.8K+ 40.97% |
$734K - $799K
|
40.6K
$3.07M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.8K+ 11.16% |
$731K - $796K
|
117K
$8.84M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
11.7K+ 318.83% |
$727K - $792K
|
15.4K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
11.6K+ 12.46% |
$719K - $783K
|
104K
$7.88M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.6KNew |
$719K - $783K
|
11.6K
$873K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
11.4K+ 47.82% |
$710K - $774K
|
35.3K
$2.67M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
11.4K+ 0.36% |
$710K - $773K
|
3.16M
$239M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 5.3% |
$708K - $771K
|
227K
$17.1M
|