Purchases and Sales Made in Q2 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q2 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 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.81K- 10.11% |
$105K - $128K
|
16.1K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.87K- 2.12% |
$108K - $132K
|
86.3K
$6.52M
|
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.87K- 0.74% |
$108K - $132K
|
252K
$19M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.88K- 10.21% |
$109K - $132K
|
16.5K
$1.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.88K- 5.61% |
$109K - $133K
|
31.7K
$2.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.96K- 17.24% |
$113K - $138K
|
9.39K
$709K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 3.87% |
$114K - $139K
|
49K
$3.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.99K- 12.36% |
$115K - $140K
|
14.1K
$1.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2K- 71.23% |
$116K - $141K
|
808
$61K
|
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.01K- 8.15% |
$116K - $142K
|
22.6K
$1.71M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.03K- 31.79% |
$117K - $143K
|
4.35K
$329K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.05K- 5.75% |
$119K - $144K
|
33.6K
$2.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.07K- 23.51% |
$120K - $146K
|
6.74K
$509K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-2.08K- 73.45% |
$120K - $146K
|
750
$56.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.09K- 2.71% |
$121K - $147K
|
74.9K
$5.66M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.12K- 7.03% |
$123K - $149K
|
28K
$2.12M
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-2.17K- 3.46% |
$126K - $153K
|
60.7K
$4.58M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-2.19K- 13.19% |
$127K - $154K
|
14.4K
$1.09M
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-2.19K- 10.71% |
$127K - $154K
|
18.3K
$1.38M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.19KClosed |
$127K - $154K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-2.23K- 2.77% |
$129K - $157K
|
78.2K
$5.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.26K- 1.38% |
$131K - $159K
|
161K
$12.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.27K- 2.81% |
$131K - $160K
|
78.3K
$5.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.31K- 20.56% |
$134K - $163K
|
8.92K
$674K
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-2.33K- 4.0% |
$135K - $164K
|
55.9K
$4.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.34K- 2.92% |
$135K - $165K
|
77.8K
$5.87M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.39K- 24.97% |
$138K - $168K
|
7.18K
$542K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.39K- 11.89% |
$139K - $169K
|
17.7K
$1.34M
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.44K- 2.02% |
$141K - $172K
|
118K
$8.94M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.52K- 5.1% |
$146K - $178K
|
47K
$3.55M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.54K- 22.24% |
$147K - $179K
|
8.88K
$671K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.55KClosed |
$147K - $179K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 8.69% |
$148K - $180K
|
26.9K
$2.03M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.58K- 9.62% |
$149K - $181K
|
24.2K
$1.83M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-2.58K- 16.47% |
$149K - $182K
|
13.1K
$988K
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.61K- 2.12% |
$151K - $184K
|
120K
$9.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.63K- 3.94% |
$152K - $186K
|
64.2K
$4.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.67K- 5.57% |
$155K - $188K
|
45.3K
$3.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-2.7K- 29.88% |
$156K - $190K
|
6.33K
$478K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-2.7K- 83.26% |
$156K - $190K
|
543
$41K
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.73K- 17.45% |
$158K - $192K
|
12.9K
$975K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-2.76K- 4.34% |
$160K - $194K
|
60.8K
$4.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.76K- 11.14% |
$160K - $195K
|
22K
$1.66M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-2.79K- 1.23% |
$162K - $197K
|
224K
$16.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.81K- 29.0% |
$163K - $198K
|
6.88K
$519K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.87KClosed |
$166K - $202K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-2.94KClosed |
$170K - $207K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.94KClosed |
$170K - $207K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.94K- 39.31% |
$170K - $207K
|
4.54K
$343K
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.94KClosed |
$170K - $207K
|
0
$0
|