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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.05K- 14.29% |
$293K - $356K
|
30.3K
$2.29M
|
|
|
Mar 21, 2023
Q2 2022
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-5.05K- 0.56% |
$293K - $356K
|
897K
$67.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.11K- 13.28% |
$296K - $360K
|
33.4K
$2.52M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-5.13K- 13.47% |
$297K - $362K
|
33K
$2.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-5.16KClosed |
$299K - $363K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.2KClosed |
$301K - $366K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-5.31K- 64.37% |
$307K - $374K
|
2.94K
$222K
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.31K- 16.43% |
$307K - $374K
|
27K
$2.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.32K- 8.11% |
$308K - $375K
|
60.3K
$4.55M
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-5.33K- 20.61% |
$309K - $375K
|
20.5K
$1.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.52KClosed |
$320K - $389K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-5.68K- 10.51% |
$329K - $400K
|
48.4K
$3.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-5.73K- 3.24% |
$332K - $404K
|
171K
$12.9M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.79K- 22.75% |
$335K - $408K
|
19.7K
$1.49M
|
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-5.79KClosed |
$335K - $408K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.81K- 4.55% |
$336K - $409K
|
122K
$9.21M
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-5.83KClosed |
$338K - $411K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.97K- 42.33% |
$346K - $421K
|
8.14K
$615K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-6KClosed |
$347K - $423K
|
0
$0
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-6.1K- 2.05% |
$353K - $430K
|
291K
$22M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.12K- 2.31% |
$354K - $431K
|
258K
$19.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.15K- 3.74% |
$356K - $434K
|
159K
$12M
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.19K- 1.22% |
$358K - $436K
|
499K
$37.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.23K- 0.89% |
$361K - $439K
|
692K
$52.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.27K- 3.26% |
$363K - $442K
|
186K
$14.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.41K- 42.19% |
$371K - $452K
|
8.79K
$664K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-6.42K- 1.13% |
$372K - $453K
|
561K
$42.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.48KClosed |
$375K - $457K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.51K- 22.65% |
$377K - $459K
|
22.2K
$1.68M
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.55K- 44.11% |
$379K - $461K
|
8.3K
$627K
|
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-6.55K- 11.45% |
$379K - $462K
|
50.6K
$3.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.61K- 56.26% |
$383K - $466K
|
5.14K
$388K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.69K- 6.3% |
$387K - $471K
|
99.4K
$7.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-6.82KClosed |
$395K - $480K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.83K- 3.17% |
$396K - $481K
|
209K
$15.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.86K- 2.58% |
$397K - $484K
|
259K
$19.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.95K- 15.85% |
$403K - $490K
|
36.9K
$2.79M
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-7.09K- 11.67% |
$411K - $500K
|
53.7K
$4.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.09K- 29.37% |
$411K - $500K
|
17K
$1.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-7.24K- 63.97% |
$419K - $510K
|
4.08K
$308K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-7.26K- 65.99% |
$421K - $512K
|
3.74K
$283K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-7.31K- 6.47% |
$423K - $515K
|
106K
$7.98M
|
|
|
Aug 03, 2022
Q2 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-7.32K- 20.15% |
$424K - $516K
|
29K
$2.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-7.43K- 4.0% |
$430K - $523K
|
178K
$13.5M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.46K- 6.69% |
$432K - $526K
|
104K
$7.86M
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-7.49KClosed |
$434K - $528K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-7.49K- 14.48% |
$434K - $528K
|
44.2K
$3.34M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.68K- 18.01% |
$445K - $541K
|
35K
$2.64M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7.77K- 46.33% |
$450K - $548K
|
9K
$680K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.93K- 48.12% |
$459K - $559K
|
8.55K
$646K
|