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 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-14.2K- 43.99% |
$820K - $998K
|
18K
$1.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.3K- 17.4% |
$827K - $1.01M
|
67.8K
$5.12M
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14.4K- 26.27% |
$832K - $1.01M
|
40.3K
$3.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.5K- 32.75% |
$838K - $1.02M
|
29.7K
$2.24M
|
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-14.5K- 2.38% |
$838K - $1.02M
|
593K
$44.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.5K- 1.32% |
$842K - $1.02M
|
1.08M
$81.9M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14.7K- 21.16% |
$854K - $1.04M
|
54.9K
$4.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14.7K- 17.38% |
$854K - $1.04M
|
70.1K
$5.29M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-14.8K- 8.76% |
$855K - $1.04M
|
154K
$11.6M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.1K- 2.0% |
$872K - $1.06M
|
738K
$55.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.1K- 14.75% |
$877K - $1.07M
|
87.6K
$6.61M
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-15.3K- 0.9% |
$884K - $1.08M
|
1.69M
$127M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.7K- 2.04% |
$911K - $1.11M
|
753K
$56.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-15.7KClosed |
$912K - $1.11M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-16.1K- 0.73% |
$934K - $1.14M
|
2.21M
$167M
|
|
|
Jul 15, 2022
Q2 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-16.3K- 1.88% |
$943K - $1.15M
|
847K
$64M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-16.4K- 3.44% |
$948K - $1.15M
|
459K
$34.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-16.4K- 12.19% |
$948K - $1.15M
|
118K
$8.91M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-16.4K- 13.74% |
$951K - $1.16M
|
103K
$7.79M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.5K- 12.34% |
$953K - $1.16M
|
117K
$8.83M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-16.9K- 21.74% |
$981K - $1.19M
|
60.9K
$4.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-16.9K- 27.35% |
$981K - $1.19M
|
45K
$3.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-17K- 12.98% |
$983K - $1.2M
|
114K
$8.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-17.1KClosed |
$988K - $1.2M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-17.4K- 83.19% |
$1.01M - $1.23M
|
3.52K
$266K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18K- 6.51% |
$1.04M - $1.27M
|
258K
$19.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-18.1KClosed |
$1.05M - $1.27M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-18.5K- 62.41% |
$1.07M - $1.31M
|
11.2K
$843K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18.6K- 67.31% |
$1.08M - $1.31M
|
9.03K
$682K
|
|
|
Jul 07, 2022
Q2 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-18.9K- 19.6% |
$1.09M - $1.33M
|
77.4K
$5.84M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-19.3K- 7.37% |
$1.12M - $1.36M
|
242K
$18.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-19.3K- 16.41% |
$1.12M - $1.36M
|
98.4K
$7.43M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-19.7K- 12.29% |
$1.14M - $1.39M
|
140K
$10.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-19.7K- 43.71% |
$1.14M - $1.39M
|
25.4K
$1.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-19.9K- 24.35% |
$1.15M - $1.41M
|
62K
$4.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-20.1K- 5.68% |
$1.16M - $1.42M
|
334K
$25.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-20.9K- 2.86% |
$1.21M - $1.48M
|
710K
$53.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-21K- 57.33% |
$1.21M - $1.48M
|
15.6K
$1.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-21.4K- 73.7% |
$1.24M - $1.51M
|
7.63K
$576K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-21.4K- 12.02% |
$1.24M - $1.51M
|
157K
$11.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.1K- 56.06% |
$1.28M - $1.56M
|
17.4K
$1.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-22.3K- 29.5% |
$1.29M - $1.57M
|
53.3K
$4.02M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-22.5K- 18.86% |
$1.3M - $1.58M
|
96.6K
$7.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-22.5K- 85.01% |
$1.3M - $1.59M
|
3.97K
$300K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-22.6K- 38.32% |
$1.31M - $1.59M
|
36.3K
$2.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-22.6K- 8.99% |
$1.31M - $1.59M
|
229K
$17.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-23K- 10.01% |
$1.33M - $1.62M
|
207K
$15.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23.1K- 16.39% |
$1.34M - $1.63M
|
118K
$8.89M
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 4.02% |
$1.37M - $1.66M
|
563K
$42.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-23.8K- 22.62% |
$1.38M - $1.68M
|
81.6K
$6.16M
|