Purchases and Sales Made in Q3 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
40.7K+ 39.03% |
$2.13M - $2.57M
|
145K
$10.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
40.6K+ 7.02% |
$2.12M - $2.56M
|
619K
$45.5M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
40.5K+ 7.88% |
$2.12M - $2.56M
|
554K
$40.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
40.1K+ 3.0% |
$2.1M - $2.53M
|
1.38M
$101M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.3K+ 1.35% |
$2M - $2.41M
|
2.88M
$212M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
38.1K+ 2.45% |
$1.99M - $2.4M
|
1.59M
$117M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
37.5K+ 125.76% |
$1.96M - $2.36M
|
67.3K
$4.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
37.1K+ 1.48% |
$1.94M - $2.34M
|
2.54M
$187M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
36.9K+ 69.34% |
$1.93M - $2.33M
|
90.2K
$6.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
36.3KNew |
$1.9M - $2.29M
|
36.3K
$2.67M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.6K+ 38.17% |
$1.86M - $2.25M
|
129K
$9.47M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.5K+ 1.21% |
$1.86M - $2.24M
|
2.97M
$218M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35.3K+ 539.66% |
$1.85M - $2.23M
|
41.9K
$3.08M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.8K+ 410.14% |
$1.82M - $2.2M
|
43.3K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
34.6K+ 23.54% |
$1.81M - $2.18M
|
182K
$13.4M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
34.2KNew |
$1.79M - $2.16M
|
34.2K
$2.52M
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
34K+ 10.98% |
$1.78M - $2.14M
|
344K
$25.3M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
33.5K+ 52.61% |
$1.75M - $2.11M
|
97.1K
$7.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
33.2KNew |
$1.74M - $2.1M
|
33.2K
$2.44M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
33K+ 255.7% |
$1.73M - $2.08M
|
45.9K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
32.6K+ 81.28% |
$1.71M - $2.06M
|
72.8K
$5.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
32.4K+ 14.27% |
$1.69M - $2.04M
|
259K
$19M
|
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
32.2K+ 59.89% |
$1.68M - $2.03M
|
85.8K
$6.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
32.1K+ 38.77% |
$1.68M - $2.02M
|
115K
$8.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
31.7K+ 190.31% |
$1.66M - $2M
|
48.3K
$3.56M
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
31.2K+ 37.69% |
$1.63M - $1.97M
|
114K
$8.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
31.1K+ 172.65% |
$1.63M - $1.96M
|
49.1K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.1K+ 61.56% |
$1.63M - $1.96M
|
81.6K
$6M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.5K+ 7.04% |
$1.59M - $1.92M
|
463K
$34.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
30K+ 20.5% |
$1.57M - $1.89M
|
176K
$13M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
29.8K+ 8.13% |
$1.56M - $1.88M
|
396K
$29.1M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
29.2K+ 8.28% |
$1.53M - $1.84M
|
382K
$28.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
28.8KNew |
$1.51M - $1.82M
|
28.8K
$2.12M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
28.4K+ 1.11% |
$1.48M - $1.79M
|
2.59M
$191M
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
BUY
|
- |
28.2K+ 336.63% |
$1.47M - $1.78M
|
36.6K
$2.69M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
28.1K+ 4.9% |
$1.47M - $1.78M
|
603K
$44.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.1K+ 60.43% |
$1.47M - $1.77M
|
74.5K
$5.48M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
27.7K+ 4.31% |
$1.45M - $1.75M
|
671K
$49.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27.6K+ 6.01% |
$1.44M - $1.74M
|
487K
$35.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
27.6K+ 17.83% |
$1.44M - $1.74M
|
182K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
27.5K+ 33.76% |
$1.44M - $1.74M
|
109K
$8.02M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
27.5K+ 11.8% |
$1.44M - $1.73M
|
260K
$19.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.3K+ 2.84% |
$1.43M - $1.73M
|
991K
$72.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
27.1K+ 2.07% |
$1.42M - $1.71M
|
1.34M
$98.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
26.8K+ 27.54% |
$1.4M - $1.69M
|
124K
$9.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26.4K+ 26.78% |
$1.38M - $1.67M
|
125K
$9.19M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.3K+ 2.62% |
$1.37M - $1.66M
|
1.03M
$75.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25.9K+ 18.36% |
$1.36M - $1.64M
|
167K
$12.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
BUY
|
- |
25.9K+ 4.47% |
$1.35M - $1.63M
|
604K
$44.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
25.8K+ 20.73% |
$1.35M - $1.63M
|
150K
$11.1M
|