Purchases and Sales Made in Q4 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.69K+ 4.2% |
$193K - $235K
|
91.4K
$6.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.68K+ 1.42% |
$193K - $234K
|
263K
$18.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.67KNew |
$192K - $234K
|
3.67K
$256K
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
3.67KNew |
$192K - $234K
|
3.67K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
3.67K+ 1.86% |
$192K - $233K
|
201K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.64K+ 29.87% |
$191K - $232K
|
15.8K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.62K+ 2.86% |
$189K - $230K
|
130K
$9.08M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.62K+ 5.07% |
$189K - $230K
|
75K
$5.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.61KNew |
$189K - $230K
|
3.61K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.61KNew |
$189K - $230K
|
3.61K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.61KNew |
$189K - $230K
|
3.61K
$252K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.59K+ 5.76% |
$188K - $229K
|
65.9K
$4.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
3.59K+ 2.46% |
$188K - $229K
|
150K
$10.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.58KNew |
$188K - $228K
|
3.58K
$250K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
3.57K+ 1.89% |
$187K - $227K
|
193K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
3.57K+ 0.54% |
$187K - $227K
|
665K
$46.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.57KNew |
$187K - $227K
|
3.57K
$249K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
3.55KNew |
$186K - $226K
|
3.55K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.54KNew |
$185K - $226K
|
3.54K
$247K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.54KNew |
$185K - $225K
|
3.54K
$247K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.51KNew |
$184K - $223K
|
3.51K
$245K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 5.73% |
$182K - $222K
|
64.3K
$4.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
3.48K+ 16.47% |
$182K - $221K
|
24.6K
$1.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.43KNew |
$180K - $219K
|
3.43K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.42KNew |
$179K - $218K
|
3.42K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.42K+ 42.44% |
$179K - $217K
|
11.5K
$799K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.41KNew |
$178K - $217K
|
3.41K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
3.4KNew |
$178K - $216K
|
3.4K
$237K
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.39KNew |
$177K - $216K
|
3.39K
$236K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.37KNew |
$177K - $215K
|
3.37K
$235K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.37KNew |
$176K - $214K
|
3.37K
$235K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.35KNew |
$175K - $213K
|
3.35K
$234K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.34KNew |
$175K - $213K
|
3.34K
$233K
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
3.31KNew |
$173K - $211K
|
3.31K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
3.3K+ 46.9% |
$173K - $210K
|
10.3K
$722K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.3KNew |
$173K - $210K
|
3.3K
$230K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.3KNew |
$172K - $210K
|
3.3K
$230K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$172K - $209K
|
3.28K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.28KNew |
$172K - $209K
|
3.28K
$229K
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
3.21K+ 3.5% |
$168K - $205K
|
95.1K
$6.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.2KNew |
$167K - $203K
|
3.2K
$223K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.18K+ 20.45% |
$167K - $202K
|
18.7K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.17K+ 5.91% |
$166K - $202K
|
56.7K
$3.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.16K+ 1.99% |
$166K - $201K
|
162K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.16K+ 0.8% |
$166K - $201K
|
399K
$27.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.15K+ 81.47% |
$165K - $200K
|
7.01K
$489K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.06K+ 26.86% |
$160K - $195K
|
14.5K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
BUY
|
- |
3.02KNew |
$158K - $192K
|
3.02K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.01KNew |
$157K - $191K
|
3.01K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.99KNew |
$157K - $190K
|
2.99K
$209K
|