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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.95K+ 1.42% |
$155K - $188K
|
210K
$14.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.93K+ 9.46% |
$153K - $187K
|
33.9K
$2.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.93K+ 2.65% |
$153K - $186K
|
113K
$7.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 23.41% |
$152K - $185K
|
15.3K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.9K+ 8.0% |
$152K - $185K
|
39.1K
$2.73M
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.9K+ 0.87% |
$152K - $185K
|
337K
$23.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.84K+ 3.71% |
$149K - $181K
|
79.4K
$5.54M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.84K+ 2074.45% |
$149K - $181K
|
2.98K
$208K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.78K+ 7.91% |
$145K - $177K
|
37.9K
$2.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.74K+ 50.65% |
$144K - $175K
|
8.16K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 54.81% |
$138K - $167K
|
7.42K
$518K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.63K+ 4.19% |
$137K - $167K
|
65.3K
$4.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.62K+ 3.27% |
$137K - $167K
|
82.9K
$5.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
2.6K+ 0.94% |
$136K - $165K
|
280K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.58K+ 284.53% |
$135K - $164K
|
3.48K
$243K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.56K+ 34.47% |
$134K - $163K
|
9.98K
$696K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
2.55K+ 10.79% |
$134K - $162K
|
26.2K
$1.83M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.51KNew |
$131K - $160K
|
2.51K
$175K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.44K+ 58.52% |
$128K - $155K
|
6.6K
$461K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.41K+ 10.0% |
$126K - $153K
|
26.5K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.36K+ 8.18% |
$123K - $150K
|
31.2K
$2.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.36K+ 2.12% |
$123K - $150K
|
113K
$7.91M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$123K - $149K
|
2.34K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
2.32K+ 1.09% |
$122K - $148K
|
215K
$15M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.31K+ 7.38% |
$121K - $147K
|
33.6K
$2.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.26K+ 22.15% |
$118K - $144K
|
12.5K
$869K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.19K+ 6.15% |
$115K - $139K
|
37.8K
$2.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.16K+ 12.63% |
$113K - $137K
|
19.2K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.16K+ 3.2% |
$113K - $137K
|
69.4K
$4.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.15K+ 1.15% |
$112K - $137K
|
189K
$13.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.14K+ 17.86% |
$112K - $136K
|
14.1K
$985K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.06K+ 12.51% |
$108K - $131K
|
18.6K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.05K+ 361.48% |
$107K - $130K
|
2.61K
$182K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
2.03K+ 12.46% |
$106K - $129K
|
18.3K
$1.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.98K+ 0.96% |
$104K - $126K
|
208K
$14.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.95K+ 39.73% |
$102K - $124K
|
6.86K
$478K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.95K+ 6.78% |
$102K - $124K
|
30.7K
$2.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.95K+ 0.84% |
$102K - $124K
|
233K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.93K+ 2.4% |
$101K - $123K
|
82.5K
$5.76M
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.9K+ 38.25% |
$99.5K - $121K
|
6.87K
$479K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.89K+ 24.22% |
$99K - $120K
|
9.7K
$677K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.87K+ 14.42% |
$98.1K - $119K
|
14.9K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.87K+ 1.04% |
$97.8K - $119K
|
181K
$12.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.87KNew |
$97.8K - $119K
|
1.87K
$130K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
1.86K+ 3.75% |
$97.5K - $119K
|
51.6K
$3.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.85K+ 5.6% |
$96.6K - $117K
|
34.8K
$2.43M
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.84K+ 0.38% |
$96.4K - $117K
|
484K
$33.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.84K+ 2.44% |
$96.3K - $117K
|
77.1K
$5.38M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.83K+ 1.68% |
$95.7K - $116K
|
110K
$7.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1.81K+ 24.96% |
$94.7K - $115K
|
9.06K
$632K
|