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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.06KNew |
$55.4K - $67.4K
|
1.06K
$73.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1.05K+ 0.93% |
$55.2K - $67.1K
|
115K
$8.02M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.04K+ 12.24% |
$54.6K - $66.4K
|
9.57K
$667K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.04K+ 10.64% |
$54.2K - $65.9K
|
10.8K
$752K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.03K+ 8.72% |
$54K - $65.6K
|
12.9K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.03K+ 7.85% |
$53.9K - $65.5K
|
14.1K
$986K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.02K+ 0.25% |
$53.3K - $64.9K
|
404K
$28.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.02K+ 3.93% |
$53.1K - $64.6K
|
26.8K
$1.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1KNew |
$52.4K - $63.7K
|
1K
$69.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
993+ 0.95% |
$52K - $63.2K
|
106K
$7.38M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
985+ 10.25% |
$51.6K - $62.7K
|
10.6K
$739K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
973+ 1.97% |
$50.9K - $61.9K
|
50.4K
$3.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
971New |
$50.8K - $61.8K
|
971
$67.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
954+ 5.77% |
$49.9K - $60.7K
|
17.5K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
937+ 16.11% |
$49.1K - $59.6K
|
6.75K
$471K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
931+ 4.46% |
$48.7K - $59.3K
|
21.8K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
843+ 19.9% |
$44.1K - $53.7K
|
5.08K
$354K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
835+ 3.96% |
$43.7K - $53.1K
|
21.9K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
803+ 94.47% |
$42K - $51.1K
|
1.65K
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
790New |
$41.4K - $50.3K
|
790
$55.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
772+ 6.8% |
$40.4K - $49.1K
|
12.1K
$846K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
735+ 17.79% |
$38.5K - $46.8K
|
4.87K
$339K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
732+ 7.09% |
$38.3K - $46.6K
|
11.1K
$771K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
730New |
$38.2K - $46.5K
|
730
$50.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
725+ 16.1% |
$38K - $46.1K
|
5.23K
$365K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
720+ 18.05% |
$37.7K - $45.8K
|
4.71K
$328K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
709+ 8.25% |
$37.1K - $45.1K
|
9.3K
$649K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
684+ 67.06% |
$35.8K - $43.5K
|
1.7K
$119K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
675New |
$35.3K - $43K
|
675
$47.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
671New |
$35.1K - $42.7K
|
671
$46.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
670+ 5.12% |
$35.1K - $42.6K
|
13.7K
$959K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
666+ 822.22% |
$34.9K - $42.4K
|
747
$52.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
663+ 46.82% |
$34.7K - $42.2K
|
2.08K
$145K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
652+ 0.38% |
$34.1K - $41.5K
|
174K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
630+ 13.04% |
$33K - $40.1K
|
5.46K
$381K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
617+ 0.4% |
$32.3K - $39.3K
|
155K
$10.8M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
615+ 27.26% |
$32.2K - $39.1K
|
2.87K
$200K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
614+ 0.31% |
$32.1K - $39.1K
|
196K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
613+ 0.79% |
$32.1K - $39K
|
77.8K
$5.43M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
610+ 2.66% |
$31.9K - $38.8K
|
23.5K
$1.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
604+ 8.29% |
$31.6K - $38.4K
|
7.89K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
600+ 6.35% |
$31.4K - $38.2K
|
10K
$701K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
595+ 1.1% |
$31.1K - $37.9K
|
54.6K
$3.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
580+ 1.89% |
$30.4K - $36.9K
|
31.2K
$2.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
565+ 0.34% |
$29.6K - $36K
|
168K
$11.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
562+ 1.37% |
$29.4K - $35.8K
|
41.6K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
562+ 1.7% |
$29.4K - $35.8K
|
33.6K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
548+ 38.06% |
$28.7K - $34.9K
|
1.99K
$139K
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
545+ 3.8% |
$28.5K - $34.7K
|
14.9K
$1.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
519New |
$27.2K - $33K
|
519
$36.2K
|