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 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
484+ 5.88% |
$25.3K - $30.8K
|
8.72K
$608K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
482New |
$25.2K - $30.7K
|
482
$33.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
473+ 7.02% |
$24.8K - $30.1K
|
7.21K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
463New |
$24.2K - $29.5K
|
463
$32.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
461+ 10.07% |
$24.1K - $29.3K
|
5.04K
$351K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
452New |
$23.7K - $28.8K
|
452
$31.5K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
449+ 2.49% |
$23.5K - $28.6K
|
18.5K
$1.29M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
431New |
$22.6K - $27.4K
|
431
$30.1K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
416+ 0.25% |
$21.8K - $26.5K
|
164K
$11.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
415+ 3.41% |
$21.7K - $26.4K
|
12.6K
$879K
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
400+ 3.86% |
$20.9K - $25.5K
|
10.8K
$751K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
382+ 2.38% |
$20K - $24.3K
|
16.4K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
381+ 4.56% |
$19.9K - $24.3K
|
8.75K
$610K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
376+ 0.45% |
$19.7K - $23.9K
|
83.8K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
364+ 4.49% |
$19.1K - $23.2K
|
8.48K
$591K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
362+ 3.2% |
$19K - $23K
|
11.7K
$815K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
352+ 10.31% |
$18.4K - $22.4K
|
3.77K
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
339+ 0.59% |
$17.7K - $21.6K
|
58.2K
$4.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
338+ 4.34% |
$17.7K - $21.5K
|
8.13K
$567K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
336+ 5.46% |
$17.6K - $21.4K
|
6.5K
$453K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
336+ 486.96% |
$17.6K - $21.4K
|
405
$28.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
334+ 5.52% |
$17.5K - $21.3K
|
6.38K
$445K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
334+ 8.08% |
$17.5K - $21.3K
|
4.47K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
330+ 0.1% |
$17.3K - $21K
|
333K
$23.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
327+ 7.17% |
$17.1K - $20.8K
|
4.89K
$341K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
308+ 87.5% |
$16.1K - $19.6K
|
660
$46K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
303+ 7.49% |
$15.9K - $19.3K
|
4.35K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
287+ 28700.0% |
$15K - $18.3K
|
288
$20.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
277+ 0.15% |
$14.5K - $17.6K
|
188K
$13.1M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
275+ 2.31% |
$14.4K - $17.5K
|
12.2K
$851K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
271+ 1.89% |
$14.2K - $17.2K
|
14.6K
$1.02M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
267New |
$14K - $17K
|
267
$18.6K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
266+ 0.55% |
$13.9K - $16.9K
|
48.6K
$3.39M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
263+ 13.86% |
$13.8K - $16.7K
|
2.16K
$151K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
249New |
$13K - $15.8K
|
249
$17.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
245+ 4.76% |
$12.8K - $15.6K
|
5.39K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
228New |
$11.9K - $14.5K
|
228
$15.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
225+ 5.11% |
$11.8K - $14.3K
|
4.63K
$323K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
219+ 0.79% |
$11.5K - $13.9K
|
28.1K
$1.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
219+ 3.12% |
$11.5K - $13.9K
|
7.24K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
216+ 0.53% |
$11.3K - $13.7K
|
40.9K
$2.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
212+ 2.6% |
$11.1K - $13.5K
|
8.36K
$583K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
210New |
$11K - $13.4K
|
210
$14.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
207+ 2.5% |
$10.8K - $13.2K
|
8.49K
$592K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
204+ 57.63% |
$10.7K - $13K
|
558
$38.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
203+ 0.36% |
$10.6K - $12.9K
|
56.4K
$3.94M
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
194+ 0.71% |
$10.2K - $12.3K
|
27.4K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
192New |
$10.1K - $12.2K
|
192
$13.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
190+ 0.65% |
$9.95K - $12.1K
|
29.3K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
176+ 1.59% |
$9.21K - $11.2K
|
11.3K
$786K
|