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 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
176+ 4.61% |
$9.21K - $11.2K
|
3.99K
$278K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
175+ 3.67% |
$9.16K - $11.1K
|
4.95K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
174New |
$9.11K - $11.1K
|
174
$12.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
173+ 0.15% |
$9.06K - $11K
|
117K
$8.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
169+ 768.18% |
$8.85K - $10.8K
|
191
$13.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
168+ 3.42% |
$8.79K - $10.7K
|
5.08K
$355K
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
162+ 0.2% |
$8.48K - $10.3K
|
80.7K
$5.63M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
161+ 3.05% |
$8.43K - $10.2K
|
5.44K
$379K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
147New |
$7.7K - $9.36K
|
147
$10.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
146+ 3.58% |
$7.64K - $9.29K
|
4.22K
$294K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
146New |
$7.64K - $9.29K
|
146
$10.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
144New |
$7.54K - $9.17K
|
144
$10K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
142+ 2.26% |
$7.43K - $9.04K
|
6.43K
$448K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
141+ 2.17% |
$7.38K - $8.97K
|
6.65K
$464K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
138+ 9.13% |
$7.22K - $8.78K
|
1.65K
$115K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
136New |
$7.12K - $8.66K
|
136
$9.49K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
136New |
$7.12K - $8.66K
|
136
$9.49K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
134+ 2.12% |
$7.01K - $8.53K
|
6.44K
$449K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
126New |
$6.6K - $8.02K
|
126
$8.79K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
125+ 0.39% |
$6.54K - $7.96K
|
32.1K
$2.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
121+ 1.27% |
$6.33K - $7.7K
|
9.67K
$674K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
121+ 0.16% |
$6.33K - $7.7K
|
78.2K
$5.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
120+ 0.83% |
$6.28K - $7.64K
|
14.6K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
118+ 0.18% |
$6.18K - $7.51K
|
65.2K
$4.55M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
108+ 2.03% |
$5.65K - $6.87K
|
5.42K
$378K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
107+ 4.45% |
$5.6K - $6.81K
|
2.51K
$175K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
103+ 1.84% |
$5.39K - $6.56K
|
5.71K
$398K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
102+ 15.69% |
$5.34K - $6.49K
|
752
$52.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
101New |
$5.29K - $6.43K
|
101
$7.04K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
BUY
|
- |
100+ 0.63% |
$5.24K - $6.37K
|
16.1K
$1.12M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
100New |
$5.24K - $6.37K
|
100
$6.98K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
99+ 1.01% |
$5.18K - $6.3K
|
9.92K
$692K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95+ 1.21% |
$4.97K - $6.05K
|
7.93K
$553K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
89+ 0.67% |
$4.66K - $5.66K
|
13.3K
$931K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
86+ 9.45% |
$4.5K - $5.47K
|
996
$69.5K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
81+ 5.36% |
$4.24K - $5.16K
|
1.59K
$111K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
78New |
$4.08K - $4.96K
|
78
$5.44K
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
75+ 0.03% |
$3.93K - $4.77K
|
290K
$20.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
66New |
$3.46K - $4.2K
|
66
$4.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
66New |
$3.46K - $4.2K
|
66
$4.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
65+ 0.41% |
$3.4K - $4.14K
|
15.9K
$1.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
62New |
$3.25K - $3.95K
|
62
$4.32K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
61+ 1.14% |
$3.19K - $3.88K
|
5.41K
$377K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
59New |
$3.09K - $3.76K
|
59
$4.12K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
54+ 2.68% |
$2.83K - $3.44K
|
2.07K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 0.02% |
$2.62K - $3.18K
|
211K
$14.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
49+ 3.81% |
$2.57K - $3.12K
|
1.34K
$93.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
48+ 0.49% |
$2.51K - $3.06K
|
9.92K
$692K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
42New |
$2.2K - $2.67K
|
42
$2.93K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
42+ 0.56% |
$2.2K - $2.67K
|
7.51K
$524K
|