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 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-63.8K- 3.83% |
$3.34M - $4.06M
|
1.6M
$118M
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-65.9K- 28.79% |
$3.45M - $4.19M
|
163K
$12M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-66.1K- 7.84% |
$3.46M - $4.21M
|
777K
$57.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-66.3K- 27.05% |
$3.47M - $4.22M
|
179K
$13.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-66.9K- 6.15% |
$3.5M - $4.26M
|
1.02M
$75.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-69.2K- 39.45% |
$3.62M - $4.4M
|
106K
$7.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-71.8K- 8.52% |
$3.76M - $4.57M
|
771K
$56.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-75.7K- 51.61% |
$3.96M - $4.82M
|
70.9K
$5.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-78.3K- 5.32% |
$4.1M - $4.98M
|
1.39M
$102M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-80.2K- 13.14% |
$4.2M - $5.1M
|
530K
$39M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-80.6K- 76.59% |
$4.22M - $5.13M
|
24.7K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-82.5K- 63.18% |
$4.32M - $5.25M
|
48.1K
$3.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-86.2K- 59.05% |
$4.51M - $5.49M
|
59.8K
$4.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-87.6K- 15.73% |
$4.58M - $5.57M
|
469K
$34.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-89.3K- 9.03% |
$4.68M - $5.68M
|
900K
$66.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-91K- 3.85% |
$4.77M - $5.79M
|
2.27M
$167M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-92K- 3.6% |
$4.81M - $5.85M
|
2.46M
$181M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-94.4K- 7.78% |
$4.94M - $6.01M
|
1.12M
$82.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-96.8KClosed |
$5.07M - $6.16M
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-96.9K- 4.52% |
$5.07M - $6.17M
|
2.05M
$151M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-105K- 19.7% |
$5.48M - $6.67M
|
427K
$31.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-107K- 15.7% |
$5.61M - $6.82M
|
575K
$42.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-108K- 8.04% |
$5.64M - $6.86M
|
1.23M
$90.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-109K- 3.93% |
$5.71M - $6.94M
|
2.66M
$196M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-114K- 68.21% |
$5.96M - $7.25M
|
53.1K
$3.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-114K- 44.3% |
$5.97M - $7.25M
|
143K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-114K- 32.17% |
$5.97M - $7.26M
|
241K
$17.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-115K- 15.07% |
$6.04M - $7.34M
|
650K
$47.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-117K- 24.81% |
$6.11M - $7.43M
|
354K
$26M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-118K- 17.05% |
$6.17M - $7.5M
|
573K
$42.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-118K- 11.5% |
$6.18M - $7.52M
|
909K
$66.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-120K- 17.95% |
$6.31M - $7.67M
|
551K
$40.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-123K- 5.63% |
$6.42M - $7.81M
|
2.06M
$151M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-125K- 37.39% |
$6.52M - $7.93M
|
209K
$15.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-128K- 1.86% |
$6.72M - $8.17M
|
6.76M
$497M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-129K- 0.21% |
$6.74M - $8.19M
|
62.5M
$4.6B
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-130K- 12.69% |
$6.78M - $8.24M
|
891K
$65.5M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-139KClosed |
$7.3M - $8.87M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-140K- 1.48% |
$7.32M - $8.9M
|
9.33M
$686M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-145K- 11.03% |
$7.61M - $9.25M
|
1.17M
$86.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-154K- 3.71% |
$8.08M - $9.83M
|
4.01M
$295M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-161K- 92.96% |
$8.42M - $10.2M
|
12.2K
$896K
|
|
|
Jan 20, 2023
Q4 2022
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-163K- 26.63% |
$8.54M - $10.4M
|
449K
$33.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-163K- 2.73% |
$8.56M - $10.4M
|
5.82M
$428M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-165K- 90.89% |
$8.61M - $10.5M
|
16.5K
$1.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-169K- 4.21% |
$8.83M - $10.7M
|
3.83M
$282M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-173K- 5.99% |
$9.03M - $11M
|
2.71M
$199M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-176K- 3.68% |
$9.19M - $11.2M
|
4.6M
$338M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-177K- 8.15% |
$9.26M - $11.3M
|
1.99M
$147M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-210K- 3.44% |
$11M - $13.4M
|
5.91M
$434M
|