Purchases and Sales Made in Q1 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
258+ 1.44% |
$16K - $17.5K
|
18.2K
$1.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
255+ 1.81% |
$15.9K - $17.3K
|
14.4K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
252New |
$15.7K - $17.1K
|
252
$19K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
250+ 1.18% |
$15.5K - $16.9K
|
21.4K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
248+ 3.41% |
$15.4K - $16.8K
|
7.52K
$568K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
244+ 1.74% |
$15.2K - $16.5K
|
14.3K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
241+ 0.84% |
$15K - $16.3K
|
28.8K
$2.18M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
237New |
$14.7K - $16K
|
237
$17.9K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
222New |
$13.8K - $15K
|
222
$16.8K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
220+ 0.53% |
$13.7K - $14.9K
|
41.9K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
212New |
$13.2K - $14.4K
|
212
$16K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
206+ 0.68% |
$12.8K - $13.9K
|
30.5K
$2.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
201New |
$12.5K - $13.6K
|
201
$15.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
193+ 4.3% |
$12K - $13.1K
|
4.68K
$354K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
190+ 0.29% |
$11.8K - $12.9K
|
64.8K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
189+ 0.05% |
$11.8K - $12.8K
|
350K
$26.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
185+ 78.06% |
$11.5K - $12.5K
|
422
$31.9K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
185+ 4.48% |
$11.5K - $12.5K
|
4.31K
$326K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
183+ 0.52% |
$11.4K - $12.4K
|
35.3K
$2.67M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
182+ 1.91% |
$11.3K - $12.3K
|
9.71K
$733K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
176+ 0.95% |
$10.9K - $11.9K
|
18.6K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
176+ 3.62% |
$10.9K - $11.9K
|
5.04K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
170+ 0.42% |
$10.6K - $11.5K
|
41.1K
$3.1M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
170New |
$10.6K - $11.5K
|
170
$12.8K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
166+ 0.43% |
$10.3K - $11.2K
|
38.9K
$2.93M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
160New |
$9.95K - $10.8K
|
160
$12.1K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
159+ 1.56% |
$9.89K - $10.8K
|
10.4K
$782K
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
157+ 0.09% |
$9.76K - $10.6K
|
177K
$13.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
150+ 3.4% |
$9.33K - $10.2K
|
4.56K
$344K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
144+ 21.05% |
$8.95K - $9.75K
|
828
$62.5K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
130New |
$8.08K - $8.8K
|
130
$9.82K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
127+ 2.15% |
$7.9K - $8.6K
|
6.02K
$455K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
126+ 3.52% |
$7.83K - $8.53K
|
3.71K
$280K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
124+ 0.26% |
$7.71K - $8.39K
|
48.3K
$3.65M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
124+ 5.78% |
$7.71K - $8.39K
|
2.27K
$171K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
118+ 0.92% |
$7.34K - $7.99K
|
13K
$978K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
117+ 0.07% |
$7.27K - $7.92K
|
163K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
115+ 1.47% |
$7.15K - $7.79K
|
7.96K
$601K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
114+ 1.19% |
$7.09K - $7.72K
|
9.68K
$731K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
103+ 2.73% |
$6.4K - $6.97K
|
3.87K
$292K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
99+ 2.56% |
$6.15K - $6.7K
|
3.97K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
98+ 2.5% |
$6.09K - $6.63K
|
4.01K
$303K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
96+ 1.77% |
$5.97K - $6.5K
|
5.52K
$417K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
95+ 1.76% |
$5.91K - $6.43K
|
5.48K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
91+ 0.16% |
$5.66K - $6.16K
|
55.3K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
87+ 0.15% |
$5.41K - $5.89K
|
56.9K
$4.29M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
87+ 59.59% |
$5.41K - $5.89K
|
233
$17.6K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
79+ 0.04% |
$4.91K - $5.35K
|
203K
$15.3M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
78+ 1.3% |
$4.85K - $5.28K
|
6.08K
$459K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
76+ 0.96% |
$4.72K - $5.15K
|
7.96K
$601K
|