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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
234K+ 145.03% |
$14.5M - $15.8M
|
395K
$29.8M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
233K+ 99912.45% |
$14.5M - $15.8M
|
233K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
231K+ 11.89% |
$14.3M - $15.6M
|
2.17M
$164M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
228K+ 118.89% |
$14.2M - $15.4M
|
419K
$31.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
224KNew |
$13.9M - $15.2M
|
224K
$16.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
219K+ 5.72% |
$13.6M - $14.8M
|
4.05M
$306M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
217K+ 5.82% |
$13.5M - $14.7M
|
3.94M
$298M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
214K+ 27.87% |
$13.3M - $14.5M
|
983K
$74.2M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
209K+ 71.92% |
$13M - $14.1M
|
499K
$37.7M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
208K+ 26.05% |
$12.9M - $14.1M
|
1M
$75.9M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
193K+ 77.29% |
$12M - $13.1M
|
443K
$33.5M
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
192K+ 11.73% |
$11.9M - $13M
|
1.82M
$138M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
190K+ 29.29% |
$11.8M - $12.9M
|
841K
$63.5M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
190K+ 107.31% |
$11.8M - $12.9M
|
368K
$27.8M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
185K+ 1866.17% |
$11.5M - $12.5M
|
195K
$14.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
182K+ 19.82% |
$11.3M - $12.3M
|
1.1M
$83.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
180K+ 4.19% |
$11.2M - $12.2M
|
4.49M
$339M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
177K+ 23.54% |
$11M - $12M
|
931K
$70.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
176K+ 15.77% |
$11M - $11.9M
|
1.29M
$97.7M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
170K+ 12.19% |
$10.6M - $11.5M
|
1.56M
$118M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162K+ 11.15% |
$10.1M - $11M
|
1.62M
$122M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
161K+ 14.92% |
$10M - $10.9M
|
1.24M
$93.6M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
157K+ 126.52% |
$9.75M - $10.6M
|
281K
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
157K+ 3.19% |
$9.75M - $10.6M
|
5.08M
$383M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
152K+ 101.16% |
$9.42M - $10.3M
|
301K
$22.8M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
151K+ 143.23% |
$9.36M - $10.2M
|
256K
$19.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
144K+ 193.37% |
$8.97M - $9.76M
|
219K
$16.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
141K+ 0.51% |
$8.79M - $9.57M
|
27.9M
$2.11B
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
141K+ 7.31% |
$8.74M - $9.52M
|
2.06M
$156M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
131K+ 20.83% |
$8.14M - $8.86M
|
760K
$57.4M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
127K+ 24.86% |
$7.89M - $8.6M
|
638K
$48.2M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
126K+ 1194.27% |
$7.81M - $8.51M
|
136K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
124K+ 1.01% |
$7.69M - $8.38M
|
12.4M
$938M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
123K+ 12.27% |
$7.63M - $8.31M
|
1.12M
$84.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
121K+ 83.63% |
$7.54M - $8.21M
|
266K
$20.1M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
120K+ 4.86% |
$7.47M - $8.14M
|
2.59M
$196M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
120K+ 26.07% |
$7.45M - $8.11M
|
579K
$43.7M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
118KNew |
$7.34M - $8M
|
118K
$8.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
118K+ 545.24% |
$7.33M - $7.98M
|
139K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
117K+ 39.46% |
$7.24M - $7.89M
|
412K
$31.1M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
111K+ 45.97% |
$6.88M - $7.49M
|
351K
$26.5M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
107K+ 21.89% |
$6.66M - $7.25M
|
597K
$45.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
106K+ 16.69% |
$6.61M - $7.2M
|
744K
$56.2M
|
|
|
May 15, 2023
Q1 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
104K+ 14.91% |
$6.48M - $7.06M
|
804K
$60.7M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
103KNew |
$6.42M - $6.99M
|
103K
$7.8M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
101K+ 3.02% |
$6.27M - $6.83M
|
3.44M
$260M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
97.1K+ 36.32% |
$6.04M - $6.57M
|
364K
$27.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
97K+ 23.47% |
$6.03M - $6.57M
|
510K
$38.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
94.9K+ 8.39% |
$5.9M - $6.42M
|
1.23M
$92.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
92.6K+ 59.9% |
$5.76M - $6.27M
|
247K
$18.7M
|