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 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-37.8K- 1.66% |
$2.35M - $2.56M
|
2.24M
$169M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-39.5K- 31.91% |
$2.46M - $2.68M
|
84.3K
$6.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-39.8K- 8.86% |
$2.47M - $2.7M
|
410K
$30.9M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-40.7K- 11.4% |
$2.53M - $2.76M
|
317K
$23.9M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-41.2K- 7.49% |
$2.56M - $2.79M
|
509K
$38.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-41.9K- 88.4% |
$2.61M - $2.84M
|
5.5K
$416K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-42.3K- 12.12% |
$2.63M - $2.86M
|
307K
$23.2M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-42.3K- 48.17% |
$2.63M - $2.87M
|
45.6K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-43K- 0.43% |
$2.67M - $2.91M
|
9.94M
$751M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.8K- 1.1% |
$2.72M - $2.97M
|
3.95M
$298M
|
|
|
Apr 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-47.7K- 15.82% |
$2.97M - $3.23M
|
254K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-48.8K- 34.79% |
$3.03M - $3.3M
|
91.5K
$6.91M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-48.9K- 78.91% |
$3.04M - $3.31M
|
13.1K
$987K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-49.8K- 12.69% |
$3.09M - $3.37M
|
342K
$25.9M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-49.8K- 0.5% |
$3.1M - $3.37M
|
9.94M
$751M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-50.5K- 28.08% |
$3.14M - $3.42M
|
129K
$9.77M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-53.7K- 26.25% |
$3.34M - $3.64M
|
151K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.5K- 11.86% |
$3.39M - $3.69M
|
405K
$30.6M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-55.1K- 83.88% |
$3.42M - $3.73M
|
10.6K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-56.3K- 8.16% |
$3.5M - $3.81M
|
634K
$47.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-58.9K- 50.48% |
$3.66M - $3.99M
|
57.8K
$4.37M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-59.4K- 16.57% |
$3.69M - $4.02M
|
299K
$22.6M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-60.8K- 16.76% |
$3.78M - $4.12M
|
302K
$22.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-62K- 52.21% |
$3.85M - $4.2M
|
56.7K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-72.1K- 20.29% |
$4.48M - $4.88M
|
283K
$21.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Passaic Partners LLC
|
SELL
|
- |
-73.2K- 3.62% |
$4.55M - $4.96M
|
1.95M
$147M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-75.7K- 18.94% |
$4.71M - $5.13M
|
324K
$24.5M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-75.7K- 18.94% |
$4.71M - $5.13M
|
324K
$24.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-78.4K- 33.88% |
$4.87M - $5.31M
|
153K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-82.3K- 7.41% |
$5.12M - $5.57M
|
1.03M
$77.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-82.5K- 84.39% |
$5.13M - $5.59M
|
15.3K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-85.4K- 11.27% |
$5.31M - $5.78M
|
672K
$50.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-85.8K- 9.53% |
$5.33M - $5.81M
|
814K
$61.5M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-86.5K- 73.06% |
$5.38M - $5.86M
|
31.9K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-87.2K- 99.63% |
$5.42M - $5.9M
|
324
$24.5K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-87.3K- 50.75% |
$5.43M - $5.91M
|
84.7K
$6.4M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-88.5K- 84.12% |
$5.5M - $5.99M
|
16.7K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-91.3K- 23.0% |
$5.67M - $6.18M
|
306K
$23.1M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-102K- 49.78% |
$6.33M - $6.9M
|
103K
$7.76M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-106K- 1.55% |
$6.61M - $7.2M
|
6.77M
$512M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-108K- 8.26% |
$6.74M - $7.33M
|
1.2M
$90.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-113K- 2.45% |
$7M - $7.62M
|
4.49M
$339M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-120K- 64.39% |
$7.43M - $8.09M
|
66.1K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-128K- 4.81% |
$7.96M - $8.67M
|
2.54M
$192M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-130K- 7.41% |
$8.06M - $8.78M
|
1.62M
$122M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-142K- 15.66% |
$8.85M - $9.64M
|
767K
$57.9M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-152K- 22.21% |
$9.42M - $10.3M
|
531K
$40.1M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-162K- 91.49% |
$10.1M - $11M
|
15.1K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-168K- 22.7% |
$10.4M - $11.4M
|
571K
$43.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-185K- 19.46% |
$11.5M - $12.5M
|
765K
$57.8M
|