Purchases and Sales Made in Q1 2023 in Ishares Tr (IEFA)

IEFA Quotes by TradingView

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 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
91.5K
+ 165.17%
$5.69M - $6.2M
147K $11.1M
May 10, 2023 Q1 2023
Dohj, LLC

Seattle, WA
BUY
 -
91.4K
+ 51.08%
$5.68M - $6.19M
270K $20.4M
May 22, 2023 Q1 2023
Aspireon Wealth Advisors

BUY
 -
91.1K
New
$5.66M - $6.17M
91.1K $6.88M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
90.6K
+ 140.46%
$5.63M - $6.14M
155K $11.7M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
88.7K
New
$5.51M - $6M
88.7K $6.7M
Apr 18, 2023 Q1 2023
Riversedge Advisors, LLC

BUY
 -
86.1K
+ 62.47%
$5.35M - $5.83M
224K $16.9M
Apr 24, 2023 Q1 2023
Deane Retirement Strategies, Inc.

BUY
 -
84.5K
New
$5.25M - $5.72M
84.5K $6.38M
Apr 22, 2024 Q1 2023
Deane Retirement Strategies, Inc.

BUY
 -
84.5K
New
$5.25M - $5.72M
84.5K $6.38M
Apr 18, 2023 Q1 2023
Parkside Investments, LLC

BUY
 -
84K
+ 200.2%
$5.22M - $5.68M
126K $9.51M
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
83.8K
+ 38.99%
$5.21M - $5.68M
299K $22.6M
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
82K
+ 14.06%
$5.1M - $5.55M
665K $50.3M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
80.6K
+ 4.57%
$5.01M - $5.45M
1.84M $139M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
79.1K
+ 23.58%
$4.92M - $5.36M
415K $31.3M
May 15, 2023 Q1 2023
Scs Capital Management LLC

Boston, MA
BUY
 -
78.6K
+ 72.09%
$4.89M - $5.32M
188K $14.2M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
78.5K
+ 22.62%
$4.88M - $5.32M
426K $32.2M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
78.5K
+ 5.58%
$4.88M - $5.31M
1.48M $112M
Apr 10, 2023 Q1 2023
Wela Strategies, Inc.

BUY
 -
78.2K
+ 44.25%
$4.86M - $5.29M
255K $19.2M
May 15, 2023 Q1 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
78K
+ 15.84%
$4.85M - $5.28M
570K $43.1M
Apr 26, 2023 Q1 2023
First National Trust CO

BUY
 -
77.1K
+ 11.29%
$4.79M - $5.22M
760K $57.4M
May 10, 2023 Q1 2023
University Of Massachusetts Foundation, Inc.

Boston, MA
BUY
 -
76.5K
+ 27.03%
$4.76M - $5.18M
360K $27.1M
May 11, 2023 Q1 2023
Texas Capital Bancshares Inc

BUY
 -
74.5K
+ 111.13%
$4.63M - $5.05M
142K $10.7M
May 05, 2023 Q1 2023
True Link Financial Advisors, LLC

BUY
 -
74.1K
+ 17.78%
$4.61M - $5.02M
491K $37.1M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
73.8K
New
$4.59M - $5M
73.8K $5.57M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
73.7K
+ 7.71%
$4.58M - $4.99M
1.03M $77.7M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
72.1K
+ 2.15%
$4.48M - $4.88M
3.43M $259M
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
68.7K
New
$4.27M - $4.65M
68.7K $5.19M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
67.7K
+ 109224.19%
$4.21M - $4.58M
67.8K $5.12M
May 09, 2023 Q1 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
67.1K
New
$4.17M - $4.54M
67.1K $5.07M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
66.5K
+ 38.78%
$4.14M - $4.5M
238K $18M
May 09, 2023 Q1 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
64K
+ 96.53%
$3.98M - $4.33M
130K $9.84M
May 11, 2023 Q1 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
63.5K
+ 31.64%
$3.95M - $4.3M
264K $19.9M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
63.2K
+ 29.39%
$3.93M - $4.28M
278K $21M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
63.2K
+ 52.77%
$3.93M - $4.28M
183K $13.8M
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
63K
+ 22.7%
$3.92M - $4.27M
341K $25.7M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
60K
+ 0.08%
$3.73M - $4.06M
71.9M $5.43B
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
59.4K
+ 80.35%
$3.7M - $4.02M
133K $10.1M
May 12, 2023 Q1 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
58.9K
+ 1373.34%
$3.66M - $3.99M
63.2K $4.77M
May 10, 2023 Q1 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
58.8K
+ 3450.94%
$3.66M - $3.98M
60.5K $4.57M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
57.9K
+ 52.22%
$3.6M - $3.92M
169K $12.8M
Apr 21, 2023 Q1 2023
Resonant Capital Advisors, LLC

BUY
 -
57.5K
+ 28.32%
$3.57M - $3.89M
260K $19.7M
May 11, 2023 Q1 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
57.1K
+ 2.32%
$3.55M - $3.87M
2.52M $190M
May 08, 2023 Q1 2023
First Business Financial Services, Inc.

BUY
 -
57.1K
+ 3.57%
$3.55M - $3.87M
1.66M $125M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
56.9K
+ 38.25%
$3.54M - $3.85M
206K $15.5M
May 12, 2023 Q1 2023
Jsf Financial, LLC

BUY
 -
56.5K
+ 20.37%
$3.51M - $3.83M
334K $25.2M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
56.3K
+ 302.83%
$3.5M - $3.81M
74.9K $5.66M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
52.4K
+ 25.76%
$3.25M - $3.54M
256K $19.3M
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
49K
+ 148.73%
$3.04M - $3.32M
81.9K $6.19M
Apr 24, 2023 Q1 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
48.4K
+ 66.46%
$3.01M - $3.28M
121K $9.16M
May 11, 2023 Q1 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
48.4K
New
$3.01M - $3.27M
48.4K $3.65M

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