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 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
47.9K+ 290.34% |
$2.98M - $3.24M
|
64.3K
$4.86M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
47.3KNew |
$2.94M - $3.2M
|
47.3K
$3.57M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
46.9K+ 211.96% |
$2.92M - $3.18M
|
69K
$5.21M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
46.9K+ 26.58% |
$2.92M - $3.18M
|
223K
$16.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
46.6K+ 20.97% |
$2.89M - $3.15M
|
269K
$20.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
46.5K+ 29.97% |
$2.89M - $3.15M
|
202K
$15.2M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
46.3KNew |
$2.88M - $3.14M
|
46.3K
$3.5M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46K+ 29.61% |
$2.86M - $3.11M
|
201K
$15.2M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
45.6K+ 18.32% |
$2.83M - $3.09M
|
294K
$22.2M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
45.3K+ 53.51% |
$2.82M - $3.07M
|
130K
$9.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
44.9K+ 18.4% |
$2.79M - $3.04M
|
289K
$21.8M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
44.5K+ 21.08% |
$2.77M - $3.01M
|
256K
$19.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
43.1K+ 20.16% |
$2.68M - $2.92M
|
257K
$19.4M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
43K+ 0.64% |
$2.67M - $2.91M
|
6.8M
$514M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
42.2K+ 4.46% |
$2.63M - $2.86M
|
990K
$74.8M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42.2K+ 4.46% |
$2.63M - $2.86M
|
990K
$74.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
41.2K+ 85.37% |
$2.56M - $2.79M
|
89.6K
$6.76M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
40.8K+ 4.2% |
$2.54M - $2.76M
|
1.01M
$76.4M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
40.5K+ 78.61% |
$2.52M - $2.74M
|
92.1K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
40.5K+ 41.99% |
$2.52M - $2.74M
|
137K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
38.6K+ 3.2% |
$2.4M - $2.61M
|
1.25M
$94.2M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
38K+ 7.24% |
$2.37M - $2.58M
|
564K
$42.6M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
37.7K+ 42.04% |
$2.35M - $2.56M
|
128K
$9.63M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
37.2K+ 17.85% |
$2.32M - $2.52M
|
246K
$18.6M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
37.2K+ 7.25% |
$2.31M - $2.52M
|
550K
$41.5M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
36.7K+ 84.85% |
$2.28M - $2.49M
|
80K
$6.04M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
36K+ 498.04% |
$2.24M - $2.44M
|
43.3K
$3.27M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
35.6K+ 10.13% |
$2.21M - $2.41M
|
387K
$29.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
34.7KNew |
$2.15M - $2.35M
|
34.7K
$2.62M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34.6K+ 53.43% |
$2.15M - $2.34M
|
99.3K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
33.8K+ 366.26% |
$2.1M - $2.29M
|
43K
$3.25M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
33.6K+ 4.03% |
$2.09M - $2.27M
|
866K
$65.4M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
33.4K+ 15.93% |
$2.07M - $2.26M
|
243K
$18.3M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.2K+ 16.47% |
$2.06M - $2.24M
|
234K
$17.7M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
33.1K+ 6.56% |
$2.06M - $2.24M
|
537K
$40.6M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
32.5K+ 3.79% |
$2.02M - $2.2M
|
890K
$67.2M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
32.3KNew |
$2.01M - $2.19M
|
32.3K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.1K+ 2.24% |
$2M - $2.17M
|
1.47M
$111M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
32KNew |
$1.99M - $2.17M
|
32K
$2.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
30.7K+ 22.62% |
$1.91M - $2.08M
|
166K
$12.6M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
30.1K+ 6.69% |
$1.87M - $2.04M
|
480K
$36.3M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29.6KNew |
$1.84M - $2.01M
|
29.6K
$2.24M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
29.3K+ 13.35% |
$1.82M - $1.98M
|
249K
$18.8M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
29.1K+ 3.85% |
$1.81M - $1.97M
|
785K
$59.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.9K+ 4.32% |
$1.8M - $1.95M
|
697K
$52.7M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
28.8KNew |
$1.79M - $1.95M
|
28.8K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28.6K+ 11.1% |
$1.78M - $1.94M
|
287K
$21.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
27.1KNew |
$1.69M - $1.84M
|
27.1K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.6K+ 23.53% |
$1.66M - $1.8M
|
140K
$10.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
26.6KNew |
$1.65M - $1.8M
|
26.6K
$2.01M
|