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 26, 2023 Q1 2023
Atlas Private Wealth Management

BUY
 -
26.3K
+ 517.29%
$1.63M - $1.78M
31.4K $2.37M
May 16, 2023 Q1 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
26.3K
+ 54.14%
$1.63M - $1.78M
74.8K $5.65M
May 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
25.7K
+ 6.93%
$1.6M - $1.74M
397K $30M
May 15, 2023 Q1 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
25.6K
+ 0.91%
$1.59M - $1.74M
2.85M $215M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
25.6K
+ 52.63%
$1.59M - $1.73M
74.1K $5.6M
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
25.2K
New
$1.57M - $1.71M
25.2K $1.9M
Apr 26, 2023 Q1 2023
Safeguard Financial, LLC

BUY
 -
25K
+ 36.34%
$1.55M - $1.69M
93.6K $7.07M
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
25K
+ 8.59%
$1.55M - $1.69M
316K $23.8M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
24.7K
+ 41.92%
$1.54M - $1.67M
83.7K $6.32M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
24K
+ 3.24%
$1.49M - $1.63M
765K $57.8M
May 04, 2023 Q1 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
23.7K
+ 2.28%
$1.47M - $1.61M
1.06M $80.2M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
23.7K
+ 5.48%
$1.47M - $1.6M
456K $34.4M
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
23.6K
+ 34.7%
$1.47M - $1.6M
91.7K $6.93M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
23.2K
+ 357.07%
$1.44M - $1.57M
29.7K $2.25M
Apr 03, 2023 Q1 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
23.1K
+ 2.06%
$1.44M - $1.56M
1.14M $86.3M
May 31, 2023 Q1 2023
Coastline Trust CO

BUY
 -
22.8K
New
$1.42M - $1.54M
22.8K $1.72M
Apr 18, 2023 Q1 2023
Affiance Financial, LLC

BUY
 -
22.5K
+ 15334.69%
$1.4M - $1.53M
22.7K $1.71M
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

BUY
 -
22.3K
+ 8.03%
$1.39M - $1.51M
300K $22.7M
Apr 14, 2023 Q1 2023
Sweet Financial Partners, LLC

BUY
 -
22.3K
+ 181.26%
$1.39M - $1.51M
34.6K $2.62M
May 09, 2023 Q1 2023
Portland Global Advisors LLC

BUY
 -
22.1K
+ 13.58%
$1.38M - $1.5M
185K $14M
May 11, 2023 Q1 2023
Montis Financial, LLC

BUY
 -
22.1K
+ 8.48%
$1.37M - $1.5M
283K $21.3M
May 08, 2023 Q1 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
21.7K
+ 22.06%
$1.35M - $1.47M
120K $9.05M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
21.6K
+ 78.61%
$1.34M - $1.46M
49.1K $3.71M
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
21.2K
+ 827.49%
$1.32M - $1.44M
23.8K $1.8M
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
21.2K
+ 1.29%
$1.32M - $1.43M
1.66M $125M
May 08, 2023 Q1 2023
Shelton Wealth Management, LLC

BUY
 -
21K
+ 106.62%
$1.31M - $1.42M
40.8K $3.08M
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
20.8K
+ 8.02%
$1.29M - $1.41M
281K $21.2M
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
20.8K
+ 32.24%
$1.29M - $1.41M
85.2K $6.43M
Apr 25, 2023 Q1 2023
Ledyard National Bank

BUY
 -
20.5K
+ 3.88%
$1.27M - $1.39M
548K $41.4M
May 15, 2023 Q1 2023
Macquarie Group LTD

Australia, C3
BUY
 -
20K
+ 2.43%
$1.24M - $1.35M
842K $63.6M
Apr 11, 2023 Q1 2023
Tarbox Family Office, Inc.

BUY
 -
19.7K
+ 3.71%
$1.22M - $1.33M
550K $41.5M
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
19.7K
+ 7.71%
$1.22M - $1.33M
275K $20.7M
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
19.5K
+ 128.6%
$1.21M - $1.32M
34.6K $2.61M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
19.5K
+ 7.34%
$1.21M - $1.32M
284K $21.5M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
19.4K
+ 6.72%
$1.2M - $1.31M
307K $23.2M
May 15, 2023 Q1 2023
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
18.8K
+ 76.37%
$1.17M - $1.27M
43.5K $3.28M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
18.5K
+ 352.14%
$1.15M - $1.26M
23.8K $1.8M
Sep 21, 2023 Q1 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
18.3K
+ 11.19%
$1.14M - $1.24M
182K $13.7M
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
18K
+ 9.11%
$1.12M - $1.22M
216K $16.3M
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
17.9K
+ 3.93%
$1.12M - $1.21M
475K $35.8M
May 08, 2023 Q1 2023
Empire Life Investments Inc.

BUY
 -
17.7K
+ 8.91%
$1.1M - $1.2M
216K $16.3M
Apr 17, 2023 Q1 2023
Holland Advisory Services, Inc.

BUY
 -
17.6K
+ 12.27%
$1.09M - $1.19M
161K $12.2M
May 15, 2023 Q1 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
17.4K
+ 5.89%
$1.08M - $1.18M
313K $23.7M
Apr 27, 2023 Q1 2023
Marietta Wealth Management, LLC

BUY
 -
17.4K
+ 17.15%
$1.08M - $1.18M
119K $8.99M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
17.3K
+ 18.82%
$1.08M - $1.17M
110K $8.27M
Apr 07, 2023 Q1 2023
Inspirion Wealth Advisors, LLC

BUY
 -
16.8K
New
$1.04M - $1.14M
16.8K $1.27M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
16.5K
+ 4.03%
$1.02M - $1.11M
424K $32M
Apr 11, 2023 Q1 2023
Berkshire Bank

BUY
 -
16.2K
+ 6.13%
$1.01M - $1.1M
281K $21.2M
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
16K
+ 164.27%
$997K - $1.09M
25.8K $1.95M

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