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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11.3K+ 6.6% |
$704K - $766K
|
183K
$13.8M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.2K+ 5.31% |
$696K - $757K
|
222K
$16.8M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.2KNew |
$694K - $756K
|
11.2K
$843K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.1K+ 99.19% |
$688K - $750K
|
22.2K
$1.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11.1K+ 1706.64% |
$688K - $749K
|
11.7K
$884K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
10.9K+ 12.63% |
$679K - $740K
|
97.4K
$7.36M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
10.9KNew |
$679K - $740K
|
10.9K
$825K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.9KNew |
$678K - $739K
|
10.9K
$824K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.7K+ 84.71% |
$664K - $723K
|
23.3K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
10.7K+ 0.54% |
$663K - $722K
|
2M
$151M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
10.6K+ 8.12% |
$662K - $720K
|
142K
$10.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
10.6KNew |
$661K - $720K
|
10.6K
$803K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
10.5K+ 9.86% |
$652K - $710K
|
117K
$8.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.4K+ 163.5% |
$644K - $702K
|
16.7K
$1.26M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10.4KNew |
$644K - $702K
|
10.4K
$783K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.3K+ 7.08% |
$638K - $695K
|
155K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10.1K+ 5.58% |
$628K - $684K
|
191K
$14.4M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.9KNew |
$616K - $670K
|
9.9K
$748K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.84K+ 0.52% |
$612K - $666K
|
1.91M
$144M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
9.78K+ 1.19% |
$608K - $662K
|
829K
$62.6M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.66KNew |
$601K - $654K
|
9.66K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.63KNew |
$599K - $652K
|
9.63K
$727K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.53K+ 17.64% |
$593K - $645K
|
63.6K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.37K+ 8.85% |
$583K - $634K
|
115K
$8.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
9.35K+ 2.95% |
$581K - $633K
|
327K
$24.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
9.31K+ 29.71% |
$579K - $630K
|
40.6K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
9.18KNew |
$571K - $622K
|
9.18K
$694K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9.07K+ 8.12% |
$564K - $614K
|
121K
$9.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.04K+ 3.07% |
$562K - $612K
|
303K
$22.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
8.98K+ 83.33% |
$558K - $608K
|
19.8K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.89K+ 74.04% |
$552K - $602K
|
20.9K
$1.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
8.69K+ 60.14% |
$540K - $588K
|
23.1K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8.49K+ 14.58% |
$528K - $574K
|
66.7K
$5.04M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
8.45K+ 0.7% |
$525K - $572K
|
1.22M
$92M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.3K+ 5.91% |
$516K - $562K
|
149K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.23KNew |
$512K - $557K
|
8.23K
$621K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.99KNew |
$497K - $541K
|
7.99K
$603K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
7.88KNew |
$490K - $533K
|
7.88K
$595K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
7.86KNew |
$489K - $532K
|
7.86K
$594K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
7.66K+ 109.3% |
$476K - $519K
|
14.7K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
7.63K+ 3.28% |
$474K - $516K
|
240K
$18.2M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.63K+ 4.13% |
$474K - $516K
|
192K
$14.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.62K+ 34.15% |
$474K - $516K
|
29.9K
$2.26M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
7.28K+ 1.71% |
$452K - $493K
|
434K
$32.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
7.26K+ 41.54% |
$452K - $492K
|
24.8K
$1.87M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
7.25KNew |
$450K - $491K
|
7.25K
$547K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.18KNew |
$447K - $486K
|
7.18K
$543K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
7.13K+ 6.93% |
$443K - $483K
|
110K
$8.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.1KNew |
$441K - $480K
|
7.1K
$536K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.08K+ 8.12% |
$440K - $479K
|
94.3K
$7.12M
|