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
May 04, 2023 Q1 2023
Andesa Financial Management Inc.

BUY
 -
7.04K
+ 73.08%
$438K - $477K
16.7K $1.26M
May 12, 2023 Q1 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
7.02K
New
$436K - $475K
7.02K $530K
Apr 20, 2023 Q1 2023
Guidance Point Advisors, LLC

BUY
 -
6.99K
+ 3.16%
$435K - $473K
228K $17.2M
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
6.96K
+ 46.81%
$432K - $471K
21.8K $1.65M
May 10, 2023 Q1 2023
Pine Ridge Advisers LLC

New York, NY
BUY
 -
6.93K
+ 3.31%
$431K - $469K
216K $16.3M
May 10, 2023 Q1 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
6.92K
+ 3.27%
$430K - $468K
218K $16.5M
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
6.88K
New
$428K - $466K
6.88K $519K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
6.83K
+ 3.77%
$424K - $462K
188K $14.2M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
6.82K
+ 1.29%
$424K - $462K
535K $40.4M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.79K
+ 7.29%
$422K - $460K
99.9K $7.55M
Apr 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
6.66K
+ 1.21%
$414K - $451K
557K $42M
May 10, 2023 Q1 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
6.55K
+ 3.24%
$407K - $444K
209K $15.8M
May 12, 2023 Q1 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
6.44K
+ 102.19%
$400K - $436K
12.7K $962K
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
6.43K
+ 2.92%
$400K - $435K
227K $17.1M
May 11, 2023 Q1 2023
Highland Capital Management, LLC

BUY
 -
6.26K
+ 2.93%
$389K - $424K
220K $16.6M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
6.22K
+ 25.36%
$387K - $421K
30.8K $2.32M
May 15, 2023 Q1 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
6.19K
+ 1.08%
$385K - $419K
581K $43.9M
May 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
6.18K
New
$384K - $418K
6.18K $467K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
6.16K
+ 5.87%
$383K - $417K
111K $8.39M
Apr 10, 2023 Q1 2023
Lbmc Investment Advisors, LLC

BUY
 -
6.12K
+ 1.05%
$380K - $414K
589K $44.5M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
6.11K
+ 13.25%
$380K - $413K
52.2K $3.94M
May 05, 2023 Q1 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
6.06K
+ 44.77%
$377K - $410K
19.6K $1.48M
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
6.05K
+ 1.54%
$376K - $410K
400K $30.2M
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
5.99K
+ 1.79%
$372K - $405K
341K $25.7M
Apr 14, 2023 Q1 2023
Jgp Wealth Management, LLC

BUY
 -
5.93K
+ 17.47%
$368K - $401K
39.9K $3.01M
Apr 17, 2023 Q1 2023
Carlson Capital Management

BUY
 -
5.91K
+ 24.05%
$367K - $400K
30.5K $2.3M
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
5.89K
+ 121.29%
$366K - $398K
10.7K $811K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
5.86K
+ 7.09%
$364K - $396K
88.4K $6.68M
Apr 13, 2023 Q1 2023
Webster Bank, N. A.

BUY
 -
5.84K
+ 5.04%
$363K - $395K
122K $9.19M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
5.82K
New
$362K - $394K
5.82K $439K
May 11, 2023 Q1 2023
Acadian Asset Management LLC

Boston, MA
BUY
 -
5.8K
+ 3.22%
$361K - $393K
186K $14M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
5.7K
New
$354K - $386K
5.7K $430K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
5.69K
+ 16.1%
$353K - $385K
41K $3.1M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
5.61K
+ 2.56%
$349K - $380K
225K $17M
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
5.5K
+ 20.04%
$342K - $372K
32.9K $2.49M
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
5.48K
+ 103.44%
$341K - $371K
10.8K $814K
May 03, 2023 Q1 2023
Lcnb Corp

Lebanon, OH
BUY
 -
5.42K
+ 2.62%
$337K - $367K
212K $16M
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
5.41K
+ 65.27%
$336K - $366K
13.7K $1.03M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.36K
+ 12.1%
$333K - $363K
49.6K $3.75M
Apr 20, 2023 Q1 2023
Wells Trecaso Financial Group, LLC

BUY
 -
5.35K
New
$332K - $362K
5.35K $404K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
5.34K
+ 3.8%
$332K - $362K
146K $11M
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
5.32K
New
$331K - $360K
5.32K $402K
May 12, 2023 Q1 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
5.27K
+ 16.88%
$328K - $357K
36.5K $2.76M
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
5.24K
+ 34.36%
$326K - $355K
20.5K $1.55M
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
5.24K
+ 3661.54%
$326K - $354K
5.38K $406K
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
5.16K
+ 5.99%
$321K - $350K
91.3K $6.89M
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
5.14K
+ 2.96%
$319K - $348K
179K $13.5M
Apr 06, 2023 Q1 2023
Orgel Wealth Management, LLC

BUY
 -
5.07K
+ 0.7%
$315K - $343K
727K $54.9M
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
5.07K
New
$315K - $343K
5.07K $383K

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