Purchases and Sales Made in Q3 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25KNew |
$1.31M - $1.57M
|
25K
$1.88M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24.6K+ 175.43% |
$1.29M - $1.55M
|
38.7K
$2.92M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
24.5K+ 10.04% |
$1.28M - $1.55M
|
269K
$20.3M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
24.3K+ 4.86% |
$1.27M - $1.53M
|
525K
$39.6M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
24.3K+ 15.31% |
$1.27M - $1.53M
|
183K
$13.8M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22.6K+ 6.64% |
$1.18M - $1.42M
|
362K
$27.3M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22.5K+ 12.24% |
$1.18M - $1.42M
|
206K
$15.6M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
22.4K+ 37.64% |
$1.17M - $1.41M
|
81.8K
$6.18M
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
22.2K+ 3.94% |
$1.16M - $1.4M
|
585K
$44.2M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
21.1K+ 34.71% |
$1.1M - $1.33M
|
81.9K
$6.19M
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
21.1K+ 10.01% |
$1.1M - $1.33M
|
232K
$17.5M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
20.9K+ 29.99% |
$1.09M - $1.32M
|
90.5K
$6.83M
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20.1K+ 18.55% |
$1.05M - $1.27M
|
129K
$9.72M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20.1K+ 11.4% |
$1.05M - $1.27M
|
197K
$14.8M
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
20.1K+ 246.35% |
$1.05M - $1.27M
|
28.2K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
19.6K+ 8.32% |
$1.02M - $1.23M
|
255K
$19.2M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19.4K+ 109.33% |
$1.01M - $1.22M
|
37.1K
$2.8M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
19.3K+ 9.65% |
$1.01M - $1.22M
|
219K
$16.5M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19.2K+ 404.8% |
$1.01M - $1.21M
|
24K
$1.81M
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
19.2K+ 40.46% |
$1.01M - $1.21M
|
66.8K
$5.04M
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
19.2K+ 6.89% |
$1.01M - $1.21M
|
298K
$22.5M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
19.1K+ 31.55% |
$999K - $1.2M
|
79.6K
$6.01M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
18.6KNew |
$975K - $1.18M
|
18.6K
$1.41M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.6KNew |
$975K - $1.18M
|
18.6K
$1.41M
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
18.6K+ 8.17% |
$972K - $1.17M
|
246K
$18.6M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.6K+ 5.14% |
$971K - $1.17M
|
380K
$28.7M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
18.5KNew |
$968K - $1.17M
|
18.5K
$1.4M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
18.4K+ 10.78% |
$964K - $1.16M
|
189K
$14.3M
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
17.9K+ 7.98% |
$938K - $1.13M
|
243K
$18.3M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.9K+ 29.95% |
$938K - $1.13M
|
77.8K
$5.87M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
17.9K+ 2.08% |
$935K - $1.13M
|
877K
$66.2M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17.9K+ 2.08% |
$935K - $1.13M
|
877K
$66.2M
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
17.7K+ 52.32% |
$924K - $1.11M
|
51.4K
$3.88M
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.6KNew |
$920K - $1.11M
|
17.6K
$1.33M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
17.2K+ 13.86% |
$898K - $1.08M
|
141K
$10.6M
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
17.1K+ 22.99% |
$895K - $1.08M
|
91.6K
$6.91M
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
17.1K+ 16.86% |
$893K - $1.08M
|
118K
$8.94M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.9K+ 8.55% |
$886K - $1.07M
|
215K
$16.2M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
16.8K+ 667.74% |
$879K - $1.06M
|
19.3K
$1.46M
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
16.8K+ 3.35% |
$877K - $1.06M
|
517K
$39M
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
16.7K+ 365.87% |
$876K - $1.06M
|
21.3K
$1.61M
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
16.7K+ 12.2% |
$875K - $1.06M
|
154K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
16.6K+ 2.34% |
$869K - $1.05M
|
727K
$54.9M
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
16.5K+ 45.95% |
$863K - $1.04M
|
52.4K
$3.96M
|
|
Oct 19, 2022
Q3 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
16.4K+ 5.68% |
$857K - $1.03M
|
304K
$23M
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
16.4K+ 23.37% |
$857K - $1.03M
|
86.4K
$6.53M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.4K+ 4.48% |
$856K - $1.03M
|
382K
$28.8M
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
16.3KNew |
$853K - $1.03M
|
16.3K
$1.23M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16K+ 12.35% |
$835K - $1.01M
|
145K
$11M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.9K+ 26.12% |
$830K - $1M
|
76.6K
$5.79M
|