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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
9.93KNew |
$519K - $626K
|
9.93K
$750K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
9.8K+ 39.77% |
$513K - $618K
|
34.4K
$2.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.77K+ 8.62% |
$511K - $616K
|
123K
$9.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.73KNew |
$509K - $614K
|
9.73K
$734K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
9.68K+ 62.61% |
$506K - $611K
|
25.1K
$1.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.52K+ 0.05% |
$498K - $601K
|
20.1M
$1.52B
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.49K+ 33.01% |
$496K - $599K
|
38.2K
$2.89M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.39K+ 3.27% |
$491K - $592K
|
297K
$22.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.34K+ 4.63% |
$489K - $590K
|
211K
$16M
|
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.23K+ 2.76% |
$483K - $583K
|
343K
$25.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
9.09KNew |
$476K - $574K
|
9.09K
$687K
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
8.97K+ 2.6% |
$470K - $566K
|
355K
$26.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.9K+ 16.92% |
$466K - $562K
|
61.5K
$4.64M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
8.79KNew |
$460K - $555K
|
8.79K
$664K
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.78K+ 18.67% |
$459K - $554K
|
55.8K
$4.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.78K+ 120.61% |
$459K - $554K
|
16.1K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
8.77K+ 200.02% |
$459K - $553K
|
13.1K
$993K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
8.73K+ 8.88% |
$457K - $551K
|
107K
$8.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
8.69K+ 11.62% |
$455K - $548K
|
83.4K
$6.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
8.62K+ 50.51% |
$451K - $544K
|
25.7K
$1.94M
|
|
|
Oct 25, 2022
Q3 2022
|
Montis Financial, LLC
|
BUY
|
- |
8.6K+ 2.94% |
$450K - $543K
|
301K
$22.8M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8.6K+ 5.56% |
$450K - $543K
|
163K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
8.44K+ 5.62% |
$442K - $533K
|
159K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
8.43KNew |
$441K - $532K
|
8.43K
$636K
|
|
|
Nov 03, 2022
Q3 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
8.25K+ 2.67% |
$432K - $521K
|
318K
$24M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.2K+ 4.59% |
$429K - $517K
|
187K
$14.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
8K+ 2.75% |
$419K - $505K
|
299K
$22.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.99K+ 4.84% |
$418K - $504K
|
173K
$13.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
7.95K+ 4.97% |
$416K - $501K
|
168K
$12.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7.92K+ 2.59% |
$414K - $500K
|
313K
$23.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
7.71KNew |
$403K - $486K
|
7.71K
$582K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.68K+ 46.53% |
$402K - $484K
|
24.2K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.67K+ 1.1% |
$401K - $484K
|
702K
$53M
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
7.58K+ 18.14% |
$397K - $478K
|
49.4K
$3.73M
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
7.56K+ 23.45% |
$395K - $477K
|
39.8K
$3M
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
7.54K+ 26.27% |
$394K - $476K
|
36.2K
$2.74M
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
7.5K+ 16.95% |
$392K - $473K
|
51.7K
$3.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
7.49K+ 34.1% |
$392K - $473K
|
29.5K
$2.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.43KNew |
$389K - $469K
|
7.43K
$561K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.4K+ 9.94% |
$387K - $467K
|
81.8K
$6.18M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.34K+ 13.36% |
$384K - $463K
|
62.3K
$4.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
7.25KNew |
$379K - $457K
|
7.25K
$547K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
7.13K+ 31.68% |
$373K - $450K
|
29.6K
$2.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.99KNew |
$366K - $441K
|
6.99K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.88K+ 3.65% |
$360K - $434K
|
195K
$14.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
6.86K+ 7.47% |
$359K - $433K
|
98.6K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.84K+ 10.09% |
$358K - $432K
|
74.6K
$5.64M
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
6.71K+ 1.6% |
$351K - $424K
|
428K
$32.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.71K+ 6.8% |
$351K - $423K
|
105K
$7.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.61KNew |
$346K - $417K
|
6.61K
$499K
|