Purchases and Sales Made in Q4 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-1.04K- 20.47% |
$54.3K - $66K
|
4.03K
$298K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 2.91% |
$54.8K - $66.6K
|
35K
$2.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.05K- 5.16% |
$54.9K - $66.8K
|
19.3K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-1.08K- 19.56% |
$56.4K - $68.6K
|
4.43K
$328K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 0.71% |
$56.8K - $69.1K
|
152K
$11.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.09K- 0.98% |
$56.8K - $69.1K
|
110K
$8.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.09K- 16.46% |
$57.1K - $69.4K
|
5.54K
$410K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.1K- 2.22% |
$57.5K - $70K
|
48.5K
$3.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.1K- 31.14% |
$57.6K - $70K
|
2.43K
$180K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.14K- 19.18% |
$59.7K - $72.6K
|
4.81K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.14K- 6.14% |
$59.8K - $72.8K
|
17.5K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.16K- 2.29% |
$60.7K - $73.8K
|
49.5K
$3.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.18K- 24.49% |
$61.7K - $75K
|
3.64K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-1.18K- 4.15% |
$61.7K - $75K
|
27.3K
$2.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.2K- 14.95% |
$62.7K - $76.3K
|
6.82K
$504K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.22K- 5.29% |
$63.6K - $77.3K
|
21.8K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.22K- 2.02% |
$63.7K - $77.4K
|
59K
$4.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.25K- 5.58% |
$65.3K - $79.4K
|
21.1K
$1.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 23.43% |
$65.4K - $79.6K
|
4.09K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.27K- 0.61% |
$66.3K - $80.6K
|
205K
$15.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.27K- 6.19% |
$66.4K - $80.7K
|
19.2K
$1.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.28K- 23.42% |
$67.2K - $81.7K
|
4.2K
$310K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.3K- 3.12% |
$68.1K - $82.7K
|
40.4K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.35K- 64.21% |
$70.6K - $85.9K
|
752
$55.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-1.35K- 1.74% |
$70.8K - $86.1K
|
76.3K
$5.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.37K- 22.24% |
$71.6K - $87.1K
|
4.78K
$354K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.37K- 0.83% |
$71.8K - $87.3K
|
163K
$12.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.44K- 0.48% |
$75.2K - $91.4K
|
295K
$21.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.45K- 8.11% |
$75.7K - $92K
|
16.4K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.46K- 3.47% |
$76.2K - $92.7K
|
40.4K
$2.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.48K- 11.28% |
$77.6K - $94.4K
|
11.7K
$863K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.5K- 4.14% |
$78.6K - $95.5K
|
34.8K
$2.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.51K- 6.18% |
$79.3K - $96.4K
|
23K
$1.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 16.16% |
$80.7K - $98.1K
|
8K
$592K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 40.44% |
$81.9K - $99.5K
|
2.3K
$170K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.58K- 5.32% |
$82.7K - $101K
|
28.1K
$2.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.63K- 5.48% |
$85.2K - $104K
|
28.1K
$2.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.64K- 12.54% |
$85.9K - $104K
|
11.4K
$847K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-1.66K- 30.57% |
$86.9K - $106K
|
3.77K
$279K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.67K- 3.19% |
$87.6K - $106K
|
50.9K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.74K- 4.12% |
$91K - $111K
|
40.5K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.75K- 1.58% |
$91.4K - $111K
|
109K
$8.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.77K- 6.65% |
$92.6K - $113K
|
24.8K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.78K- 15.61% |
$93.1K - $113K
|
9.62K
$711K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.79K- 5.88% |
$93.7K - $114K
|
28.7K
$2.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.8K- 4.28% |
$94K - $114K
|
40.2K
$2.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.8K- 36.11% |
$94.2K - $115K
|
3.19K
$236K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.83K- 92.76% |
$95.9K - $117K
|
143
$10.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-1.84K- 2.21% |
$96.3K - $117K
|
81.3K
$6.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.85K- 4.5% |
$96.6K - $117K
|
39.1K
$2.89M
|