Purchases and Sales Made in Q2 2022 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8M+ 90.83% |
$1.36B - $1.47B
|
29M
$2.72B
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8M+ 455.55% |
$1.06B - $1.15B
|
13.2M
$1.23B
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.16M+ 387.67% |
$899M - $977M
|
11.5M
$1.08B
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.35M+ 159.72% |
$230M - $250M
|
3.82M
$357M
|
|
|
Aug 15, 2022
Q2 2022
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
1.55MNew |
$152M - $165M
|
1.55M
$145M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
813K+ 32.4% |
$79.8M - $86.7M
|
3.32M
$311M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
813K+ 32.4% |
$79.8M - $86.7M
|
3.32M
$311M
|
|
|
Jul 22, 2022
Q2 2022
|
Peavine Capital, LLC
|
BUY
|
- |
782K+ 116.11% |
$76.7M - $83.4M
|
1.46M
$136M
|
|
|
Aug 15, 2022
Q2 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
754K+ 437.99% |
$74M - $80.4M
|
926K
$86.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
678K+ 30.56% |
$66.5M - $72.3M
|
2.9M
$271M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
661KNew |
$64.9M - $70.5M
|
661K
$61.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
648K+ 766.0% |
$63.6M - $69.1M
|
732K
$68.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
600K+ 110840.85% |
$58.9M - $64M
|
600K
$56.2M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
598K+ 57.16% |
$58.7M - $63.8M
|
1.64M
$154M
|
|
|
Aug 03, 2022
Q2 2022
|
Nationwide Fund Advisors
|
BUY
|
- |
487K+ 21.44% |
$47.8M - $52M
|
2.76M
$258M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
435KNew |
$42.7M - $46.4M
|
435K
$40.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
385K+ 156.0% |
$37.8M - $41M
|
631K
$59.1M
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
385K+ 156.0% |
$37.8M - $41M
|
631K
$59.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
379K+ 53.9% |
$37.2M - $40.4M
|
1.08M
$101M
|
|
|
Aug 12, 2022
Q2 2022
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
- |
375KNew |
$36.8M - $40M
|
375K
$35.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
375KNew |
$36.8M - $40M
|
375K
$35.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
369KNew |
$36.2M - $39.4M
|
369K
$34.6M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
360KNew |
$35.3M - $38.3M
|
360K
$33.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
348K+ 69.61% |
$34.2M - $37.1M
|
849K
$79.4M
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
340KNew |
$33.4M - $36.3M
|
340K
$31.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
271KNew |
$26.6M - $28.9M
|
271K
$25.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
253K+ 163.4% |
$24.8M - $27M
|
408K
$38.2M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
248K+ 192.09% |
$24.3M - $26.4M
|
377K
$35.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
210KNew |
$20.6M - $22.4M
|
210K
$19.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
200KNew |
$19.6M - $21.3M
|
200K
$18.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
190K+ 66.65% |
$18.6M - $20.3M
|
475K
$44.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
185K+ 136194.84% |
$18.2M - $19.8M
|
185K
$17.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
178KNew |
$17.5M - $19M
|
178K
$16.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
178KNew |
$17.5M - $19M
|
178K
$16.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
BUY
|
- |
178KNew |
$17.5M - $19M
|
178K
$16.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
176KNew |
$17.3M - $18.8M
|
176K
$16.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
172KNew |
$16.9M - $18.3M
|
172K
$16.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
166K+ 48906.18% |
$16.3M - $17.7M
|
167K
$15.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
159KNew |
$15.6M - $17M
|
159K
$14.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
157KNew |
$15.4M - $16.7M
|
157K
$14.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
153K+ 33.8% |
$15.1M - $16.4M
|
608K
$56.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
148K+ 6232.97% |
$14.5M - $15.8M
|
150K
$14.1M
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
145KNew |
$14.3M - $15.5M
|
145K
$13.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
143K+ 120.19% |
$14.1M - $15.3M
|
262K
$24.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
143K+ 52.88% |
$14M - $15.2M
|
413K
$38.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
142KNew |
$13.9M - $15.1M
|
142K
$13.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
142K+ 11.57% |
$13.9M - $15.1M
|
1.36M
$128M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
138K+ 162.34% |
$13.5M - $14.7M
|
223K
$20.9M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
128KNew |
$12.6M - $13.7M
|
128K
$12M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
126K+ 57225.45% |
$12.4M - $13.4M
|
126K
$11.8M
|