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 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-13.6KClosed |
$1.34M - $1.45M
|
0
$0
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-13.7K- 85.4% |
$1.35M - $1.46M
|
2.35K
$220K
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-13.9KClosed |
$1.37M - $1.48M
|
0
$0
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 58.3% |
$1.37M - $1.49M
|
9.98K
$933K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-14KClosed |
$1.37M - $1.49M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14.6K- 65.38% |
$1.43M - $1.56M
|
7.74K
$724K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.7K- 22.31% |
$1.44M - $1.57M
|
51.2K
$4.79M
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-14.7K- 26.35% |
$1.45M - $1.57M
|
41.2K
$3.85M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.8K- 68.93% |
$1.45M - $1.57M
|
6.65K
$622K
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-15.1KClosed |
$1.49M - $1.61M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.2K- 24.13% |
$1.49M - $1.62M
|
47.7K
$4.47M
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-15.4K- 10.72% |
$1.51M - $1.64M
|
128K
$12M
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-15.4K- 85.61% |
$1.51M - $1.64M
|
2.59K
$242K
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-15.7K- 46.32% |
$1.54M - $1.67M
|
18.2K
$1.7M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-15.8K- 88.1% |
$1.55M - $1.68M
|
2.13K
$200K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-15.8K- 90.76% |
$1.55M - $1.69M
|
1.61K
$151K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.8K- 70.53% |
$1.55M - $1.69M
|
6.62K
$619K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-16K- 58.52% |
$1.57M - $1.71M
|
11.3K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.2K- 43.86% |
$1.59M - $1.73M
|
20.8K
$1.95M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.8K- 85.17% |
$1.65M - $1.8M
|
2.93K
$274K
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-17.6KClosed |
$1.72M - $1.87M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-19.2K- 24.55% |
$1.88M - $2.05M
|
59K
$5.52M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.3K- 75.11% |
$1.89M - $2.06M
|
6.4K
$599K
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-19.4K- 32.85% |
$1.9M - $2.06M
|
39.6K
$3.7M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-19.6KClosed |
$1.92M - $2.09M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-20K- 80.0% |
$1.96M - $2.13M
|
5K
$468K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-20.5K- 43.94% |
$2.01M - $2.18M
|
26.1K
$2.44M
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-20.6KClosed |
$2.03M - $2.2M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-20.9KClosed |
$2.06M - $2.23M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-21K- 66.45% |
$2.06M - $2.24M
|
10.6K
$991K
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-21.4K- 31.77% |
$2.1M - $2.28M
|
46K
$4.31M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-21.8K- 12.87% |
$2.14M - $2.32M
|
147K
$13.8M
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-22KClosed |
$2.16M - $2.35M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-22.3K- 10.19% |
$2.19M - $2.38M
|
197K
$18.4M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.6KClosed |
$2.21M - $2.41M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-22.9K- 68.22% |
$2.25M - $2.44M
|
10.7K
$999K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-23.5KClosed |
$2.3M - $2.5M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23.6K- 49.31% |
$2.31M - $2.51M
|
24.2K
$2.27M
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-25.3K- 41.22% |
$2.48M - $2.69M
|
36K
$3.37M
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-26KClosed |
$2.55M - $2.77M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-26.4KClosed |
$2.59M - $2.82M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-26.5K- 9.05% |
$2.6M - $2.82M
|
266K
$24.9M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-26.7K- 83.25% |
$2.62M - $2.85M
|
5.37K
$503K
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-26.8K- 55.99% |
$2.63M - $2.86M
|
21.1K
$1.97M
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-27K- 2.02% |
$2.65M - $2.88M
|
1.31M
$123M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-29.2K- 35.01% |
$2.86M - $3.11M
|
54.2K
$5.07M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-29.2KClosed |
$2.87M - $3.12M
|
0
$0
|
|
Jul 01, 2022
Q2 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-31.7K- 5.85% |
$3.11M - $3.38M
|
509K
$47.7M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-34.2KClosed |
$3.36M - $3.65M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-34.5K- 81.3% |
$3.38M - $3.68M
|
7.93K
$742K
|