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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7.92K+ 6.73% |
$777K - $844K
|
125K
$11.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.88KNew |
$773K - $840K
|
7.88K
$737K
|
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
7.54KNew |
$740K - $804K
|
7.54K
$706K
|
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
7.21K+ 4.53% |
$707K - $769K
|
166K
$15.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.1KNew |
$696K - $757K
|
7.1K
$664K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.91K+ 225.03% |
$679K - $737K
|
9.99K
$935K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.68K+ 109.55% |
$655K - $712K
|
12.8K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.65KNew |
$653K - $709K
|
6.65K
$623K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
6.49K+ 88.07% |
$637K - $692K
|
13.9K
$1.3M
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
6.13K+ 43.31% |
$601K - $653K
|
20.3K
$1.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.99K+ 98.28% |
$588K - $639K
|
12.1K
$1.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.76K+ 26.72% |
$565K - $614K
|
27.3K
$2.56M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.59KNew |
$549K - $596K
|
5.59K
$523K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.43K+ 56.78% |
$533K - $579K
|
15K
$1.4M
|
|
|
Sep 25, 2024
Q2 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
5.42K+ 9.74% |
$532K - $578K
|
61K
$5.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.42KNew |
$532K - $578K
|
5.42K
$507K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.41K+ 4.7% |
$531K - $577K
|
121K
$11.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.32KNew |
$522K - $567K
|
5.32K
$498K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
5.28KNew |
$518K - $563K
|
5.28K
$494K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.18KNew |
$509K - $553K
|
5.18K
$485K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.12K+ 11.69% |
$503K - $546K
|
49K
$4.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.09KNew |
$500K - $543K
|
5.09K
$477K
|
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
5.06KNew |
$497K - $540K
|
5.06K
$474K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.94K+ 3.24% |
$485K - $527K
|
157K
$14.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
4.84KNew |
$475K - $516K
|
4.84K
$453K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.56K+ 15.96% |
$447K - $486K
|
33.1K
$3.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.54K+ 103.11% |
$446K - $485K
|
8.95K
$838K
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
4.5KNew |
$442K - $480K
|
4.5K
$421K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.46K+ 10.03% |
$438K - $476K
|
49K
$4.58M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.42K+ 79.91% |
$433K - $471K
|
9.94K
$931K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.4K+ 18.74% |
$432K - $470K
|
27.9K
$2.61M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
4.34KNew |
$426K - $463K
|
4.34K
$407K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.32KNew |
$424K - $461K
|
4.32K
$405K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.3KNew |
$422K - $459K
|
4.3K
$403K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.18K+ 4.87% |
$411K - $446K
|
90.2K
$8.44M
|
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4.16KNew |
$408K - $443K
|
4.16K
$389K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.07KNew |
$399K - $434K
|
4.07K
$381K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.79KNew |
$372K - $404K
|
3.79K
$355K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.5KNew |
$343K - $373K
|
3.5K
$328K
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.48K+ 97.62% |
$342K - $372K
|
7.05K
$660K
|
|
|
Jul 25, 2022
Q2 2022
|
Pacific Wealth Management
|
BUY
|
- |
3.42K+ 5.8% |
$336K - $365K
|
62.4K
$5.84M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.37K+ 11.61% |
$330K - $359K
|
32.4K
$3.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.3KNew |
$324K - $352K
|
3.3K
$309K
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
3.28K+ 2.86% |
$322K - $349K
|
118K
$11M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.18KNew |
$312K - $339K
|
3.18K
$298K
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.92K+ 3.75% |
$286K - $311K
|
80.9K
$7.57M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.83K+ 5.38% |
$278K - $302K
|
55.5K
$5.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
2.82KNew |
$277K - $301K
|
2.82K
$264K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$276K - $300K
|
2.81K
$263K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.81KNew |
$276K - $299K
|
2.81K
$263K
|