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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
89New |
$8.74K - $9.49K
|
89
$8.33K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
86New |
$8.44K - $9.17K
|
86
$8.05K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
78+ 222.86% |
$7.66K - $8.32K
|
113
$10.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
76+ 0.53% |
$7.46K - $8.11K
|
14.5K
$1.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
74+ 7.47% |
$7.26K - $7.89K
|
1.07K
$99.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
72+ 46.45% |
$7.07K - $7.68K
|
227
$21.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
69New |
$6.77K - $7.36K
|
69
$6.46K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
67New |
$6.58K - $7.15K
|
67
$6.27K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
67+ 0.3% |
$6.58K - $7.15K
|
22.4K
$2.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
64+ 1.06% |
$6.28K - $6.83K
|
6.11K
$571K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
53New |
$5.2K - $5.65K
|
53
$4.96K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
52New |
$5.1K - $5.55K
|
52
$4.87K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
50+ 33.33% |
$4.91K - $5.33K
|
200
$18.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
49+ 0.36% |
$4.81K - $5.23K
|
13.6K
$1.27M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
36+ 0.19% |
$3.53K - $3.84K
|
19.2K
$1.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
30New |
$2.94K - $3.2K
|
30
$2.81K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
22+ 7.83% |
$2.16K - $2.35K
|
303
$28.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
19+ 0.73% |
$1.86K - $2.03K
|
2.62K
$245K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
18New |
$1.77K - $1.92K
|
18
$1.68K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
14New |
$1.37K - $1.49K
|
14
$1.31K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
11+ 157.14% |
$1.08K - $1.17K
|
18
$1.68K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
9+ 0.35% |
$883 - $960
|
2.56K
$240K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9New |
$883 - $960
|
9
$842
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
8New |
$785 - $853
|
8
$749
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.22% |
$687 - $747
|
3.17K
$297K
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
5+ 0.06% |
$491 - $533
|
9.03K
$845K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
4+ 0.05% |
$393 - $427
|
7.98K
$747K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 16.0% |
$393 - $427
|
29
$2.71K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.38% |
$294 - $320
|
784
$73.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$196 - $213
|
1.99K
$186K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1New |
$98.2 - $107
|
1
$93.6
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$98.2 - $107
|
4.28K
$401K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.83% |
$98.2 - $107
|
122
$11.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1- 0.08% |
$98.2 - $107
|
1.26K
$118K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1- 0.16% |
$98.2 - $107
|
620
$58K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2- 0.46% |
$196 - $213
|
437
$40.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-7Closed |
$687 - $747
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-10- 0.45% |
$982 - $1.07K
|
2.2K
$206K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10- 3.82% |
$982 - $1.07K
|
252
$23.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12Closed |
$1.18K - $1.28K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-13- 0.03% |
$1.28K - $1.39K
|
41.4K
$3.87M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-13Closed |
$1.28K - $1.39K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-16- 0.35% |
$1.57K - $1.71K
|
4.56K
$426K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-16- 6.61% |
$1.57K - $1.71K
|
226
$21.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-17Closed |
$1.67K - $1.81K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 13.64% |
$1.77K - $1.92K
|
114
$10.7K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-18- 3.11% |
$1.77K - $1.92K
|
560
$52.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-20Closed |
$1.96K - $2.13K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 2.19% |
$1.96K - $2.13K
|
894
$83.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-20- 0.41% |
$1.96K - $2.13K
|
4.91K
$460K
|