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
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-20- 0.48% |
$1.96K - $2.13K
|
4.12K
$386K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-22Closed |
$2.16K - $2.35K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-26Closed |
$2.55K - $2.77K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-30- 41.67% |
$2.94K - $3.2K
|
42
$3.93K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-30- 1.43% |
$2.94K - $3.2K
|
2.07K
$193K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-31Closed |
$3.04K - $3.31K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-35- 2.17% |
$3.44K - $3.73K
|
1.58K
$148K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-35Closed |
$3.44K - $3.73K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-37- 0.86% |
$3.63K - $3.95K
|
4.26K
$398K
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-39- 0.13% |
$3.83K - $4.16K
|
28.9K
$2.7M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-39- 0.38% |
$3.83K - $4.16K
|
10.2K
$952K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-41- 0.67% |
$4.02K - $4.37K
|
6.05K
$567K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-45Closed |
$4.42K - $4.8K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-48- 1.91% |
$4.71K - $5.12K
|
2.46K
$231K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-51- 6.68% |
$5.01K - $5.44K
|
712
$66.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-51- 6.68% |
$5.01K - $5.44K
|
712
$66.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-53- 2.05% |
$5.2K - $5.65K
|
2.54K
$238K
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-55- 1.67% |
$5.4K - $5.87K
|
3.24K
$304K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-55- 2.43% |
$5.4K - $5.87K
|
2.21K
$207K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-65- 0.12% |
$6.38K - $6.93K
|
54.3K
$5.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-76- 0.14% |
$7.46K - $8.11K
|
56K
$5.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-80Closed |
$7.85K - $8.53K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-80- 16.49% |
$7.85K - $8.53K
|
405
$37.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-80- 7.57% |
$7.85K - $8.53K
|
977
$91.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-80- 1.49% |
$7.85K - $8.53K
|
5.3K
$496K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-81- 71.05% |
$7.95K - $8.64K
|
33
$3.09K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-85Closed |
$8.34K - $9.07K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-87- 57.24% |
$8.54K - $9.28K
|
65
$6.09K
|
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-90- 2.78% |
$8.83K - $9.6K
|
3.15K
$295K
|
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-94- 1.75% |
$9.23K - $10K
|
5.28K
$494K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-95- 4.67% |
$9.32K - $10.1K
|
1.94K
$181K
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-102- 0.99% |
$10K - $10.9K
|
10.2K
$955K
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-104- 1.38% |
$10.2K - $11.1K
|
7.41K
$694K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-123Closed |
$12.1K - $13.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-125Closed |
$12.3K - $13.3K
|
0
$0
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-127- 18.14% |
$12.5K - $13.5K
|
573
$53.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-135- 3.85% |
$13.3K - $14.4K
|
3.37K
$316K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-141Closed |
$13.8K - $15K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-144- 5.0% |
$14.1K - $15.4K
|
2.74K
$256K
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-144- 2.91% |
$14.1K - $15.4K
|
4.8K
$449K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-164- 2.92% |
$16.1K - $17.5K
|
5.44K
$510K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-164- 4.06% |
$16.1K - $17.5K
|
3.88K
$363K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-176- 5.49% |
$17.3K - $18.8K
|
3.03K
$283K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-188- 6.91% |
$18.5K - $20.1K
|
2.53K
$237K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-190- 8.62% |
$18.6K - $20.3K
|
2.01K
$189K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-194- 2.9% |
$19K - $20.7K
|
6.5K
$608K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-195- 5.39% |
$19.1K - $20.8K
|
3.42K
$320K
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-196- 3.21% |
$19.2K - $20.9K
|
5.91K
$553K
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-202- 7.91% |
$19.8K - $21.5K
|
2.35K
$220K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-205- 2.27% |
$20.1K - $21.9K
|
8.84K
$828K
|