Purchases and Sales Made in Q3 2022 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-115- 0.96% |
$10.9K - $12.1K
|
11.8K
$1.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-117- 90.0% |
$11.1K - $12.4K
|
13
$1.22K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-118- 0.4% |
$11.2K - $12.5K
|
29.2K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-120- 4.14% |
$11.3K - $12.7K
|
2.78K
$260K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-123- 11.18% |
$11.6K - $13K
|
977
$91.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-127- 2.95% |
$12K - $13.4K
|
4.18K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-128- 3.39% |
$12.1K - $13.5K
|
3.65K
$341K
|
|
|
Oct 12, 2022
Q3 2022
|
Client First Capital LLC
|
SELL
|
- |
-148- 0.18% |
$14K - $15.6K
|
81K
$7.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-149- 2.62% |
$14.1K - $15.7K
|
5.54K
$518K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-152- 38.38% |
$14.4K - $16.1K
|
244
$22.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-169- 23.15% |
$16K - $17.8K
|
561
$52.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-173- 3.09% |
$16.4K - $18.3K
|
5.42K
$507K
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-181- 3.42% |
$17.1K - $19.1K
|
5.12K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-183- 4.02% |
$17.3K - $19.3K
|
4.37K
$409K
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-187- 3.54% |
$17.7K - $19.7K
|
5.09K
$477K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-193- 0.43% |
$18.3K - $20.4K
|
44.4K
$4.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-206- 96.26% |
$19.5K - $21.8K
|
8
$749
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-242- 10.25% |
$22.9K - $25.6K
|
2.12K
$198K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-243- 5.05% |
$23K - $25.7K
|
4.57K
$427K
|
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-247- 1.86% |
$23.4K - $26.1K
|
13K
$1.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-250- 3.32% |
$23.6K - $26.4K
|
7.27K
$680K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-278- 4.03% |
$26.3K - $29.4K
|
6.62K
$619K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-299- 2.57% |
$28.3K - $31.6K
|
11.3K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-301- 3.8% |
$28.5K - $31.8K
|
7.63K
$714K
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-302- 2.99% |
$28.6K - $31.9K
|
9.8K
$917K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-330- 11.74% |
$31.2K - $34.8K
|
2.48K
$232K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-333- 39.55% |
$31.5K - $35.2K
|
509
$47.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-337- 4.01% |
$31.9K - $35.6K
|
8.07K
$755K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-355- 13.53% |
$33.6K - $37.5K
|
2.27K
$212K
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-357- 0.05% |
$33.8K - $37.7K
|
756K
$70.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-361- 0.81% |
$34.1K - $38.1K
|
44.2K
$4.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-412- 2.97% |
$39K - $43.5K
|
13.4K
$1.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-443- 12.31% |
$41.9K - $46.8K
|
3.16K
$295K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-457- 10.77% |
$43.2K - $48.3K
|
3.79K
$354K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-464- 6.79% |
$43.9K - $49K
|
6.37K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-464- 7.14% |
$43.9K - $49K
|
6.03K
$565K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-480- 6.02% |
$45.4K - $50.7K
|
7.49K
$701K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-482- 62.03% |
$45.6K - $50.9K
|
295
$27.6K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-490- 87.5% |
$46.3K - $51.7K
|
70
$6.55K
|
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-496- 9.03% |
$46.9K - $52.4K
|
5K
$468K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-500- 3.77% |
$47.3K - $52.8K
|
12.8K
$1.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-535- 3.52% |
$50.6K - $56.5K
|
14.7K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-539- 4.34% |
$51K - $56.9K
|
11.9K
$1.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-545- 3.34% |
$51.5K - $57.6K
|
15.8K
$1.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-559- 57.22% |
$52.9K - $59K
|
418
$39.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-601- 11.86% |
$56.8K - $63.5K
|
4.47K
$418K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-629- 1.13% |
$59.5K - $66.4K
|
55K
$5.15M
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
SELL
|
- |
-644- 7.76% |
$60.9K - $68K
|
7.66K
$717K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-805- 11.34% |
$76.1K - $85K
|
6.29K
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-811- 51.33% |
$76.7K - $85.6K
|
769
$72K
|