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 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-821- 5.79% |
$77.6K - $86.7K
|
13.4K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-858- 3.7% |
$81.1K - $90.6K
|
22.3K
$2.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Pacific Wealth Management
|
SELL
|
- |
-870- 1.39% |
$82.3K - $91.9K
|
61.5K
$5.76M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-875- 4.68% |
$82.7K - $92.4K
|
17.8K
$1.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-885- 44.72% |
$83.7K - $93.5K
|
1.09K
$102K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-908- 23.53% |
$85.9K - $95.9K
|
2.95K
$276K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-928- 4.19% |
$87.8K - $98K
|
21.2K
$1.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-930- 57.8% |
$87.9K - $98.2K
|
679
$63.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-992- 2.1% |
$93.8K - $105K
|
46.1K
$4.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01K- 28.68% |
$95.2K - $106K
|
2.5K
$234K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.09K- 30.56% |
$103K - $115K
|
2.47K
$231K
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.1K- 18.76% |
$104K - $116K
|
4.77K
$446K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.12K- 0.31% |
$106K - $119K
|
358K
$33.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.12K- 27.63% |
$106K - $119K
|
2.94K
$275K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.22K- 18.04% |
$115K - $128K
|
5.52K
$517K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.22K- 4.5% |
$116K - $129K
|
26K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.3K- 3.2% |
$123K - $138K
|
39.4K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.35K- 4.06% |
$128K - $143K
|
31.9K
$2.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.45K- 41.7% |
$137K - $153K
|
2.02K
$189K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.62K- 30.14% |
$153K - $171K
|
3.75K
$351K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.65K- 5.8% |
$156K - $174K
|
26.8K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 39.1% |
$160K - $179K
|
2.64K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.72K- 1.13% |
$163K - $182K
|
151K
$14.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.77K- 44.03% |
$167K - $187K
|
2.25K
$211K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.8K- 5.58% |
$171K - $191K
|
30.5K
$2.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.84K- 4.18% |
$174K - $195K
|
42.3K
$3.96M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.87K- 35.02% |
$177K - $198K
|
3.48K
$325K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.89K- 44.87% |
$179K - $199K
|
2.32K
$217K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.9K- 48.63% |
$180K - $201K
|
2.01K
$188K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.91K- 32.32% |
$180K - $201K
|
3.99K
$373K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.98K- 8.8% |
$187K - $209K
|
20.5K
$1.92M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.98K- 25.72% |
$187K - $209K
|
5.71K
$534K
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.04K- 3.73% |
$192K - $215K
|
52.6K
$4.92M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.1K- 38.37% |
$199K - $222K
|
3.38K
$316K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.11K- 11.27% |
$199K - $223K
|
16.6K
$1.55M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.2K- 44.75% |
$208K - $232K
|
2.71K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.2KClosed |
$208K - $233K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.24K- 27.52% |
$212K - $236K
|
5.9K
$552K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.34K- 52.96% |
$221K - $247K
|
2.08K
$195K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.37K- 35.31% |
$224K - $250K
|
4.34K
$407K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2.46KClosed |
$233K - $260K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.48K- 41.44% |
$235K - $262K
|
3.51K
$328K
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-2.61K- 5.68% |
$247K - $276K
|
43.4K
$4.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.62K- 1.59% |
$247K - $276K
|
162K
$15.1M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.63K- 14.16% |
$249K - $278K
|
16K
$1.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.65K- 8.67% |
$250K - $280K
|
27.9K
$2.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.7K- 37.87% |
$255K - $285K
|
4.43K
$415K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.9K- 27.43% |
$275K - $307K
|
7.68K
$719K
|
|
|
Oct 18, 2022
Q3 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-3.3K- 2.34% |
$312K - $349K
|
138K
$12.9M
|
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
SELL
|
- |
-3.53K- 8.34% |
$334K - $373K
|
38.8K
$3.63M
|