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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
28.7KNew |
$2.72M - $3.03M
|
28.7K
$2.69M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28K+ 233.3% |
$2.65M - $2.96M
|
40.1K
$3.75M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
27.9K+ 22.09% |
$2.63M - $2.94M
|
154K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27.8K+ 7.34% |
$2.63M - $2.93M
|
406K
$38M
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
27.7K+ 9.22% |
$2.62M - $2.92M
|
328K
$30.7M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
27.3K+ 191.19% |
$2.58M - $2.88M
|
41.6K
$3.89M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.6K+ 415.21% |
$2.51M - $2.81M
|
33K
$3.09M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
26.2K+ 24248.15% |
$2.48M - $2.77M
|
26.3K
$2.46M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
25.9K+ 1215.05% |
$2.45M - $2.74M
|
28.1K
$2.63M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25.4K+ 76.6% |
$2.4M - $2.68M
|
58.5K
$5.47M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.4K+ 42.68% |
$2.21M - $2.47M
|
78.1K
$7.32M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
23.2K+ 19.22% |
$2.19M - $2.45M
|
144K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23K+ 88.02% |
$2.17M - $2.43M
|
49.1K
$4.59M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
22.6K+ 83.23% |
$2.14M - $2.39M
|
49.8K
$4.66M
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
22.6K+ 18.01% |
$2.14M - $2.39M
|
148K
$13.9M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.7K+ 104.13% |
$2.05M - $2.29M
|
42.4K
$3.97M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
21.3K+ 183.42% |
$2.01M - $2.25M
|
32.9K
$3.08M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
21.1K+ 9.12% |
$2M - $2.23M
|
253K
$23.7M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20.5KNew |
$1.94M - $2.17M
|
20.5K
$1.92M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20KNew |
$1.89M - $2.11M
|
20K
$1.87M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.6KNew |
$1.85M - $2.07M
|
19.6K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19KNew |
$1.8M - $2.01M
|
19K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.7K+ 22.19% |
$1.77M - $1.98M
|
103K
$9.64M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
18.5K+ 8.49% |
$1.75M - $1.95M
|
236K
$22.1M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
18.5K+ 16.25% |
$1.75M - $1.95M
|
132K
$12.4M
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
18.3KNew |
$1.73M - $1.93M
|
18.3K
$1.71M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18.2K+ 13.22% |
$1.72M - $1.92M
|
156K
$14.6M
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
BUY
|
- |
17.7K+ 12.65% |
$1.67M - $1.87M
|
158K
$14.8M
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17.3K+ 494.34% |
$1.64M - $1.83M
|
20.8K
$1.95M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.8K+ 10.67% |
$1.59M - $1.77M
|
174K
$16.3M
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
16.7KNew |
$1.58M - $1.76M
|
16.7K
$1.56M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
16.5K+ 23.45% |
$1.56M - $1.75M
|
87.1K
$8.16M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.5K+ 33.62% |
$1.56M - $1.74M
|
65.4K
$6.12M
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
15.7K+ 8.83% |
$1.49M - $1.66M
|
194K
$18.2M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
15.3K+ 34.38% |
$1.45M - $1.62M
|
59.9K
$5.61M
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
14.9KNew |
$1.41M - $1.57M
|
14.9K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
14.8K+ 132.06% |
$1.4M - $1.57M
|
26.1K
$2.44M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
14.8KNew |
$1.4M - $1.57M
|
14.8K
$1.39M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
14.6K+ 33.43% |
$1.38M - $1.54M
|
58.2K
$5.45M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.2K+ 3.26% |
$1.34M - $1.5M
|
450K
$42.1M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$1.33M - $1.49M
|
14.1K
$1.32M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14K+ 45.16% |
$1.32M - $1.47M
|
44.8K
$4.2M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.9K+ 54.57% |
$1.31M - $1.47M
|
39.3K
$3.68M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
13.4K+ 12.12% |
$1.27M - $1.42M
|
124K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
13.3KNew |
$1.25M - $1.4M
|
13.3K
$1.24M
|
|
Nov 15, 2022
Q3 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
12.7KNew |
$1.2M - $1.35M
|
12.7K
$1.19M
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
12.7K+ 9.94% |
$1.2M - $1.34M
|
141K
$13.2M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 20.19% |
$1.16M - $1.3M
|
73K
$6.83M
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
BUY
|
- |
12.2KNew |
$1.16M - $1.29M
|
12.2K
$1.14M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
12K+ 36.1% |
$1.14M - $1.27M
|
45.3K
$4.24M
|