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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.68KNew |
$253K - $283K
|
2.68K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.66K+ 18.29% |
$251K - $281K
|
17.2K
$1.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.51KNew |
$237K - $265K
|
2.51K
$235K
|
|
|
Nov 10, 2022
Q3 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.47KNew |
$234K - $261K
|
2.47K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.37K+ 31.02% |
$224K - $251K
|
10K
$939K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.37K+ 3.74% |
$224K - $250K
|
65.7K
$6.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.32KNew |
$219K - $245K
|
2.32K
$217K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 44.99% |
$217K - $242K
|
7.39K
$692K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
2.25K+ 49.96% |
$213K - $237K
|
6.75K
$632K
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.23K+ 112.38% |
$211K - $236K
|
4.22K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.22K+ 16.96% |
$210K - $235K
|
15.3K
$1.44M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.2KNew |
$208K - $233K
|
2.2K
$206K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.18KNew |
$206K - $230K
|
2.18K
$204K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.14KNew |
$202K - $226K
|
2.14K
$200K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.08K+ 9.66% |
$197K - $220K
|
23.6K
$2.21M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.02KNew |
$191K - $214K
|
2.02K
$189K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.98K+ 4.14% |
$187K - $209K
|
49.7K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.96KNew |
$186K - $207K
|
1.96K
$184K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.89K+ 873.15% |
$178K - $199K
|
2.1K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.87K+ 6.81% |
$177K - $198K
|
29.3K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.87K+ 6.7% |
$177K - $197K
|
29.8K
$2.79M
|
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.79K+ 2.98% |
$169K - $189K
|
61.7K
$5.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 6.87% |
$167K - $186K
|
27.4K
$2.57M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.75K+ 52.94% |
$165K - $184K
|
5.05K
$473K
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.72K+ 3.16% |
$162K - $181K
|
56K
$5.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
1.71K+ 135.77% |
$162K - $180K
|
2.97K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.69K+ 28.64% |
$160K - $179K
|
7.6K
$712K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.67K+ 42.69% |
$158K - $176K
|
5.57K
$522K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.65K+ 11.75% |
$156K - $175K
|
15.7K
$1.47M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$152K - $170K
|
1.61K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 40.94% |
$147K - $164K
|
5.34K
$500K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.55K+ 21.91% |
$147K - $164K
|
8.63K
$808K
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 68.88% |
$142K - $159K
|
3.69K
$345K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.45K+ 2.25% |
$137K - $153K
|
65.9K
$6.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.45K+ 20.44% |
$137K - $153K
|
8.52K
$798K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.41K+ 1.12% |
$134K - $149K
|
128K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.4K+ 1.45% |
$133K - $148K
|
98K
$9.18M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.38K+ 1.7% |
$130K - $145K
|
82.4K
$7.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.36K+ 13.37% |
$128K - $143K
|
11.5K
$1.08M
|
|
|
Feb 01, 2023
Q3 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.35K+ 1.15% |
$128K - $143K
|
119K
$11.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.33K+ 7.32% |
$126K - $141K
|
19.5K
$1.83M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.32K+ 122.52% |
$125K - $140K
|
2.4K
$225K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.32K+ 25.43% |
$125K - $139K
|
6.5K
$609K
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
1.31K+ 8.29% |
$124K - $139K
|
17.1K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.31KNew |
$124K - $138K
|
1.31K
$122K
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
1.3K+ 14.73% |
$122K - $137K
|
10.1K
$944K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.27K+ 21.49% |
$120K - $134K
|
7.19K
$673K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.27K+ 2392.45% |
$120K - $134K
|
1.32K
$124K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
1.2K+ 22.72% |
$113K - $127K
|
6.48K
$607K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.17K+ 5.82% |
$110K - $123K
|
21.2K
$1.99M
|