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 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.09KNew |
$103K - $115K
|
1.09K
$102K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.06K+ 4.72% |
$99.9K - $112K
|
23.5K
$2.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.03K+ 22.84% |
$97.5K - $109K
|
5.55K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
1.03K+ 21.41% |
$97.3K - $109K
|
5.84K
$546K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.02K+ 3.99% |
$96.5K - $108K
|
26.6K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.02K+ 30.31% |
$96.5K - $108K
|
4.39K
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
964New |
$91.2K - $102K
|
964
$90.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
918+ 3.73% |
$86.8K - $96.9K
|
25.5K
$2.39M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
872+ 37.06% |
$82.5K - $92.1K
|
3.23K
$302K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
870+ 3.01% |
$82.3K - $91.9K
|
29.8K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
849+ 3.1% |
$80.3K - $89.7K
|
28.2K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
831+ 5.91% |
$78.6K - $87.8K
|
14.9K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
813+ 2.98% |
$76.9K - $85.9K
|
28.1K
$2.63M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
811+ 3.79% |
$76.7K - $85.6K
|
22.2K
$2.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
725+ 29.62% |
$68.6K - $76.6K
|
3.17K
$297K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
721+ 0.89% |
$68.2K - $76.1K
|
81.6K
$7.64M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
714New |
$67.5K - $75.4K
|
714
$66.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
693+ 21.72% |
$65.5K - $73.2K
|
3.88K
$364K
|
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
685+ 1.12% |
$64.8K - $72.3K
|
61.7K
$5.78M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
674+ 32.54% |
$63.7K - $71.2K
|
2.75K
$257K
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
599+ 1.04% |
$56.6K - $63.3K
|
57.9K
$5.42M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
582+ 1212.5% |
$55K - $61.5K
|
630
$59K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
575+ 7.19% |
$54.4K - $60.7K
|
8.57K
$802K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
566+ 9.15% |
$53.5K - $59.8K
|
6.75K
$632K
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
565+ 20.05% |
$53.4K - $59.7K
|
3.38K
$317K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
563New |
$53.2K - $59.5K
|
563
$52.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
558+ 8.87% |
$52.8K - $58.9K
|
6.85K
$641K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
541+ 5.17% |
$51.2K - $57.1K
|
11K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
540+ 15.21% |
$51.1K - $57K
|
4.09K
$383K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
532+ 2.33% |
$50.3K - $56.2K
|
23.4K
$2.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
528+ 586.67% |
$49.9K - $55.8K
|
618
$57.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
528+ 8.94% |
$49.9K - $55.8K
|
6.44K
$603K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
509+ 4.83% |
$48.1K - $53.8K
|
11K
$1.03M
|
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
494+ 14.66% |
$46.7K - $52.2K
|
3.86K
$362K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
492+ 17.28% |
$46.5K - $52K
|
3.34K
$313K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
483+ 0.46% |
$45.7K - $51K
|
105K
$9.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
482+ 23.2% |
$45.6K - $50.9K
|
2.56K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
473New |
$44.7K - $49.9K
|
473
$44.3K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
424+ 6.37% |
$40.1K - $44.8K
|
7.08K
$663K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
371New |
$35.1K - $39.2K
|
371
$34.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
366+ 18.89% |
$34.6K - $38.6K
|
2.3K
$216K
|
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
340+ 3.33% |
$32.2K - $35.9K
|
10.5K
$987K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
329+ 6.35% |
$31.1K - $34.7K
|
5.51K
$516K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
317+ 0.7% |
$30K - $33.5K
|
45.3K
$4.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
308+ 3.86% |
$29.1K - $32.5K
|
8.29K
$776K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
278+ 0.86% |
$26.3K - $29.4K
|
32.6K
$3.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
268New |
$25.3K - $28.3K
|
268
$25.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
247New |
$23.4K - $26.1K
|
247
$23.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
236+ 4.14% |
$22.3K - $24.9K
|
5.93K
$555K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
221+ 1.36% |
$20.9K - $23.3K
|
16.5K
$1.55M
|