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 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
219+ 0.09% |
$20.7K - $23.1K
|
239K
$22.4M
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
214+ 0.93% |
$20.2K - $22.6K
|
23.3K
$2.18M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
206New |
$19.5K - $21.8K
|
206
$19.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
195+ 0.36% |
$18.4K - $20.6K
|
54.3K
$5.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
191+ 2.1% |
$18.1K - $20.2K
|
9.3K
$870K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
169+ 2.81% |
$16K - $17.8K
|
6.18K
$578K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
162+ 6.07% |
$15.3K - $17.1K
|
2.83K
$265K
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
155+ 0.46% |
$14.7K - $16.4K
|
33.6K
$3.14M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
135+ 4.25% |
$12.8K - $14.3K
|
3.32K
$310K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
131+ 46.95% |
$12.4K - $13.8K
|
410
$38.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
123+ 5.58% |
$11.6K - $13K
|
2.33K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
117+ 0.23% |
$11.1K - $12.4K
|
51.3K
$4.8M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
104+ 3.16% |
$9.83K - $11K
|
3.39K
$318K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
102+ 3.35% |
$9.65K - $10.8K
|
3.15K
$294K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
100New |
$9.46K - $10.6K
|
100
$9.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 3.91% |
$9.46K - $10.6K
|
2.66K
$248K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
98New |
$9.27K - $10.3K
|
98
$9.17K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
85New |
$8.04K - $8.98K
|
85
$7.95K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
85+ 1.4% |
$8.04K - $8.98K
|
6.14K
$574K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
83+ 3.51% |
$7.85K - $8.76K
|
2.45K
$229K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
80+ 1.9% |
$7.56K - $8.45K
|
4.3K
$402K
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
75New |
$7.09K - $7.92K
|
75
$7.02K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
69+ 0.29% |
$6.52K - $7.29K
|
24K
$2.24M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
66+ 0.47% |
$6.24K - $6.97K
|
14K
$1.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
BUY
|
- |
64+ 0.36% |
$6.05K - $6.76K
|
18K
$1.68M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
60New |
$5.67K - $6.34K
|
60
$5.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
57+ 0.19% |
$5.39K - $6.02K
|
29.3K
$2.74M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53+ 19.41% |
$5.01K - $5.6K
|
326
$30.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
45New |
$4.26K - $4.75K
|
45
$4.21K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
41+ 0.4% |
$3.88K - $4.33K
|
10.2K
$959K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
37+ 6.46% |
$3.5K - $3.91K
|
610
$57.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21+ 0.77% |
$1.99K - $2.22K
|
2.76K
$258K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.36% |
$1.99K - $2.22K
|
5.81K
$543K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
18+ 120.0% |
$1.7K - $1.9K
|
33
$3.09K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 10.24% |
$1.61K - $1.8K
|
183
$17.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
17+ 0.09% |
$1.61K - $1.8K
|
18K
$1.68M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
16+ 0.38% |
$1.51K - $1.69K
|
4.27K
$400K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
14New |
$1.32K - $1.48K
|
14
$1.31K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 37.5% |
$1.13K - $1.27K
|
44
$4.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
9+ 40.91% |
$851 - $950
|
31
$2.9K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
9New |
$851 - $950
|
9
$842
|
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
8+ 0.09% |
$756 - $845
|
9.04K
$846K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
6+ 0.26% |
$567 - $634
|
2.33K
$218K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5+ 6.25% |
$473 - $528
|
85
$7.95K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5New |
$473 - $528
|
5
$468
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4New |
$378 - $422
|
4
$374
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4+ 12.12% |
$378 - $422
|
37
$3.46K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.15% |
$284 - $317
|
2.04K
$191K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.38% |
$284 - $317
|
787
$73.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.99% |
$284 - $317
|
306
$28.6K
|