Purchases and Sales Made in Q2 2022 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-34.5K- 81.3% |
$3.38M - $3.68M
|
7.93K
$743K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-35.5K- 44.3% |
$3.48M - $3.78M
|
44.6K
$4.18M
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-36.8K- 20.33% |
$3.61M - $3.92M
|
144K
$13.5M
|
|
Jul 12, 2022
Q2 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-37.2K- 15.1% |
$3.66M - $3.97M
|
209K
$19.6M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-43.5K- 52.38% |
$4.27M - $4.64M
|
39.6K
$3.71M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-46.3K- 86.81% |
$4.54M - $4.94M
|
7.04K
$659K
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-47KClosed |
$4.62M - $5.01M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-48.2KClosed |
$4.73M - $5.14M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.7K- 26.0% |
$5.37M - $5.83M
|
156K
$14.6M
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-55.2KClosed |
$5.42M - $5.89M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-56.2K- 99.3% |
$5.52M - $6M
|
396
$37.1K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-56.6K- 88.09% |
$5.56M - $6.04M
|
7.65K
$717K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-57.3K- 51.01% |
$5.62M - $6.11M
|
55K
$5.15M
|
|
Jul 26, 2022
Q2 2022
|
Surience Private Wealth LLC
|
SELL
|
- |
-57.5KClosed |
$5.64M - $6.13M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-57.8K- 16.15% |
$5.68M - $6.17M
|
300K
$28.1M
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-58.1K- 46.81% |
$5.7M - $6.19M
|
66K
$6.18M
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-60.1KClosed |
$5.9M - $6.41M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-60.4K- 17.68% |
$5.93M - $6.44M
|
281K
$26.3M
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-69.6K- 83.79% |
$6.83M - $7.42M
|
13.5K
$1.26M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-76.9K- 29.07% |
$7.54M - $8.2M
|
188K
$17.6M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-82.2KClosed |
$8.06M - $8.76M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83.8K- 63.52% |
$8.23M - $8.94M
|
48.1K
$4.51M
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-94.1K- 69.69% |
$9.23M - $10M
|
40.9K
$3.83M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-95.1K- 76.74% |
$9.34M - $10.1M
|
28.8K
$2.7M
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
SELL
|
- |
-99K- 48.56% |
$9.72M - $10.6M
|
105K
$9.83M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-110KClosed |
$10.8M - $11.7M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-110KClosed |
$10.8M - $11.7M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-110KClosed |
$10.8M - $11.8M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110K- 19.83% |
$10.8M - $11.8M
|
446K
$41.8M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-117KClosed |
$11.5M - $12.5M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-119KClosed |
$11.7M - $12.7M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-122KClosed |
$12M - $13M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-126K- 99.83% |
$12.4M - $13.4M
|
220
$20.6K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-130K- 42.22% |
$12.7M - $13.8M
|
178K
$16.6M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-131K- 96.46% |
$12.8M - $14M
|
4.81K
$451K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-144K- 3.77% |
$14.1M - $15.3M
|
3.67M
$344M
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-146K- 77.55% |
$14.4M - $15.6M
|
42.4K
$3.97M
|
|
Jul 29, 2022
Q2 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-148K- 98.3% |
$14.5M - $15.7M
|
2.55K
$239K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-165K- 48.99% |
$16.2M - $17.6M
|
172K
$16.1M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-166KClosed |
$16.3M - $17.7M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-172K- 65.82% |
$16.9M - $18.3M
|
89.3K
$8.37M
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-183KClosed |
$18M - $19.6M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-186K- 94.42% |
$18.3M - $19.8M
|
11K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-192K- 92.56% |
$18.8M - $20.4M
|
15.4K
$1.44M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-196K- 81.47% |
$19.2M - $20.9M
|
44.6K
$4.18M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-207K- 42.0% |
$20.3M - $22M
|
285K
$26.7M
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-218K- 97.78% |
$21.4M - $23.3M
|
4.95K
$464K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-247KClosed |
$24.2M - $26.3M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-253K- 52.38% |
$24.8M - $26.9M
|
230K
$21.5M
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-262K- 40.87% |
$25.7M - $27.9M
|
379K
$35.5M
|