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 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
110K+ 0.89% |
$10.8M - $11.8M
|
12.5M
$1.17B
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
109K+ 130.51% |
$10.7M - $11.6M
|
192K
$18M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
108KNew |
$10.6M - $11.5M
|
108K
$10.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
108K+ 336.47% |
$10.6M - $11.5M
|
140K
$13.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
102K+ 296.34% |
$10M - $10.9M
|
137K
$12.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
96.6KNew |
$9.48M - $10.3M
|
96.6K
$9.05M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
91.8KNew |
$9.01M - $9.79M
|
91.8K
$8.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
90.5K+ 520.77% |
$8.88M - $9.65M
|
108K
$10.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
88K+ 1592.79% |
$8.63M - $9.38M
|
93.5K
$8.76M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
83.4K+ 1195.97% |
$8.18M - $8.89M
|
90.3K
$8.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.1K+ 5.11% |
$7.76M - $8.44M
|
1.63M
$153M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
78.5K+ 7.73% |
$7.7M - $8.37M
|
1.09M
$102M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
77.2K+ 2424.62% |
$7.58M - $8.23M
|
80.4K
$7.53M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
76.2K+ 23.52% |
$7.48M - $8.12M
|
400K
$37.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
76KNew |
$7.46M - $8.11M
|
76K
$7.12M
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
74.5KNew |
$7.31M - $7.95M
|
74.5K
$6.98M
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
74.5KNew |
$7.31M - $7.95M
|
74.5K
$6.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
74.3KNew |
$7.29M - $7.92M
|
74.3K
$6.96M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
70.6KNew |
$6.93M - $7.53M
|
70.6K
$6.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.4K+ 2.48% |
$6.71M - $7.3M
|
2.83M
$265M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
68.1KNew |
$6.68M - $7.26M
|
68.1K
$6.38M
|
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
59.9KNew |
$5.88M - $6.39M
|
59.9K
$5.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
BUY
|
- |
57.5K+ 69.78% |
$5.64M - $6.13M
|
140K
$13.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
56.7KNew |
$5.57M - $6.05M
|
56.7K
$5.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
53.2K+ 261.39% |
$5.22M - $5.67M
|
73.5K
$6.89M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
52.5K+ 744.5% |
$5.16M - $5.6M
|
59.6K
$5.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
48.5K+ 57.57% |
$4.76M - $5.17M
|
133K
$12.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
47.8KNew |
$4.69M - $5.1M
|
47.8K
$4.48M
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
47.6K+ 303.4% |
$4.67M - $5.08M
|
63.3K
$5.93M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
47.6K+ 52.95% |
$4.67M - $5.08M
|
138K
$12.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
44.6KNew |
$4.38M - $4.76M
|
44.6K
$4.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42K+ 2.62% |
$4.12M - $4.48M
|
1.64M
$154M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
40.3K+ 1940.62% |
$3.96M - $4.3M
|
42.4K
$3.97M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
39.7K+ 20.68% |
$3.9M - $4.23M
|
232K
$21.7M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
39.3K+ 811.48% |
$3.86M - $4.19M
|
44.1K
$4.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
38.9K+ 749.56% |
$3.82M - $4.15M
|
44.1K
$4.14M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36.9K+ 37.93% |
$3.62M - $3.93M
|
134K
$12.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
35K+ 353.23% |
$3.44M - $3.74M
|
45K
$4.21M
|
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
33.4KNew |
$3.28M - $3.56M
|
33.4K
$3.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
32.2K+ 222.36% |
$3.16M - $3.44M
|
46.7K
$4.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
31.1K+ 10.91% |
$3.05M - $3.31M
|
316K
$29.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
30.8KNew |
$3.02M - $3.28M
|
30.8K
$2.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
29.6KNew |
$2.91M - $3.16M
|
29.6K
$2.78M
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
29K+ 20.86% |
$2.85M - $3.09M
|
168K
$15.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
28.6K+ 88.82% |
$2.8M - $3.05M
|
60.7K
$5.69M
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
26.5K+ 955.12% |
$2.6M - $2.83M
|
29.3K
$2.74M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
26.5K+ 62.99% |
$2.6M - $2.83M
|
68.6K
$6.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.7KNew |
$2.52M - $2.74M
|
25.7K
$2.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
25.6K+ 60.19% |
$2.51M - $2.73M
|
68.2K
$6.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
25KNew |
$2.45M - $2.67M
|
25K
$2.34M
|