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 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
24.6KNew |
$2.42M - $2.63M
|
24.6K
$2.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
24.6KNew |
$2.42M - $2.63M
|
24.6K
$2.31M
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
23.9KNew |
$2.34M - $2.55M
|
23.9K
$2.24M
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
23.9K+ 7.83% |
$2.34M - $2.55M
|
329K
$30.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.5K+ 44.17% |
$2.31M - $2.51M
|
76.7K
$7.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22.7K+ 112.72% |
$2.23M - $2.42M
|
42.8K
$4.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
22.5K+ 45.46% |
$2.2M - $2.39M
|
71.8K
$6.73M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
22.4KNew |
$2.2M - $2.39M
|
22.4K
$2.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.2K+ 928.66% |
$2.18M - $2.36M
|
24.6K
$2.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
22.1K+ 3.49% |
$2.17M - $2.36M
|
657K
$61.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
22K+ 6.33% |
$2.16M - $2.35M
|
369K
$34.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
21.8K+ 663.66% |
$2.14M - $2.33M
|
25.1K
$2.35M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
21.8K+ 81.72% |
$2.14M - $2.33M
|
48.5K
$4.54M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
21.8K+ 81.71% |
$2.14M - $2.33M
|
48.5K
$4.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21.4K+ 8.02% |
$2.1M - $2.28M
|
288K
$27M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
20.4K+ 9.16% |
$2.01M - $2.18M
|
244K
$22.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.6K+ 76.44% |
$1.92M - $2.09M
|
45.2K
$4.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.6KNew |
$1.92M - $2.09M
|
19.6K
$1.84M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
19KNew |
$1.86M - $2.03M
|
19K
$1.78M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.9K+ 17.52% |
$1.85M - $2.01M
|
126K
$11.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
18.1K+ 0.53% |
$1.78M - $1.94M
|
3.45M
$324M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
18K+ 68.73% |
$1.76M - $1.92M
|
44.1K
$4.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
17.9KNew |
$1.76M - $1.91M
|
17.9K
$1.68M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
17.7K+ 6337.28% |
$1.74M - $1.89M
|
18K
$1.68M
|
|
|
Jul 29, 2022
Q2 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
16.1K+ 42.49% |
$1.58M - $1.72M
|
54.2K
$5.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
16.1KNew |
$1.58M - $1.72M
|
16.1K
$1.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
16.1K+ 212.07% |
$1.58M - $1.72M
|
23.7K
$2.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
14.4K+ 10.14% |
$1.41M - $1.54M
|
156K
$14.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13K+ 9.31% |
$1.28M - $1.39M
|
153K
$14.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.5K+ 18.27% |
$1.23M - $1.34M
|
81K
$7.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
12.3K+ 19.66% |
$1.21M - $1.31M
|
75K
$7.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
11.7K+ 171.92% |
$1.15M - $1.25M
|
18.5K
$1.74M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.6KNew |
$1.14M - $1.24M
|
11.6K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.5K+ 11.26% |
$1.13M - $1.23M
|
114K
$10.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.2KNew |
$1.1M - $1.2M
|
11.2K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.2KNew |
$1.1M - $1.2M
|
11.2K
$1.05M
|
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.2KNew |
$1.1M - $1.2M
|
11.2K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.8K+ 47.59% |
$1.06M - $1.15M
|
33.4K
$3.13M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
10.4K+ 61.68% |
$1.02M - $1.11M
|
27.2K
$2.55M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.1KNew |
$992K - $1.08M
|
10.1K
$947K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.85K+ 57.4% |
$966K - $1.05M
|
27K
$2.53M
|
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9.6K+ 53.74% |
$942K - $1.02M
|
27.5K
$2.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.35K+ 67.45% |
$918K - $997K
|
23.2K
$2.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.18KNew |
$901K - $979K
|
9.18K
$860K
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.14K+ 322.9% |
$897K - $975K
|
12K
$1.12M
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
BUY
|
- |
9.03KNew |
$886K - $963K
|
9.03K
$846K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
8.98KNew |
$882K - $958K
|
8.98K
$842K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
8.54K+ 25.71% |
$838K - $911K
|
41.8K
$3.91M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
8.5K+ 34.27% |
$834K - $906K
|
33.3K
$3.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.3K+ 10.92% |
$815K - $885K
|
84.3K
$7.9M
|