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 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-37.9K- 22.58% |
$3.59M - $4.01M
|
130K
$12.2M
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-38.1K- 93.07% |
$3.6M - $4.02M
|
2.84K
$266K
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-39K- 51.99% |
$3.69M - $4.12M
|
36K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-42.7K- 32.19% |
$4.04M - $4.51M
|
90K
$8.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-43.2K- 6.57% |
$4.08M - $4.56M
|
613K
$57.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-44K- 59.79% |
$4.16M - $4.64M
|
29.6K
$2.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-44.2K- 64.82% |
$4.18M - $4.67M
|
24K
$2.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-44.8K- 91.5% |
$4.24M - $4.73M
|
4.16K
$390K
|
|
|
Oct 24, 2022
Q3 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-51K- 1.85% |
$4.82M - $5.38M
|
2.71M
$254M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-51K- 27.51% |
$4.82M - $5.38M
|
134K
$12.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-51.5K- 12.86% |
$4.87M - $5.43M
|
349K
$32.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-53.4K- 97.18% |
$5.05M - $5.64M
|
1.55K
$145K
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-55.9K- 33.61% |
$5.29M - $5.9M
|
110K
$10.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-56.5KClosed |
$5.34M - $5.97M
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-57.8K- 2.0% |
$5.47M - $6.1M
|
2.84M
$266M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-58.1K- 36.99% |
$5.49M - $6.13M
|
99K
$9.27M
|
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-60.5K- 6.29% |
$5.72M - $6.39M
|
902K
$84.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-65.1K- 81.0% |
$6.16M - $6.88M
|
15.3K
$1.43M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-72.7K- 63.03% |
$6.88M - $7.68M
|
42.7K
$4M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-75.6K- 84.62% |
$7.15M - $7.98M
|
13.7K
$1.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-77.5K- 18.75% |
$7.33M - $8.18M
|
336K
$31.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-95.7K- 53.67% |
$9.05M - $10.1M
|
82.6K
$7.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-98.6K- 69.81% |
$9.32M - $10.4M
|
42.6K
$3.99M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-104K- 53.98% |
$9.8M - $10.9M
|
88.4K
$8.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-156K- 99.94% |
$14.8M - $16.5M
|
92
$8.62K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-158K- 94.21% |
$14.9M - $16.7M
|
9.69K
$908K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-161K- 96.77% |
$15.2M - $17M
|
5.38K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-170K- 24.24% |
$16.1M - $18M
|
532K
$49.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-209K- 78.24% |
$19.8M - $22.1M
|
58.2K
$5.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-246K- 2.14% |
$23.3M - $26M
|
11.3M
$1.06B
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-251K- 21.21% |
$23.7M - $26.5M
|
931K
$87.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-311K- 33.58% |
$29.4M - $32.8M
|
615K
$57.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-327K- 5.44% |
$30.9M - $34.6M
|
5.69M
$534M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-340KClosed |
$32.2M - $35.9M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-700K- 95.57% |
$66.2M - $73.9M
|
32.4K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-751K- 21.76% |
$71M - $79.3M
|
2.7M
$253M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-962K- 58.46% |
$90.9M - $102M
|
683K
$64M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-962K- 58.46% |
$90.9M - $102M
|
683K
$64M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.62M- 21.01% |
$248M - $276M
|
9.84M
$922M
|