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
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
109KNew |
$10.3M - $11.5M
|
109K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 6.34% |
$9.76M - $10.9M
|
1.73M
$162M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
99.4K+ 67.4% |
$9.4M - $10.5M
|
247K
$23.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
97.1K+ 130.69% |
$9.18M - $10.3M
|
171K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
90.7K+ 366.94% |
$8.57M - $9.57M
|
115K
$10.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
88.9KNew |
$8.4M - $9.39M
|
88.9K
$8.33M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
84.1KNew |
$7.95M - $8.88M
|
84.1K
$7.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.1K+ 52.1% |
$7.67M - $8.56M
|
237K
$22.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
80.8K+ 30.36% |
$7.64M - $8.53M
|
347K
$32.5M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
77.4K+ 20.53% |
$7.32M - $8.17M
|
454K
$42.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
76.4KNew |
$7.22M - $8.07M
|
76.4K
$7.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
76.1K+ 2370.44% |
$7.2M - $8.04M
|
79.3K
$7.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
68.9K+ 689.96% |
$6.51M - $7.28M
|
78.9K
$7.39M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
67.3K+ 25.44% |
$6.37M - $7.11M
|
332K
$31.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
66.5K+ 21.07% |
$6.29M - $7.03M
|
382K
$35.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
63.1K+ 4.81% |
$5.97M - $6.67M
|
1.37M
$129M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
62.8KNew |
$5.94M - $6.63M
|
62.8K
$5.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
BUY
|
- |
61.4KNew |
$5.8M - $6.48M
|
61.4K
$5.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
59.9KNew |
$5.66M - $6.32M
|
59.9K
$5.61M
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
BUY
|
- |
57.6K+ 84.61% |
$5.44M - $6.08M
|
126K
$11.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
56.5KNew |
$5.34M - $5.97M
|
56.5K
$5.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
56.4KNew |
$5.34M - $5.96M
|
56.4K
$5.29M
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
55.1KNew |
$5.21M - $5.82M
|
55.1K
$5.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
54.3K+ 176.46% |
$5.14M - $5.74M
|
85.1K
$7.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
53.3K+ 62.3% |
$5.04M - $5.63M
|
139K
$13M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50.4K+ 1189.18% |
$4.77M - $5.33M
|
54.7K
$5.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
50.4K+ 975.28% |
$4.76M - $5.32M
|
55.5K
$5.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
47.9K+ 33.19% |
$4.53M - $5.05M
|
192K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
47.6K+ 79.88% |
$4.5M - $5.03M
|
107K
$10M
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
46.7KNew |
$4.42M - $4.94M
|
46.7K
$4.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
46.2KNew |
$4.37M - $4.88M
|
46.2K
$4.33M
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
44.2KNew |
$4.17M - $4.66M
|
44.2K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.7K+ 5.15% |
$4.14M - $4.62M
|
892K
$83.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
43.5K+ 7.25% |
$4.11M - $4.59M
|
644K
$60.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
42.9KNew |
$4.05M - $4.53M
|
42.9K
$4.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
42.7KNew |
$4.03M - $4.51M
|
42.7K
$4M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40.7KNew |
$3.85M - $4.3M
|
40.7K
$3.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
40.6K+ 9.63% |
$3.83M - $4.28M
|
462K
$43.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
40.1K+ 14.83% |
$3.8M - $4.24M
|
311K
$29.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
37.5KNew |
$3.54M - $3.96M
|
37.5K
$3.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.1K+ 14.13% |
$3.51M - $3.92M
|
299K
$28.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37K+ 5.94% |
$3.5M - $3.91M
|
659K
$61.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
36.6K+ 80.88% |
$3.46M - $3.86M
|
81.8K
$7.66M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
35.2K+ 347.91% |
$3.32M - $3.71M
|
45.3K
$4.24M
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
33.8K+ 19.67% |
$3.2M - $3.57M
|
206K
$19.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
30KNew |
$2.84M - $3.17M
|
30K
$2.81M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
29.6K+ 1210.81% |
$2.8M - $3.12M
|
32K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
29.5K+ 374.92% |
$2.79M - $3.12M
|
37.4K
$3.5M
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
29.2KNew |
$2.76M - $3.08M
|
29.2K
$2.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.9K+ 18.67% |
$2.74M - $3.06M
|
184K
$17.2M
|