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 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
11.7KNew |
$1.1M - $1.23M
|
11.7K
$1.1M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
11.7K+ 97.38% |
$1.1M - $1.23M
|
23.6K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
11.6K+ 6.56% |
$1.09M - $1.22M
|
188K
$17.6M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 82.58% |
$1.07M - $1.2M
|
25.1K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.3K+ 124.61% |
$1.07M - $1.19M
|
20.4K
$1.91M
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
11.2K+ 17.31% |
$1.05M - $1.18M
|
75.6K
$7.08M
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 345.58% |
$1.03M - $1.15M
|
14K
$1.31M
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
10.7K+ 3.26% |
$1.01M - $1.13M
|
340K
$31.8M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.3K+ 133.7% |
$970K - $1.08M
|
17.9K
$1.68M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.3K+ 133.7% |
$970K - $1.08M
|
17.9K
$1.68M
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
10.2KNew |
$967K - $1.08M
|
10.2K
$958K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.2KNew |
$965K - $1.08M
|
10.2K
$956K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.1K+ 20.85% |
$956K - $1.07M
|
58.6K
$5.49M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.1K+ 20.85% |
$956K - $1.07M
|
58.6K
$5.49M
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
10K+ 40.17% |
$946K - $1.06M
|
34.9K
$3.27M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.67KNew |
$914K - $1.02M
|
9.67K
$906K
|
|
Nov 02, 2022
Q3 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
9.51KNew |
$899K - $1M
|
9.51K
$891K
|
|
Oct 04, 2022
Q3 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
9.41K+ 1.85% |
$890K - $994K
|
519K
$48.6M
|
|
Nov 10, 2022
Q3 2022
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
9.32KNew |
$881K - $984K
|
9.32K
$873K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.09K+ 32.19% |
$859K - $959K
|
37.3K
$3.5M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
8.79K+ 282.36% |
$831K - $928K
|
11.9K
$1.12M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.64K+ 35.65% |
$817K - $912K
|
32.9K
$3.08M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.62KNew |
$815K - $910K
|
8.62K
$808K
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.54KNew |
$808K - $902K
|
8.54K
$801K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.53K+ 18.71% |
$806K - $900K
|
54.1K
$5.07M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.38K+ 16754.0% |
$792K - $885K
|
8.43K
$790K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.37KNew |
$792K - $884K
|
8.37K
$785K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
8.25K+ 5.89% |
$780K - $871K
|
148K
$13.9M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.09KNew |
$765K - $854K
|
8.09K
$758K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
8.03KNew |
$759K - $848K
|
8.03K
$752K
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.78K+ 23.27% |
$736K - $822K
|
41.2K
$3.86M
|
|
Oct 18, 2022
Q3 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
7.61K+ 3.63% |
$719K - $803K
|
217K
$20.3M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.55KNew |
$714K - $797K
|
7.55K
$708K
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
7.52K+ 349.79% |
$711K - $794K
|
9.67K
$906K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
7.52K+ 41755.56% |
$711K - $794K
|
7.53K
$706K
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
7.5KNew |
$709K - $792K
|
7.5K
$703K
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
7.44K+ 1.56% |
$704K - $786K
|
483K
$45.3M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.13K+ 15.7% |
$674K - $753K
|
52.6K
$4.93M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.07K+ 12.46% |
$668K - $746K
|
63.8K
$5.98M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.02K+ 129.56% |
$664K - $741K
|
12.4K
$1.17M
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.01K+ 46.76% |
$663K - $741K
|
22K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.96KNew |
$658K - $734K
|
6.96K
$652K
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.75KNew |
$639K - $713K
|
6.75K
$633K
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
BUY
|
- |
6.66KNew |
$630K - $703K
|
6.66K
$624K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
6.59KNew |
$623K - $696K
|
6.59K
$617K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.54K+ 9.54% |
$619K - $691K
|
75.1K
$7.04M
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.26K+ 38.83% |
$591K - $661K
|
22.4K
$2.1M
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.16KNew |
$582K - $650K
|
6.16K
$577K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.02KNew |
$569K - $635K
|
6.02K
$564K
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.84K+ 30.42% |
$552K - $617K
|
25K
$2.35M
|