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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.76KNew |
$545K - $608K
|
5.76K
$540K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.57KNew |
$527K - $588K
|
5.57K
$522K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.34K+ 68.99% |
$505K - $564K
|
13.1K
$1.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.24K+ 30.72% |
$495K - $553K
|
22.3K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.98K+ 8.97% |
$471K - $526K
|
60.5K
$5.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.98K+ 101.63% |
$471K - $526K
|
9.88K
$926K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.98K+ 81.51% |
$471K - $526K
|
11.1K
$1.04M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
4.93K+ 11.79% |
$466K - $520K
|
46.7K
$4.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
4.91KNew |
$464K - $518K
|
4.91K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.9K+ 64.29% |
$463K - $517K
|
12.5K
$1.17M
|
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.83KNew |
$457K - $510K
|
4.83K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.8K+ 31.12% |
$454K - $507K
|
20.2K
$1.89M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
4.64K+ 10.4% |
$439K - $490K
|
49.3K
$4.62M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.55K+ 10.63% |
$430K - $481K
|
47.4K
$4.44M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
4.51KNew |
$427K - $477K
|
4.51K
$423K
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
4.19KNew |
$396K - $442K
|
4.19K
$393K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.9K+ 176.86% |
$369K - $412K
|
6.1K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.85K+ 6.87% |
$364K - $406K
|
59.9K
$5.61M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.84KNew |
$363K - $406K
|
3.84K
$360K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.8K+ 59.99% |
$360K - $402K
|
10.1K
$950K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.77KNew |
$357K - $399K
|
3.77K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.7K+ 4.82% |
$350K - $391K
|
80.4K
$7.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.69K+ 12.61% |
$349K - $390K
|
33K
$3.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.69K+ 188.97% |
$348K - $389K
|
5.64K
$528K
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
3.63K+ 17.91% |
$343K - $383K
|
23.9K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.63KNew |
$343K - $383K
|
3.63K
$340K
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.6K+ 18.95% |
$340K - $380K
|
22.6K
$2.12M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.57K+ 60.63% |
$338K - $377K
|
9.46K
$887K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.57K+ 10.61% |
$338K - $377K
|
37.2K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.56K+ 12.98% |
$337K - $376K
|
31K
$2.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
3.5KNew |
$331K - $370K
|
3.5K
$328K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
3.46K+ 324.88% |
$327K - $365K
|
4.53K
$424K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.46K+ 11.67% |
$327K - $365K
|
33.1K
$3.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.4KNew |
$322K - $359K
|
3.4K
$319K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.4KNew |
$321K - $359K
|
3.4K
$318K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.33K+ 17.33% |
$315K - $351K
|
22.5K
$2.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
3.22KNew |
$305K - $340K
|
3.22K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.2KNew |
$302K - $337K
|
3.2K
$299K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.17K+ 117.03% |
$300K - $335K
|
5.88K
$551K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
3.1K+ 13.42% |
$293K - $328K
|
26.2K
$2.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
3.1K+ 6.99% |
$293K - $327K
|
47.5K
$4.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.98K+ 27.0% |
$281K - $314K
|
14K
$1.31M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.92K+ 16.2% |
$276K - $309K
|
21K
$1.96M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.88KNew |
$272K - $304K
|
2.88K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.83KNew |
$268K - $299K
|
2.83K
$266K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.82K+ 75.19% |
$267K - $298K
|
6.58K
$616K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.78KNew |
$263K - $294K
|
2.78K
$261K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.77K+ 54.93% |
$262K - $292K
|
7.81K
$732K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.71K+ 16.01% |
$256K - $286K
|
19.6K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.68K+ 55.37% |
$253K - $283K
|
7.52K
$705K
|