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 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.99% |
$284 - $317
|
306
$29.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2+ 0.04% |
$189 - $211
|
5.45K
$519K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.16% |
$94.6 - $106
|
621
$59.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 0.27% |
$94.6 - $106
|
370
$35.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.44% |
$94.6 - $106
|
227
$21.6K
|
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
1+ 1.75% |
$94.6 - $106
|
58
$5.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.04% |
$378 - $422
|
9.18K
$874K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-6- 2.91% |
$567 - $634
|
200
$19.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-8- 44.44% |
$756 - $845
|
10
$953
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.02% |
$1.13K - $1.27K
|
79.1K
$7.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-12- 0.18% |
$1.13K - $1.27K
|
6.64K
$633K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13- 0.51% |
$1.23K - $1.37K
|
2.52K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-14- 0.09% |
$1.32K - $1.48K
|
15.8K
$1.51M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-14- 21.54% |
$1.32K - $1.48K
|
51
$4.86K
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-18- 0.36% |
$1.7K - $1.9K
|
4.94K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-19- 0.82% |
$1.8K - $2.01K
|
2.31K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-20- 0.08% |
$1.89K - $2.11K
|
24.5K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-20- 0.27% |
$1.89K - $2.11K
|
7.27K
$692K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 28.99% |
$1.89K - $2.11K
|
49
$4.67K
|
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-28- 0.38% |
$2.65K - $2.96K
|
7.38K
$703K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-32- 27.12% |
$3.03K - $3.38K
|
86
$8.19K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-34- 3.8% |
$3.22K - $3.59K
|
860
$81.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-35- 0.4% |
$3.31K - $3.7K
|
8.81K
$839K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-37- 18.05% |
$3.5K - $3.91K
|
168
$16K
|
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-37- 1.14% |
$3.5K - $3.91K
|
3.21K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-45- 2.42% |
$4.26K - $4.75K
|
1.82K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-47- 18.65% |
$4.44K - $4.96K
|
205
$19.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-52- 33.12% |
$4.92K - $5.49K
|
105
$10K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-54- 47.79% |
$5.11K - $5.7K
|
59
$5.62K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-60- 5.95% |
$5.67K - $6.34K
|
948
$90.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-64- 52.46% |
$6.05K - $6.76K
|
58
$5.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-67- 0.3% |
$6.34K - $7.08K
|
22K
$2.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-69- 1.86% |
$6.52K - $7.29K
|
3.65K
$348K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-69- 2.17% |
$6.52K - $7.29K
|
3.11K
$296K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-70- 2.76% |
$6.62K - $7.39K
|
2.47K
$235K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-78- 3.53% |
$7.38K - $8.24K
|
2.13K
$203K
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-82- 2.58% |
$7.75K - $8.66K
|
3.09K
$295K
|
|
|
Nov 09, 2022
Q3 2022
|
St. James Investment Company, LLC
|
SELL
|
- |
-85- 0.49% |
$8.04K - $8.98K
|
17.1K
$1.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-85- 3.04% |
$8.04K - $8.98K
|
2.71K
$259K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-86Closed |
$8.13K - $9.08K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-89- 1.85% |
$8.42K - $9.4K
|
4.71K
$449K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-93- 0.83% |
$8.79K - $9.82K
|
11.1K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-97- 85.09% |
$9.17K - $10.2K
|
17
$1.62K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-98- 2.29% |
$9.27K - $10.3K
|
4.18K
$399K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-101- 14.19% |
$9.55K - $10.7K
|
611
$58.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-101- 3.63% |
$9.55K - $10.7K
|
2.68K
$256K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-101- 2.65% |
$9.55K - $10.7K
|
3.71K
$353K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-101- 14.19% |
$9.55K - $10.7K
|
611
$58.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-104- 4.27% |
$9.83K - $11K
|
2.33K
$222K
|