Purchases and Sales Made in Q2 2022 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
624+ 25.79% |
$61.2K - $66.5K
|
3.04K
$283K
|
|
|
Aug 15, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
617+ 0.37% |
$60.6K - $65.8K
|
169K
$15.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
604+ 4026.67% |
$59.3K - $64.4K
|
619
$57.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
563+ 4.49% |
$55.3K - $60K
|
13.1K
$1.22M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
538+ 225.1% |
$52.8K - $57.4K
|
777
$72.3K
|
|
|
Jul 27, 2022
Q2 2022
|
St. James Investment Company, LLC
|
BUY
|
- |
515+ 3.08% |
$50.5K - $54.9K
|
17.2K
$1.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
514+ 5.13% |
$50.4K - $54.8K
|
10.5K
$980K
|
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
483+ 3.14% |
$47.4K - $51.5K
|
15.8K
$1.47M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
468+ 7.97% |
$45.9K - $49.9K
|
6.34K
$590K
|
|
|
Aug 03, 2022
Q2 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
445+ 0.7% |
$43.7K - $47.5K
|
64.4K
$5.99M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
430New |
$42.2K - $45.9K
|
430
$40K
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
380+ 4.99% |
$37.3K - $40.5K
|
7.99K
$744K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
353+ 53.89% |
$34.6K - $37.6K
|
1.01K
$93.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
333+ 4.18% |
$32.7K - $35.5K
|
8.3K
$772K
|
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
315+ 6.78% |
$30.9K - $33.6K
|
4.96K
$462K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
306+ 16.12% |
$30K - $32.6K
|
2.2K
$205K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
300+ 2.48% |
$29.4K - $32K
|
12.4K
$1.15M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
298New |
$29.2K - $31.8K
|
298
$27.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
283+ 2.05% |
$27.8K - $30.2K
|
14.1K
$1.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
275+ 2.77% |
$27K - $29.3K
|
10.2K
$949K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
270+ 1.2% |
$26.5K - $28.8K
|
22.8K
$2.12M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
265+ 12.2% |
$26K - $28.3K
|
2.44K
$227K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
250+ 3.44% |
$24.5K - $26.7K
|
7.52K
$700K
|
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
242+ 11.42% |
$23.8K - $25.8K
|
2.36K
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
240+ 3.23% |
$23.6K - $25.6K
|
7.67K
$714K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
240+ 3.23% |
$23.6K - $25.6K
|
7.67K
$714K
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
237+ 0.87% |
$23.3K - $25.3K
|
27.3K
$2.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
228+ 2.66% |
$22.4K - $24.3K
|
8.79K
$818K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
227+ 3.74% |
$22.3K - $24.2K
|
6.29K
$585K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
223+ 0.74% |
$21.9K - $23.8K
|
30.5K
$2.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
210+ 9.74% |
$20.6K - $22.4K
|
2.37K
$220K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
206+ 2575.0% |
$20.2K - $22K
|
214
$19.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
206New |
$20.2K - $22K
|
206
$19.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
205+ 0.45% |
$20.1K - $21.9K
|
45.4K
$4.23M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
205New |
$20.1K - $21.9K
|
205
$19.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
200+ 2.57% |
$19.6K - $21.3K
|
7.97K
$741K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
186+ 2.85% |
$18.3K - $19.8K
|
6.72K
$625K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
167New |
$16.4K - $17.8K
|
167
$15.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
162+ 3.99% |
$15.9K - $17.3K
|
4.22K
$393K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
154+ 1283.33% |
$15.1K - $16.4K
|
166
$15.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
153New |
$15K - $16.3K
|
153
$14.2K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
149+ 5.52% |
$14.6K - $15.9K
|
2.85K
$265K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
140+ 2.12% |
$13.7K - $14.9K
|
6.74K
$627K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
130New |
$12.8K - $13.9K
|
130
$12.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
116New |
$11.4K - $12.4K
|
116
$10.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
108New |
$10.6K - $11.5K
|
108
$10K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
104+ 0.23% |
$10.2K - $11.1K
|
44.5K
$4.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
100New |
$9.82K - $10.7K
|
100
$9.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$9.82K - $10.7K
|
100
$9.3K
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
98+ 0.71% |
$9.62K - $10.5K
|
13.9K
$1.3M
|