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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-205- 2.27% |
$20.1K - $21.9K
|
8.84K
$822K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-214Closed |
$21K - $22.8K
|
0
$0
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-218- 8.57% |
$21.4K - $23.2K
|
2.33K
$216K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-230- 13.45% |
$22.6K - $24.5K
|
1.48K
$138K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-240- 1.62% |
$23.6K - $25.6K
|
14.5K
$1.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-241- 39.51% |
$23.7K - $25.7K
|
369
$34.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-248- 7.88% |
$24.3K - $26.4K
|
2.9K
$270K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-250- 2.18% |
$24.5K - $26.7K
|
11.2K
$1.04M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-252- 5.83% |
$24.7K - $26.9K
|
4.07K
$378K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-258- 74.14% |
$25.3K - $27.5K
|
90
$8.37K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-262Closed |
$25.7K - $27.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-262- 0.55% |
$25.7K - $27.9K
|
47.1K
$4.38M
|
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
SELL
|
- |
-267- 0.26% |
$26.2K - $28.5K
|
101K
$9.36M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-273- 11.8% |
$26.8K - $29.1K
|
2.04K
$190K
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-280- 9.1% |
$27.5K - $29.9K
|
2.8K
$260K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-295- 7.75% |
$29K - $31.5K
|
3.51K
$327K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-309- 9.03% |
$30.3K - $33K
|
3.11K
$290K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-314- 8.91% |
$30.8K - $33.5K
|
3.21K
$299K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-321- 6.64% |
$31.5K - $34.2K
|
4.51K
$420K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-331- 0.72% |
$32.5K - $35.3K
|
45.6K
$4.24M
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-332- 11.11% |
$32.6K - $35.4K
|
2.66K
$247K
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-334- 5.73% |
$32.8K - $35.6K
|
5.49K
$511K
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-334- 8.6% |
$32.8K - $35.6K
|
3.55K
$330K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-353- 1.05% |
$34.6K - $37.6K
|
33.3K
$3.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-387- 12.2% |
$38K - $41.3K
|
2.78K
$259K
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-390Closed |
$38.3K - $41.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-391- 1.63% |
$38.4K - $41.7K
|
23.6K
$2.2M
|
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-400- 0.04% |
$39.3K - $42.7K
|
962K
$89.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-409- 13.28% |
$40.1K - $43.6K
|
2.67K
$248K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-418- 77.99% |
$41K - $44.6K
|
118
$11K
|
|
|
Aug 01, 2022
Q2 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-439- 0.82% |
$43.1K - $46.8K
|
52.9K
$4.92M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-452- 11.16% |
$44.4K - $48.2K
|
3.6K
$335K
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-479- 17.68% |
$47K - $51.1K
|
2.23K
$208K
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-486- 54.79% |
$47.7K - $51.8K
|
401
$37.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-492- 0.08% |
$48.3K - $52.5K
|
623K
$57.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-492- 13.41% |
$48.3K - $52.5K
|
3.18K
$295K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-497Closed |
$48.8K - $53K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-500- 7.48% |
$49.1K - $53.3K
|
6.18K
$575K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-500- 6.6% |
$49.1K - $53.3K
|
7.08K
$658K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-507- 1.12% |
$49.8K - $54.1K
|
44.7K
$4.16M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-511- 8.27% |
$50.2K - $54.5K
|
5.67K
$527K
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-512- 10.77% |
$50.3K - $54.6K
|
4.24K
$395K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-512- 15.91% |
$50.3K - $54.6K
|
2.71K
$252K
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-537- 4.31% |
$52.7K - $57.3K
|
11.9K
$1.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-549- 12.6% |
$53.9K - $58.6K
|
3.81K
$354K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-570Closed |
$55.9K - $60.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-619- 56.53% |
$60.8K - $66K
|
476
$44.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-658- 26.11% |
$64.6K - $70.2K
|
1.86K
$173K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-668- 2.29% |
$65.6K - $71.2K
|
28.4K
$2.65M
|
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-690- 9.96% |
$67.7K - $73.6K
|
6.24K
$580K
|