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 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.63K- 51.45% |
$343K - $383K
|
3.42K
$319K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-3.79K- 6.42% |
$358K - $400K
|
55.2K
$5.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.82K- 88.3% |
$361K - $403K
|
506
$47.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.85K- 3.86% |
$364K - $407K
|
95.8K
$8.91M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.88K- 18.39% |
$367K - $410K
|
17.2K
$1.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.28K- 99.95% |
$404K - $452K
|
2
$186
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.65K- 42.29% |
$439K - $491K
|
6.34K
$590K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.42K- 12.1% |
$512K - $572K
|
39.3K
$3.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-5.56KClosed |
$526K - $588K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.65K- 0.49% |
$534K - $597K
|
1.14M
$106M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-5.65K- 11.41% |
$534K - $597K
|
43.9K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.83K- 55.81% |
$551K - $615K
|
4.61K
$429K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-6.1K- 21.17% |
$577K - $645K
|
22.7K
$2.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-6.22K- 2.21% |
$588K - $657K
|
275K
$25.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.78K- 1.84% |
$641K - $716K
|
363K
$33.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-6.79K- 6.15% |
$642K - $717K
|
104K
$9.64M
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-6.84K- 75.74% |
$647K - $722K
|
2.19K
$204K
|
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
SELL
|
- |
-7.63K- 7.27% |
$721K - $806K
|
97.3K
$9.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-7.86K- 54.37% |
$743K - $830K
|
6.6K
$613K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8.57K- 96.52% |
$810K - $905K
|
309
$28.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.17K- 46.79% |
$867K - $968K
|
10.4K
$970K
|
|
|
Oct 24, 2022
Q3 2022
|
Peavine Capital, LLC
|
SELL
|
- |
-9.55K- 0.66% |
$903K - $1.01M
|
1.45M
$134M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-9.61K- 8.91% |
$909K - $1.02M
|
98.2K
$9.14M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.98KClosed |
$943K - $1.05M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
SELL
|
- |
-10.2K- 10.17% |
$967K - $1.08M
|
90.3K
$8.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.7K- 11.83% |
$1.01M - $1.13M
|
79.7K
$7.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-10.9K- 5.53% |
$1.03M - $1.15M
|
186K
$17.3M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.9K- 59.24% |
$1.12M - $1.25M
|
8.16K
$759K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12.4K- 55.37% |
$1.17M - $1.31M
|
10K
$930K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.7K- 9.49% |
$1.2M - $1.34M
|
121K
$11.3M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-13.3K- 82.91% |
$1.26M - $1.41M
|
2.75K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15K- 31.21% |
$1.42M - $1.59M
|
33.1K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-16.1K- 29.66% |
$1.52M - $1.7M
|
38.1K
$3.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16.3K- 56.49% |
$1.54M - $1.72M
|
12.6K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17.2K- 43.4% |
$1.62M - $1.81M
|
22.4K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-18.9K- 13.27% |
$1.78M - $1.99M
|
123K
$11.5M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 11.54% |
$1.87M - $2.09M
|
152K
$14.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.9K- 22.04% |
$1.88M - $2.1M
|
70.3K
$6.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-21.4K- 29.73% |
$2.02M - $2.26M
|
50.5K
$4.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-22K- 9.57% |
$2.08M - $2.32M
|
208K
$19.3M
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-22K- 8.43% |
$2.08M - $2.32M
|
239K
$22.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22.9K- 6.22% |
$2.17M - $2.42M
|
346K
$32.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23K- 21.28% |
$2.17M - $2.43M
|
85.1K
$7.92M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-24.3K- 47.48% |
$2.29M - $2.56M
|
26.8K
$2.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-27.3K- 2.53% |
$2.58M - $2.88M
|
1.05M
$98M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-30.9K- 19.41% |
$2.92M - $3.26M
|
128K
$11.9M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-34K- 76.98% |
$3.21M - $3.59M
|
10.2K
$945K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-34K- 76.98% |
$3.21M - $3.59M
|
10.2K
$945K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35.2K- 14.75% |
$3.33M - $3.72M
|
203K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-37.7K- 88.89% |
$3.56M - $3.98M
|
4.71K
$438K
|