Purchases and Sales Made in Q2 2022 in Ishares Barclays (IEF)

IEF Quotes by TradingView

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 15, 2022 Q2 2022
Prelude Capital Management, LLC

New York, NY
SELL
 -
-4.1K
- 61.58%
$402K - $437K
2.56K $239K
Aug 03, 2022 Q2 2022
Oakwell Private Wealth Management, LLC

SELL
 -
-4.15K
Closed
$408K - $443K
0 $0
Jul 22, 2022 Q2 2022
Mc Elhenny Sheffield Capital Management, LLC

SELL
 -
-4.21K
- 20.53%
$414K - $449K
16.3K $1.53M
Jul 28, 2022 Q2 2022
Lyell Wealth Management, LP

SELL
 -
-4.4K
- 19.05%
$432K - $469K
18.7K $1.75M
Jul 26, 2022 Q2 2022
Tri Star Advisors Inc.

SELL
 -
-4.5K
Closed
$442K - $480K
0 $0
Jul 27, 2022 Q2 2022
Cardinal Strategic Wealth Guidance

SELL
 -
-4.52K
- 98.26%
$444K - $482K
80 $7.5K
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-4.61K
- 51.49%
$452K - $491K
4.34K $407K
Aug 08, 2022 Q2 2022
Hilton Capital Management, LLC

SELL
 -
-4.64K
- 4.04%
$456K - $495K
110K $10.3M
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-4.8K
- 14.89%
$471K - $512K
27.4K $2.57M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-4.81K
- 53.15%
$472K - $513K
4.24K $398K
Aug 08, 2022 Q2 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-4.92K
Closed
$483K - $525K
0 $0
Aug 25, 2023 Q2 2022
Financial & Tax Architects, LLC

St Louis, MO
SELL
 -
-5.21K
Closed
$511K - $555K
0 $0
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

SELL
 -
-5.75K
- 52.67%
$564K - $613K
5.17K $484K
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-5.88K
- 29.99%
$577K - $627K
13.7K $1.29M
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-5.91K
- 2.64%
$580K - $631K
218K $20.4M
Aug 08, 2022 Q2 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-6.06K
- 12.19%
$595K - $646K
43.6K $4.09M
Aug 05, 2022 Q2 2022
Epic Trust Investment Advisors, LLC

SELL
 -
-6.13K
- 73.72%
$602K - $654K
2.19K $205K
Jul 14, 2022 Q2 2022
Xr Securities LLC

SELL
 -
-6.17K
Closed
$605K - $658K
0 $0
Aug 05, 2022 Q2 2022
Scotia Capital Inc.

SELL
 -
-6.19K
- 19.47%
$607K - $660K
25.6K $2.4M
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-6.43K
- 43.34%
$631K - $686K
8.41K $788K
Jul 26, 2022 Q2 2022
First Citizens Bank & Trust CO

SELL
 -
-6.49K
- 54.83%
$637K - $692K
5.35K $501K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-6.55K
- 9.23%
$643K - $699K
64.4K $6.04M
Aug 11, 2022 Q2 2022
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-6.59K
- 64.99%
$647K - $703K
3.55K $333K
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-7K
- 27.23%
$687K - $746K
18.7K $1.75M
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

SELL
 -
-7K
- 6.28%
$687K - $747K
105K $9.8M
Aug 05, 2022 Q2 2022
Stokes Family Office, LLC

SELL
 -
-7.26K
- 77.15%
$712K - $774K
2.15K $201K
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-7.47K
- 60.39%
$733K - $797K
4.9K $459K
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-7.78K
Closed
$764K - $830K
0 $0
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

SELL
 -
-7.87K
- 12.57%
$773K - $840K
54.8K $5.13M
Aug 15, 2022 Q2 2022
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-8.02K
- 76.65%
$787K - $855K
2.44K $229K
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-8.11K
- 12.51%
$796K - $864K
56.7K $5.31M
Aug 09, 2022 Q2 2022
Lazard Asset Management LLC

New York, NY
SELL
 -
-8.23K
- 9.45%
$808K - $878K
78.9K $7.39M
Aug 08, 2022 Q2 2022
Walleye Capital LLC

Plymouth, MN
SELL
 -
-8.48K
Closed
$832K - $904K
0 $0
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-8.9K
- 3.59%
$873K - $949K
239K $22.4M
Aug 05, 2022 Q2 2022
L.M. Kohn & Company

SELL
 -
-9.37K
- 39.98%
$920K - $1M
14.1K $1.32M
Aug 10, 2022 Q2 2022
Ally Invest Advisors Inc.

Charlotte, NC
SELL
 -
-9.45K
- 1.23%
$927K - $1.01M
756K $70.8M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-9.45K
- 30.62%
$928K - $1.01M
21.4K $2.01M
Aug 08, 2022 Q2 2022
Dohj, LLC

Seattle, WA
SELL
 -
-9.98K
Closed
$980K - $1.06M
0 $0
Jul 20, 2022 Q2 2022
Dorsey Wright & Associates

SELL
 -
-10.1K
- 27.8%
$987K - $1.07M
26.1K $2.45M
Jul 12, 2022 Q2 2022
Confluence Investment Management LLC

SELL
 -
-10.2K
- 2.75%
$997K - $1.08M
360K $33.7M
Aug 11, 2022 Q2 2022
Wealthspan Partners, LLC

Davenport, IA
SELL
 -
-10.3K
Closed
$1.01M - $1.1M
0 $0
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-10.5K
- 29.77%
$1.03M - $1.12M
24.7K $2.32M
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

SELL
 -
-11.1K
Closed
$1.09M - $1.19M
0 $0
Aug 15, 2022 Q2 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-11.4K
- 65.96%
$1.12M - $1.21M
5.87K $550K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-11.6K
- 27.32%
$1.14M - $1.24M
30.9K $2.89M
Jul 20, 2022 Q2 2022
Values First Advisors, Inc.

SELL
 -
-11.8K
- 99.52%
$1.15M - $1.25M
57 $5.34K
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
SELL
 -
-11.8K
- 4.64%
$1.16M - $1.26M
243K $22.8M
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-12.2K
- 13.33%
$1.19M - $1.3M
79.1K $7.42M
Aug 09, 2022 Q2 2022
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-12.9K
- 55.98%
$1.27M - $1.38M
10.1K $950K

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