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 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.81KNew |
$276K - $299K
|
2.81K
$263K
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.78K+ 9.01% |
$273K - $297K
|
33.7K
$3.16M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.72K+ 10.37% |
$266K - $290K
|
28.9K
$2.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.71K+ 1.64% |
$266K - $289K
|
167K
$15.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.63KNew |
$258K - $280K
|
2.63K
$246K
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$255K - $277K
|
2.6K
$244K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.34K+ 112.7% |
$230K - $250K
|
4.42K
$414K
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.31K+ 1.67% |
$227K - $247K
|
141K
$13.2M
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.27K+ 19.06% |
$223K - $242K
|
14.2K
$1.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.13K+ 43.13% |
$209K - $227K
|
7.08K
$663K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.12KNew |
$208K - $226K
|
2.12K
$199K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.09K+ 23.39% |
$205K - $223K
|
11K
$1.03M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.07KNew |
$203K - $221K
|
2.07K
$194K
|
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
1.97KNew |
$194K - $210K
|
1.97K
$185K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
1.92K+ 83.68% |
$188K - $205K
|
4.21K
$395K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.91K+ 50.3% |
$187K - $203K
|
5.7K
$534K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
1.85K+ 8.03% |
$182K - $197K
|
24.9K
$2.33M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.83K+ 7.76% |
$180K - $195K
|
25.4K
$2.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.7K+ 10.41% |
$167K - $181K
|
18K
$1.69M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 472.51% |
$159K - $172K
|
1.96K
$183K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.54K+ 43.78% |
$151K - $164K
|
5.04K
$472K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1.5K+ 69.77% |
$147K - $160K
|
3.65K
$342K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.5K+ 7.27% |
$147K - $160K
|
22.1K
$2.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.41K+ 13.85% |
$139K - $151K
|
11.6K
$1.09M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
1.4K+ 5.42% |
$137K - $149K
|
27.2K
$2.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.39K+ 939.19% |
$136K - $148K
|
1.54K
$144K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.34K+ 7.17% |
$132K - $143K
|
20.1K
$1.88M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 4.29% |
$131K - $142K
|
32.4K
$3.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.28K+ 16.48% |
$126K - $137K
|
9.08K
$851K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.27K+ 8.15% |
$125K - $136K
|
16.9K
$1.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.27K+ 26.83% |
$125K - $136K
|
6.01K
$563K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.19K+ 30.54% |
$116K - $126K
|
5.07K
$475K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 72.52% |
$116K - $126K
|
2.81K
$264K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.17K+ 24.66% |
$115K - $125K
|
5.92K
$555K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 19.4% |
$110K - $119K
|
6.89K
$646K
|
|
|
Jul 29, 2022
Q2 2022
|
Client First Capital LLC
|
BUY
|
- |
1.12K+ 1.39% |
$110K - $119K
|
81.2K
$7.6M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.08KNew |
$106K - $115K
|
1.08K
$101K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 2.5% |
$98.2K - $107K
|
40.9K
$3.84M
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1K+ 11.11% |
$98.2K - $107K
|
10K
$937K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
994+ 23.72% |
$97.6K - $106K
|
5.18K
$486K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
955+ 24.8% |
$93.7K - $102K
|
4.81K
$450K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
887New |
$87.1K - $94.6K
|
887
$83.1K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
840New |
$82.4K - $89.6K
|
840
$78.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
833+ 1.47% |
$81.8K - $88.8K
|
57.3K
$5.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
826+ 5.09% |
$81.1K - $88.1K
|
17K
$1.6M
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
810+ 3.43% |
$79.5K - $86.4K
|
24.4K
$2.29M
|
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
761+ 31.32% |
$74.7K - $81.2K
|
3.19K
$299K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
712+ 13.48% |
$69.9K - $75.9K
|
5.99K
$562K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
686+ 21.31% |
$67.3K - $73.2K
|
3.91K
$366K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
676New |
$66.3K - $72.1K
|
676
$63.3K
|