Purchases and Sales Made in Q4 2022 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.9M+ 2419.74% |
$1.01B - $1.08B
|
11.3M
$1.05B
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.24M+ 5.65% |
$208M - $222M
|
41.9M
$3.87B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.54MNew |
$143M - $153M
|
1.54M
$143M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.52M+ 24.21% |
$141M - $150M
|
7.78M
$719M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.47M+ 25.75% |
$136M - $145M
|
7.16M
$661M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.31M+ 379.39% |
$122M - $130M
|
1.66M
$153M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
970K+ 1241.95% |
$90.2M - $96.2M
|
1.05M
$96.8M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
609K+ 10429.97% |
$56.6M - $60.3M
|
614K
$56.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
580KNew |
$53.9M - $57.5M
|
580K
$53.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
432K+ 11.74% |
$40.1M - $42.8M
|
4.11M
$380M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
374K+ 13.51% |
$34.7M - $37M
|
3.14M
$290M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
369K+ 200.85% |
$34.3M - $36.6M
|
553K
$51.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
334K+ 3.39% |
$31M - $33.1M
|
10.2M
$940M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
327K+ 90.62% |
$30.4M - $32.4M
|
688K
$63.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
313KNew |
$29.1M - $31.1M
|
313K
$28.9M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
313KNew |
$29.1M - $31.1M
|
313K
$28.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
285KNew |
$26.5M - $28.3M
|
285K
$26.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
254K+ 6.76% |
$23.6M - $25.1M
|
4M
$370M
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
249KNew |
$23.1M - $24.7M
|
249K
$23M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
244K+ 14.08% |
$22.7M - $24.2M
|
1.98M
$182M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
241K+ 69.1% |
$22.4M - $23.9M
|
589K
$54.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
238K+ 15.37% |
$22.1M - $23.6M
|
1.79M
$165M
|
|
|
Nov 27, 2024
Q4 2022
|
Carrhae Capital LLP
London, X0 |
BUY
|
- |
195KNew |
$18.1M - $19.3M
|
195K
$18M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
178KNew |
$16.5M - $17.6M
|
178K
$16.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
175K+ 6.81% |
$16.3M - $17.3M
|
2.74M
$253M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
166KNew |
$15.4M - $16.4M
|
166K
$15.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
164K+ 78.23% |
$15.3M - $16.3M
|
375K
$34.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
158K+ 128.15% |
$14.7M - $15.7M
|
281K
$26M
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
152KNew |
$14.2M - $15.1M
|
152K
$14.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
133KNew |
$12.4M - $13.2M
|
133K
$12.3M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
128K+ 28.19% |
$11.9M - $12.7M
|
582K
$53.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
123K+ 342.44% |
$11.5M - $12.2M
|
159K
$14.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
123KNew |
$11.4M - $12.2M
|
123K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
121K+ 54.19% |
$11.2M - $12M
|
344K
$31.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
115K+ 57.35% |
$10.6M - $11.4M
|
314K
$29M
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
114KNew |
$10.6M - $11.3M
|
114K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
109KNew |
$10.2M - $10.9M
|
109K
$10.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
106KNew |
$9.88M - $10.5M
|
106K
$9.82M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
103K+ 36.24% |
$9.61M - $10.2M
|
389K
$35.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
103K+ 15.5% |
$9.58M - $10.2M
|
768K
$70.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
102KNew |
$9.46M - $10.1M
|
102K
$9.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
101K+ 19.93% |
$9.38M - $10M
|
608K
$56.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
97KNew |
$9.02M - $9.62M
|
97K
$8.96M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
96.1K+ 1784.51% |
$8.93M - $9.53M
|
101K
$9.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
93.4KNew |
$8.68M - $9.26M
|
93.4K
$8.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
90.4K+ 120.39% |
$8.4M - $8.96M
|
166K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
90.1K+ 128.14% |
$8.37M - $8.93M
|
160K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
88.9K+ 141.49% |
$8.26M - $8.81M
|
152K
$14M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
87.9K+ 12.56% |
$8.17M - $8.71M
|
788K
$72.7M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
87.2KNew |
$8.11M - $8.65M
|
87.2K
$8.06M
|