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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.41K- 6.87% |
$131K - $139K
|
19.1K
$1.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.56K- 3.37% |
$145K - $154K
|
44.6K
$4.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.61K- 28.94% |
$149K - $159K
|
3.94K
$362K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.62K- 5.76% |
$151K - $161K
|
26.5K
$2.44M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.75K- 11.09% |
$162K - $173K
|
14K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.8K- 16.37% |
$167K - $179K
|
9.21K
$846K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.81K- 89.37% |
$168K - $179K
|
215
$19.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.85K- 16.31% |
$172K - $183K
|
9.48K
$870K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.9K- 93.0% |
$177K - $188K
|
143
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 1.78% |
$177K - $189K
|
105K
$9.67M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.93K- 1.51% |
$179K - $191K
|
126K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.99K- 58.17% |
$185K - $197K
|
1.43K
$132K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2K- 35.02% |
$186K - $198K
|
3.71K
$341K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2K- 47.89% |
$186K - $198K
|
2.18K
$200K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.05K- 25.38% |
$190K - $203K
|
6.02K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.09K- 3.6% |
$195K - $208K
|
56.1K
$5.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.1K- 16.77% |
$195K - $208K
|
10.4K
$957K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-2.15K- 9.22% |
$200K - $213K
|
21.2K
$1.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.18K- 22.07% |
$203K - $216K
|
7.7K
$707K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.21K- 95.83% |
$205K - $219K
|
96
$8.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.25K- 38.31% |
$209K - $223K
|
3.62K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.25K- 8.09% |
$209K - $223K
|
25.6K
$2.35M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-2.27K- 50.19% |
$210K - $225K
|
2.25K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.29K- 18.43% |
$213K - $227K
|
10.1K
$932K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-2.3K- 65.71% |
$214K - $228K
|
1.2K
$110K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.36K- 7.38% |
$219K - $234K
|
29.6K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.38K- 15.58% |
$221K - $236K
|
12.9K
$1.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.39K- 40.35% |
$222K - $237K
|
3.54K
$325K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.48K- 12.05% |
$230K - $245K
|
18.1K
$1.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.51K- 4.77% |
$233K - $249K
|
50.1K
$4.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.52K- 5.92% |
$235K - $250K
|
40.1K
$3.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.57K- 39.46% |
$238K - $254K
|
3.94K
$361K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-2.57K- 28.42% |
$239K - $255K
|
6.47K
$594K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.57K- 9.92% |
$239K - $255K
|
23.4K
$2.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.59K- 15.04% |
$240K - $256K
|
14.6K
$1.34M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.68KClosed |
$249K - $265K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.74K- 8.3% |
$254K - $271K
|
30.2K
$2.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-2.75K- 2.13% |
$255K - $273K
|
126K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.81K- 12.55% |
$261K - $278K
|
19.5K
$1.79M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.84KClosed |
$263K - $281K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.84K- 37.0% |
$264K - $282K
|
4.84K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.88K- 43.86% |
$268K - $286K
|
3.69K
$339K
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-2.91K- 3.59% |
$270K - $288K
|
78.1K
$7.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.94K- 29.37% |
$273K - $291K
|
7.06K
$648K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.03K- 27.36% |
$282K - $301K
|
8.05K
$739K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.05K- 51.76% |
$284K - $303K
|
2.85K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-3.12K- 10.64% |
$289K - $309K
|
26.2K
$2.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.21K- 7.58% |
$298K - $318K
|
39.1K
$3.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3.26K- 5.44% |
$303K - $323K
|
56.6K
$5.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.35K- 54.85% |
$311K - $332K
|
2.76K
$253K
|