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
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-3.38K- 11.53% |
$314K - $335K
|
26K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.47K- 5.8% |
$323K - $344K
|
56.4K
$5.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.51K- 6.38% |
$326K - $348K
|
51.5K
$4.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.57K- 35.23% |
$332K - $354K
|
6.57K
$603K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.77K- 16.59% |
$350K - $374K
|
19K
$1.74M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.83K- 40.49% |
$356K - $380K
|
5.63K
$517K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4K- 16.66% |
$371K - $396K
|
20K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.05K- 10.26% |
$376K - $401K
|
35.4K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.07K- 20.8% |
$379K - $404K
|
15.5K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-4.11K- 6.26% |
$382K - $408K
|
61.6K
$5.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-4.29K- 2.31% |
$398K - $425K
|
182K
$16.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.34K- 3.93% |
$403K - $430K
|
106K
$9.75M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.38K- 14.71% |
$407K - $434K
|
25.4K
$2.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.52K- 10.08% |
$420K - $448K
|
40.3K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.54K- 5.75% |
$422K - $450K
|
74.3K
$6.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.65K- 48.06% |
$432K - $461K
|
5.02K
$461K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.79K- 20.27% |
$445K - $475K
|
18.8K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-4.84K- 0.64% |
$449K - $479K
|
751K
$68.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-4.9K- 20.76% |
$455K - $486K
|
18.7K
$1.72M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-4.94K- 10.59% |
$459K - $490K
|
41.7K
$3.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5.02K- 68.05% |
$467K - $498K
|
2.36K
$217K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-5.26K- 21.02% |
$489K - $522K
|
19.8K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
SELL
|
- |
-5.41K- 56.9% |
$503K - $536K
|
4.1K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.41K- 96.04% |
$503K - $537K
|
223
$20.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.42K- 53.38% |
$504K - $538K
|
4.74K
$435K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.42K- 53.38% |
$504K - $538K
|
4.74K
$435K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.44K- 17.8% |
$505K - $539K
|
25.1K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.59K- 14.94% |
$519K - $554K
|
31.8K
$2.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6K- 33.68% |
$558K - $595K
|
11.8K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.07K- 65.29% |
$564K - $602K
|
3.23K
$296K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.15K- 53.44% |
$571K - $609K
|
5.35K
$492K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.5K- 12.01% |
$604K - $644K
|
47.6K
$4.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-6.54K- 11.84% |
$607K - $648K
|
48.7K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.66K- 43.44% |
$619K - $660K
|
8.67K
$797K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.78K- 30.51% |
$630K - $672K
|
15.4K
$1.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.08K- 4.89% |
$658K - $702K
|
138K
$12.6M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.16KClosed |
$665K - $710K
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-7.23K- 16.95% |
$672K - $717K
|
35.4K
$3.25M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.25K- 5.49% |
$673K - $718K
|
125K
$11.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-7.31K- 5.01% |
$679K - $725K
|
139K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.44K- 22.47% |
$691K - $738K
|
25.7K
$2.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7.51K- 64.23% |
$697K - $744K
|
4.18K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.78K- 10.66% |
$723K - $772K
|
65.2K
$5.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-8.02K- 30.5% |
$745K - $795K
|
18.3K
$1.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8.04K- 61.79% |
$747K - $797K
|
4.97K
$457K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.86K- 55.47% |
$823K - $878K
|
7.11K
$653K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-9.4K- 3.98% |
$873K - $932K
|
227K
$20.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.61K- 23.99% |
$893K - $953K
|
30.4K
$2.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-9.72K- 10.15% |
$904K - $964K
|
86.1K
$7.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.99K- 30.39% |
$928K - $990K
|
22.9K
$2.1M
|