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 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-10.2K- 39.14% |
$950K - $1.01M
|
15.9K
$1.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-10.3K- 6.34% |
$954K - $1.02M
|
152K
$13.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-10.3K- 43.87% |
$956K - $1.02M
|
13.2K
$1.21M
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 4.91% |
$976K - $1.04M
|
203K
$18.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.5K- 58.65% |
$978K - $1.04M
|
7.42K
$681K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.5K- 58.65% |
$978K - $1.04M
|
7.42K
$681K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.6K- 6.84% |
$989K - $1.06M
|
145K
$13.3M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-10.9K- 37.37% |
$1.01M - $1.08M
|
18.3K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.9K- 24.1% |
$1.01M - $1.08M
|
34.4K
$3.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.5K- 69.17% |
$1.07M - $1.14M
|
5.12K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.6K- 14.63% |
$1.08M - $1.15M
|
67.5K
$6.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.6K- 19.72% |
$1.17M - $1.25M
|
51.2K
$4.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-13.1K- 44.19% |
$1.21M - $1.3M
|
16.5K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.7K- 62.04% |
$1.27M - $1.35M
|
8.35K
$767K
|
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 6.32% |
$1.27M - $1.36M
|
203K
$18.7M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-13.8K- 15.85% |
$1.28M - $1.37M
|
73.3K
$6.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-14.6K- 45.06% |
$1.36M - $1.45M
|
17.8K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-15K- 43.1% |
$1.4M - $1.49M
|
19.9K
$1.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 28.58% |
$1.45M - $1.55M
|
39.1K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-15.7K- 38.16% |
$1.46M - $1.56M
|
25.5K
$2.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-15.8K- 70.11% |
$1.47M - $1.57M
|
6.75K
$620K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.8K- 79.15% |
$1.47M - $1.57M
|
4.18K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-16.7K- 4.6% |
$1.55M - $1.66M
|
346K
$31.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.4K- 69.57% |
$1.62M - $1.73M
|
7.62K
$700K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-17.7K- 1.33% |
$1.65M - $1.76M
|
1.31M
$120M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-17.7K- 1.33% |
$1.65M - $1.76M
|
1.31M
$120M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17.9K- 66.71% |
$1.66M - $1.77M
|
8.92K
$819K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-19.8K- 73.62% |
$1.84M - $1.96M
|
7.08K
$650K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.8K- 49.1% |
$1.94M - $2.07M
|
21.6K
$1.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-21.1K- 38.84% |
$1.96M - $2.09M
|
33.2K
$3.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-21.8K- 11.25% |
$2.03M - $2.16M
|
172K
$15.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-22.7K- 4.37% |
$2.11M - $2.25M
|
496K
$45.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-22.9K- 17.03% |
$2.13M - $2.27M
|
111K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-23.3K- 17.91% |
$2.17M - $2.31M
|
107K
$9.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-23.4K- 83.4% |
$2.17M - $2.32M
|
4.66K
$428K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-24.4K- 53.99% |
$2.27M - $2.42M
|
20.8K
$1.91M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-24.6K- 60.31% |
$2.28M - $2.44M
|
16.2K
$1.48M
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-24.9K- 13.23% |
$2.31M - $2.47M
|
163K
$15M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-25K- 25.47% |
$2.33M - $2.48M
|
73.2K
$6.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25.1K- 7.26% |
$2.33M - $2.49M
|
321K
$29.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-25.5K- 38.65% |
$2.37M - $2.52M
|
40.4K
$3.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-27.4K- 19.5% |
$2.55M - $2.72M
|
113K
$10.4M
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-27.6K- 98.62% |
$2.56M - $2.74M
|
385
$35.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28.4K- 23.36% |
$2.63M - $2.81M
|
93K
$8.54M
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-29.8K- 51.22% |
$2.77M - $2.96M
|
28.4K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-30K- 23.98% |
$2.79M - $2.97M
|
95.1K
$8.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-30.2K- 14.68% |
$2.81M - $3M
|
176K
$16.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-31.6K- 34.93% |
$2.93M - $3.13M
|
58.8K
$5.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-31.9K- 62.08% |
$2.96M - $3.16M
|
19.5K
$1.79M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32K- 44.39% |
$2.98M - $3.18M
|
40.1K
$3.69M
|