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 27, 2023
Q4 2022
|
Peavine Capital, LLC
|
SELL
|
- |
-33.3K- 2.3% |
$3.09M - $3.3M
|
1.41M
$130M
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-33.6KClosed |
$3.12M - $3.33M
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-35.8K- 47.35% |
$3.33M - $3.55M
|
39.8K
$3.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
SELL
|
- |
-36.8K- 59.92% |
$3.42M - $3.65M
|
24.6K
$2.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-38.2K- 36.39% |
$3.55M - $3.79M
|
66.8K
$6.17M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41.7K- 16.89% |
$3.87M - $4.13M
|
205K
$18.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-43.6K- 7.1% |
$4.05M - $4.32M
|
570K
$52.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-43.7K- 15.92% |
$4.06M - $4.34M
|
231K
$21.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-44.8K- 13.35% |
$4.17M - $4.44M
|
291K
$26.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-47.1K- 3.42% |
$4.37M - $4.67M
|
1.33M
$123M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
SELL
|
- |
-47.4K- 48.75% |
$4.41M - $4.7M
|
49.8K
$4.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-48.1K- 86.69% |
$4.47M - $4.77M
|
7.39K
$683K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-48.2K- 48.74% |
$4.48M - $4.78M
|
50.7K
$4.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-55.8K- 6.5% |
$5.19M - $5.53M
|
802K
$74.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-57.9K- 56.21% |
$5.38M - $5.74M
|
45.1K
$4.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-61.4K- 75.01% |
$5.7M - $6.08M
|
20.4K
$1.89M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-64.4K- 18.95% |
$5.98M - $6.38M
|
275K
$25.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-66.9K- 46.55% |
$6.22M - $6.63M
|
76.8K
$7.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-73.7K- 47.86% |
$6.85M - $7.31M
|
80.3K
$7.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-74.5K- 47.27% |
$6.92M - $7.39M
|
83.1K
$7.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-76.1K- 95.97% |
$7.07M - $7.55M
|
3.19K
$295K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-81.5K- 55.01% |
$7.57M - $8.08M
|
66.7K
$6.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83K- 13.91% |
$7.71M - $8.23M
|
514K
$47.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83.9K- 7.75% |
$7.8M - $8.32M
|
999K
$92.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-92K- 3.4% |
$8.55M - $9.12M
|
2.62M
$242M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-94.4K- 79.26% |
$8.77M - $9.36M
|
24.7K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-94.9K- 15.59% |
$8.81M - $9.4M
|
513K
$47.4M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-95.5K- 64.43% |
$8.87M - $9.47M
|
52.7K
$4.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-101K- 16.62% |
$9.38M - $10M
|
507K
$46.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-106K- 56.66% |
$9.85M - $10.5M
|
81.1K
$7.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-107K- 22.17% |
$9.96M - $10.6M
|
376K
$34.7M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-107K- 22.17% |
$9.96M - $10.6M
|
376K
$34.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-108K- 12.08% |
$10M - $10.7M
|
784K
$72.4M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-115K- 95.48% |
$10.7M - $11.4M
|
5.43K
$502K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-120K- 38.7% |
$11.1M - $11.8M
|
189K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-126K- 14.01% |
$11.7M - $12.5M
|
775K
$71.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-138K- 92.56% |
$12.8M - $13.6M
|
11.1K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-159K- 92.81% |
$14.8M - $15.8M
|
12.3K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-167K- 24.1% |
$15.5M - $16.5M
|
526K
$48.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-169K- 81.47% |
$15.7M - $16.8M
|
38.5K
$3.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-178K- 51.18% |
$16.5M - $17.6M
|
169K
$15.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-183K- 55.89% |
$17M - $18.2M
|
145K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-187K- 10.11% |
$17.4M - $18.6M
|
1.67M
$154M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-198K- 82.74% |
$18.4M - $19.6M
|
41.3K
$3.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-219K- 52.77% |
$20.4M - $21.7M
|
196K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-263K- 1.93% |
$24.5M - $26.1M
|
13.4M
$1.24B
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-268K- 39.21% |
$24.9M - $26.6M
|
415K
$38.4M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-268K- 39.21% |
$24.9M - $26.6M
|
415K
$38.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-302K- 10.64% |
$28.1M - $29.9M
|
2.54M
$234M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-325K- 49.33% |
$30.2M - $32.3M
|
334K
$30.9M
|