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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
85.4K+ 28.52% |
$7.94M - $8.47M
|
385K
$35.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
85KNew |
$7.9M - $8.43M
|
85K
$7.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84K+ 1105.34% |
$7.81M - $8.33M
|
91.6K
$8.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77K+ 154.99% |
$7.16M - $7.64M
|
127K
$11.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
76.4KNew |
$7.1M - $7.57M
|
76.4K
$7.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
71.4KNew |
$6.64M - $7.08M
|
71.4K
$6.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
68.3K+ 305.21% |
$6.34M - $6.77M
|
90.6K
$8.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
66KNew |
$6.13M - $6.54M
|
66K
$6.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
62.9KNew |
$5.84M - $6.23M
|
62.9K
$5.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
61.9K+ 75.16% |
$5.76M - $6.14M
|
144K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
61.3K+ 1472.98% |
$5.7M - $6.08M
|
65.5K
$6.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
57.6K+ 42.19% |
$5.36M - $5.71M
|
194K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
54.6KNew |
$5.07M - $5.41M
|
54.6K
$5.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
53.3K+ 91.13% |
$4.95M - $5.28M
|
112K
$10.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
52.6KNew |
$4.88M - $5.21M
|
52.6K
$4.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51.4K+ 230.64% |
$4.78M - $5.09M
|
73.7K
$6.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
51.2K+ 13.38% |
$4.75M - $5.07M
|
433K
$40M
|
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
51.1K+ 401.16% |
$4.75M - $5.07M
|
63.8K
$5.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.2K+ 1845.27% |
$4.39M - $4.68M
|
49.8K
$4.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
46.8K+ 94.98% |
$4.35M - $4.64M
|
96.1K
$8.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
46.7K+ 24.34% |
$4.34M - $4.63M
|
239K
$22.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
46K+ 458.48% |
$4.27M - $4.56M
|
56K
$5.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45.2K+ 69.09% |
$4.2M - $4.48M
|
111K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
44.4K+ 4.76% |
$4.12M - $4.4M
|
975K
$90.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
43.7K+ 51.33% |
$4.06M - $4.33M
|
129K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
41.4K+ 6.44% |
$3.85M - $4.11M
|
685K
$63.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40.5K+ 23.28% |
$3.77M - $4.02M
|
215K
$19.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
40.5K+ 8.76% |
$3.76M - $4.01M
|
502K
$46.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
36.2KNew |
$3.36M - $3.59M
|
36.2K
$3.34M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
36K+ 1612.86% |
$3.34M - $3.57M
|
38.2K
$3.53M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
35.4KNew |
$3.29M - $3.51M
|
35.4K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
35.3KNew |
$3.28M - $3.5M
|
35.3K
$3.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35K+ 89.01% |
$3.25M - $3.47M
|
74.3K
$6.86M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
34.7KNew |
$3.23M - $3.44M
|
34.7K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34.4KNew |
$3.2M - $3.41M
|
34.4K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
32.9KNew |
$3.06M - $3.26M
|
32.9K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
32.9K+ 1.22% |
$3.06M - $3.26M
|
2.73M
$252M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.4K+ 160.3% |
$2.92M - $3.12M
|
51K
$4.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
31.1K+ 415.61% |
$2.89M - $3.09M
|
38.6K
$3.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
30.1K+ 90.93% |
$2.79M - $2.98M
|
63.2K
$5.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
29.2K+ 32.48% |
$2.72M - $2.9M
|
119K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
28.6K+ 5.61% |
$2.66M - $2.84M
|
538K
$49.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
28.3KNew |
$2.63M - $2.81M
|
28.3K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
27.4K+ 164.18% |
$2.55M - $2.72M
|
44.2K
$4.08M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
27.4KNew |
$2.55M - $2.72M
|
27.4K
$2.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
27.2K+ 665.89% |
$2.53M - $2.7M
|
31.3K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
27KNew |
$2.51M - $2.68M
|
27K
$2.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
26.9K+ 7.82% |
$2.5M - $2.66M
|
371K
$34.2M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
26.6KNew |
$2.47M - $2.64M
|
26.6K
$2.46M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24.9K+ 4370.65% |
$2.31M - $2.47M
|
25.4K
$2.35M
|