Purchases and Sales Made in Q4 2022 in Ishares Barclays (IEF)

IEF Quotes by TradingView

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 10, 2023 Q4 2022
Stordahl Capital Management, Inc.

BUY
 -
24.6K
+ 1059.37%
$2.29M - $2.44M
27K $2.49M
Jun 20, 2024 Q4 2022
Abrdn PLC

BUY
 -
24.6K
New
$2.29M - $2.44M
24.6K $2.27M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
23.8K
+ 15.7%
$2.21M - $2.36M
176K $16.2M
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
22.1K
+ 45.13%
$2.06M - $2.2M
71.2K $6.58M
Feb 07, 2023 Q4 2022
Cutler Group LP

BUY
 -
22.1K
+ 1425.9%
$2.05M - $2.19M
23.6K $2.18M
Feb 10, 2023 Q4 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
21.6K
New
$2M - $2.14M
21.6K $1.99M
Feb 14, 2023 Q4 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
21K
+ 44.29%
$1.95M - $2.08M
68.4K $6.31M
Feb 13, 2023 Q4 2022
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
20.8K
+ 92.81%
$1.93M - $2.06M
43.2K $3.99M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
19.7K
+ 38.99%
$1.83M - $1.95M
70.2K $6.48M
Feb 13, 2023 Q4 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
19.6K
+ 429.4%
$1.82M - $1.94M
24.2K $2.23M
Feb 14, 2023 Q4 2022
Walleye Capital LLC

Plymouth, MN
BUY
 -
18.8K
+ 24.57%
$1.74M - $1.86M
95.2K $8.79M
Feb 09, 2023 Q4 2022
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
18.2K
New
$1.69M - $1.81M
18.2K $1.68M
Feb 09, 2023 Q4 2022
Shelton Wealth Management, LLC

BUY
 -
18.2K
+ 75.96%
$1.69M - $1.8M
42.1K $3.89M
Feb 08, 2023 Q4 2022
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
18.1K
New
$1.68M - $1.79M
18.1K $1.67M
Feb 03, 2023 Q4 2022
9258 Wealth Management, LLC

BUY
 -
17.6K
+ 124.9%
$1.64M - $1.75M
31.7K $2.93M
Jan 20, 2023 Q4 2022
Mjp Associates Inc

BUY
 -
16.9K
+ 5.66%
$1.57M - $1.68M
316K $29.1M
Feb 09, 2023 Q4 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
16.8K
+ 831.04%
$1.56M - $1.67M
18.8K $1.74M
Feb 06, 2023 Q4 2022
Ovata Capital Management LTD

BUY
 -
16.8K
New
$1.56M - $1.67M
16.8K $1.55M
Jan 25, 2023 Q4 2022
Cornerstone Wealth Group, LLC

BUY
 -
16.4K
New
$1.52M - $1.63M
16.4K $1.52M
Mar 08, 2023 Q4 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
15.3K
New
$1.42M - $1.52M
15.3K $1.42M
Jun 17, 2024 Q4 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
15.3K
+ 398.83%
$1.42M - $1.52M
19.2K $1.77M
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
15K
+ 6.03%
$1.4M - $1.49M
264K $24.4M
Oct 12, 2023 Q4 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
14.6K
+ 533.32%
$1.36M - $1.45M
17.4K $1.61M
Jan 30, 2023 Q4 2022
Twele Capital Management, Inc.

BUY
 -
14.3K
+ 4.32%
$1.33M - $1.42M
346K $32M
Jan 24, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
14.3K
New
$1.33M - $1.42M
14.3K $1.32M
Jan 26, 2023 Q4 2022
Seven Bridge Financial Group, LLC

BUY
 -
14.2K
New
$1.32M - $1.4M
14.2K $1.31M
Feb 08, 2023 Q4 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
14K
+ 6.62%
$1.3M - $1.39M
226K $20.9M
Feb 09, 2023 Q4 2022
Windham Capital Management, LLC

BUY
 -
13.7K
+ 135.81%
$1.27M - $1.36M
23.8K $2.2M
Feb 09, 2023 Q4 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
13.3K
+ 539.35%
$1.24M - $1.32M
15.8K $1.46M
Feb 15, 2023 Q4 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
13.1K
+ 41.05%
$1.22M - $1.3M
45.1K $4.17M
Feb 14, 2023 Q4 2022
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
12.8K
+ 33.72%
$1.19M - $1.27M
50.9K $4.7M
Jan 17, 2023 Q4 2022
Lake Hills Wealth Management, LLC

BUY
 -
12.8K
New
$1.19M - $1.27M
12.8K $1.19M
Oct 16, 2023 Q4 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
12.4K
+ 5.2%
$1.16M - $1.23M
252K $23.2M
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
12.3K
New
$1.14M - $1.22M
12.3K $1.14M
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
12K
New
$1.12M - $1.19M
12K $1.11M
Jan 06, 2023 Q4 2022
Boltwood Capital Management

BUY
 -
11.8K
+ 49.47%
$1.1M - $1.17M
35.7K $3.3M
Feb 14, 2023 Q4 2022
First Foundation Advisors

Irvine, CA
BUY
 -
10.9K
+ 112.27%
$1.01M - $1.08M
20.5K $1.9M
Jan 25, 2023 Q4 2022
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
10.4K
New
$969K - $1.03M
10.4K $963K
Jan 25, 2023 Q4 2022
K.J. Harrison & Partners Inc

BUY
 -
10K
New
$929K - $991K
10K $924K
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
9.82K
New
$912K - $973K
9.82K $907K
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
9.7K
New
$901K - $962K
9.7K $896K
Feb 01, 2023 Q4 2022
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
9.65K
+ 4.04%
$897K - $957K
249K $23M
Jan 20, 2023 Q4 2022
Clear Harbor Asset Management, LLC

BUY
 -
9.6K
+ 25.76%
$892K - $951K
46.8K $4.33M
Jan 25, 2023 Q4 2022
Brickley Wealth Management

BUY
 -
9.43K
+ 430.31%
$876K - $935K
11.6K $1.07M
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
9.43K
New
$876K - $934K
9.43K $870K
Feb 09, 2023 Q4 2022
Scotia Capital Inc.

BUY
 -
9.33K
+ 35.06%
$867K - $925K
36K $3.32M
Jan 26, 2023 Q4 2022
Sky Oak Wealth, LLC

BUY
 -
8.98K
+ 31.23%
$834K - $890K
37.7K $3.48M
Feb 01, 2023 Q4 2022
Private Portfolio Partners LLC

BUY
 -
8.72K
+ 14.88%
$810K - $864K
67.3K $6.22M
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
8.58K
New
$798K - $851K
8.58K $793K

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