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
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.37K+ 99.96% |
$778K - $830K
|
16.7K
$1.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.91KNew |
$735K - $784K
|
7.91K
$730K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
7.65KNew |
$711K - $758K
|
7.65K
$706K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
7.62KNew |
$708K - $755K
|
7.62K
$704K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
7.49KNew |
$696K - $742K
|
7.49K
$691K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
7.41KNew |
$689K - $735K
|
7.41K
$684K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.4K+ 30.15% |
$687K - $733K
|
31.9K
$2.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
7.27KNew |
$676K - $721K
|
7.27K
$672K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.24K+ 27.75% |
$672K - $717K
|
33.3K
$3.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
7.11K+ 2.29% |
$661K - $705K
|
318K
$29.4M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.08KNew |
$658K - $702K
|
7.08K
$654K
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.83KNew |
$634K - $677K
|
6.83K
$630K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6.81KNew |
$633K - $675K
|
6.81K
$629K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6.81K+ 3.14% |
$632K - $675K
|
224K
$20.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
6.5K+ 5.17% |
$604K - $644K
|
132K
$12.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.41KNew |
$595K - $635K
|
6.41K
$592K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
6.32K+ 186.79% |
$587K - $626K
|
9.7K
$896K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.12KNew |
$569K - $607K
|
6.12K
$566K
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
6.05KNew |
$562K - $600K
|
6.05K
$559K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
6.04K+ 59.09% |
$562K - $599K
|
16.3K
$1.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
5.98KNew |
$556K - $593K
|
5.98K
$552K
|
|
|
Feb 02, 2023
Q4 2022
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
5.97K+ 0.57% |
$555K - $592K
|
1.06M
$97.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
5.89K+ 4.74% |
$547K - $584K
|
130K
$12M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.82KNew |
$541K - $577K
|
5.82K
$537K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.78KNew |
$538K - $573K
|
5.78K
$534K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
5.62KNew |
$522K - $557K
|
5.62K
$519K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.58KNew |
$518K - $553K
|
5.58K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.56KNew |
$517K - $552K
|
5.56K
$514K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.39KNew |
$501K - $534K
|
5.39K
$498K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.34KNew |
$496K - $529K
|
5.34K
$493K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.12K+ 10.29% |
$476K - $508K
|
54.9K
$5.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.93K+ 2.0% |
$458K - $489K
|
251K
$23.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
4.87KNew |
$452K - $483K
|
4.87K
$450K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
4.84K+ 106.85% |
$449K - $479K
|
9.36K
$864K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.7KNew |
$437K - $466K
|
4.7K
$434K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.66K+ 25.47% |
$433K - $461K
|
22.9K
$2.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.6K+ 70.93% |
$427K - $456K
|
11.1K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.44KNew |
$413K - $440K
|
4.44K
$410K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
4.25KNew |
$395K - $422K
|
4.25K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.24K+ 198.27% |
$394K - $420K
|
6.38K
$589K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.21K+ 2.07% |
$392K - $418K
|
208K
$19.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.99KNew |
$371K - $396K
|
3.99K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
3.98K+ 1.83% |
$369K - $394K
|
221K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.82KNew |
$355K - $379K
|
3.82K
$353K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.8K+ 193.38% |
$353K - $377K
|
5.76K
$532K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.65KNew |
$339K - $362K
|
3.65K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.62KNew |
$336K - $359K
|
3.62K
$334K
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.6KNew |
$335K - $357K
|
3.6K
$332K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.6KNew |
$334K - $357K
|
3.6K
$332K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3.6K+ 8.15% |
$334K - $357K
|
47.7K
$4.41M
|