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 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.52KNew |
$327K - $349K
|
3.52K
$325K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.51K+ 9.37% |
$326K - $348K
|
41K
$3.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.51KNew |
$326K - $348K
|
3.51K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.49K+ 10.61% |
$324K - $346K
|
36.4K
$3.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.44K+ 18.57% |
$319K - $341K
|
22K
$2.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.41K+ 5.7% |
$317K - $338K
|
63.3K
$5.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
3.26KNew |
$303K - $323K
|
3.26K
$301K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.25K+ 154.8% |
$302K - $323K
|
5.36K
$495K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.2K+ 8.57% |
$297K - $317K
|
40.5K
$3.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.16K+ 42.02% |
$294K - $313K
|
10.7K
$986K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
3.13KNew |
$290K - $310K
|
3.13K
$289K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.03K+ 1.2% |
$281K - $300K
|
256K
$23.6M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.02K+ 88.98% |
$281K - $299K
|
6.41K
$592K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.98K+ 3.65% |
$277K - $295K
|
84.6K
$7.81M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.95KNew |
$274K - $293K
|
2.95K
$273K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.84K+ 23.89% |
$264K - $281K
|
14.7K
$1.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.77KNew |
$258K - $275K
|
2.77K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.68K+ 100.0% |
$249K - $266K
|
5.37K
$496K
|
|
|
Feb 08, 2023
Q4 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.68KNew |
$249K - $265K
|
2.68K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.63KNew |
$244K - $261K
|
2.63K
$243K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.54KNew |
$236K - $252K
|
2.54K
$235K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.5KNew |
$232K - $248K
|
2.5K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
2.49KNew |
$231K - $247K
|
2.49K
$230K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.48KNew |
$231K - $246K
|
2.48K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.47KNew |
$229K - $244K
|
2.47K
$228K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.47K+ 36.52% |
$229K - $244K
|
9.22K
$851K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
2.4K+ 5.06% |
$223K - $238K
|
49.9K
$4.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.39K+ 102.98% |
$222K - $237K
|
4.7K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.35KNew |
$218K - $233K
|
2.35K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 2726.74% |
$218K - $232K
|
2.43K
$225K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.32KNew |
$215K - $230K
|
2.32K
$214K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.28KNew |
$212K - $226K
|
2.28K
$210K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.25KNew |
$209K - $223K
|
2.25K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.2K+ 50.62% |
$204K - $218K
|
6.54K
$604K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.18KNew |
$203K - $216K
|
2.18K
$202K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.18KNew |
$202K - $216K
|
2.18K
$201K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.13K+ 30.67% |
$198K - $211K
|
9.09K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.13K+ 11.42% |
$197K - $211K
|
20.7K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.1KNew |
$195K - $208K
|
2.1K
$194K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.05K+ 216.67% |
$191K - $204K
|
3K
$277K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.03K+ 2.42% |
$189K - $201K
|
86.2K
$7.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.98K+ 23.05% |
$184K - $196K
|
10.5K
$974K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
1.96K+ 14.54% |
$182K - $194K
|
15.4K
$1.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.93K+ 3.45% |
$180K - $192K
|
58K
$5.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
1.92K+ 15.74% |
$179K - $191K
|
14.1K
$1.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.8K+ 8.66% |
$167K - $178K
|
22.6K
$2.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
1.71K+ 3.93% |
$158K - $169K
|
45.1K
$4.16M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.47KNew |
$136K - $145K
|
1.47K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.45KNew |
$134K - $143K
|
1.45K
$134K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.38K+ 9.28% |
$128K - $137K
|
16.3K
$1.5M
|