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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.34K+ 29.05% |
$125K - $133K
|
5.95K
$550K
|
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.23K+ 0.89% |
$114K - $121K
|
139K
$12.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.21K+ 1.37% |
$113K - $120K
|
89.6K
$8.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
1.19K+ 14.34% |
$110K - $118K
|
9.48K
$875K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.17KNew |
$109K - $116K
|
1.17K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
1.13K+ 4.32% |
$105K - $112K
|
27.4K
$2.53M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.13KNew |
$105K - $112K
|
1.13K
$105K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.11KNew |
$103K - $110K
|
1.11K
$102K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$97.9K - $104K
|
1.05K
$97.3K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.03K+ 29.52% |
$95.3K - $102K
|
4.5K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
923+ 1.76% |
$85.8K - $91.5K
|
53.5K
$4.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
923+ 1.76% |
$85.8K - $91.5K
|
53.5K
$4.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
904+ 21.61% |
$84K - $89.6K
|
5.09K
$470K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
898+ 21.44% |
$83.5K - $89K
|
5.09K
$470K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
896+ 533.33% |
$83.3K - $88.8K
|
1.06K
$98.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
881+ 14.26% |
$81.9K - $87.3K
|
7.06K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
869New |
$80.8K - $86.2K
|
869
$80.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
857+ 17.15% |
$79.6K - $85K
|
5.86K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
854+ 22.76% |
$79.4K - $84.7K
|
4.61K
$425K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
842+ 12.78% |
$78.2K - $83.5K
|
7.43K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
795New |
$73.9K - $78.8K
|
795
$73.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
772New |
$71.7K - $76.5K
|
772
$71.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
760+ 3.25% |
$70.6K - $75.3K
|
24.1K
$2.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
748+ 132.86% |
$69.5K - $74.2K
|
1.31K
$121K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
581New |
$54K - $57.6K
|
581
$53.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
566+ 10.59% |
$52.6K - $56.1K
|
5.91K
$546K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
525+ 7.42% |
$48.8K - $52K
|
7.6K
$702K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
511+ 11.44% |
$47.5K - $50.7K
|
4.98K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
508New |
$47.2K - $50.4K
|
508
$46.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
505New |
$46.9K - $50.1K
|
505
$46.6K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
490+ 3.12% |
$45.5K - $48.6K
|
16.2K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
475+ 12.37% |
$44.1K - $47.1K
|
4.32K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
442+ 1.35% |
$41.1K - $43.8K
|
33.1K
$3.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
435+ 7.21% |
$40.4K - $43.1K
|
6.47K
$597K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
416New |
$38.7K - $41.2K
|
416
$38.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
407+ 6.77% |
$37.8K - $40.3K
|
6.42K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
399+ 194.63% |
$37.1K - $39.6K
|
604
$55.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
386New |
$35.9K - $38.3K
|
386
$35.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
344New |
$32K - $34.1K
|
344
$31.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
331New |
$30.8K - $32.8K
|
331
$30.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
305New |
$28.3K - $30.2K
|
305
$28.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
295+ 168.57% |
$27.4K - $29.2K
|
470
$43.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
289+ 0.93% |
$26.9K - $28.7K
|
31.3K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
287+ 2.2% |
$26.7K - $28.5K
|
13.4K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
264New |
$24.5K - $26.2K
|
264
$24.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
263+ 70.89% |
$24.4K - $26.1K
|
634
$58.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
262+ 7.72% |
$24.3K - $26K
|
3.66K
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
250+ 9.21% |
$23.2K - $24.8K
|
2.96K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
241New |
$22.4K - $23.9K
|
241
$22.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
196+ 1.09% |
$18.2K - $19.4K
|
18.2K
$1.68M
|