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 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
191New |
$17.7K - $18.9K
|
191
$17.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
191New |
$17.7K - $18.9K
|
191
$17.6K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
165+ 27.05% |
$15.3K - $16.4K
|
775
$71.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
161+ 0.63% |
$15K - $16K
|
25.7K
$2.37M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
155New |
$14.4K - $15.4K
|
155
$14.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
140New |
$13K - $13.9K
|
140
$12.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
140+ 1.66% |
$13K - $13.9K
|
8.57K
$791K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
133New |
$12.4K - $13.2K
|
133
$12.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
132New |
$12.3K - $13.1K
|
132
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
126+ 6.83% |
$11.7K - $12.5K
|
1.97K
$182K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
125+ 22.28% |
$11.6K - $12.4K
|
686
$63.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
123+ 4.99% |
$11.4K - $12.2K
|
2.59K
$239K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
118+ 1.56% |
$11K - $11.7K
|
7.66K
$707K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
116+ 236.73% |
$10.8K - $11.5K
|
165
$15.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100New |
$9.29K - $9.91K
|
100
$9.24K
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
92+ 0.15% |
$8.55K - $9.12K
|
61.8K
$5.71M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
87+ 2.7% |
$8.08K - $8.63K
|
3.31K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
78New |
$7.25K - $7.73K
|
78
$7.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
76New |
$7.06K - $7.53K
|
76
$7.02K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
66+ 0.64% |
$6.13K - $6.54K
|
10.3K
$952K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
65+ 0.62% |
$6.04K - $6.44K
|
10.6K
$979K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
54New |
$5.02K - $5.35K
|
54
$4.99K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
53+ 2.43% |
$4.93K - $5.25K
|
2.23K
$206K
|
|
|
Feb 10, 2023
Q4 2022
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
39+ 0.42% |
$3.62K - $3.87K
|
9.36K
$864K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
33+ 0.57% |
$3.07K - $3.27K
|
5.84K
$539K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
33New |
$3.07K - $3.27K
|
33
$3.05K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31New |
$2.88K - $3.07K
|
31
$2.86K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
27New |
$2.51K - $2.68K
|
27
$2.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
24+ 3.12% |
$2.23K - $2.38K
|
793
$73.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20New |
$1.86K - $1.98K
|
20
$1.85K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17New |
$1.58K - $1.69K
|
17
$1.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
16New |
$1.49K - $1.59K
|
16
$1.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$1.3K - $1.39K
|
14
$1.29K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14+ 3.41% |
$1.3K - $1.39K
|
424
$39.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
10+ 0.34% |
$929 - $991
|
2.97K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 58.82% |
$929 - $991
|
27
$2.49K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
9New |
$836 - $892
|
9
$831
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6New |
$558 - $595
|
6
$554
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6New |
$558 - $595
|
6
$554
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.76% |
$558 - $595
|
793
$73.2K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 1.23% |
$372 - $397
|
330
$30.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$279 - $297
|
9.18K
$848K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.88% |
$186 - $198
|
229
$21.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 1.0% |
$92.9 - $99.1
|
101
$9.33K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.38% |
$92.9 - $99.1
|
43
$3.97K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-1- 0.01% |
$92.9 - $99.1
|
11.9K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-3- 0.09% |
$279 - $297
|
3.2K
$296K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-4- 0.09% |
$372 - $397
|
4.27K
$394K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-15- 0.17% |
$1.39K - $1.49K
|
8.79K
$812K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 9.29% |
$1.58K - $1.69K
|
166
$15.3K
|