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 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-18- 54.55% |
$1.67K - $1.78K
|
15
$1.39K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-21- 0.31% |
$1.95K - $2.08K
|
6.73K
$622K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21- 1.92% |
$1.95K - $2.08K
|
1.07K
$99.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-25- 8.17% |
$2.32K - $2.48K
|
281
$26K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-30- 0.97% |
$2.79K - $2.97K
|
3.06K
$283K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-40- 0.63% |
$3.72K - $3.97K
|
6.33K
$585K
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-42- 1.55% |
$3.9K - $4.16K
|
2.67K
$247K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-43- 0.05% |
$4K - $4.26K
|
79.6K
$7.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-50- 4.6% |
$4.65K - $4.96K
|
1.04K
$95.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-51- 0.49% |
$4.74K - $5.06K
|
10.4K
$958K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-56- 96.55% |
$5.2K - $5.55K
|
2
$185
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-58- 0.39% |
$5.39K - $5.75K
|
14.8K
$1.37M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-77- 2.31% |
$7.16K - $7.63K
|
3.26K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-80- 0.57% |
$7.43K - $7.93K
|
13.9K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-82- 4.51% |
$7.62K - $8.13K
|
1.74K
$160K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-85- 66.41% |
$7.9K - $8.43K
|
43
$3.97K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-100- 1.62% |
$9.29K - $9.91K
|
6.06K
$559K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-102- 1.87% |
$9.48K - $10.1K
|
5.34K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-105- 0.75% |
$9.76K - $10.4K
|
13.9K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-105- 2.77% |
$9.76K - $10.4K
|
3.68K
$340K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-105- 4.55% |
$9.76K - $10.4K
|
2.2K
$203K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-147- 3.79% |
$13.7K - $14.6K
|
3.73K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-154- 5.83% |
$14.3K - $15.3K
|
2.49K
$230K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-154- 1.16% |
$14.3K - $15.3K
|
13.1K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-171- 4.87% |
$15.9K - $17K
|
3.34K
$308K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-171- 33.6% |
$15.9K - $17K
|
338
$31.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-175- 20.35% |
$16.3K - $17.3K
|
685
$63.3K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-181- 1.35% |
$16.8K - $17.9K
|
13.2K
$1.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-184- 0.87% |
$17.1K - $18.2K
|
21K
$1.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-187- 1.69% |
$17.4K - $18.5K
|
10.9K
$1M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-196- 6.31% |
$18.2K - $19.4K
|
2.91K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-206- 4.17% |
$19.1K - $20.4K
|
4.73K
$437K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-210- 6.13% |
$19.5K - $20.8K
|
3.21K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-217- 4.3% |
$20.2K - $21.5K
|
4.83K
$446K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-218- 0.75% |
$20.3K - $21.6K
|
28.9K
$2.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-223- 3.54% |
$20.7K - $22.1K
|
6.07K
$560K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-226- 1.61% |
$21K - $22.4K
|
13.8K
$1.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-230- 69.91% |
$21.4K - $22.8K
|
99
$9.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-237- 4.3% |
$22K - $23.5K
|
5.28K
$487K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-237- 3.11% |
$22K - $23.5K
|
7.39K
$683K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-241- 9.85% |
$22.4K - $23.9K
|
2.21K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-245- 7.67% |
$22.8K - $24.3K
|
2.95K
$273K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-254- 7.46% |
$23.6K - $25.2K
|
3.15K
$291K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-269- 0.61% |
$25K - $26.7K
|
44K
$4.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-273- 6.24% |
$25.4K - $27.1K
|
4.1K
$379K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-284- 2.4% |
$26.4K - $28.2K
|
11.5K
$1.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-285- 6.63% |
$26.5K - $28.3K
|
4.02K
$371K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-298- 7.71% |
$27.7K - $29.5K
|
3.57K
$329K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-298- 99.33% |
$27.7K - $29.5K
|
2
$185
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-302- 48.79% |
$28.1K - $29.9K
|
317
$29.3K
|