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 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-305- 11.91% |
$28.3K - $30.2K
|
2.26K
$208K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-307- 1.03% |
$28.5K - $30.4K
|
29.5K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-313- 3.87% |
$29.1K - $31K
|
7.78K
$718K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-314- 4.1% |
$29.2K - $31.1K
|
7.34K
$678K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-320- 5.74% |
$29.7K - $31.7K
|
5.25K
$485K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-322- 6.32% |
$29.9K - $31.9K
|
4.77K
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-328- 4.56% |
$30.5K - $32.5K
|
6.86K
$634K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-330- 6.45% |
$30.7K - $32.7K
|
4.79K
$442K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-336- 5.47% |
$31.2K - $33.3K
|
5.8K
$536K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-344- 6.23% |
$32K - $34.1K
|
5.18K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-347- 9.4% |
$32.2K - $34.4K
|
3.34K
$309K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-354- 7.21% |
$32.9K - $35.1K
|
4.55K
$420K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-366- 0.83% |
$34K - $36.3K
|
44K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-396- 2.31% |
$36.8K - $39.3K
|
16.7K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-400- 5.5% |
$37.2K - $39.7K
|
6.87K
$635K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-407- 8.64% |
$37.8K - $40.3K
|
4.3K
$397K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-413- 42.27% |
$38.4K - $40.9K
|
564
$52.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-443- 5.2% |
$41.2K - $43.9K
|
8.08K
$746K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-490- 12.28% |
$45.5K - $48.6K
|
3.5K
$323K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-490- 37.09% |
$45.5K - $48.6K
|
831
$76.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-510- 6.9% |
$47.4K - $50.6K
|
6.88K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-555- 4.55% |
$51.6K - $55K
|
11.6K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-576- 84.83% |
$53.5K - $57.1K
|
103
$9.51K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-614- 8.96% |
$57.1K - $60.9K
|
6.24K
$576K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-632- 9.97% |
$58.7K - $62.7K
|
5.71K
$527K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-658- 22.3% |
$61.1K - $65.2K
|
2.29K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-663- 21.07% |
$61.6K - $65.7K
|
2.48K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-704- 18.65% |
$65.4K - $69.8K
|
3.07K
$284K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-711- 3.16% |
$66.1K - $70.5K
|
21.8K
$2.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-751- 13.86% |
$69.8K - $74.5K
|
4.67K
$431K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-771- 17.4% |
$71.6K - $76.4K
|
3.66K
$338K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-809- 3.81% |
$75.2K - $80.2K
|
20.4K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-813- 2.88% |
$75.6K - $80.6K
|
27.4K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-885- 3.23% |
$82.2K - $87.7K
|
26.5K
$2.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-894- 37.23% |
$83.1K - $88.6K
|
1.51K
$139K
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
SELL
|
- |
-935- 2.41% |
$86.9K - $92.7K
|
37.8K
$3.49M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-965- 29.94% |
$89.7K - $95.7K
|
2.26K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.04K- 18.75% |
$96.6K - $103K
|
4.5K
$416K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.08K- 51.9% |
$100K - $107K
|
1K
$92.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 39.49% |
$101K - $108K
|
1.67K
$154K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.12K- 23.84% |
$104K - $111K
|
3.59K
$331K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.15K- 1.9% |
$107K - $114K
|
59.3K
$5.48M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.15K- 1.87% |
$107K - $114K
|
60.6K
$5.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 46.41% |
$107K - $114K
|
1.33K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.16K- 11.93% |
$107K - $115K
|
8.53K
$788K
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.29K- 6.11% |
$119K - $127K
|
19.8K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-1.29K- 98.78% |
$120K - $128K
|
16
$1.48K
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
SELL
|
- |
-1.31K- 2.12% |
$121K - $129K
|
60.2K
$5.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.32K- 19.92% |
$123K - $131K
|
5.32K
$491K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.38K- 6.58% |
$128K - $137K
|
19.6K
$1.81M
|