Purchases and Sales Made in Q1 2023 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.99MNew |
$944M - $1B
|
9.99M
$937M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.42M+ 210.35% |
$795M - $842M
|
12.4M
$1.16B
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
7.35M+ 234.1% |
$694M - $735M
|
10.5M
$983M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
3.71M+ 406.68% |
$351M - $371M
|
4.63M
$434M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.31M+ 24.69% |
$312M - $331M
|
16.7M
$1.57B
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.53M+ 92.36% |
$239M - $254M
|
5.28M
$495M
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.87MNew |
$176M - $187M
|
1.87M
$175M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.36M+ 265.2% |
$129M - $136M
|
1.88M
$176M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.32M+ 113.29% |
$124M - $132M
|
2.48M
$232M
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
BUY
|
- |
1.3MNew |
$122M - $130M
|
1.3M
$121M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.24M+ 10.92% |
$117M - $124M
|
12.6M
$1.18B
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22M+ 11.15% |
$115M - $122M
|
12.2M
$1.14B
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.1M+ 264.29% |
$104M - $110M
|
1.51M
$142M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.1M+ 264.29% |
$104M - $110M
|
1.51M
$142M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07M+ 14.94% |
$101M - $107M
|
8.23M
$772M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
892K+ 151.42% |
$84.3M - $89.3M
|
1.48M
$139M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
862K+ 87.64% |
$81.4M - $86.2M
|
1.85M
$173M
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
745KNew |
$70.4M - $74.6M
|
745K
$69.9M
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
607K+ 1937.73% |
$57.3M - $60.7M
|
638K
$59.8M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
590K+ 35.55% |
$55.7M - $59M
|
2.25M
$211M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
574KNew |
$54.2M - $57.4M
|
574K
$53.8M
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
542K+ 72.64% |
$51.2M - $54.2M
|
1.29M
$121M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
538K+ 145.13% |
$50.8M - $53.8M
|
909K
$85.2M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
456K+ 1952.31% |
$43.1M - $45.6M
|
480K
$45M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
427K+ 55.62% |
$40.3M - $42.7M
|
1.19M
$112M
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
348K+ 60.05% |
$32.9M - $34.8M
|
928K
$87M
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
341KNew |
$32.2M - $34.1M
|
341K
$32M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
326K+ 807.63% |
$30.8M - $32.6M
|
367K
$34.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
324K+ 150.88% |
$30.6M - $32.4M
|
538K
$50.5M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
320K+ 180.43% |
$30.2M - $32M
|
498K
$46.7M
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
298K+ 134.75% |
$28.1M - $29.8M
|
519K
$48.7M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
287K+ 17.25% |
$27.1M - $28.7M
|
1.95M
$183M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
259K+ 16.78% |
$24.4M - $25.9M
|
1.8M
$169M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
256K+ 37.42% |
$24.2M - $25.6M
|
942K
$88.3M
|
|
May 15, 2023
Q1 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
BUY
|
- |
256KNew |
$24.1M - $25.6M
|
256K
$24M
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
245KNew |
$23.1M - $24.5M
|
245K
$23M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
191K+ 372.43% |
$18M - $19.1M
|
242K
$22.7M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
181KNew |
$17.1M - $18.1M
|
181K
$17M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
179K+ 3847.92% |
$16.9M - $17.9M
|
184K
$17.2M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
179K+ 544.77% |
$16.9M - $17.9M
|
212K
$19.9M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
169K+ 29.1% |
$16M - $17M
|
752K
$70.5M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
167K+ 6.12% |
$15.8M - $16.7M
|
2.9M
$272M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
164K+ 102.19% |
$15.5M - $16.4M
|
324K
$30.4M
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
157KNew |
$14.8M - $15.7M
|
157K
$14.7M
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
153K+ 64.25% |
$14.5M - $15.3M
|
392K
$36.8M
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
152KNew |
$14.4M - $15.2M
|
152K
$14.2M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150K+ 85.15% |
$14.1M - $15M
|
325K
$30.5M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
148K+ 38.53% |
$14M - $14.8M
|
533K
$50M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
148K+ 5927.65% |
$14M - $14.8M
|
151K
$14.1M
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
139KNew |
$13.1M - $13.9M
|
139K
$13M
|