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 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30New |
$2.83K - $3K
|
30
$2.81K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
24+ 0.34% |
$2.27K - $2.4K
|
7.18K
$673K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
23+ 10.45% |
$2.17K - $2.3K
|
243
$22.8K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
23New |
$2.17K - $2.3K
|
23
$2.16K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 0.5% |
$1.7K - $1.8K
|
3.62K
$339K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
18+ 0.31% |
$1.7K - $1.8K
|
5.86K
$549K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
17+ 8.67% |
$1.6K - $1.7K
|
213
$20K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17+ 0.73% |
$1.6K - $1.7K
|
2.33K
$219K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7New |
$661 - $700
|
7
$656
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5New |
$472 - $500
|
5
$469
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
4+ 0.08% |
$378 - $400
|
5.09K
$477K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.07% |
$283 - $300
|
4.27K
$400K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.38% |
$283 - $300
|
796
$74.6K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.04% |
$94.4 - $100
|
2.48K
$233K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.99% |
$94.4 - $100
|
102
$9.56K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.44% |
$94.4 - $100
|
230
$21.6K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 7.41% |
$189 - $200
|
25
$2.34K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3- 0.08% |
$283 - $300
|
3.62K
$339K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6Closed |
$566 - $600
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 0.48% |
$755 - $800
|
1.66K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-9- 0.28% |
$850 - $900
|
3.19K
$299K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12- 27.27% |
$1.13K - $1.2K
|
32
$3K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-18- 0.09% |
$1.7K - $1.8K
|
21K
$1.97M
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-18- 23.68% |
$1.7K - $1.8K
|
58
$5.44K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-19- 0.43% |
$1.79K - $1.9K
|
4.42K
$414K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-20- 0.62% |
$1.89K - $2K
|
3.19K
$299K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-24- 1.02% |
$2.27K - $2.4K
|
2.33K
$219K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-27- 1.21% |
$2.55K - $2.7K
|
2.21K
$207K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-34- 10.3% |
$3.21K - $3.4K
|
296
$27.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-35- 0.4% |
$3.3K - $3.5K
|
8.76K
$821K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-37- 14.29% |
$3.49K - $3.7K
|
222
$20.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-40- 0.59% |
$3.78K - $4K
|
6.79K
$636K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 9.43% |
$3.78K - $4K
|
384
$36K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-40- 1.09% |
$3.78K - $4K
|
3.64K
$341K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-44- 33.33% |
$4.15K - $4.4K
|
88
$8.25K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-61- 1.6% |
$5.76K - $6.1K
|
3.76K
$352K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-62- 9.05% |
$5.85K - $6.2K
|
623
$58.4K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-70- 0.66% |
$6.61K - $7K
|
10.5K
$987K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-78- 13.83% |
$7.36K - $7.8K
|
486
$45.5K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-89- 1.6% |
$8.4K - $8.9K
|
5.47K
$513K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-95- 2.11% |
$8.97K - $9.5K
|
4.41K
$413K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-105- 0.55% |
$9.91K - $10.5K
|
19K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-112- 2.36% |
$10.6K - $11.2K
|
4.63K
$434K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-115- 0.87% |
$10.9K - $11.5K
|
13.1K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-140- 2.63% |
$13.2K - $14K
|
5.18K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-147- 1.33% |
$13.9K - $14.7K
|
10.9K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-152- 0.59% |
$14.4K - $15.2K
|
25.5K
$2.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-161- 0.97% |
$15.2K - $16.1K
|
16.4K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-176- 1.28% |
$16.6K - $17.6K
|
13.6K
$1.28M
|