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 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-177- 3.0% |
$16.7K - $17.7K
|
5.73K
$537K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-184- 6.01% |
$17.4K - $18.4K
|
2.88K
$270K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-192- 0.51% |
$18.1K - $19.2K
|
37.6K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-203- 0.46% |
$19.2K - $20.3K
|
43.7K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-220- 2.32% |
$20.8K - $22K
|
9.26K
$868K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-223- 6.37% |
$21.1K - $22.3K
|
3.28K
$307K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-224- 5.46% |
$21.1K - $22.4K
|
3.88K
$363K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-225- 3.55% |
$21.2K - $22.5K
|
6.11K
$572K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-230- 16.06% |
$21.7K - $23K
|
1.2K
$113K
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-232- 0.94% |
$21.9K - $23.2K
|
24.5K
$2.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-250- 4.27% |
$23.6K - $25K
|
5.61K
$525K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-265- 8.41% |
$25K - $26.5K
|
2.89K
$270K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-274- 3.19% |
$25.9K - $27.4K
|
8.31K
$779K
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-313- 4.89% |
$29.6K - $31.3K
|
6.09K
$571K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-327- 96.75% |
$30.9K - $32.7K
|
11
$1.03K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-390- 2.67% |
$36.8K - $39K
|
14.2K
$1.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-406- 3.74% |
$38.3K - $40.6K
|
10.4K
$979K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-422- 5.43% |
$39.8K - $42.2K
|
7.35K
$689K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-433- 2.3% |
$40.9K - $43.3K
|
18.4K
$1.72M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-433- 7.97% |
$40.9K - $43.3K
|
5K
$469K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-455- 5.31% |
$43K - $45.5K
|
8.11K
$760K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-484- 13.68% |
$45.7K - $48.4K
|
3.05K
$286K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-502- 7.46% |
$47.4K - $50.2K
|
6.23K
$584K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-503- 15.19% |
$47.5K - $50.3K
|
2.81K
$263K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-503- 10.39% |
$47.5K - $50.3K
|
4.34K
$407K
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-518- 0.32% |
$48.9K - $51.8K
|
159K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-534- 8.87% |
$50.4K - $53.4K
|
5.49K
$514K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-547- 8.29% |
$51.6K - $54.7K
|
6.05K
$567K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-595- 55.45% |
$56.2K - $59.5K
|
478
$44.8K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-598- 2.28% |
$56.5K - $59.8K
|
25.6K
$2.4M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-606- 1.83% |
$57.2K - $60.6K
|
32.5K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-612- 37.97% |
$57.8K - $61.2K
|
1K
$93.7K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-624- 17.31% |
$58.9K - $62.4K
|
2.98K
$279K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-631- 13.7% |
$59.6K - $63.1K
|
3.98K
$373K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-658- 22.57% |
$62.1K - $65.8K
|
2.26K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-671- 1.74% |
$63.3K - $67.1K
|
37.8K
$3.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-698- 12.22% |
$65.9K - $69.8K
|
5.01K
$470K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-825- 13.6% |
$77.9K - $82.5K
|
5.24K
$491K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-900- 19.14% |
$85K - $90K
|
3.8K
$356K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-916- 68.87% |
$86.5K - $91.6K
|
414
$38.8K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-927- 29.04% |
$87.5K - $92.7K
|
2.27K
$212K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-955- 1.43% |
$90.2K - $95.5K
|
65.9K
$6.17M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-980- 29.31% |
$92.5K - $98K
|
2.36K
$221K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-987- 20.43% |
$93.2K - $98.7K
|
3.84K
$360K
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.02K- 1.65% |
$96.3K - $102K
|
60.8K
$5.7M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.04K- 8.76% |
$98.5K - $104K
|
10.9K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.06K- 25.38% |
$100K - $106K
|
3.12K
$292K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.07K- 1.74% |
$101K - $107K
|
60.5K
$5.67M
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 7.73% |
$102K - $108K
|
12.9K
$1.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.17K- 38.97% |
$110K - $117K
|
1.83K
$172K
|