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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.17K- 12.07% |
$111K - $117K
|
8.53K
$800K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.18K- 4.45% |
$111K - $118K
|
25.3K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.19K- 4.02% |
$112K - $119K
|
28.4K
$2.66M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.2K- 16.97% |
$113K - $120K
|
5.86K
$549K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 15.78% |
$114K - $120K
|
6.42K
$602K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.21K- 33.11% |
$114K - $121K
|
2.45K
$229K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.22K- 21.58% |
$115K - $122K
|
4.44K
$416K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-1.24K- 16.63% |
$117K - $124K
|
6.2K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.26K- 0.17% |
$119K - $126K
|
749K
$70.2M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.3K- 1.97% |
$123K - $130K
|
64.7K
$6.06M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.42K- 26.84% |
$134K - $142K
|
3.86K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.55K- 89.34% |
$146K - $155K
|
185
$17.3K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.56K- 1.25% |
$148K - $156K
|
123K
$11.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 43.52% |
$150K - $159K
|
2.07K
$194K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 30.39% |
$160K - $170K
|
3.88K
$364K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.76K- 3.68% |
$166K - $176K
|
46K
$4.31M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.8K- 94.73% |
$170K - $180K
|
100
$9.37K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.8K- 36.11% |
$170K - $180K
|
3.18K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.93K- 62.7% |
$182K - $193K
|
1.15K
$107K
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-1.94K- 11.58% |
$183K - $194K
|
14.8K
$1.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.01K- 7.88% |
$190K - $201K
|
23.5K
$2.2M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-2.05K- 12.62% |
$193K - $205K
|
14.2K
$1.33M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.15K- 9.76% |
$203K - $215K
|
19.9K
$1.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 18.49% |
$215K - $228K
|
10K
$940K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.44K- 9.51% |
$230K - $244K
|
23.2K
$2.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.44K- 2.83% |
$230K - $244K
|
83.7K
$7.84M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.54K- 23.4% |
$240K - $254K
|
8.31K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.6K- 8.14% |
$245K - $260K
|
29.3K
$2.75M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.61K- 5.94% |
$247K - $261K
|
41.4K
$3.88M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.64K- 23.81% |
$249K - $264K
|
8.44K
$791K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.65K- 12.71% |
$250K - $265K
|
18.2K
$1.7M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.79K- 94.37% |
$263K - $279K
|
166
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.79K- 94.37% |
$263K - $279K
|
166
$15.6K
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-2.92K- 11.86% |
$275K - $292K
|
21.7K
$2.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-2.92K- 11.86% |
$275K - $292K
|
21.7K
$2.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.93K- 55.77% |
$277K - $293K
|
2.32K
$218K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.97K- 15.74% |
$280K - $297K
|
15.9K
$1.49M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3K- 43.64% |
$283K - $300K
|
3.87K
$363K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.04K- 38.42% |
$287K - $304K
|
4.87K
$456K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.12K- 2.16% |
$294K - $312K
|
141K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.12K- 6.99% |
$294K - $312K
|
41.5K
$3.89M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.14K- 38.99% |
$296K - $314K
|
4.91K
$460K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.22K- 27.24% |
$304K - $322K
|
8.6K
$806K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-3.34K- 6.87% |
$316K - $334K
|
45.3K
$4.25M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.42K- 54.8% |
$323K - $342K
|
2.82K
$264K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.45K- 50.59% |
$325K - $345K
|
3.37K
$315K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3.66K- 26.08% |
$345K - $366K
|
10.4K
$971K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.7K- 24.12% |
$349K - $370K
|
11.6K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.74K- 3.55% |
$353K - $374K
|
102K
$9.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.87K- 50.57% |
$365K - $387K
|
3.78K
$354K
|