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 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.9K- 5.32% |
$368K - $390K
|
69.3K
$6.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
SELL
|
- |
-3.95K- 5.05% |
$373K - $395K
|
74.1K
$6.95M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.03K- 8.04% |
$380K - $403K
|
46.1K
$4.32M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.61K- 1.83% |
$435K - $461K
|
247K
$23.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.79K- 3.79% |
$452K - $479K
|
122K
$11.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.87K- 29.66% |
$459K - $487K
|
11.5K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.19K- 7.68% |
$490K - $519K
|
62.4K
$5.84M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-5.39K- 28.15% |
$509K - $540K
|
13.8K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.45K- 52.29% |
$515K - $545K
|
4.97K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.78K- 28.88% |
$545K - $578K
|
14.2K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-5.83K- 50.45% |
$550K - $583K
|
5.73K
$537K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-6.04K- 14.72% |
$570K - $604K
|
35K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.05K- 36.67% |
$571K - $605K
|
10.5K
$979K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.06K- 93.63% |
$572K - $606K
|
412
$38.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.15K- 60.65% |
$581K - $615K
|
3.99K
$374K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.24K- 67.76% |
$589K - $625K
|
2.97K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-7.08K- 20.03% |
$668K - $708K
|
28.2K
$2.65M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-7.1K- 6.85% |
$670K - $710K
|
96.5K
$9.05M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-7.2K- 69.01% |
$679K - $720K
|
3.23K
$303K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.43K- 2.32% |
$702K - $743K
|
313K
$29.3M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.03K- 16.87% |
$758K - $803K
|
39.6K
$3.71M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-8.19K- 30.36% |
$773K - $819K
|
18.8K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.38K- 18.59% |
$791K - $838K
|
36.7K
$3.44M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-8.5K- 85.0% |
$802K - $850K
|
1.5K
$141K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.6K- 17.95% |
$906K - $960K
|
43.9K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9.74K- 13.1% |
$919K - $974K
|
64.6K
$6.05M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.97K- 96.14% |
$941K - $997K
|
400
$37.5K
|
|
|
May 02, 2023
Q1 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
SELL
|
- |
-10K- 8.8% |
$944K - $1M
|
104K
$9.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-10.1K- 2.92% |
$954K - $1.01M
|
336K
$31.5M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10.3K- 93.02% |
$975K - $1.03M
|
775
$72.6K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-10.7K- 15.23% |
$1.01M - $1.07M
|
59.5K
$5.57M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10.8K- 64.71% |
$1.02M - $1.08M
|
5.91K
$554K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-11.5K- 73.16% |
$1.09M - $1.15M
|
4.23K
$396K
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-12.2K- 64.55% |
$1.16M - $1.22M
|
6.72K
$630K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-12.4K- 63.34% |
$1.17M - $1.24M
|
7.16K
$671K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.5K- 9.3% |
$1.27M - $1.35M
|
131K
$12.3M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-13.7K- 8.12% |
$1.3M - $1.37M
|
156K
$14.6M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-13.9K- 7.67% |
$1.32M - $1.39M
|
168K
$15.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-14K- 35.85% |
$1.32M - $1.4M
|
25.1K
$2.35M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-14.7K- 36.95% |
$1.39M - $1.47M
|
25.1K
$2.35M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-14.8K- 77.92% |
$1.39M - $1.48M
|
4.19K
$392K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15K- 56.4% |
$1.41M - $1.5M
|
11.6K
$1.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
SELL
|
- |
-16.9K- 28.8% |
$1.6M - $1.69M
|
41.9K
$3.92M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17.6K- 40.87% |
$1.67M - $1.76M
|
25.5K
$2.39M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.7K- 19.32% |
$1.67M - $1.77M
|
73.9K
$6.93M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-18.2K- 68.45% |
$1.72M - $1.82M
|
8.39K
$786K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-18.4K- 19.17% |
$1.74M - $1.84M
|
77.7K
$7.28M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-18.5KClosed |
$1.75M - $1.85M
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-19.5K- 26.29% |
$1.84M - $1.95M
|
54.8K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-21.1K- 10.85% |
$1.99M - $2.11M
|
173K
$16.2M
|