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 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-21.4K- 90.16% |
$2.02M - $2.14M
|
2.34K
$219K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-22.3K- 13.45% |
$2.1M - $2.23M
|
143K
$13.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-22.3K- 37.55% |
$2.1M - $2.23M
|
37.1K
$3.47M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 8.46% |
$2.11M - $2.23M
|
242K
$22.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.4K- 57.41% |
$2.12M - $2.24M
|
16.6K
$1.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-22.5K- 89.62% |
$2.12M - $2.25M
|
2.61K
$244K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.4K- 29.16% |
$2.21M - $2.34M
|
56.9K
$5.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-26.4K- 96.55% |
$2.49M - $2.64M
|
944
$88.5K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-27.8K- 24.92% |
$2.62M - $2.78M
|
83.7K
$7.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-28.4K- 68.32% |
$2.68M - $2.84M
|
13.2K
$1.24M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-28.6K- 18.87% |
$2.7M - $2.86M
|
123K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-29.7K- 65.88% |
$2.81M - $2.98M
|
15.4K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-31K- 13.64% |
$2.92M - $3.1M
|
196K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-34.8K- 54.4% |
$3.28M - $3.48M
|
29.2K
$2.73M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-37.1K- 18.07% |
$3.5M - $3.71M
|
168K
$15.8M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-37.4K- 88.68% |
$3.53M - $3.74M
|
4.77K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-38.8K- 30.09% |
$3.66M - $3.88M
|
90.1K
$8.44M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-41K- 82.32% |
$3.87M - $4.1M
|
8.8K
$825K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-42.9K- 28.1% |
$4.05M - $4.29M
|
110K
$10.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-45K- 32.73% |
$4.25M - $4.5M
|
92.5K
$8.67M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-46.4K- 65.15% |
$4.38M - $4.64M
|
24.8K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-50.8K- 58.23% |
$4.8M - $5.08M
|
36.4K
$3.42M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-52.7K- 40.55% |
$4.98M - $5.27M
|
77.3K
$7.24M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-73.5K- 75.71% |
$6.94M - $7.35M
|
23.6K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-74.7K- 66.06% |
$7.06M - $7.47M
|
38.4K
$3.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-81.1K- 27.88% |
$7.66M - $8.11M
|
210K
$19.7M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-83.5K- 78.14% |
$7.88M - $8.35M
|
23.3K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-86.2K- 90.63% |
$8.14M - $8.62M
|
8.91K
$835K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-90.6K- 24.18% |
$8.55M - $9.06M
|
284K
$26.6M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-92.8K- 11.96% |
$8.76M - $9.28M
|
683K
$64M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-95.7K- 70.45% |
$9.03M - $9.57M
|
40.1K
$3.76M
|
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-99.6K- 91.02% |
$9.41M - $9.97M
|
9.83K
$921K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-101K- 16.62% |
$9.53M - $10.1M
|
507K
$47.5M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-111K- 87.51% |
$10.5M - $11.1M
|
15.8K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-114K- 21.23% |
$10.8M - $11.4M
|
424K
$39.7M
|
|
|
Nov 27, 2024
Q1 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-121K- 62.38% |
$11.5M - $12.1M
|
73.2K
$6.86M
|
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-131K- 12.4% |
$12.4M - $13.1M
|
928K
$87M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-140K- 5.88% |
$13.2M - $14M
|
2.23M
$209M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-150K- 66.33% |
$14.2M - $15M
|
76.2K
$7.14M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-150K- 7.6% |
$14.2M - $15M
|
1.83M
$171M
|
|
|
Apr 20, 2023
Q1 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-165K- 11.72% |
$15.6M - $16.6M
|
1.25M
$117M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-186K- 14.23% |
$17.6M - $18.6M
|
1.12M
$105M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-230K- 70.23% |
$21.7M - $23M
|
97.3K
$9.12M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-237K- 9.34% |
$22.4M - $23.7M
|
2.3M
$216M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-237K- 23.77% |
$22.4M - $23.7M
|
761K
$71.4M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-272K- 98.3% |
$25.7M - $27.2M
|
4.71K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-274K- 97.64% |
$25.9M - $27.4M
|
6.63K
$621K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-284K- 90.21% |
$26.8M - $28.4M
|
30.8K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-289K- 86.54% |
$27.3M - $28.9M
|
45K
$4.21M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-915K- 87.29% |
$86.4M - $91.5M
|
133K
$12.5M
|