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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-272K- 98.3% |
$25.7M - $27.2M
|
4.71K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-274K- 97.64% |
$25.9M - $27.4M
|
6.63K
$642K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-284K- 90.21% |
$26.8M - $28.4M
|
30.8K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-289K- 86.54% |
$27.3M - $28.9M
|
45K
$4.36M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-915K- 87.29% |
$86.4M - $91.5M
|
133K
$12.9M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-958K- 10.38% |
$90.5M - $95.9M
|
8.27M
$802M
|
|
|
May 12, 2023
Q1 2023
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-1.5M- 83.98% |
$142M - $150M
|
286K
$27.8M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.85M- 65.07% |
$174M - $185M
|
991K
$96.1M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.9M- 18.69% |
$180M - $190M
|
8.27M
$802M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.26M- 29.05% |
$213M - $226M
|
5.52M
$535M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.36M- 12.8% |
$506M - $536M
|
36.5M
$3.54B
|