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 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
137K+ 94.32% |
$12.9M - $13.7M
|
282K
$26.8M
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
134KNew |
$12.7M - $13.4M
|
134K
$12.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
132K+ 261.07% |
$12.5M - $13.2M
|
183K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
130K+ 25.28% |
$12.3M - $13M
|
643K
$61.1M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
124KNew |
$11.7M - $12.4M
|
124K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
124K+ 3.01% |
$11.7M - $12.4M
|
4.24M
$403M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
118K+ 723.71% |
$11.1M - $11.8M
|
134K
$12.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
116KNew |
$10.9M - $11.6M
|
116K
$11M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
115K+ 113.01% |
$10.9M - $11.5M
|
217K
$20.6M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
114K+ 16.55% |
$10.8M - $11.4M
|
802K
$76.2M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
113KNew |
$10.6M - $11.3M
|
113K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
111K+ 124.06% |
$10.5M - $11.1M
|
201K
$19.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
BUY
|
- |
108K+ 217.39% |
$10.2M - $10.8M
|
158K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
108K+ 874.6% |
$10.2M - $10.8M
|
120K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 41.84% |
$10.1M - $10.7M
|
363K
$34.5M
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
107KNew |
$10.1M - $10.7M
|
107K
$10.2M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
104K+ 511.43% |
$9.86M - $10.4M
|
125K
$11.9M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
103K+ 97.48% |
$9.77M - $10.3M
|
210K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
102K+ 199.89% |
$9.63M - $10.2M
|
153K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
97.7K+ 25.13% |
$9.22M - $9.77M
|
486K
$46.2M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
97.4K+ 2333.46% |
$9.2M - $9.74M
|
102K
$9.65M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95.7K+ 238.44% |
$9.03M - $9.57M
|
136K
$12.9M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
94.1KNew |
$8.88M - $9.41M
|
94.1K
$8.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
87.7K+ 79.31% |
$8.28M - $8.77M
|
198K
$18.8M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
87.2K+ 85.94% |
$8.23M - $8.72M
|
189K
$17.9M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
86.3K+ 422.25% |
$8.15M - $8.63M
|
107K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
84.6K+ 93.41% |
$7.99M - $8.47M
|
175K
$16.7M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
80KNew |
$7.55M - $8M
|
80K
$7.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79K+ 509.62% |
$7.46M - $7.91M
|
94.6K
$8.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
77K+ 140.3% |
$7.27M - $7.71M
|
132K
$12.5M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
75.4K+ 1016.83% |
$7.12M - $7.54M
|
82.8K
$7.87M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
75.4K+ 1016.83% |
$7.12M - $7.54M
|
82.8K
$7.87M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
74.1K+ 135.62% |
$6.99M - $7.41M
|
129K
$12.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
73.7K+ 110.57% |
$6.96M - $7.37M
|
140K
$13.3M
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
72.6KNew |
$6.85M - $7.26M
|
72.6K
$6.9M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
71.1K+ 139.65% |
$6.72M - $7.12M
|
122K
$11.6M
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
70.8K+ 43.41% |
$6.69M - $7.08M
|
234K
$22.2M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
70.4K+ 40.85% |
$6.65M - $7.04M
|
243K
$23.1M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
69.4K+ 6265.43% |
$6.55M - $6.94M
|
70.5K
$6.7M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.2KNew |
$6.44M - $6.82M
|
68.2K
$6.48M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
67.2K+ 340.41% |
$6.35M - $6.73M
|
87K
$8.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
65.5KNew |
$6.18M - $6.55M
|
65.5K
$6.22M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63.7K+ 88.22% |
$6.01M - $6.37M
|
136K
$12.9M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
61.9K+ 195.4% |
$5.85M - $6.2M
|
93.6K
$8.9M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
58.6K+ 914.33% |
$5.54M - $5.87M
|
65.1K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58.5K+ 62.93% |
$5.53M - $5.86M
|
152K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
58.3KNew |
$5.5M - $5.83M
|
58.3K
$5.54M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.1K+ 226.17% |
$5.48M - $5.81M
|
83.8K
$7.96M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
56.1K+ 67.51% |
$5.3M - $5.61M
|
139K
$13.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
53.2KNew |
$5.02M - $5.32M
|
53.2K
$5.06M
|