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 10, 2023
Q1 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
52.4K+ 9.2% |
$4.95M - $5.24M
|
622K
$58.3M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
49.6KNew |
$4.68M - $4.96M
|
49.6K
$4.65M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
49.2K+ 5.04% |
$4.64M - $4.92M
|
1.02M
$96M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
48.3K+ 653.2% |
$4.56M - $4.83M
|
55.7K
$5.22M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
47.3K+ 1591.9% |
$4.47M - $4.74M
|
50.3K
$4.72M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
46.8K+ 763.99% |
$4.42M - $4.68M
|
52.9K
$4.96M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
45KNew |
$4.25M - $4.5M
|
45K
$4.22M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
44.4K+ 734.43% |
$4.2M - $4.45M
|
50.5K
$4.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
43.8K+ 701.97% |
$4.13M - $4.38M
|
50K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Covalent Partners LLC
Concord, MA |
BUY
|
- |
43.6KNew |
$4.12M - $4.36M
|
43.6K
$4.09M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
40.4K+ 313.45% |
$3.82M - $4.04M
|
53.3K
$5M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
40.1K+ 53400.0% |
$3.78M - $4.01M
|
40.1K
$3.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
39.3K+ 241.58% |
$3.71M - $3.93M
|
55.6K
$5.21M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
38.6KNew |
$3.64M - $3.86M
|
38.6K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
38.6K+ 216.7% |
$3.64M - $3.86M
|
56.4K
$5.28M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
38.5KNew |
$3.63M - $3.85M
|
38.5K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
38K+ 92.82% |
$3.59M - $3.8M
|
79K
$7.4M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
37K+ 88.73% |
$3.5M - $3.71M
|
78.8K
$7.38M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
36.6KNew |
$3.46M - $3.66M
|
36.6K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
35.7K+ 80.84% |
$3.37M - $3.57M
|
79.8K
$7.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
35.3K+ 28.81% |
$3.34M - $3.53M
|
158K
$14.8M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
34.9K+ 21.05% |
$3.29M - $3.49M
|
200K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
34.3KNew |
$3.24M - $3.43M
|
34.3K
$3.21M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.9K+ 29.44% |
$3.11M - $3.29M
|
145K
$13.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
32.8K+ 94.52% |
$3.1M - $3.28M
|
67.6K
$6.33M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
31.2K+ 15.9% |
$2.95M - $3.12M
|
228K
$21.3M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30.4K+ 12.25% |
$2.87M - $3.05M
|
279K
$26.2M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
29.8K+ 511.84% |
$2.81M - $2.98M
|
35.6K
$3.34M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
29.7K+ 41.95% |
$2.81M - $2.97M
|
101K
$9.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
28.9KNew |
$2.73M - $2.89M
|
28.9K
$2.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
26.4K+ 7.63% |
$2.49M - $2.64M
|
372K
$34.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25.8KNew |
$2.43M - $2.58M
|
25.8K
$2.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
25.2K+ 7.31% |
$2.37M - $2.52M
|
369K
$34.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
25K+ 23.49% |
$2.36M - $2.5M
|
131K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
24.8K+ 264.67% |
$2.34M - $2.48M
|
34.1K
$3.2M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
24.7K+ 39.25% |
$2.33M - $2.47M
|
87.6K
$8.21M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
24.5K+ 26.72% |
$2.32M - $2.45M
|
116K
$10.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
23.9KNew |
$2.26M - $2.39M
|
23.9K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 707.1% |
$2.23M - $2.36M
|
26.9K
$2.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
23.2K+ 163.83% |
$2.19M - $2.32M
|
37.4K
$3.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
22.6K+ 279.82% |
$2.13M - $2.26M
|
30.7K
$2.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
22.5K+ 79.17% |
$2.12M - $2.25M
|
50.9K
$4.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
22.5K+ 1020.35% |
$2.12M - $2.25M
|
24.7K
$2.31M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.1KNew |
$2.08M - $2.21M
|
22.1K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
22K+ 27.6% |
$2.07M - $2.2M
|
102K
$9.52M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
21.9K+ 1002.89% |
$2.07M - $2.19M
|
24.1K
$2.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
21.5KNew |
$2.03M - $2.15M
|
21.5K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.4K+ 99.23% |
$2.02M - $2.14M
|
43K
$4.03M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
21.4K+ 75.39% |
$2.02M - $2.14M
|
49.7K
$4.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
21.3KNew |
$2.01M - $2.13M
|
21.3K
$2M
|