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 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
20.9K+ 162.57% |
$1.97M - $2.09M
|
33.7K
$3.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.8K+ 32.9% |
$1.96M - $2.08M
|
83.9K
$7.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
20.6KNew |
$1.95M - $2.07M
|
20.6K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
20.3K+ 29.65% |
$1.91M - $2.03M
|
88.6K
$8.31M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20.3K+ 103.44% |
$1.91M - $2.03M
|
39.8K
$3.73M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
19.9K+ 84.1% |
$1.88M - $1.99M
|
43.5K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.6K+ 812.67% |
$1.85M - $1.96M
|
22.1K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.6K+ 62.76% |
$1.85M - $1.96M
|
50.9K
$4.77M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19.6K+ 339.69% |
$1.85M - $1.96M
|
25.3K
$2.37M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.4K+ 213.41% |
$1.83M - $1.94M
|
28.5K
$2.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18.6KNew |
$1.76M - $1.87M
|
18.6K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
18KNew |
$1.7M - $1.8M
|
18K
$1.69M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.5K+ 323.45% |
$1.66M - $1.75M
|
23K
$2.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
17.2KNew |
$1.62M - $1.72M
|
17.2K
$1.61M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
17.2KNew |
$1.62M - $1.72M
|
17.2K
$1.61M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
16.9KNew |
$1.59M - $1.69M
|
16.9K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 8.91% |
$1.59M - $1.69M
|
206K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16.6K+ 29.62% |
$1.57M - $1.66M
|
72.7K
$6.82M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.2K+ 24.91% |
$1.53M - $1.62M
|
81.5K
$7.63M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
16.1KNew |
$1.52M - $1.61M
|
16.1K
$1.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 21.25% |
$1.48M - $1.57M
|
89.3K
$8.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
15.5KNew |
$1.46M - $1.55M
|
15.5K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.5K+ 23.0% |
$1.46M - $1.55M
|
82.8K
$7.76M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15.5K+ 8.8% |
$1.46M - $1.55M
|
191K
$17.9M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.1K+ 50.03% |
$1.43M - $1.51M
|
45.4K
$4.25M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.1K+ 23.85% |
$1.43M - $1.51M
|
78.4K
$7.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
15.1KNew |
$1.42M - $1.51M
|
15.1K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
14.3K+ 100.88% |
$1.35M - $1.43M
|
28.4K
$2.66M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
14.1K+ 41.01% |
$1.33M - $1.41M
|
48.5K
$4.54M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14.1K+ 26.68% |
$1.33M - $1.41M
|
66.8K
$6.26M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
13.7K+ 49.93% |
$1.29M - $1.37M
|
41.1K
$3.85M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
13.3K+ 73.01% |
$1.26M - $1.33M
|
31.6K
$2.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
13.2KNew |
$1.24M - $1.32M
|
13.2K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
12.9KNew |
$1.22M - $1.29M
|
12.9K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.8K+ 486.16% |
$1.21M - $1.28M
|
15.4K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.7K+ 339.67% |
$1.2M - $1.27M
|
16.4K
$1.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.2KNew |
$1.15M - $1.22M
|
12.2K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
12.2K+ 24.43% |
$1.15M - $1.22M
|
62K
$5.81M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12.2K+ 15.85% |
$1.15M - $1.22M
|
89K
$8.34M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
12K+ 8.67% |
$1.14M - $1.2M
|
151K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.6K+ 56.3% |
$1.09M - $1.16M
|
32.1K
$3.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.1K+ 451.74% |
$1.05M - $1.11M
|
13.6K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11.1K+ 4.96% |
$1.05M - $1.11M
|
235K
$22M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
10.8KNew |
$1.02M - $1.08M
|
10.8K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.6K+ 2.02% |
$1M - $1.06M
|
536K
$50.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$993K - $1.05M
|
10.5K
$986K
|
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 5.17% |
$992K - $1.05M
|
214K
$20M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
10.5K+ 66.06% |
$991K - $1.05M
|
26.4K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.4K+ 109.97% |
$984K - $1.04M
|
19.9K
$1.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
10.3KNew |
$968K - $1.03M
|
10.3K
$961K
|