Purchases and Sales Made in Q1 2023 in Ishares Barclays (IEF)

IEF Quotes by TradingView

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 11, 2023 Q1 2023
Gen Wealth Group, Inc.

BUY
 -
10.2K
+ 4.4%
$959K - $1.02M
241K $22.6M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
10.1K
New
$954K - $1.01M
10.1K $947K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
10K
+ 41.5%
$945K - $1M
34.1K $3.2M
Apr 27, 2023 Q1 2023
Graybill Bartz & Assoc LTD

BUY
 -
9.97K
+ 29.99%
$941K - $997K
43.2K $4.05M
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
9.92K
New
$937K - $992K
9.92K $930K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
9.84K
New
$929K - $984K
9.84K $922K
May 11, 2023 Q1 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
9.8K
+ 2.26%
$926K - $981K
443K $41.5M
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
9.66K
+ 20.62%
$912K - $966K
56.5K $5.29M
Apr 26, 2023 Q1 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
9.52K
+ 7.14%
$899K - $953K
143K $13.4M
Apr 20, 2023 Q1 2023
Wealthpoint, LLC

BUY
 -
9.44K
+ 167.57%
$891K - $944K
15.1K $1.41M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
9.35K
+ 182.72%
$882K - $935K
14.5K $1.36M
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
9.32K
+ 25.92%
$880K - $932K
45.3K $4.24M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
9.3K
New
$878K - $930K
9.3K $871K
Apr 18, 2023 Q1 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
9.15K
+ 10.62%
$864K - $915K
95.3K $8.93M
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
8.74K
New
$825K - $874K
8.74K $819K
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
8.31K
New
$785K - $831K
8.31K $779K
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
8.26K
+ 11.26%
$779K - $826K
81.6K $7.64M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
8.25K
+ 153.03%
$779K - $825K
13.6K $1.28M
Apr 19, 2023 Q1 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
8.13K
New
$768K - $813K
8.13K $762K
May 12, 2023 Q1 2023
Cadence Bank

Tupelo, MS
BUY
 -
8.1K
+ 109.31%
$765K - $810K
15.5K $1.45M
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
8K
+ 21.21%
$755K - $800K
45.7K $4.28M
May 15, 2023 Q1 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
7.86K
+ 110.99%
$742K - $786K
14.9K $1.4M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
7.84K
+ 322.54%
$740K - $784K
10.3K $963K
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
BUY
 -
7.82K
+ 3.06%
$738K - $782K
264K $24.7M
May 02, 2023 Q1 2023
Bcm Advisors, LLC

BUY
 -
7.44K
+ 181.65%
$703K - $745K
11.5K $1.08M
Apr 24, 2023 Q1 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
7.43K
+ 566.74%
$701K - $743K
8.74K $819K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
7.04K
+ 109.62%
$665K - $704K
13.5K $1.26M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
7.03K
New
$664K - $703K
7.03K $659K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
7K
+ 3.37%
$660K - $700K
215K $20.1M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
7K
+ 19.23%
$660K - $700K
43.4K $4.06M
May 11, 2023 Q1 2023
Executive Wealth Management, LLC

BUY
 -
6.87K
+ 10.49%
$649K - $687K
72.4K $6.78M
Apr 17, 2023 Q1 2023
Mjp Associates Inc

BUY
 -
6.76K
+ 2.14%
$638K - $676K
322K $30.2M
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
6.73K
New
$636K - $673K
6.73K $631K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
6.67K
New
$630K - $667K
6.67K $625K
May 09, 2023 Q1 2023
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
6.6K
New
$623K - $660K
6.6K $619K
May 10, 2023 Q1 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
6.57K
+ 25.31%
$620K - $657K
32.5K $3.05M
May 15, 2023 Q1 2023
Ashford Capital Management Inc

Wilmington, DE
BUY
 -
6.45K
+ 10.11%
$609K - $645K
70.3K $6.59M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
6.45K
+ 21.18%
$609K - $645K
36.9K $3.46M
May 05, 2023 Q1 2023
Bank Of Marin

Novato, CA
BUY
 -
6.39K
New
$604K - $639K
6.39K $599K
Apr 14, 2023 Q1 2023
Shore Haven Wealth Partners, LLC

BUY
 -
6.35K
New
$600K - $635K
6.35K $595K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
6.28K
+ 6543.75%
$593K - $628K
6.38K $598K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
6.26K
+ 15.53%
$591K - $626K
46.6K $4.37M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
6.14K
+ 0.78%
$579K - $614K
794K $74.4M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.99K
+ 1.19%
$566K - $599K
508K $47.6M
Apr 18, 2023 Q1 2023
Parkside Investments, LLC

BUY
 -
5.95K
+ 4.51%
$562K - $596K
138K $12.9M
Apr 18, 2023 Q1 2023
Sterling Investment Counsel, LLC

BUY
 -
5.91K
New
$558K - $591K
5.91K $554K
May 12, 2023 Q1 2023
Security Asset Management

BUY
 -
5.85K
New
$552K - $585K
5.85K $548K
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
BUY
 -
5.71K
+ 58.85%
$539K - $571K
15.4K $1.44M
Apr 14, 2023 Q1 2023
Prentice Wealth Management LLC

BUY
 -
5.66K
New
$534K - $566K
5.66K $531K

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