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 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.65K+ 31.27% |
$534K - $565K
|
23.7K
$2.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
5.55KNew |
$524K - $555K
|
5.55K
$520K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.4KNew |
$510K - $540K
|
5.4K
$506K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.39K+ 13.7% |
$509K - $539K
|
44.7K
$4.19M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.16KNew |
$487K - $516K
|
5.16K
$484K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.09K+ 66.11% |
$481K - $509K
|
12.8K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
5.03K+ 125.3% |
$475K - $503K
|
9.05K
$848K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.92KNew |
$464K - $492K
|
4.92K
$461K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.78K+ 1.9% |
$451K - $478K
|
256K
$24M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.65K+ 28.75% |
$439K - $465K
|
20.8K
$1.95M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.57KNew |
$431K - $457K
|
4.57K
$428K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.34KNew |
$410K - $434K
|
4.34K
$407K
|
|
|
Apr 06, 2023
Q1 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
4.31K+ 0.87% |
$407K - $431K
|
500K
$46.9M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.26K+ 12.78% |
$402K - $426K
|
37.6K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.23K+ 184.39% |
$399K - $423K
|
6.52K
$611K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.23K+ 21.71% |
$399K - $423K
|
23.7K
$2.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.2KNew |
$397K - $420K
|
4.2K
$394K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.1KNew |
$387K - $410K
|
4.1K
$384K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.1KNew |
$387K - $410K
|
4.1K
$384K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.06K+ 7.26% |
$384K - $406K
|
60K
$5.63M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.02KNew |
$380K - $402K
|
4.02K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.02K+ 34.83% |
$379K - $402K
|
15.5K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.98KNew |
$375K - $398K
|
3.98K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.91K+ 42.47% |
$369K - $391K
|
13.1K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.85K+ 11.16% |
$363K - $385K
|
38.3K
$3.59M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
3.83K+ 10.73% |
$362K - $383K
|
39.6K
$3.71M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.77KNew |
$356K - $377K
|
3.77K
$354K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.73KNew |
$353K - $373K
|
3.73K
$350K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.71KNew |
$350K - $371K
|
3.71K
$348K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$350K - $371K
|
3.71K
$348K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.69K+ 785.32% |
$348K - $369K
|
4.16K
$390K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.64K+ 22.2% |
$344K - $364K
|
20.1K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.61K+ 3.02% |
$340K - $361K
|
123K
$11.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
3.6KNew |
$339K - $360K
|
3.6K
$337K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.59KNew |
$339K - $359K
|
3.59K
$336K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.55K+ 4.2% |
$335K - $355K
|
88.1K
$8.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3.52KNew |
$333K - $352K
|
3.52K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.48K+ 148.21% |
$328K - $348K
|
5.82K
$546K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3.35K+ 47.32% |
$316K - $335K
|
10.4K
$977K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.19K+ 59.5% |
$301K - $319K
|
8.54K
$801K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.16KNew |
$298K - $316K
|
3.16K
$296K
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.1KNew |
$293K - $310K
|
3.1K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.01KNew |
$284K - $301K
|
3.01K
$282K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.98K+ 80.82% |
$282K - $298K
|
6.67K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.97KNew |
$280K - $297K
|
2.97K
$278K
|
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
2.95K+ 2.12% |
$278K - $295K
|
142K
$13.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
BUY
|
- |
2.92K+ 4.85% |
$276K - $292K
|
63.2K
$5.92M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.91K+ 16.09% |
$274K - $291K
|
21K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.87KNew |
$271K - $287K
|
2.87K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.81K+ 0.36% |
$265K - $281K
|
787K
$73.8M
|