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 25, 2023
Q1 2023
|
Nationwide Fund Advisors
|
BUY
|
- |
2.8K+ 0.11% |
$265K - $280K
|
2.62M
$249M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.77K+ 4.58% |
$262K - $277K
|
63.3K
$6.02M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.77K+ 4.91% |
$262K - $277K
|
59.2K
$5.63M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$260K - $276K
|
2.76K
$262K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 47.37% |
$259K - $274K
|
8.52K
$811K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.73K+ 3.21% |
$257K - $273K
|
87.8K
$8.35M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.7KNew |
$254K - $270K
|
2.7K
$256K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.69K+ 53.98% |
$253K - $269K
|
7.66K
$728K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.62K+ 14.39% |
$247K - $262K
|
20.8K
$1.98M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.61KNew |
$246K - $261K
|
2.61K
$248K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.56KNew |
$242K - $256K
|
2.56K
$244K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
$241K - $256K
|
2.56K
$243K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.55KNew |
$240K - $255K
|
2.55K
$242K
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.52KNew |
$238K - $252K
|
2.52K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.5KNew |
$236K - $250K
|
2.5K
$238K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.49K+ 25.37% |
$235K - $249K
|
12.3K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.49KNew |
$235K - $249K
|
2.49K
$236K
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.48KNew |
$234K - $248K
|
2.48K
$236K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.45K+ 170.22% |
$231K - $245K
|
3.88K
$369K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.38KNew |
$224K - $238K
|
2.38K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.35KNew |
$222K - $235K
|
2.35K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.32K+ 2.83% |
$219K - $232K
|
84.4K
$8.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.3K+ 34.04% |
$217K - $230K
|
9.05K
$861K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.22K+ 5.75% |
$210K - $222K
|
40.8K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.2K+ 33.67% |
$208K - $220K
|
8.75K
$832K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.2K+ 14.25% |
$207K - $220K
|
17.6K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.18KNew |
$205K - $218K
|
2.18K
$207K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.14K+ 9.94% |
$202K - $214K
|
23.7K
$2.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.14KNew |
$202K - $214K
|
2.14K
$203K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.14KNew |
$202K - $214K
|
2.14K
$203K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.13K+ 199.91% |
$201K - $213K
|
3.19K
$303K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.11KNew |
$200K - $211K
|
2.11K
$201K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
2.09KNew |
$198K - $209K
|
2.09K
$199K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.06KNew |
$195K - $206K
|
2.06K
$196K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.06KNew |
$194K - $206K
|
2.06K
$196K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.03KNew |
$192K - $203K
|
2.03K
$193K
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
2.02KNew |
$191K - $202K
|
2.02K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.97KNew |
$186K - $197K
|
1.97K
$187K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 7.98% |
$182K - $193K
|
26.1K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.91K+ 3242.37% |
$181K - $191K
|
1.97K
$188K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.88K+ 41.83% |
$178K - $188K
|
6.39K
$607K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.87K+ 870.7% |
$177K - $187K
|
2.09K
$198K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.83K+ 9.81% |
$173K - $183K
|
20.5K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.82K+ 7.15% |
$171K - $182K
|
27.2K
$2.59M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
1.81K+ 9.89% |
$171K - $181K
|
20.1K
$1.91M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.8K+ 316.87% |
$170K - $180K
|
2.37K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.74K+ 23.23% |
$164K - $174K
|
9.23K
$877K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.68K+ 5.79% |
$158K - $168K
|
30.6K
$2.91M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.62KNew |
$153K - $162K
|
1.62K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.62K+ 18.95% |
$153K - $162K
|
10.2K
$965K
|