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
|
Jb Capital LLC
|
BUY
|
- |
1.6K+ 49.11% |
$151K - $160K
|
4.86K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.6KNew |
$151K - $160K
|
1.6K
$149K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.48K+ 37.6% |
$140K - $148K
|
5.42K
$508K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.47K+ 17.57% |
$139K - $147K
|
9.82K
$920K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.45K+ 21.02% |
$136K - $145K
|
8.32K
$780K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.31K+ 17.71% |
$124K - $131K
|
8.7K
$815K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
1.27K+ 29.76% |
$120K - $127K
|
5.52K
$517K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.25K+ 3.08% |
$118K - $125K
|
41.8K
$3.91M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
1.2K+ 0.44% |
$114K - $120K
|
277K
$25.9M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.19K+ 5.45% |
$112K - $119K
|
23K
$2.16M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.18K+ 19.41% |
$111K - $118K
|
7.23K
$678K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.12K+ 14.59% |
$106K - $112K
|
8.78K
$823K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.11K+ 30.51% |
$105K - $111K
|
4.76K
$446K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.1K+ 1.94% |
$104K - $110K
|
57.7K
$5.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
1.08KNew |
$102K - $108K
|
1.08K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 42.59% |
$100K - $106K
|
3.55K
$333K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.03K+ 309.67% |
$96.8K - $103K
|
1.36K
$127K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.02K+ 23.77% |
$96.6K - $102K
|
5.33K
$499K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
985New |
$93K - $98.5K
|
985
$92.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
971New |
$91.7K - $97.1K
|
971
$91K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
952+ 26.7% |
$89.9K - $95.2K
|
4.52K
$423K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
935+ 3.41% |
$88.3K - $93.5K
|
28.4K
$2.66M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
893+ 6.68% |
$84.3K - $89.3K
|
14.3K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
844+ 2.65% |
$79.7K - $84.4K
|
32.7K
$3.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
839New |
$79.2K - $83.9K
|
839
$78.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
830+ 99.88% |
$78.4K - $83K
|
1.66K
$156K
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
769+ 4.22% |
$72.6K - $76.9K
|
19K
$1.78M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
749+ 12.53% |
$70.7K - $74.9K
|
6.73K
$631K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
735+ 14.64% |
$69.4K - $73.5K
|
5.76K
$539K
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
722+ 0.23% |
$68.2K - $72.2K
|
319K
$29.9M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
712+ 3.36% |
$67.2K - $71.2K
|
21.9K
$2.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
705+ 3.12% |
$66.6K - $70.5K
|
23.3K
$2.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
620+ 2137.93% |
$58.5K - $62K
|
649
$60.8K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
612+ 874.29% |
$57.8K - $61.2K
|
682
$63.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
601+ 25.77% |
$56.7K - $60.1K
|
2.93K
$275K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
582+ 1212.5% |
$54.9K - $58.2K
|
630
$59K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
579+ 2.53% |
$54.7K - $57.9K
|
23.5K
$2.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
578+ 0.23% |
$54.6K - $57.8K
|
249K
$23.4M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
518+ 271.2% |
$48.9K - $51.8K
|
709
$66.4K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
515+ 0.72% |
$48.6K - $51.5K
|
71.9K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
496+ 10.55% |
$46.8K - $49.6K
|
5.2K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
490+ 18.35% |
$46.3K - $49K
|
3.16K
$296K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
475+ 320.95% |
$44.8K - $47.5K
|
623
$58.4K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
472+ 12.72% |
$44.6K - $47.2K
|
4.18K
$392K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
469New |
$44.3K - $46.9K
|
469
$44K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
460New |
$43.4K - $46K
|
460
$43.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
459+ 6.99% |
$43.3K - $45.9K
|
7.03K
$659K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
430New |
$40.6K - $43K
|
430
$40.3K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
425+ 9.85% |
$40.1K - $42.5K
|
4.74K
$444K
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
420+ 7.87% |
$39.7K - $42K
|
5.76K
$539K
|