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 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
387+ 5.08% |
$36.5K - $38.7K
|
8.01K
$750K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
365New |
$34.5K - $36.5K
|
365
$34.2K
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
364+ 1.84% |
$34.4K - $36.4K
|
20.1K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
358New |
$33.8K - $35.8K
|
358
$33.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
355+ 2.7% |
$33.5K - $35.5K
|
13.5K
$1.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
325New |
$30.7K - $32.5K
|
325
$30.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
312+ 0.61% |
$29.5K - $31.2K
|
51.8K
$4.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
303+ 818.92% |
$28.6K - $30.3K
|
340
$31.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
288+ 19.11% |
$27.2K - $28.8K
|
1.8K
$168K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
280+ 2.99% |
$26.4K - $28K
|
9.64K
$903K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
252New |
$23.8K - $25.2K
|
252
$23.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
250+ 7.88% |
$23.6K - $25K
|
3.42K
$321K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
210+ 2.14% |
$19.8K - $21K
|
10K
$939K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
201+ 3.76% |
$19K - $20.1K
|
5.55K
$520K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
200+ 1.57% |
$18.9K - $20K
|
13K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
194+ 3.26% |
$18.3K - $19.4K
|
6.15K
$576K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
180+ 666.67% |
$17K - $18K
|
207
$19.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
179New |
$16.9K - $17.9K
|
179
$16.8K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
175+ 1.66% |
$16.5K - $17.5K
|
10.7K
$1M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
169+ 1126.67% |
$16K - $16.9K
|
184
$17.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
160+ 103.23% |
$15.1K - $16K
|
315
$29.5K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
151New |
$14.3K - $15.1K
|
151
$14.2K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
150+ 348.84% |
$14.2K - $15K
|
193
$18.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
150+ 4.26% |
$14.2K - $15K
|
3.67K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
149+ 20.03% |
$14.1K - $14.9K
|
893
$83.7K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
146New |
$13.8K - $14.6K
|
146
$13.7K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
143+ 0.4% |
$13.5K - $14.3K
|
35.5K
$3.33M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
142+ 2.74% |
$13.4K - $14.2K
|
5.32K
$499K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
132New |
$12.5K - $13.2K
|
132
$12.4K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
130+ 21.52% |
$12.3K - $13K
|
734
$68.8K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
125New |
$11.8K - $12.5K
|
125
$11.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
115+ 2.15% |
$10.9K - $11.5K
|
5.47K
$512K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
108New |
$10.2K - $10.8K
|
108
$10.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
107+ 28.92% |
$10.1K - $10.7K
|
477
$44.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$9.44K - $10K
|
100
$9.37K
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
BUY
|
- |
100+ 0.49% |
$9.44K - $10K
|
20.6K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
91New |
$8.59K - $9.1K
|
91
$8.53K
|
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
90+ 11.35% |
$8.5K - $9K
|
883
$82.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
89+ 89.9% |
$8.4K - $8.9K
|
188
$17.6K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
85+ 1.67% |
$8.02K - $8.5K
|
5.17K
$485K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
75New |
$7.08K - $7.5K
|
75
$7.03K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
69New |
$6.51K - $6.9K
|
69
$6.47K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
62+ 2.46% |
$5.85K - $6.2K
|
2.58K
$242K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 19.32% |
$5.38K - $5.7K
|
352
$33K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
56New |
$5.29K - $5.6K
|
56
$5.25K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
55+ 0.72% |
$5.19K - $5.5K
|
7.66K
$718K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
51+ 2.31% |
$4.81K - $5.1K
|
2.26K
$212K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39New |
$3.68K - $3.9K
|
39
$3.66K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
36+ 0.35% |
$3.4K - $3.6K
|
10.3K
$970K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
35New |
$3.3K - $3.5K
|
35
$3.28K
|