Purchases and Sales Made in Q2 2023 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14M+ 8.6% |
$303M - $316M
|
39.7M
$3.71B
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.73MNew |
$264M - $275M
|
2.73M
$256M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
2.47MNew |
$238M - $248M
|
2.47M
$231M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.38MNew |
$229M - $239M
|
2.38M
$222M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.81M+ 42.71% |
$174M - $182M
|
6.05M
$566M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.68M+ 303.92% |
$162M - $169M
|
2.24M
$209M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.39M+ 11.15% |
$134M - $139M
|
13.8M
$1.29B
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2M+ 48.41% |
$116M - $120M
|
3.68M
$344M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.02M+ 45.47% |
$98.6M - $103M
|
3.27M
$306M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.02M+ 12205.77% |
$97.9M - $102M
|
1.02M
$95.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
941K+ 11.43% |
$90.7M - $94.5M
|
9.17M
$858M
|
|
|
Aug 11, 2023
Q2 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
BUY
|
- |
848K+ 331.85% |
$81.8M - $85.2M
|
1.1M
$103M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
800K+ 531.3% |
$77.1M - $80.4M
|
951K
$89M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
734K+ 13.29% |
$70.7M - $73.7M
|
6.26M
$585M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
656K+ 64.05% |
$63.3M - $65.9M
|
1.68M
$157M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
579K+ 291.91% |
$55.8M - $58.2M
|
777K
$72.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
532K+ 125.45% |
$51.3M - $53.5M
|
956K
$89.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
503K+ 9.53% |
$48.5M - $50.6M
|
5.78M
$541M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
481K+ 51.86% |
$46.4M - $48.4M
|
1.41M
$132M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
456K+ 38.17% |
$44M - $45.8M
|
1.65M
$154M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
446K+ 5.4% |
$43M - $44.9M
|
8.72M
$816M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
412KNew |
$39.7M - $41.4M
|
412K
$38.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
402K+ 44.2% |
$38.7M - $40.4M
|
1.31M
$123M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
384K+ 19.67% |
$37M - $38.6M
|
2.34M
$219M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
369K+ 57.4% |
$35.6M - $37.1M
|
1.01M
$94.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
367K+ 171.16% |
$35.4M - $36.9M
|
582K
$54.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
353K+ 55.36% |
$34.1M - $35.5M
|
992K
$92.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
336KNew |
$32.4M - $33.8M
|
336K
$31.5M
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
BUY
|
- |
336KNew |
$32.4M - $33.8M
|
336K
$31.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
301K+ 145.81% |
$29M - $30.2M
|
507K
$47.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
285K+ 35.59% |
$27.5M - $28.7M
|
1.09M
$102M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
272K+ 489.6% |
$26.2M - $27.3M
|
328K
$30.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
271K+ 1709.66% |
$26.1M - $27.2M
|
287K
$26.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
264K+ 20.15% |
$25.4M - $26.5M
|
1.57M
$147M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
261KNew |
$25.2M - $26.2M
|
261K
$24.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
246K+ 113.23% |
$23.7M - $24.7M
|
463K
$43.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
246K+ 1395.22% |
$23.7M - $24.7M
|
263K
$24.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
230K+ 9793.49% |
$22.2M - $23.1M
|
233K
$21.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
200K+ 41.06% |
$19.2M - $20.1M
|
686K
$64.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
183KNew |
$17.7M - $18.4M
|
183K
$17.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
181K+ 103.3% |
$17.5M - $18.2M
|
356K
$33.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
180K+ 167.87% |
$17.3M - $18M
|
286K
$26.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
179KNew |
$17.3M - $18M
|
179K
$16.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
169K+ 102087.35% |
$16.3M - $17M
|
170K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
165KNew |
$15.9M - $16.6M
|
165K
$15.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
162KNew |
$15.6M - $16.2M
|
162K
$15.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
151KNew |
$14.6M - $15.2M
|
151K
$14.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
149K+ 60.94% |
$14.4M - $15M
|
394K
$36.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
141K+ 38.92% |
$13.6M - $14.2M
|
505K
$47.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
130KNew |
$12.5M - $13.1M
|
130K
$12.2M
|