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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2- 0.05% |
$193 - $201
|
3.78K
$352K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-5- 0.14% |
$482 - $502
|
3.61K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-6- 0.1% |
$578 - $603
|
5.75K
$536K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11- 0.02% |
$1.06K - $1.11K
|
54.8K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12- 34.29% |
$1.16K - $1.21K
|
23
$2.14K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-21- 4.32% |
$2.02K - $2.11K
|
465
$43.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-22- 0.85% |
$2.12K - $2.21K
|
2.56K
$238K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-23- 0.48% |
$2.22K - $2.31K
|
4.75K
$442K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-25- 0.44% |
$2.41K - $2.51K
|
5.64K
$525K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-29- 0.75% |
$2.8K - $2.91K
|
3.85K
$358K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-34- 0.66% |
$3.28K - $3.42K
|
5.14K
$479K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-36- 28.8% |
$3.47K - $3.62K
|
89
$8.29K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-36- 4.03% |
$3.47K - $3.62K
|
857
$79.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-38- 1.04% |
$3.66K - $3.82K
|
3.61K
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-38- 7.97% |
$3.66K - $3.82K
|
439
$40.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-44- 50.0% |
$4.24K - $4.42K
|
44
$4.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-46- 1.1% |
$4.43K - $4.62K
|
4.14K
$385K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-47- 26.26% |
$4.53K - $4.72K
|
132
$12.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-49- 0.47% |
$4.72K - $4.92K
|
10.3K
$959K
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-50- 6.05% |
$4.82K - $5.02K
|
777
$72.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-50- 0.12% |
$4.82K - $5.02K
|
41.3K
$3.85M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-56Closed |
$5.4K - $5.63K
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-58- 1.49% |
$5.59K - $5.83K
|
3.83K
$356K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-58- 1.49% |
$5.59K - $5.83K
|
3.83K
$356K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-64- 0.1% |
$6.17K - $6.43K
|
63.3K
$5.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-66- 50.0% |
$6.36K - $6.63K
|
66
$6.15K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-71- 0.34% |
$6.84K - $7.13K
|
20.9K
$1.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-80- 22.73% |
$7.71K - $8.04K
|
272
$25.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-90- 1.26% |
$8.68K - $9.04K
|
7.07K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-92- 0.28% |
$8.87K - $9.24K
|
32.6K
$3.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-94- 50.0% |
$9.06K - $9.45K
|
94
$8.76K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-95- 13.93% |
$9.16K - $9.55K
|
587
$54.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-95- 4.09% |
$9.16K - $9.55K
|
2.23K
$208K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-97- 3.18% |
$9.35K - $9.75K
|
2.96K
$275K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-103- 44.78% |
$9.93K - $10.3K
|
127
$11.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-119- 0.59% |
$11.5K - $12K
|
20K
$1.87M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-120- 0.52% |
$11.6K - $12.1K
|
23.2K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-135- 1.28% |
$13K - $13.6K
|
10.4K
$968K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-148- 6.56% |
$14.3K - $14.9K
|
2.11K
$196K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-148- 6.56% |
$14.3K - $14.9K
|
2.11K
$196K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-162- 6.01% |
$15.6K - $16.3K
|
2.53K
$236K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-169- 91.85% |
$16.3K - $17K
|
15
$1.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-171- 41.5% |
$16.5K - $17.2K
|
241
$22.4K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-194- 26.43% |
$18.7K - $19.5K
|
540
$50.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-202- 0.14% |
$19.5K - $20.3K
|
142K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-210- 0.56% |
$20.2K - $21.1K
|
37.4K
$3.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-212- 1.98% |
$20.4K - $21.3K
|
10.5K
$979K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-219- 1.48% |
$21.1K - $22K
|
14.6K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-236- 4.71% |
$22.7K - $23.7K
|
4.78K
$445K
|