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 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-237- 0.73% |
$22.8K - $23.8K
|
32.3K
$3.01M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-237- 80.07% |
$22.8K - $23.8K
|
59
$5.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-257- 8.08% |
$24.8K - $25.8K
|
2.92K
$272K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-269- 5.13% |
$25.9K - $27K
|
4.97K
$463K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-276- 0.87% |
$26.6K - $27.7K
|
31.3K
$2.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-276- 5.33% |
$26.6K - $27.7K
|
4.9K
$457K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-287- 1.21% |
$27.7K - $28.8K
|
23.4K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-300- 1.27% |
$28.9K - $30.1K
|
23.3K
$2.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-300- 7.09% |
$28.9K - $30.1K
|
3.93K
$366K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-302- 95.27% |
$29.1K - $30.3K
|
15
$1.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-310- 61.02% |
$29.9K - $31.1K
|
198
$18.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-312- 7.85% |
$30.1K - $31.3K
|
3.67K
$341K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-326- 5.35% |
$31.4K - $32.8K
|
5.77K
$537K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-329- 96.76% |
$31.7K - $33.1K
|
11
$1.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-353- 6.63% |
$34K - $35.5K
|
4.97K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-365- 13.13% |
$35.2K - $36.7K
|
2.42K
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-422- 9.55% |
$40.7K - $42.4K
|
4K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-423- 7.63% |
$40.8K - $42.5K
|
5.12K
$477K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-445- 22.57% |
$42.9K - $44.7K
|
1.53K
$142K
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-458- 3.56% |
$44.1K - $46K
|
12.4K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-467- 97.7% |
$45K - $46.9K
|
11
$1.02K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-469Closed |
$45.2K - $47.1K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-472- 1.54% |
$45.5K - $47.4K
|
30.1K
$2.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-473- 15.92% |
$45.6K - $47.5K
|
2.5K
$233K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-485- 0.15% |
$46.7K - $48.7K
|
318K
$29.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-491- 29.56% |
$47.3K - $49.3K
|
1.17K
$109K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-494- 1.93% |
$47.6K - $49.6K
|
25K
$2.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-499- 1.08% |
$48.1K - $50.1K
|
45.6K
$4.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-500- 4.75% |
$48.2K - $50.2K
|
10K
$933K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-510- 27.84% |
$49.2K - $51.2K
|
1.32K
$123K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-511- 13.77% |
$49.3K - $51.3K
|
3.2K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-524- 38.64% |
$50.5K - $52.7K
|
832
$77.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-532- 1.05% |
$51.3K - $53.5K
|
50K
$4.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-544- 9.92% |
$52.4K - $54.7K
|
4.94K
$460K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-550- 6.38% |
$53K - $55.3K
|
8.08K
$752K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-550- 6.39% |
$53K - $55.3K
|
8.05K
$750K
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
SELL
|
- |
-560- 4.82% |
$54K - $56.3K
|
11.1K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-583- 2.9% |
$56.2K - $58.6K
|
19.5K
$1.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-607- 3.92% |
$58.5K - $61K
|
14.9K
$1.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-617- 2.01% |
$59.5K - $62K
|
30.1K
$2.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-621- 6.44% |
$59.9K - $62.4K
|
9.02K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-638- 32.37% |
$61.5K - $64.1K
|
1.33K
$124K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-638- 2.91% |
$61.5K - $64.1K
|
21.3K
$1.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-672- 2.68% |
$64.8K - $67.5K
|
24.4K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-709- 1.57% |
$68.3K - $71.2K
|
44.4K
$4.13M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-713- 11.67% |
$68.7K - $71.6K
|
5.4K
$502K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-720- 8.86% |
$69.4K - $72.3K
|
7.41K
$690K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-807- 13.34% |
$77.8K - $81.1K
|
5.24K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-820- 14.25% |
$79K - $82.4K
|
4.94K
$460K
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-834- 1.64% |
$80.4K - $83.8K
|
50K
$4.66M
|