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 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
127K+ 16.9% |
$12.2M - $12.8M
|
879K
$82.2M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
124K+ 2634.91% |
$12M - $12.5M
|
129K
$12M
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
122KNew |
$11.8M - $12.3M
|
122K
$11.5M
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
119K+ 23.53% |
$11.5M - $12M
|
626K
$58.6M
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
110K+ 3.79% |
$10.6M - $11M
|
3.01M
$282M
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
101K+ 143.13% |
$9.73M - $10.1M
|
171K
$16M
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
99.8K+ 2265.96% |
$9.62M - $10M
|
104K
$9.76M
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
96.2K+ 74.73% |
$9.27M - $9.66M
|
225K
$21M
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
92.1K+ 17.75% |
$8.88M - $9.26M
|
611K
$57.2M
|
|
Jul 11, 2023
Q2 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
89.5K+ 77.45% |
$8.62M - $8.99M
|
205K
$19.2M
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
88.1K+ 67.16% |
$8.49M - $8.85M
|
219K
$20.5M
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
87.7KNew |
$8.45M - $8.81M
|
87.7K
$8.2M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
84.3K+ 10.7% |
$8.12M - $8.47M
|
872K
$81.6M
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
78.9K+ 118.11% |
$7.6M - $7.93M
|
146K
$13.6M
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
78.7K+ 56.96% |
$7.58M - $7.9M
|
217K
$20.3M
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
77.8K+ 187.66% |
$7.5M - $7.82M
|
119K
$11.2M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
76.3K+ 10.02% |
$7.36M - $7.67M
|
838K
$78.4M
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
75KNew |
$7.23M - $7.54M
|
75K
$7.02M
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
75KNew |
$7.23M - $7.54M
|
75K
$7.02M
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
74.7KNew |
$7.2M - $7.51M
|
74.7K
$6.99M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.9K+ 4.05% |
$7.12M - $7.43M
|
1.9M
$178M
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
73.8K+ 84.04% |
$7.11M - $7.41M
|
162K
$15.1M
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
68.7KNew |
$6.62M - $6.9M
|
68.7K
$6.42M
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
68.3K+ 3037.51% |
$6.59M - $6.87M
|
70.6K
$6.61M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
68KNew |
$6.55M - $6.83M
|
68K
$6.36M
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
65.5K+ 72.71% |
$6.31M - $6.58M
|
156K
$14.6M
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
64.1K+ 970.68% |
$6.18M - $6.44M
|
70.7K
$6.61M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
63.3K+ 7.97% |
$6.1M - $6.36M
|
857K
$80.2M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
63K+ 80.32% |
$6.07M - $6.33M
|
141K
$13.2M
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
62K+ 181.73% |
$5.98M - $6.23M
|
96.2K
$9M
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
61.1K+ 198.35% |
$5.89M - $6.14M
|
91.9K
$8.6M
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
60.7K+ 13.69% |
$5.85M - $6.1M
|
504K
$47.2M
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
59.4K+ 234.54% |
$5.73M - $5.97M
|
84.8K
$7.94M
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
58.4KNew |
$5.63M - $5.87M
|
58.4K
$5.46M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.7K+ 64.78% |
$5.27M - $5.5M
|
139K
$13M
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
54.3K+ 89.71% |
$5.23M - $5.46M
|
115K
$10.7M
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
54.2K+ 50.74% |
$5.22M - $5.44M
|
161K
$15.1M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46.7K+ 63.23% |
$4.5M - $4.7M
|
121K
$11.3M
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
46.5KNew |
$4.48M - $4.67M
|
46.5K
$4.35M
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
44.3K+ 1555.71% |
$4.27M - $4.45M
|
47.1K
$4.41M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.8KNew |
$4.13M - $4.3M
|
42.8K
$4.01M
|
|
Jul 25, 2023
Q2 2023
|
Nationwide Fund Advisors
|
BUY
|
- |
38.8K+ 1.48% |
$3.74M - $3.9M
|
2.66M
$249M
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
38.2KNew |
$3.68M - $3.84M
|
38.2K
$3.58M
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
38.2KNew |
$3.68M - $3.84M
|
38.2K
$3.58M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
38.1K+ 32.74% |
$3.67M - $3.83M
|
154K
$14.4M
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
37.9K+ 43.05% |
$3.66M - $3.81M
|
126K
$11.8M
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
36.7K+ 733.26% |
$3.53M - $3.68M
|
41.7K
$3.9M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
35.5K+ 96.82% |
$3.43M - $3.57M
|
72.3K
$6.76M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
34.5KNew |
$3.33M - $3.47M
|
34.5K
$3.23M
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
33.5K+ 97.57% |
$3.23M - $3.36M
|
67.8K
$6.34M
|