Purchases and Sales Made in Q3 2023 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
1.8MNew |
$165M - $175M
|
1.8M
$167M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.64M+ 11.85% |
$149M - $159M
|
15.4M
$1.43B
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
992K+ 40.17% |
$90.6M - $96.3M
|
3.46M
$320M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
987K+ 2457.4% |
$90.1M - $95.9M
|
1.03M
$94.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
932K+ 28.48% |
$85.1M - $90.5M
|
4.21M
$388M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
928K+ 16511.64% |
$84.7M - $90.1M
|
933K
$86.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
804K+ 13.31% |
$73.5M - $78.1M
|
6.85M
$633M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
604K+ 59.03% |
$55.2M - $58.7M
|
1.63M
$150M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
604K+ 72.08% |
$55.1M - $58.7M
|
1.44M
$133M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
589K+ 61.62% |
$53.8M - $57.2M
|
1.55M
$143M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
579K+ 5.64% |
$52.9M - $56.3M
|
10.9M
$1B
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
545K+ 62.07% |
$49.8M - $53M
|
1.42M
$132M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
509K+ 5.84% |
$46.5M - $49.5M
|
9.23M
$852M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
437K+ 3896.97% |
$39.9M - $42.5M
|
449K
$41.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
420KNew |
$38.4M - $40.8M
|
420K
$38.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Peavine Capital, LLC
|
BUY
|
- |
419K+ 35.11% |
$38.2M - $40.7M
|
1.61M
$149M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
410K+ 11.15% |
$37.4M - $39.8M
|
4.09M
$377M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
391KNew |
$35.7M - $38M
|
391K
$36.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
374K+ 161.97% |
$34.1M - $36.3M
|
605K
$55.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
337K+ 125.53% |
$30.8M - $32.8M
|
606K
$56M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
330K+ 38.51% |
$30.1M - $32.1M
|
1.19M
$110M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
328K+ 3.74% |
$29.9M - $31.8M
|
9.1M
$840M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
311KNew |
$28.4M - $30.2M
|
311K
$28.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
308K+ 32.42% |
$28.1M - $29.9M
|
1.26M
$116M
|
|
|
Nov 14, 2023
Q3 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
285KNew |
$26M - $27.7M
|
285K
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
283K+ 308.09% |
$25.8M - $27.5M
|
375K
$34.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
268K+ 11.27% |
$24.5M - $26M
|
2.64M
$244M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
259K+ 358.65% |
$23.6M - $25.1M
|
331K
$30.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
255K+ 29.31% |
$23.3M - $24.8M
|
1.13M
$104M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
249K+ 171.21% |
$22.8M - $24.2M
|
395K
$36.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
216K+ 12.85% |
$19.7M - $21M
|
1.9M
$175M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
186KNew |
$16.9M - $18M
|
186K
$17.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
170KNew |
$15.5M - $16.5M
|
170K
$15.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
168K+ 99.13% |
$15.4M - $16.3M
|
338K
$31.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
167KNew |
$15.3M - $16.2M
|
167K
$15.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
159K+ 11.26% |
$14.5M - $15.4M
|
1.57M
$145M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
153K+ 6612.82% |
$13.9M - $14.8M
|
155K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
141K+ 16945.02% |
$12.9M - $13.7M
|
142K
$13.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
134K+ 97.15% |
$12.3M - $13M
|
273K
$25.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
134K+ 2150.19% |
$12.2M - $13M
|
140K
$12.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
127K+ 142.05% |
$11.6M - $12.3M
|
216K
$20M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
126K+ 4.17% |
$11.5M - $12.2M
|
3.14M
$290M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
120K+ 3112.62% |
$10.9M - $11.6M
|
123K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
118KNew |
$10.7M - $11.4M
|
118K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
108K+ 30.36% |
$9.9M - $10.5M
|
465K
$43M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
107K+ 450.19% |
$9.77M - $10.4M
|
131K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
106K+ 520.55% |
$9.66M - $10.3M
|
126K
$11.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
104K+ 15.2% |
$9.52M - $10.1M
|
790K
$73M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
104KNew |
$9.47M - $10.1M
|
104K
$9.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
103K+ 7.86% |
$9.4M - $10M
|
1.41M
$131M
|