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 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-145- 17.9% |
$13.2K - $14.1K
|
665
$61.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-145- 0.46% |
$13.2K - $14.1K
|
31.2K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-146- 2.78% |
$13.3K - $14.2K
|
5.11K
$469K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-149- 75.25% |
$13.6K - $14.5K
|
49
$4.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-153- 0.21% |
$14K - $14.9K
|
71.4K
$6.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-159- 3.45% |
$14.5K - $15.4K
|
4.46K
$409K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-161- 27.2% |
$14.7K - $15.6K
|
431
$39.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-162- 0.74% |
$14.8K - $15.7K
|
21.6K
$1.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-172- 7.06% |
$15.7K - $16.7K
|
2.26K
$208K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-177- 2.4% |
$16.2K - $17.2K
|
7.2K
$662K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-182- 2.86% |
$16.6K - $17.7K
|
6.19K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-187- 1.28% |
$17.1K - $18.2K
|
14.4K
$1.32M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-194- 3.67% |
$17.7K - $18.8K
|
5.09K
$468K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-201- 5.32% |
$18.4K - $19.5K
|
3.58K
$329K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-219- 1.05% |
$20K - $21.3K
|
20.7K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-225- 1.37% |
$20.5K - $21.9K
|
16.2K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-228- 7.83% |
$20.8K - $22.1K
|
2.68K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-240- 0.28% |
$21.9K - $23.3K
|
84.7K
$7.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-259- 4.49% |
$23.7K - $25.2K
|
5.51K
$506K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-267- 29.57% |
$24.4K - $25.9K
|
636
$58.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-268- 4.52% |
$24.5K - $26K
|
5.67K
$520K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-284- 33.14% |
$25.9K - $27.6K
|
573
$52.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-284- 0.44% |
$25.9K - $27.6K
|
64.2K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-306- 82.7% |
$27.9K - $29.7K
|
64
$5.88K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-319- 6.26% |
$29.1K - $31K
|
4.78K
$439K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-358- 10.86% |
$32.7K - $34.8K
|
2.94K
$270K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-360- 0.17% |
$32.9K - $35K
|
215K
$19.8M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-360- 17.91% |
$32.9K - $35K
|
1.65K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-366- 9.5% |
$33.4K - $35.5K
|
3.49K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-379- 2.15% |
$34.6K - $36.8K
|
17.2K
$1.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-380- 3.74% |
$34.7K - $36.9K
|
9.79K
$899K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-400- 12.52% |
$36.5K - $38.9K
|
2.79K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-431- 4.07% |
$39.4K - $41.9K
|
10.2K
$933K
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-460- 1.61% |
$42K - $44.7K
|
28.2K
$2.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-462- 4.4% |
$42.2K - $44.9K
|
10K
$922K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-464- 11.86% |
$42.4K - $45.1K
|
3.45K
$317K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-469- 22.24% |
$42.8K - $45.6K
|
1.64K
$151K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-469- 22.24% |
$42.8K - $45.6K
|
1.64K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-470- 8.02% |
$42.9K - $45.7K
|
5.39K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-472- 47.2% |
$43.1K - $45.8K
|
528
$48.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-486- 8.42% |
$44.4K - $47.2K
|
5.28K
$485K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-501- 3.66% |
$45.8K - $48.7K
|
13.2K
$1.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-506- 2.0% |
$46.2K - $49.1K
|
24.7K
$2.27M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-510- 86.88% |
$46.6K - $49.5K
|
77
$7.07K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-512- 5.75% |
$46.8K - $49.7K
|
8.39K
$770K
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-519- 2.43% |
$47.4K - $50.4K
|
20.8K
$1.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-537- 13.11% |
$49K - $52.2K
|
3.56K
$327K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-548- 46.84% |
$50K - $53.2K
|
622
$57.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-549- 6.22% |
$50.1K - $53.3K
|
8.27K
$760K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-557- 13.46% |
$50.9K - $54.1K
|
3.58K
$329K
|