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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-561- 16.83% |
$51.2K - $54.5K
|
2.77K
$255K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-573- 17.07% |
$52.3K - $55.7K
|
2.78K
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-605- 1.45% |
$55.2K - $58.8K
|
41.2K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-619- 0.97% |
$56.5K - $60.1K
|
62.9K
$5.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-634- 2.16% |
$57.9K - $61.6K
|
28.7K
$2.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-635- 17.58% |
$58K - $61.7K
|
2.98K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-648- 1.29% |
$59.2K - $62.9K
|
49.6K
$4.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-656- 4.28% |
$59.9K - $63.7K
|
14.7K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-694- 23.66% |
$63.4K - $67.4K
|
2.24K
$206K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-700- 74.87% |
$63.9K - $68K
|
235
$21.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-708- 16.55% |
$64.7K - $68.8K
|
3.57K
$328K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-709- 0.11% |
$64.7K - $68.9K
|
625K
$57.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-718- 4.78% |
$65.6K - $69.7K
|
14.3K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-721- 3.14% |
$65.8K - $70K
|
22.3K
$2.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-724- 36.71% |
$66.1K - $70.3K
|
1.25K
$115K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-735- 0.3% |
$67.1K - $71.4K
|
243K
$22.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-742- 50.14% |
$67.8K - $72.1K
|
738
$67.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-806- 2.36% |
$73.6K - $78.3K
|
33.3K
$3.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-826- 25.41% |
$75.4K - $80.2K
|
2.43K
$223K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-850- 10.56% |
$77.6K - $82.6K
|
7.2K
$661K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-866- 3.6% |
$79.1K - $84.1K
|
23.2K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-881- 13.11% |
$80.5K - $85.6K
|
5.84K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-901- 12.74% |
$82.3K - $87.5K
|
6.17K
$567K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-930- 0.89% |
$84.9K - $90.3K
|
103K
$9.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-947- 29.97% |
$86.5K - $92K
|
2.21K
$203K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-959- 3.38% |
$87.6K - $93.1K
|
27.4K
$2.52M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-963- 40.6% |
$87.9K - $93.5K
|
1.41K
$129K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-982- 20.56% |
$89.7K - $95.4K
|
3.79K
$348K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 92.57% |
$96.7K - $103K
|
85
$7.81K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.15K- 7.87% |
$105K - $112K
|
13.5K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.16K- 3.28% |
$106K - $112K
|
34.2K
$3.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.2K- 16.02% |
$110K - $117K
|
6.3K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.24K- 29.1% |
$113K - $121K
|
3.03K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.26K- 99.52% |
$115K - $122K
|
6
$551
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-1.33K- 26.34% |
$121K - $129K
|
3.72K
$342K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.4K- 10.65% |
$128K - $136K
|
11.8K
$1.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.4K- 2.73% |
$128K - $136K
|
50K
$4.59M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.4KClosed |
$128K - $136K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.41K- 4.91% |
$129K - $137K
|
27.3K
$2.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.42K- 3.44% |
$130K - $138K
|
39.9K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.43K- 4.69% |
$131K - $139K
|
29.1K
$2.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.5K- 6.45% |
$137K - $146K
|
21.8K
$2M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.55K- 17.4% |
$141K - $150K
|
7.35K
$675K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.6K- 41.45% |
$146K - $155K
|
2.25K
$207K
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
SELL
|
- |
-1.66K- 2.22% |
$151K - $161K
|
72.8K
$6.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.74K- 4.08% |
$159K - $169K
|
40.9K
$3.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.74K- 2.9% |
$159K - $169K
|
58.3K
$5.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.8K- 32.64% |
$165K - $175K
|
3.72K
$342K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.8K- 67.15% |
$165K - $175K
|
882
$81K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.87K- 92.29% |
$171K - $181K
|
156
$14.3K
|