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 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.98K- 27.76% |
$181K - $193K
|
5.16K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.01K- 40.63% |
$183K - $195K
|
2.93K
$270K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.21K- 3.56% |
$202K - $215K
|
59.9K
$5.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.24K- 20.62% |
$204K - $217K
|
8.61K
$792K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-2.24K- 31.33% |
$205K - $218K
|
4.91K
$451K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.41K- 10.85% |
$220K - $234K
|
19.8K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.47K- 8.21% |
$226K - $240K
|
27.7K
$2.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 98.66% |
$229K - $243K
|
34
$3.13K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.52K- 0.75% |
$230K - $245K
|
332K
$30.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.56K- 10.8% |
$234K - $249K
|
21.2K
$1.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.84K- 28.37% |
$260K - $276K
|
7.18K
$660K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.96K- 5.4% |
$270K - $287K
|
51.8K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.98K- 4.99% |
$272K - $289K
|
56.7K
$5.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.98K- 5.85% |
$272K - $290K
|
48K
$4.41M
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.06K- 0.25% |
$280K - $297K
|
1.23M
$113M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.1K- 7.45% |
$283K - $301K
|
38.5K
$3.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.11K- 22.35% |
$284K - $302K
|
10.8K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.15K- 82.25% |
$287K - $306K
|
679
$62.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-3.21K- 7.23% |
$293K - $312K
|
41.2K
$3.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-3.22K- 8.16% |
$294K - $312K
|
36.2K
$3.33M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.22K- 3.9% |
$294K - $313K
|
79.3K
$7.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.27K- 15.04% |
$299K - $318K
|
18.5K
$1.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.38K- 13.65% |
$309K - $328K
|
21.4K
$1.97M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.6KClosed |
$329K - $350K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3.65K- 3.05% |
$334K - $355K
|
116K
$10.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.69K- 40.37% |
$337K - $359K
|
5.46K
$502K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.77K- 3.28% |
$344K - $366K
|
111K
$10.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
SELL
|
- |
-3.77K- 10.46% |
$344K - $366K
|
32.2K
$2.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.81K- 5.43% |
$348K - $370K
|
66.3K
$6.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.87K- 70.97% |
$353K - $376K
|
1.58K
$145K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.01K- 26.29% |
$366K - $390K
|
11.2K
$1.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.19K- 78.52% |
$383K - $407K
|
1.15K
$105K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.24K- 38.11% |
$387K - $412K
|
6.88K
$633K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.28K- 17.63% |
$391K - $416K
|
20K
$1.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.3K- 8.43% |
$393K - $418K
|
46.8K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.39K- 15.54% |
$401K - $426K
|
23.9K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.5K- 60.24% |
$411K - $437K
|
2.97K
$273K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.72K- 33.66% |
$431K - $458K
|
9.3K
$855K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.72K- 2.29% |
$431K - $458K
|
201K
$18.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.75K- 1.25% |
$433K - $461K
|
374K
$34.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.79K- 33.85% |
$437K - $465K
|
9.36K
$860K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.81K- 20.54% |
$440K - $467K
|
18.6K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4.83K- 97.46% |
$441K - $469K
|
126
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.21K- 8.57% |
$476K - $506K
|
55.6K
$5.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.34K- 8.49% |
$487K - $518K
|
57.5K
$5.29M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.34K- 57.06% |
$488K - $519K
|
4.02K
$369K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.93K- 4.94% |
$542K - $576K
|
114K
$10.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.97K- 3.84% |
$545K - $580K
|
150K
$13.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-6.06K- 43.91% |
$553K - $589K
|
7.74K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.07K- 40.62% |
$554K - $590K
|
8.88K
$816K
|