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 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-6.3K- 4.84% |
$575K - $612K
|
124K
$11.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.65K- 30.89% |
$607K - $646K
|
14.9K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.73K- 96.65% |
$615K - $654K
|
233
$21.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-6.78K- 97.26% |
$619K - $659K
|
191
$17.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.08K- 14.2% |
$647K - $688K
|
42.8K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.21K- 4.48% |
$659K - $700K
|
154K
$14.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.35K- 4.29% |
$671K - $714K
|
164K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.54K- 47.78% |
$688K - $732K
|
8.24K
$757K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7.57K- 9.62% |
$691K - $735K
|
71.1K
$6.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-7.87K- 12.51% |
$719K - $764K
|
55K
$5.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-8.07K- 10.8% |
$737K - $784K
|
66.7K
$6.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-8.12K- 14.55% |
$741K - $789K
|
47.7K
$4.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-8.18K- 36.0% |
$747K - $795K
|
14.5K
$1.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-8.42K- 18.88% |
$769K - $818K
|
36.2K
$3.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.87K- 45.69% |
$810K - $861K
|
10.5K
$969K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-8.9K- 7.17% |
$813K - $865K
|
115K
$10.6M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.37K- 79.63% |
$855K - $910K
|
2.4K
$220K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.43K- 66.44% |
$861K - $916K
|
4.77K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.67K- 58.49% |
$883K - $939K
|
6.86K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.86K- 29.9% |
$901K - $958K
|
23.1K
$2.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 68.66% |
$943K - $1M
|
4.71K
$433K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7K- 10.42% |
$973K - $1.03M
|
91.6K
$8.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11K- 66.63% |
$1M - $1.06M
|
5.49K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-11.6K- 49.65% |
$1.06M - $1.13M
|
11.8K
$1.08M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.9K- 59.24% |
$1.08M - $1.15M
|
8.16K
$750K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-12.3K- 50.78% |
$1.13M - $1.2M
|
12K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-12.5K- 38.86% |
$1.14M - $1.21M
|
19.6K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.5K- 84.05% |
$1.23M - $1.31M
|
2.56K
$235K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.1K- 74.36% |
$1.29M - $1.37M
|
4.87K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.4K- 58.86% |
$1.31M - $1.39M
|
10K
$922K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-14.5K- 39.11% |
$1.33M - $1.41M
|
22.6K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.9K- 22.24% |
$1.36M - $1.44M
|
52K
$4.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.9K- 36.0% |
$1.36M - $1.45M
|
26.5K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15.4K- 66.78% |
$1.4M - $1.49M
|
7.64K
$702K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.1K- 15.02% |
$1.65M - $1.75M
|
102K
$9.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.3K- 75.89% |
$1.67M - $1.78M
|
5.82K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-19.1K- 84.88% |
$1.74M - $1.85M
|
3.4K
$312K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-23.8K- 6.05% |
$2.18M - $2.32M
|
370K
$34M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-24.1K- 35.53% |
$2.2M - $2.34M
|
43.7K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26.5KClosed |
$2.42M - $2.58M
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.6K- 20.25% |
$2.61M - $2.78M
|
113K
$10.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28.8K- 18.35% |
$2.63M - $2.8M
|
128K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.6K- 8.6% |
$2.8M - $2.97M
|
325K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-30.6K- 91.47% |
$2.8M - $2.98M
|
2.86K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-31.2K- 22.39% |
$2.85M - $3.03M
|
108K
$9.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-32.6K- 49.27% |
$2.98M - $3.17M
|
33.6K
$3.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-32.8K- 59.01% |
$2.99M - $3.18M
|
22.8K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33.8K- 47.73% |
$3.09M - $3.28M
|
37K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-35.4K- 56.48% |
$3.23M - $3.43M
|
27.2K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-37.5K- 43.69% |
$3.43M - $3.65M
|
48.4K
$4.45M
|