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 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-37.9K- 32.61% |
$3.46M - $3.68M
|
78.3K
$7.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-40.2K- 21.59% |
$3.67M - $3.91M
|
146K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.5K- 1.8% |
$3.7M - $3.93M
|
2.21M
$204M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-41.4K- 49.96% |
$3.78M - $4.03M
|
41.5K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-41.7K- 89.61% |
$3.81M - $4.05M
|
4.83K
$446K
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-42.7K- 85.41% |
$3.9M - $4.15M
|
7.3K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.9K- 32.47% |
$3.92M - $4.17M
|
89.3K
$8.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-44.9K- 68.8% |
$4.1M - $4.36M
|
20.4K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-45.6K- 60.92% |
$4.17M - $4.43M
|
29.3K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-46K- 29.34% |
$4.2M - $4.47M
|
111K
$10.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-53.4K- 22.53% |
$4.88M - $5.19M
|
184K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-57K- 36.38% |
$5.21M - $5.54M
|
99.7K
$9.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-57.6K- 91.08% |
$5.26M - $5.59M
|
5.64K
$521K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-59.2K- 23.35% |
$5.4M - $5.75M
|
194K
$17.9M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-59.4K- 59.67% |
$5.42M - $5.77M
|
40.1K
$3.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-60.5K- 36.92% |
$5.52M - $5.87M
|
103K
$9.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-66.8K- 94.65% |
$6.1M - $6.49M
|
3.78K
$349K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-67.3K- 99.05% |
$6.15M - $6.54M
|
644
$59.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-69.3K- 4.2% |
$6.33M - $6.73M
|
1.58M
$146M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-69.6K- 96.28% |
$6.35M - $6.76M
|
2.69K
$248K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-84.6K- 17.64% |
$7.72M - $8.22M
|
395K
$36.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-89.7K- 40.88% |
$8.19M - $8.71M
|
130K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-94.8K- 43.74% |
$8.66M - $9.21M
|
122K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-98.1K- 96.24% |
$8.96M - $9.53M
|
3.83K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-116K- 51.53% |
$10.6M - $11.3M
|
109K
$10.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-125K- 66.69% |
$11.4M - $12.1M
|
62.4K
$5.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-127K- 16.32% |
$11.6M - $12.3M
|
650K
$60.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-134K- 5.72% |
$12.2M - $13M
|
2.2M
$203M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-136K- 65.07% |
$12.4M - $13.2M
|
73K
$6.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-137K- 96.94% |
$12.5M - $13.3M
|
4.33K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-143K- 15.0% |
$13M - $13.9M
|
808K
$74.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-143K- 34.85% |
$13.1M - $13.9M
|
268K
$24.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-153K- 86.14% |
$13.9M - $14.8M
|
24.6K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-153K- 73.48% |
$14M - $14.9M
|
55.3K
$5.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-161K- 31.93% |
$14.7M - $15.7M
|
344K
$31.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-162K- 96.79% |
$14.8M - $15.7M
|
5.38K
$496K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-163K- 32.22% |
$14.9M - $15.9M
|
343K
$31.7M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-184K- 94.57% |
$16.8M - $17.8M
|
10.6K
$974K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-216K- 82.18% |
$19.7M - $21M
|
46.9K
$4.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-221K- 69.49% |
$20.2M - $21.5M
|
97.1K
$8.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-255K- 25.69% |
$23.3M - $24.7M
|
737K
$68.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-286K- 99.71% |
$26.1M - $27.7M
|
833
$76.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-292K- 47.87% |
$26.6M - $28.3M
|
318K
$29.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-330K- 3.16% |
$30.1M - $32M
|
10.1M
$932M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-442K- 42.24% |
$40.4M - $42.9M
|
605K
$55.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-519K- 32.97% |
$47.4M - $50.4M
|
1.05M
$97.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-886K- 6.54% |
$80.9M - $86M
|
12.7M
$1.17B
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-930K- 96.36% |
$84.9M - $90.3M
|
35.1K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.23M- 75.02% |
$112M - $119M
|
408K
$37.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.67M- 74.69% |
$152M - $162M
|
566K
$52.2M
|