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 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
99.9K+ 9.87% |
$9.12M - $9.7M
|
1.11M
$103M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
98.4K+ 1005.79% |
$8.99M - $9.56M
|
108K
$10M
|
|
|
Oct 03, 2023
Q3 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
95.5K+ 46.61% |
$8.73M - $9.28M
|
301K
$27.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
90.4K+ 832.13% |
$8.25M - $8.78M
|
101K
$9.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
83.5K+ 2114.88% |
$7.62M - $8.11M
|
87.4K
$8.09M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
74.3KNew |
$6.78M - $7.22M
|
74.3K
$6.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
71.2K+ 665.04% |
$6.5M - $6.91M
|
81.9K
$7.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
65.9K+ 21.53% |
$6.02M - $6.4M
|
372K
$34.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
65.6K+ 1311980.0% |
$5.99M - $6.37M
|
65.6K
$6.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.2K+ 1.11% |
$5.86M - $6.23M
|
5.85M
$541M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63.6K+ 975.83% |
$5.81M - $6.18M
|
70.2K
$6.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
56K+ 991.79% |
$5.11M - $5.44M
|
61.6K
$5.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
55.4K+ 110.78% |
$5.06M - $5.38M
|
105K
$9.76M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
55.4KNew |
$5.06M - $5.38M
|
55.4K
$5.12M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
54.7KNew |
$5M - $5.32M
|
54.7K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.3K+ 9.17% |
$4.87M - $5.18M
|
635K
$58.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
52KNew |
$4.75M - $5.05M
|
52K
$4.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
48.8K+ 249.57% |
$4.46M - $4.74M
|
68.4K
$6.33M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
46.8K+ 74.28% |
$4.27M - $4.54M
|
110K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.4K+ 19.87% |
$4.15M - $4.41M
|
274K
$25.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
44.4K+ 8.27% |
$4.05M - $4.31M
|
581K
$53.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
43.7K+ 18.69% |
$3.99M - $4.25M
|
278K
$25.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
43.3K+ 8.59% |
$3.96M - $4.21M
|
547K
$50.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
42.8K+ 38.24% |
$3.91M - $4.16M
|
155K
$14.3M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
42.5KNew |
$3.89M - $4.13M
|
42.5K
$3.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
42.4K+ 12.94% |
$3.87M - $4.12M
|
370K
$34.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
41.8KNew |
$3.82M - $4.06M
|
41.8K
$3.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
41.5KNew |
$3.79M - $4.03M
|
41.5K
$3.84M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
41.1K+ 136.01% |
$3.76M - $3.99M
|
71.4K
$6.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
40.9KNew |
$3.74M - $3.98M
|
40.9K
$3.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
39.9K+ 10.67% |
$3.64M - $3.87M
|
414K
$38.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
39.8K+ 55.83% |
$3.63M - $3.86M
|
111K
$10.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
39.5K+ 45.05% |
$3.61M - $3.84M
|
127K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
37.8KNew |
$3.45M - $3.67M
|
37.8K
$3.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36K+ 186.46% |
$3.29M - $3.5M
|
55.3K
$5.12M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
34.1KNew |
$3.11M - $3.31M
|
34.1K
$3.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Pariax, LLC
|
BUY
|
- |
33.9K+ 200.14% |
$3.1M - $3.29M
|
50.9K
$4.71M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
33.1KNew |
$3.02M - $3.22M
|
33.1K
$3.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
33.1K+ 48.21% |
$3.02M - $3.22M
|
102K
$9.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
33K+ 23.71% |
$3.01M - $3.21M
|
172K
$15.9M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
32.5KNew |
$2.97M - $3.16M
|
32.5K
$3.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
31.6K+ 113.88% |
$2.89M - $3.07M
|
59.4K
$5.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
29.6K+ 22.7% |
$2.7M - $2.87M
|
160K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.2K+ 605.82% |
$2.67M - $2.84M
|
34.1K
$3.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
28.8K+ 458.4% |
$2.63M - $2.8M
|
35.1K
$3.25M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.7K+ 6.45% |
$2.53M - $2.69M
|
457K
$42.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
27KNew |
$2.47M - $2.63M
|
27K
$2.5M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27K+ 20.95% |
$2.46M - $2.62M
|
156K
$14.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
26.4K+ 5.7% |
$2.41M - $2.56M
|
489K
$45.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
25K+ 25.99% |
$2.28M - $2.43M
|
121K
$11.2M
|