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
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.88K+ 42.84% |
$811K - $862K
|
29.6K
$2.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.86K+ 7.03% |
$809K - $861K
|
135K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
8.78K+ 3.64% |
$802K - $853K
|
250K
$23.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.69K+ 343.15% |
$794K - $844K
|
11.2K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8.49K+ 87.98% |
$776K - $825K
|
18.1K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
8.39KNew |
$766K - $815K
|
8.39K
$775K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.19K+ 2.44% |
$748K - $796K
|
344K
$31.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.82K+ 23.43% |
$714K - $759K
|
41.2K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
7.79K+ 58.06% |
$711K - $756K
|
21.2K
$1.96M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.57KNew |
$691K - $735K
|
7.57K
$699K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.57KNew |
$691K - $735K
|
7.57K
$699K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
7.57KNew |
$691K - $735K
|
7.57K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.55K+ 127.72% |
$690K - $733K
|
13.5K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.49KNew |
$684K - $727K
|
7.49K
$692K
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
7.36K+ 29.83% |
$672K - $714K
|
32K
$2.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.07K+ 338.07% |
$646K - $687K
|
9.16K
$846K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.72KNew |
$614K - $653K
|
6.72K
$621K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.58K+ 90.74% |
$601K - $639K
|
13.8K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.45K+ 4.25% |
$589K - $626K
|
158K
$14.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.09K+ 112.68% |
$556K - $591K
|
11.5K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
6.09KNew |
$556K - $591K
|
6.09K
$562K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.92K+ 13.79% |
$541K - $575K
|
48.9K
$4.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5.88K+ 2.36% |
$537K - $571K
|
254K
$23.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
5.68K+ 6.09% |
$518K - $551K
|
98.9K
$9.13M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.61K+ 15.87% |
$512K - $544K
|
40.9K
$3.78M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.43K+ 16.99% |
$496K - $527K
|
37.4K
$3.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.43K+ 7.68% |
$495K - $527K
|
76.1K
$7.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
5.42K+ 13.84% |
$495K - $527K
|
44.6K
$4.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 5.71% |
$473K - $503K
|
95.8K
$8.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.15KNew |
$470K - $500K
|
5.15K
$475K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
5.14K+ 3.18% |
$470K - $500K
|
167K
$15.4M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.11K+ 132.99% |
$466K - $496K
|
8.95K
$826K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.95K+ 11.34% |
$452K - $481K
|
48.6K
$4.49M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.79K+ 7.59% |
$438K - $466K
|
67.9K
$6.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
4.77K+ 0.78% |
$435K - $463K
|
616K
$56.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
4.75K+ 69.68% |
$434K - $461K
|
11.6K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.74KNew |
$433K - $460K
|
4.74K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.68K+ 21.28% |
$427K - $454K
|
26.6K
$2.46M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
4.64K+ 11.23% |
$424K - $451K
|
46K
$4.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.64KNew |
$424K - $450K
|
4.64K
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.5KNew |
$411K - $437K
|
4.5K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.37KNew |
$399K - $424K
|
4.37K
$403K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
4.12K+ 10.56% |
$376K - $400K
|
43.1K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.11KNew |
$375K - $399K
|
4.11K
$380K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.08K+ 55.11% |
$373K - $397K
|
11.5K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
4.08K+ 4.87% |
$373K - $396K
|
87.9K
$8.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
4.07KNew |
$372K - $396K
|
4.07K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
4.02K+ 33.12% |
$367K - $391K
|
16.2K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.94KNew |
$360K - $383K
|
3.94K
$364K
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.92K+ 13.43% |
$358K - $381K
|
33.1K
$3.06M
|