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
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.22KNew |
$202K - $215K
|
2.22K
$205K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.18K+ 4.2% |
$199K - $212K
|
54.1K
$5M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.09K+ 56.53% |
$191K - $203K
|
5.79K
$534K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.98K+ 27.95% |
$181K - $192K
|
9.07K
$837K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.92K+ 21.76% |
$175K - $186K
|
10.7K
$992K
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.9K+ 0.38% |
$173K - $184K
|
496K
$45.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.78K+ 19.1% |
$162K - $172K
|
11.1K
$1.02M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.75K+ 21.09% |
$160K - $170K
|
10.1K
$930K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.75K+ 21.09% |
$160K - $170K
|
10.1K
$930K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.71K+ 1.22% |
$156K - $166K
|
142K
$13.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.7K+ 22.64% |
$156K - $166K
|
9.23K
$853K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.7K+ 23.98% |
$155K - $165K
|
8.78K
$810K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.55K+ 1.46% |
$142K - $151K
|
108K
$9.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.54K+ 8.12% |
$140K - $149K
|
20.5K
$1.89M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.53K+ 11.37% |
$139K - $148K
|
14.9K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.49K+ 6473.91% |
$136K - $145K
|
1.51K
$140K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
1.49K+ 13.97% |
$136K - $145K
|
12.1K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.49K+ 17.25% |
$136K - $145K
|
10.1K
$934K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.47K+ 3.44% |
$135K - $143K
|
44.3K
$4.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.47K+ 0.98% |
$135K - $143K
|
152K
$14.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.46K+ 3.07% |
$133K - $141K
|
48.9K
$4.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.45K+ 26.91% |
$132K - $141K
|
6.84K
$631K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.45KNew |
$132K - $140K
|
1.45K
$133K
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.44K+ 6.37% |
$131K - $140K
|
24K
$2.22M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.43K+ 309.5% |
$131K - $139K
|
1.9K
$175K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.35K+ 6.98% |
$124K - $131K
|
20.7K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.33K+ 5.7% |
$122K - $129K
|
24.7K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.3K+ 0.37% |
$119K - $127K
|
358K
$33M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.29K+ 1.66% |
$117K - $125K
|
78.8K
$7.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.27K+ 12.18% |
$116K - $123K
|
11.7K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.18K+ 16.31% |
$108K - $115K
|
8.42K
$777K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.16K+ 281.71% |
$105K - $112K
|
1.57K
$145K
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.15K+ 11.4% |
$105K - $111K
|
11.2K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.06K+ 5.32% |
$97K - $103K
|
21K
$1.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.05K+ 53.09% |
$95.6K - $102K
|
3.02K
$279K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.03K+ 11.44% |
$94.2K - $100K
|
10.1K
$928K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
1KNew |
$91.3K - $97.1K
|
1K
$92.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
995New |
$90.9K - $96.6K
|
995
$91.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
958+ 47.12% |
$87.5K - $93.1K
|
2.99K
$276K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
915+ 10.25% |
$83.6K - $88.9K
|
9.85K
$909K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
902+ 1002.22% |
$82.4K - $87.6K
|
992
$91.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
888+ 36.62% |
$81.1K - $86.3K
|
3.31K
$306K
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
884+ 6.51% |
$80.7K - $85.9K
|
14.5K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
860+ 1.4% |
$78.5K - $83.5K
|
62.5K
$5.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
852+ 9.67% |
$77.8K - $82.8K
|
9.67K
$893K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
825New |
$75.3K - $80.1K
|
825
$76.2K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
818+ 22.36% |
$74.7K - $79.5K
|
4.48K
$413K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
783+ 3.48% |
$71.5K - $76.1K
|
23.3K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
754+ 0.14% |
$68.9K - $73.2K
|
525K
$48.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
725+ 25.25% |
$66.2K - $70.4K
|
3.6K
$332K
|