Purchases and Sales Made in Q3 2023 in Ishares Barclays (IEF)

IEF Quotes by TradingView

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 12, 2023 Q3 2023
Twele Capital Management, Inc.

BUY
 -
725
+ 0.2%
$66.2K - $70.4K
357K $33M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
725
+ 14.59%
$66.2K - $70.4K
5.69K $526K
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
720
+ 2.83%
$65.8K - $69.9K
26.2K $2.42M
Nov 15, 2023 Q3 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
711
+ 12.37%
$64.9K - $69.1K
6.46K $597K
Nov 14, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
708
+ 154.25%
$64.7K - $68.8K
1.17K $108K
Nov 13, 2023 Q3 2023
Wolverine Asset Management LLC

BUY
 -
700
New
$63.9K - $68K
700 $64.6K
Nov 09, 2023 Q3 2023
Prism Advisors, Inc.

BUY
 -
691
+ 20.39%
$63.1K - $67.1K
4.08K $377K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
691
+ 145.17%
$63.1K - $67.1K
1.17K $108K
Oct 30, 2023 Q3 2023
Matrix Trust CO

BUY
 -
681
+ 65.04%
$62.2K - $66.1K
1.73K $160K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
681
New
$62.2K - $66.1K
681 $62.9K
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
674
+ 3.6%
$61.5K - $65.5K
19.4K $1.79M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
664
+ 1.34%
$60.6K - $64.5K
50.2K $4.64M
Oct 25, 2023 Q3 2023
Vision Capital Management, Inc.

Portland, OR
BUY
 -
638
+ 2.55%
$58.3K - $62K
25.7K $2.37M
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
636
New
$58.1K - $61.8K
636 $58.7K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
630
+ 6.91%
$57.5K - $61.2K
9.75K $900K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
613
+ 46.37%
$56K - $59.5K
1.94K $179K
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
607
+ 1.93%
$55.4K - $59K
32K $2.96M
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
595
+ 2.97%
$54.3K - $57.8K
20.6K $1.9M
Nov 08, 2023 Q3 2023
Greatmark Investment Partners, Inc.

BUY
 -
581
+ 1.88%
$53.1K - $56.4K
31.6K $2.92M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
566
+ 5.92%
$51.7K - $55K
10.1K $936K
Oct 18, 2023 Q3 2023
Roman Butler Fullerton & CO

BUY
 -
544
+ 7.55%
$49.7K - $52.8K
7.75K $715K
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
534
+ 8.41%
$48.8K - $51.9K
6.88K $636K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
528
New
$48.2K - $51.3K
528 $48.8K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
513
+ 0.05%
$46.8K - $49.8K
1.09M $100M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
484
+ 2.49%
$44.2K - $47K
20K $1.84M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
459
New
$41.9K - $44.6K
459 $42.4K
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
448
+ 5.09%
$40.9K - $43.5K
9.24K $853K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
447
+ 2.67%
$40.8K - $43.4K
17.2K $1.59M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
437
+ 4.71%
$39.9K - $42.4K
9.71K $896K
Oct 10, 2023 Q3 2023
Central Bank & Trust CO

BUY
 -
434
New
$39.6K - $42.2K
434 $40.1K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
425
+ 156.25%
$38.8K - $41.3K
697 $64.4K
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

BUY
 -
412
+ 7.2%
$37.6K - $40K
6.13K $566K
Nov 03, 2023 Q3 2023
Centric Wealth Management

BUY
 -
385
+ 0.77%
$35.2K - $37.4K
50.4K $4.65M
Oct 18, 2023 Q3 2023
Cornerstone Wealth Group, LLC

BUY
 -
385
+ 1.85%
$35.2K - $37.4K
21.2K $1.96M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
382
+ 1.1%
$34.9K - $37.1K
35.1K $3.24M
Oct 31, 2023 Q3 2023
Kornitzer Capital Management Inc

BUY
 -
369
+ 3.62%
$33.7K - $35.8K
10.6K $977K
Oct 30, 2023 Q3 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
353
+ 9.02%
$32.2K - $34.3K
4.27K $394K
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
336
+ 1.38%
$30.7K - $32.6K
24.7K $2.29M
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
323
New
$29.5K - $31.4K
323 $29.8K
Nov 01, 2023 Q3 2023
Woodward Diversified Capital, LLC

BUY
 -
322
+ 10.06%
$29.4K - $31.3K
3.52K $325K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
319
+ 23.93%
$29.1K - $31K
1.65K $153K
Oct 31, 2023 Q3 2023
James Investment Research Inc

BUY
 -
314
+ 0.34%
$28.7K - $30.5K
92.7K $8.56M
Oct 26, 2023 Q3 2023
Nbt Bank N A

BUY
 -
310
+ 12.11%
$28.3K - $30.1K
2.87K $265K
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
309
+ 294.29%
$28.2K - $30K
414 $38.2K
Nov 09, 2023 Q3 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
308
+ 0.95%
$28.1K - $29.9K
32.6K $3.01M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
299
+ 13.19%
$27.3K - $29K
2.57K $237K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
286
+ 18.73%
$26.1K - $27.8K
1.81K $167K
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
285
+ 1.12%
$26K - $27.7K
25.7K $2.37M
Nov 09, 2023 Q3 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
275
+ 3.34%
$25.1K - $26.7K
8.52K $787K

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