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 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
271+ 11.53% |
$24.7K - $26.3K
|
2.62K
$242K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
270New |
$24.7K - $26.2K
|
270
$25K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
268+ 5.22% |
$24.5K - $26K
|
5.41K
$500K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
267New |
$24.4K - $25.9K
|
267
$24.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
266+ 60.59% |
$24.3K - $25.8K
|
705
$65.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
256New |
$23.4K - $24.9K
|
256
$23.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
255+ 1.13% |
$23.3K - $24.8K
|
22.9K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
251New |
$22.9K - $24.4K
|
251
$23.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
232+ 7.88% |
$21.2K - $22.5K
|
3.18K
$294K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
218New |
$19.9K - $21.2K
|
218
$20.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
214+ 4.08% |
$19.5K - $20.8K
|
5.46K
$505K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
213New |
$19.5K - $20.7K
|
213
$19.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
207New |
$18.9K - $20.1K
|
207
$19.2K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
195+ 330.51% |
$17.8K - $18.9K
|
254
$23.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
182+ 1.83% |
$16.6K - $17.7K
|
10.1K
$937K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
178+ 4.86% |
$16.3K - $17.3K
|
3.84K
$356K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
177New |
$16.2K - $17.2K
|
177
$16.4K
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
171+ 0.46% |
$15.6K - $16.6K
|
37.6K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
170+ 0.39% |
$15.5K - $16.5K
|
43.8K
$4.06M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
164+ 2.15% |
$15K - $15.9K
|
7.78K
$719K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
163New |
$14.9K - $15.8K
|
163
$15.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
155+ 1.28% |
$14.2K - $15.1K
|
12.3K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
147+ 7350.0% |
$13.4K - $14.3K
|
149
$13.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
134New |
$12.2K - $13K
|
134
$12.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
106+ 10.08% |
$9.68K - $10.3K
|
1.16K
$107K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
103New |
$9.41K - $10K
|
103
$9.53K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
102+ 0.76% |
$9.31K - $9.91K
|
13.6K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
94New |
$8.58K - $9.13K
|
94
$8.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
92+ 2.84% |
$8.4K - $8.94K
|
3.33K
$308K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
92+ 9.14% |
$8.4K - $8.94K
|
1.1K
$102K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
91+ 3.52% |
$8.31K - $8.84K
|
2.68K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
89+ 0.11% |
$8.13K - $8.64K
|
79.1K
$7.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
87New |
$7.94K - $8.45K
|
87
$8.05K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
82+ 1.52% |
$7.49K - $7.96K
|
5.48K
$507K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
78+ 1.38% |
$7.12K - $7.58K
|
5.71K
$529K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
73+ 0.64% |
$6.67K - $7.09K
|
11.5K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
71+ 0.2% |
$6.48K - $6.9K
|
35.7K
$3.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
71+ 0.69% |
$6.48K - $6.9K
|
10.4K
$959K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
67+ 0.08% |
$6.12K - $6.51K
|
84.9K
$7.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
65+ 0.35% |
$5.94K - $6.31K
|
18.5K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
61New |
$5.57K - $5.92K
|
61
$5.64K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
54+ 12.98% |
$4.93K - $5.25K
|
470
$43.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
53New |
$4.84K - $5.15K
|
53
$4.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
49+ 5.89% |
$4.47K - $4.76K
|
881
$81.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
40+ 0.67% |
$3.65K - $3.89K
|
6.01K
$556K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
39+ 1.3% |
$3.56K - $3.79K
|
3.04K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38+ 4.74% |
$3.47K - $3.69K
|
839
$77.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
36+ 0.76% |
$3.29K - $3.5K
|
4.79K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
32New |
$2.92K - $3.11K
|
32
$2.96K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$2.65K - $2.82K
|
29
$2.68K
|