Purchases and Sales Made in Q4 2023 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.42M+ 154.61% |
$304M - $332M
|
5.63M
$528M
|
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
1.8MNew |
$160M - $175M
|
1.8M
$169M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74M+ 8532.46% |
$155M - $168M
|
1.76M
$165M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.7M+ 299.64% |
$151M - $164M
|
2.26M
$212M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.61M+ 1494.67% |
$144M - $157M
|
1.72M
$161M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.33MNew |
$119M - $129M
|
1.33M
$125M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.25MNew |
$111M - $121M
|
1.25M
$117M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
961KNew |
$85.4M - $93.2M
|
961K
$90M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
866K+ 4464.21% |
$77.1M - $84M
|
886K
$83M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
724K+ 111.29% |
$64.4M - $70.2M
|
1.37M
$129M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
639K+ 33.37% |
$56.8M - $62M
|
2.55M
$239M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
584KNew |
$51.9M - $56.6M
|
584K
$54.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
560K+ 869.46% |
$49.8M - $54.4M
|
625K
$58.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
528K+ 9.02% |
$46.9M - $51.2M
|
6.37M
$598M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
511K+ 151.0% |
$45.5M - $49.6M
|
850K
$79.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
505K+ 5.47% |
$44.9M - $49M
|
9.73M
$913M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
475K+ 43.64% |
$42.2M - $46.1M
|
1.56M
$147M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
442K+ 73.12% |
$39.3M - $42.9M
|
1.05M
$98.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
434K+ 926.37% |
$38.6M - $42.1M
|
481K
$45.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
418K+ 379.7% |
$37.2M - $40.5M
|
528K
$49.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
408K+ 22.62% |
$36.3M - $39.6M
|
2.21M
$207M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
383K+ 113.3% |
$34M - $37.1M
|
721K
$67.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
378K+ 1758.51% |
$33.6M - $36.6M
|
399K
$37.4M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
361KNew |
$32.1M - $35M
|
361K
$33.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
352K+ 102.41% |
$31.3M - $34.1M
|
696K
$65.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
340KNew |
$30.2M - $32.9M
|
340K
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
323K+ 99.27% |
$28.7M - $31.3M
|
648K
$60.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
318KNew |
$28.2M - $30.8M
|
318K
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
314K+ 69.96% |
$27.9M - $30.4M
|
762K
$71.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
298KNew |
$26.5M - $28.9M
|
298K
$27.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
285KNew |
$25.3M - $27.6M
|
285K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
275KNew |
$24.5M - $26.7M
|
275K
$25.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
260K+ 6.18% |
$23.1M - $25.2M
|
4.47M
$419M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
257K+ 196.42% |
$22.9M - $24.9M
|
388K
$36.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
234KNew |
$20.8M - $22.7M
|
234K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
229K+ 3.35% |
$20.4M - $22.3M
|
7.08M
$664M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
222KNew |
$19.7M - $21.5M
|
222K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
208K+ 303.49% |
$18.5M - $20.1M
|
276K
$25.9M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
200KNew |
$17.8M - $19.4M
|
200K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
188KNew |
$16.7M - $18.2M
|
188K
$17.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
176K+ 28.13% |
$15.6M - $17.1M
|
801K
$75.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
158KNew |
$14M - $15.3M
|
158K
$14.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
153KNew |
$13.6M - $14.8M
|
153K
$14.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
150KNew |
$13.4M - $14.6M
|
150K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
142KNew |
$12.7M - $13.8M
|
142K
$13.3M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
142KNew |
$12.6M - $13.8M
|
142K
$13.3M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
137KNew |
$12.2M - $13.3M
|
137K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
133K+ 3332.75% |
$11.9M - $12.9M
|
137K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
128K+ 354.78% |
$11.4M - $12.5M
|
165K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
122K+ 3192.54% |
$10.9M - $11.9M
|
126K
$11.8M
|