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 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
148+ 28.03% |
$13.2K - $14.4K
|
676
$63.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
140New |
$12.5K - $13.6K
|
140
$13.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
133New |
$11.8K - $12.9K
|
133
$12.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
126+ 0.07% |
$11.2K - $12.2K
|
172K
$16.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
123New |
$10.9K - $11.9K
|
123
$11.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
120+ 120.0% |
$10.7K - $11.6K
|
220
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
115+ 0.23% |
$10.2K - $11.2K
|
51K
$4.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
114New |
$10.1K - $11.1K
|
114
$10.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
112New |
$9.96K - $10.9K
|
112
$10.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
108New |
$9.61K - $10.5K
|
108
$10.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
104+ 12.61% |
$9.25K - $10.1K
|
929
$87.1K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
103New |
$9.16K - $9.99K
|
103
$9.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 2.98% |
$8.9K - $9.7K
|
3.45K
$324K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
96New |
$8.54K - $9.31K
|
96
$9K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
94+ 1.12% |
$8.36K - $9.12K
|
8.51K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
92New |
$8.18K - $8.92K
|
92
$8.62K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
92New |
$8.18K - $8.92K
|
92
$8.62K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
88+ 3.01% |
$7.83K - $8.54K
|
3.01K
$282K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
83+ 80.58% |
$7.38K - $8.05K
|
186
$17.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
82+ 2.83% |
$7.29K - $7.95K
|
2.98K
$279K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
77New |
$6.85K - $7.47K
|
77
$7.22K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
72New |
$6.4K - $6.98K
|
72
$6.75K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
70+ 0.68% |
$6.23K - $6.79K
|
10.4K
$978K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
67New |
$5.96K - $6.5K
|
67
$6.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 182.35% |
$5.51K - $6.01K
|
96
$9K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
60+ 1.89% |
$5.34K - $5.82K
|
3.24K
$303K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58New |
$5.16K - $5.63K
|
58
$5.44K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
54+ 0.13% |
$4.8K - $5.24K
|
40.2K
$3.76M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
46+ 21.6% |
$4.09K - $4.46K
|
259
$24.3K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
45New |
$4K - $4.37K
|
45
$4.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
45New |
$4K - $4.37K
|
45
$4.22K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
37New |
$3.29K - $3.59K
|
37
$3.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
35New |
$3.11K - $3.4K
|
35
$3.28K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
33+ 62.26% |
$2.94K - $3.2K
|
86
$8.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
33+ 0.88% |
$2.94K - $3.2K
|
3.76K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30New |
$2.67K - $2.91K
|
30
$2.81K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 11.16% |
$2.49K - $2.72K
|
279
$26.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 1.54% |
$2.31K - $2.52K
|
1.71K
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
26+ 0.48% |
$2.31K - $2.52K
|
5.4K
$506K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
24+ 0.63% |
$2.13K - $2.33K
|
3.83K
$359K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
20New |
$1.78K - $1.94K
|
20
$1.87K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15New |
$1.33K - $1.46K
|
15
$1.41K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15New |
$1.33K - $1.46K
|
15
$1.41K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
13+ 0.57% |
$1.16K - $1.26K
|
2.28K
$213K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13New |
$1.16K - $1.26K
|
13
$1.22K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 22.45% |
$978 - $1.07K
|
60
$5.62K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9+ 3.72% |
$801 - $873
|
251
$23.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
9New |
$801 - $873
|
9
$843
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$801 - $873
|
9
$843
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$712 - $776
|
8
$750
|