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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
6+ 600.0% |
$534 - $582
|
7
$656
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$534 - $582
|
6
$562
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5+ 0.87% |
$445 - $485
|
578
$54.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.37% |
$178 - $194
|
148
$13.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$89 - $97
|
2.45K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.78% |
$89 - $97
|
129
$12.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$89 - $97
|
1
$93.7
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1New |
$89 - $97
|
1
$93.7
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.59% |
$89 - $97
|
64
$6K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$89 - $97
|
1
$93.7
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.16% |
$89 - $97
|
637
$59.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.42% |
$89 - $97
|
238
$22.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5- 0.17% |
$445 - $485
|
2.99K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5- 0.15% |
$445 - $485
|
3.31K
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 6.1% |
$445 - $485
|
77
$7.22K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-6- 0.22% |
$534 - $582
|
2.77K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 1.32% |
$801 - $873
|
672
$63K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12- 0.73% |
$1.07K - $1.16K
|
1.64K
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-13- 28.26% |
$1.16K - $1.26K
|
33
$3.09K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-24- 0.24% |
$2.13K - $2.33K
|
10K
$940K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-31- 1.21% |
$2.76K - $3.01K
|
2.53K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-35- 5.62% |
$3.11K - $3.4K
|
588
$55.1K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-35- 5.62% |
$3.11K - $3.4K
|
588
$55.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-36- 0.75% |
$3.2K - $3.49K
|
4.74K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36- 0.05% |
$3.2K - $3.49K
|
66.2K
$6.21M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-37- 48.05% |
$3.29K - $3.59K
|
40
$3.75K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-40- 1.43% |
$3.56K - $3.88K
|
2.75K
$258K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 4.32% |
$4.45K - $4.85K
|
1.11K
$104K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-51- 0.04% |
$4.54K - $4.95K
|
130K
$12.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-59- 0.54% |
$5.25K - $5.72K
|
10.9K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-63- 40.13% |
$5.6K - $6.11K
|
94
$8.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-65- 7.38% |
$5.78K - $6.31K
|
816
$76.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-70- 2.21% |
$6.23K - $6.79K
|
3.09K
$290K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-71- 4.03% |
$6.32K - $6.89K
|
1.69K
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-82- 0.76% |
$7.29K - $7.95K
|
10.7K
$999K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-85- 3.18% |
$7.56K - $8.25K
|
2.59K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-89- 0.76% |
$7.92K - $8.63K
|
11.6K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-94- 1.71% |
$8.36K - $9.12K
|
5.41K
$507K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-96- 11.44% |
$8.54K - $9.31K
|
743
$69.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-101- 1.3% |
$8.98K - $9.8K
|
7.64K
$716K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-102- 0.25% |
$9.07K - $9.89K
|
41.1K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-115- 3.92% |
$10.2K - $11.2K
|
2.82K
$264K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-119- 2.34% |
$10.6K - $11.5K
|
4.97K
$466K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-119- 2.34% |
$10.6K - $11.5K
|
4.97K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-126- 1.95% |
$11.2K - $12.2K
|
6.34K
$594K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-126- 6.95% |
$11.2K - $12.2K
|
1.69K
$158K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-127- 18.22% |
$11.3K - $12.3K
|
570
$53.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-135- 1.08% |
$12K - $13.1K
|
12.4K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-147- 98.66% |
$13.1K - $14.3K
|
2
$187
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-155- 33.77% |
$13.8K - $15K
|
304
$28.5K
|