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 National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-157- 0.7% |
$14K - $15.2K
|
22.1K
$2.08M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-170- 10.3% |
$15.1K - $16.5K
|
1.48K
$139K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-170- 4.85% |
$15.1K - $16.5K
|
3.33K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-175- 6.1% |
$15.6K - $17K
|
2.7K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-177- 5.02% |
$15.7K - $17.2K
|
3.35K
$314K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-179- 38.49% |
$15.9K - $17.4K
|
286
$26.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-179- 5.92% |
$15.9K - $17.4K
|
2.85K
$267K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-187- 1.67% |
$16.6K - $18.1K
|
11K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-190- 2.26% |
$16.9K - $18.4K
|
8.2K
$769K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-192- 75.59% |
$17.1K - $18.6K
|
62
$5.81K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-194- 3.56% |
$17.3K - $18.8K
|
5.26K
$493K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-200- 2.91% |
$17.8K - $19.4K
|
6.67K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-211- 0.56% |
$18.8K - $20.5K
|
37.2K
$3.48M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-214- 9.41% |
$19K - $20.8K
|
2.06K
$193K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-214- 1.85% |
$19K - $20.8K
|
11.4K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-217- 99.54% |
$19.3K - $21K
|
1
$93.7
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-222- 9.92% |
$19.7K - $21.5K
|
2.02K
$189K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-234- 0.59% |
$20.8K - $22.7K
|
39.7K
$3.72M
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-259- 0.92% |
$23K - $25.1K
|
27.9K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-260- 2.68% |
$23.1K - $25.2K
|
9.44K
$885K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-265- 2.53% |
$23.6K - $25.7K
|
10.2K
$955K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-267- 46.35% |
$23.7K - $25.9K
|
309
$29K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-284- 9.68% |
$25.3K - $27.5K
|
2.65K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-327- 5.97% |
$29.1K - $31.7K
|
5.15K
$483K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-335- 3.45% |
$29.8K - $32.5K
|
9.37K
$878K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-354- 21.11% |
$31.5K - $34.3K
|
1.32K
$124K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-379- 7.35% |
$33.7K - $36.8K
|
4.78K
$448K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-380- 16.24% |
$33.8K - $36.9K
|
1.96K
$184K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-382- 8.57% |
$34K - $37.1K
|
4.07K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-400- 8.49% |
$35.6K - $38.8K
|
4.31K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-413- 9.53% |
$36.7K - $40.1K
|
3.92K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-421- 8.68% |
$37.4K - $40.8K
|
4.43K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-422- 65.53% |
$37.5K - $40.9K
|
222
$20.8K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-423- 4.3% |
$37.6K - $41K
|
9.42K
$883K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-468- 18.24% |
$41.6K - $45.4K
|
2.1K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-476- 8.4% |
$42.3K - $46.2K
|
5.19K
$486K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-500- 50.0% |
$44.5K - $48.5K
|
500
$46.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-502- 0.64% |
$44.7K - $48.7K
|
77.8K
$7.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-529- 23.48% |
$47.1K - $51.3K
|
1.72K
$162K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-533- 1.39% |
$47.4K - $51.7K
|
37.8K
$3.54M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-535- 7.28% |
$47.6K - $51.9K
|
6.81K
$638K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-540- 15.84% |
$48K - $52.4K
|
2.87K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-541- 2.9% |
$48.1K - $52.5K
|
18.1K
$1.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-548- 4.06% |
$48.7K - $53.2K
|
12.9K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-558- 70.81% |
$49.6K - $54.1K
|
230
$21.6K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-583- 10.78% |
$51.9K - $56.6K
|
4.82K
$452K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-587- 30.34% |
$52.2K - $56.9K
|
1.35K
$126K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-605- 4.18% |
$53.8K - $58.7K
|
13.9K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-623- 93.68% |
$55.4K - $60.4K
|
42
$3.94K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-646- 5.4% |
$57.5K - $62.7K
|
11.3K
$1.06M
|