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 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-700- 8.57% |
$62.3K - $67.9K
|
7.47K
$700K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-711- 11.59% |
$63.2K - $69K
|
5.42K
$508K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-711- 18.5% |
$63.2K - $69K
|
3.13K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-767- 86.96% |
$68.2K - $74.4K
|
115
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-767- 1.54% |
$68.2K - $74.4K
|
49K
$4.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-768- 2.38% |
$68.3K - $74.5K
|
31.5K
$2.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-771- 21.6% |
$68.6K - $74.8K
|
2.8K
$262K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-782- 13.39% |
$69.6K - $75.9K
|
5.06K
$474K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-800- 6.81% |
$71.2K - $77.6K
|
11K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-800- 9.67% |
$71.2K - $77.6K
|
7.47K
$700K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-813- 81.71% |
$72.3K - $78.9K
|
182
$17.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-818- 3.31% |
$72.8K - $79.3K
|
23.9K
$2.24M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-828- 58.77% |
$73.7K - $80.3K
|
581
$54.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-888- 19.73% |
$79K - $86.1K
|
3.61K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-900- 0.14% |
$80.1K - $87.3K
|
646K
$60.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-942- 15.26% |
$83.8K - $91.4K
|
5.23K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-949- 7.72% |
$84.4K - $92.1K
|
11.3K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-983- 78.77% |
$87.4K - $95.4K
|
265
$24.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1K- 90.99% |
$89K - $97K
|
99
$9.28K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.02K- 7.71% |
$90.4K - $98.6K
|
12.2K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.04K- 16.28% |
$92.3K - $101K
|
5.34K
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-1.06K- 4.54% |
$94.1K - $103K
|
22.3K
$2.09M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.11K- 96.95% |
$98.8K - $108K
|
35
$3.28K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.26K- 3.98% |
$112K - $122K
|
30.3K
$2.84M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.32K- 4.83% |
$118K - $128K
|
26.1K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 3.9% |
$122K - $133K
|
33.7K
$3.16M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.37K- 4.14% |
$122K - $133K
|
31.7K
$2.97M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.37K- 4.14% |
$122K - $133K
|
31.7K
$2.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.43K- 19.83% |
$127K - $139K
|
5.78K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.43K- 94.51% |
$127K - $139K
|
83
$7.78K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.46K- 10.15% |
$130K - $142K
|
12.9K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 37.97% |
$133K - $146K
|
2.45K
$230K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.55K- 4.53% |
$138K - $150K
|
32.6K
$3.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.59K- 5.73% |
$141K - $154K
|
26.1K
$2.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.59K- 2.22% |
$141K - $154K
|
69.8K
$6.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.61K- 30.27% |
$143K - $156K
|
3.7K
$347K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.64K- 3.74% |
$146K - $159K
|
42.2K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 10.65% |
$147K - $160K
|
13.9K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-1.68K- 5.25% |
$150K - $163K
|
30.3K
$2.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.7K- 27.54% |
$152K - $165K
|
4.48K
$420K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.71K- 2.74% |
$152K - $166K
|
60.8K
$5.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.72K- 1.58% |
$153K - $166K
|
106K
$9.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.73K- 25.28% |
$154K - $168K
|
5.12K
$480K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.74K- 10.79% |
$155K - $169K
|
14.4K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.79K- 7.0% |
$159K - $173K
|
23.7K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.81K- 26.3% |
$161K - $176K
|
5.07K
$475K
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.92K- 0.64% |
$170K - $186K
|
299K
$28M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2K- 3.62% |
$178K - $194K
|
53.3K
$4.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.02K- 4.52% |
$179K - $196K
|
42.6K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.11K- 24.99% |
$188K - $204K
|
6.33K
$593K
|