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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.15K- 8.37% |
$191K - $209K
|
23.5K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.18K- 11.73% |
$194K - $211K
|
16.4K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-2.21K- 19.19% |
$196K - $214K
|
9.29K
$871K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.21K- 40.1% |
$197K - $215K
|
3.31K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.25K- 56.01% |
$200K - $218K
|
1.77K
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.42K- 32.25% |
$215K - $234K
|
5.07K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.44K- 6.83% |
$217K - $236K
|
33.2K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.46KClosed |
$219K - $239K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.47K- 41.94% |
$219K - $239K
|
3.41K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.69K- 18.01% |
$239K - $261K
|
12.2K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2.77K- 4.49% |
$246K - $268K
|
58.8K
$5.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.79K- 10.83% |
$249K - $271K
|
23K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.95K- 34.57% |
$262K - $286K
|
5.58K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.96K- 0.93% |
$263K - $287K
|
315K
$29.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.02K- 39.88% |
$268K - $293K
|
4.55K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.03K- 2.81% |
$269K - $293K
|
105K
$9.8M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.1KClosed |
$276K - $301K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.22K- 29.77% |
$286K - $312K
|
7.59K
$711K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3.24K- 14.22% |
$288K - $314K
|
19.5K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.26K- 37.34% |
$290K - $316K
|
5.47K
$512K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.26K- 20.38% |
$290K - $317K
|
12.8K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.38K- 9.65% |
$301K - $328K
|
31.7K
$2.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.41K- 16.51% |
$303K - $330K
|
17.2K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.46K- 3.15% |
$308K - $335K
|
106K
$9.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.55K- 17.13% |
$316K - $344K
|
17.2K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.55K- 39.99% |
$316K - $344K
|
5.33K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.61K- 25.24% |
$321K - $350K
|
10.7K
$1M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.62K- 50.31% |
$322K - $351K
|
3.58K
$335K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.63K- 17.54% |
$323K - $352K
|
17.1K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-3.65K- 3.69% |
$325K - $354K
|
95.3K
$8.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.77K- 8.8% |
$335K - $365K
|
39.1K
$3.66M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-4.14K- 7.04% |
$368K - $402K
|
54.7K
$5.13M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-4.23K- 1.36% |
$376K - $410K
|
307K
$28.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.58K- 23.15% |
$407K - $444K
|
15.2K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.08K- 26.17% |
$452K - $493K
|
14.3K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-5.1K- 3.05% |
$454K - $495K
|
162K
$15.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.18K- 45.11% |
$461K - $503K
|
6.31K
$591K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.44K- 25.42% |
$483K - $527K
|
15.9K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.51K- 40.89% |
$490K - $534K
|
7.96K
$746K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.56K- 30.06% |
$495K - $539K
|
12.9K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.61K- 13.7% |
$499K - $544K
|
35.3K
$3.31M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.68K- 7.16% |
$505K - $551K
|
73.7K
$6.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-6.34K- 20.64% |
$564K - $615K
|
24.4K
$2.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-6.36K- 11.55% |
$565K - $616K
|
48.7K
$4.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.99K- 74.67% |
$621K - $678K
|
2.37K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7K- 18.17% |
$623K - $679K
|
31.5K
$2.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-7.07K- 43.75% |
$629K - $686K
|
9.09K
$852K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-7.12K- 6.14% |
$633K - $690K
|
109K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.3K- 19.41% |
$650K - $708K
|
30.3K
$2.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.93K- 8.27% |
$705K - $769K
|
87.9K
$8.24M
|