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 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.99K- 78.8% |
$710K - $775K
|
2.15K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-8.12K- 1.06% |
$722K - $788K
|
755K
$70.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.32K- 12.69% |
$740K - $807K
|
57.2K
$5.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-8.44K- 18.05% |
$750K - $818K
|
38.3K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.66K- 27.06% |
$770K - $840K
|
23.3K
$2.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.68K- 77.28% |
$772K - $841K
|
2.55K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.7K- 18.72% |
$863K - $941K
|
42.1K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11K- 55.13% |
$975K - $1.06M
|
8.93K
$837K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11.2K- 53.14% |
$994K - $1.08M
|
9.85K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.6K- 24.19% |
$1.03M - $1.13M
|
36.4K
$3.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 4.26% |
$1.05M - $1.15M
|
266K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12K- 52.35% |
$1.06M - $1.16M
|
10.9K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-12.4K- 8.28% |
$1.1M - $1.2M
|
137K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.6K- 3.09% |
$1.12M - $1.22M
|
395K
$37M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-12.8K- 3.84% |
$1.14M - $1.24M
|
320K
$29.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-13.1K- 23.03% |
$1.16M - $1.27M
|
43.6K
$4.09M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-13.5K- 43.19% |
$1.2M - $1.31M
|
17.7K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14.4K- 3.16% |
$1.28M - $1.4M
|
443K
$41.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.8K- 14.43% |
$1.31M - $1.43M
|
87.5K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.5K- 27.87% |
$1.38M - $1.5M
|
40.1K
$3.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-15.9K- 21.83% |
$1.41M - $1.54M
|
56.9K
$5.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.2K- 4.14% |
$1.44M - $1.57M
|
375K
$35.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-16.6K- 4.0% |
$1.47M - $1.61M
|
397K
$37.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-16.8K- 23.64% |
$1.49M - $1.63M
|
54.3K
$5.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-16.8K- 10.53% |
$1.5M - $1.63M
|
143K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-16.9K- 86.31% |
$1.5M - $1.64M
|
2.68K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-17.3K- 10.53% |
$1.54M - $1.68M
|
147K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17.3K- 25.53% |
$1.54M - $1.68M
|
50.6K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-17.5K- 33.65% |
$1.56M - $1.7M
|
34.5K
$3.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-17.5K- 12.35% |
$1.56M - $1.7M
|
124K
$11.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 10.43% |
$1.56M - $1.7M
|
151K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-17.9K- 51.09% |
$1.59M - $1.73M
|
17.1K
$1.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-18.1K- 28.17% |
$1.61M - $1.75M
|
46.1K
$4.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.8K- 22.16% |
$1.67M - $1.82M
|
65.9K
$6.18M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-19K- 73.82% |
$1.69M - $1.84M
|
6.73K
$631K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-19K- 9.44% |
$1.69M - $1.84M
|
182K
$17.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.1K- 82.36% |
$1.7M - $1.85M
|
4.09K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-21.4K- 7.81% |
$1.91M - $2.08M
|
253K
$23.7M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-21.5K- 14.74% |
$1.91M - $2.08M
|
124K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22.3K- 9.51% |
$1.98M - $2.16M
|
212K
$19.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.7K- 20.09% |
$2.02M - $2.2M
|
90.1K
$8.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-22.8K- 18.7% |
$2.03M - $2.21M
|
99.1K
$9.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-24.1K- 9.95% |
$2.15M - $2.34M
|
218K
$20.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24.1K- 2.99% |
$2.15M - $2.34M
|
784K
$73.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-24.4K- 90.42% |
$2.17M - $2.37M
|
2.59K
$243K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-25.5K- 22.12% |
$2.27M - $2.47M
|
89.7K
$8.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.6K- 44.52% |
$2.28M - $2.48M
|
31.9K
$2.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-25.8K- 56.03% |
$2.29M - $2.5M
|
20.2K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-28K- 79.73% |
$2.49M - $2.72M
|
7.12K
$667K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28.8K- 90.38% |
$2.56M - $2.79M
|
3.06K
$287K
|