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 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
120KNew |
$10.7M - $11.7M
|
120K
$11.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
117KNew |
$10.4M - $11.3M
|
117K
$10.9M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
115K+ 299.58% |
$10.2M - $11.1M
|
153K
$14.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
114KNew |
$10.1M - $11M
|
114K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
109KNew |
$9.7M - $10.6M
|
109K
$10.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
104KNew |
$9.22M - $10M
|
104K
$9.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
BUY
|
- |
96.7KNew |
$8.6M - $9.38M
|
96.7K
$9.07M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
92.1K+ 19.79% |
$8.19M - $8.93M
|
558K
$52.3M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
89.4K+ 394.44% |
$7.96M - $8.68M
|
112K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
86.7KNew |
$7.71M - $8.41M
|
86.7K
$8.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
79.7K+ 21.43% |
$7.09M - $7.73M
|
452K
$42.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
79.6KNew |
$7.08M - $7.73M
|
79.6K
$7.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
76.2KNew |
$6.77M - $7.39M
|
76.2K
$7.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
74.1KNew |
$6.59M - $7.19M
|
74.1K
$6.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
72.8K+ 2024.58% |
$6.48M - $7.06M
|
76.4K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
70.6K+ 77.0% |
$6.28M - $6.84M
|
162K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
70.6KNew |
$6.28M - $6.84M
|
70.6K
$6.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
70.5K+ 68.53% |
$6.27M - $6.84M
|
173K
$16.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
68.8KNew |
$6.12M - $6.67M
|
68.8K
$6.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.7K+ 4.15% |
$5.84M - $6.37M
|
1.65M
$154M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
61.9K+ 59.97% |
$5.51M - $6.01M
|
165K
$15.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
61.2K+ 2032.66% |
$5.44M - $5.93M
|
64.2K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
60.7K+ 121.43% |
$5.4M - $5.89M
|
111K
$10.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
59.7KNew |
$5.31M - $5.79M
|
59.7K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
59.7KNew |
$5.31M - $5.79M
|
59.7K
$5.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
57.6K+ 24734.33% |
$5.13M - $5.59M
|
57.9K
$5.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
57.4KNew |
$5.1M - $5.56M
|
57.4K
$5.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.5K+ 329.9% |
$5.03M - $5.48M
|
73.7K
$6.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
55.9K+ 15.11% |
$4.97M - $5.42M
|
426K
$39.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
55.5KNew |
$4.93M - $5.38M
|
55.5K
$5.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
55.5KNew |
$4.93M - $5.38M
|
55.5K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
54.9K+ 111.5% |
$4.88M - $5.32M
|
104K
$9.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
54.2K+ 9.91% |
$4.82M - $5.26M
|
602K
$56.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
51.1K+ 64.93% |
$4.55M - $4.96M
|
130K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
51KNew |
$4.54M - $4.95M
|
51K
$4.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
50.8K+ 695.3% |
$4.52M - $4.92M
|
58.1K
$5.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
49.3K+ 12.49% |
$4.39M - $4.79M
|
444K
$41.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
48.2KNew |
$4.28M - $4.67M
|
48.2K
$4.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
48KNew |
$4.27M - $4.66M
|
48K
$4.5M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
47.6KNew |
$4.24M - $4.62M
|
47.6K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.1KNew |
$4.01M - $4.38M
|
45.1K
$4.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
44.9K+ 16.47% |
$3.99M - $4.36M
|
317K
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
43.5KNew |
$3.86M - $4.21M
|
43.5K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
42.2KNew |
$3.75M - $4.09M
|
42.2K
$3.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
41.2K+ 11.04% |
$3.67M - $4M
|
415K
$38.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
41.1KNew |
$3.66M - $3.99M
|
41.1K
$3.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
40.9K+ 1203.86% |
$3.64M - $3.97M
|
44.3K
$4.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
40.2K+ 504.77% |
$3.58M - $3.9M
|
48.2K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
39.1K+ 809.56% |
$3.48M - $3.79M
|
44K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.9K+ 93.87% |
$3.37M - $3.68M
|
78.3K
$7.34M
|