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 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
19.8K+ 17.92% |
$1.77M - $1.93M
|
131K
$12.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
19.7KNew |
$1.75M - $1.91M
|
19.7K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.6KNew |
$1.74M - $1.9M
|
19.6K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.5K+ 15.19% |
$1.73M - $1.89M
|
148K
$13.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.4K+ 5.43% |
$1.73M - $1.88M
|
377K
$35.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.2K+ 16.82% |
$1.71M - $1.86M
|
133K
$12.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19.2K+ 8.86% |
$1.7M - $1.86M
|
235K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19K+ 95.31% |
$1.69M - $1.84M
|
39K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.7KNew |
$1.66M - $1.81M
|
18.7K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
18.2K+ 10.68% |
$1.61M - $1.76M
|
188K
$17.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
18.1K+ 323.14% |
$1.61M - $1.76M
|
23.7K
$2.22M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
17.7K+ 32.3% |
$1.57M - $1.72M
|
72.4K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
17.7KNew |
$1.57M - $1.71M
|
17.7K
$1.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
16.6K+ 76.75% |
$1.47M - $1.61M
|
38.2K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
16.5K+ 15.9% |
$1.47M - $1.6M
|
120K
$11.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
16.4K+ 22.56% |
$1.46M - $1.59M
|
89.1K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
16.1KNew |
$1.44M - $1.57M
|
16.1K
$1.51M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16K+ 328.31% |
$1.42M - $1.55M
|
20.8K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
15.5KNew |
$1.37M - $1.5M
|
15.5K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15.2K+ 83.87% |
$1.35M - $1.48M
|
33.4K
$3.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
15.2KNew |
$1.35M - $1.47M
|
15.2K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15K+ 73.37% |
$1.34M - $1.46M
|
35.5K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
14.7KNew |
$1.31M - $1.42M
|
14.7K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14.5K+ 40.19% |
$1.29M - $1.41M
|
50.7K
$4.75M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14.2K+ 751.53% |
$1.27M - $1.38M
|
16.1K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.1K+ 9.27% |
$1.26M - $1.37M
|
167K
$15.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.9K+ 182.21% |
$1.24M - $1.35M
|
21.6K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13.9K+ 33.73% |
$1.24M - $1.35M
|
55.1K
$5.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13.8K+ 12.76% |
$1.23M - $1.34M
|
122K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
13.3K+ 387.01% |
$1.18M - $1.29M
|
16.8K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.2K+ 14.77% |
$1.17M - $1.28M
|
102K
$9.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
12.8KNew |
$1.14M - $1.24M
|
12.8K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
12.8K+ 87.15% |
$1.14M - $1.24M
|
27.5K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12.6K+ 53.29% |
$1.12M - $1.22M
|
36.2K
$3.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.11M - $1.21M
|
12.5K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
12.3KNew |
$1.1M - $1.2M
|
12.3K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
12.3K+ 12.46% |
$1.09M - $1.19M
|
111K
$10.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Savior LLC
|
BUY
|
- |
12K+ 323.12% |
$1.07M - $1.17M
|
15.7K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12K+ 113.89% |
$1.07M - $1.16M
|
22.5K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
11.9K+ 51.41% |
$1.06M - $1.15M
|
35K
$3.28M
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
11.6K+ 16.13% |
$1.03M - $1.13M
|
83.8K
$7.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.5KNew |
$1.02M - $1.12M
|
11.5K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 2.3% |
$1M - $1.09M
|
500K
$46.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11.1KNew |
$986K - $1.07M
|
11.1K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$962K - $1.05M
|
10.8K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10.7K+ 6.19% |
$952K - $1.04M
|
184K
$17.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.7KNew |
$950K - $1.04M
|
10.7K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
10.6K+ 50.17% |
$946K - $1.03M
|
31.8K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 12.45% |
$940K - $1.02M
|
95.4K
$8.94M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$939K - $1.02M
|
10.6K
$989K
|