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 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10.5KNew |
$934K - $1.02M
|
10.5K
$984K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$924K - $1.01M
|
10.4K
$973K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 21.14% |
$919K - $1M
|
59.2K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$915K - $998K
|
10.3K
$964K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.99KNew |
$888K - $969K
|
9.99K
$936K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
9.7KNew |
$863K - $941K
|
9.7K
$909K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.7KNew |
$863K - $941K
|
9.7K
$909K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.53K+ 32.2% |
$848K - $925K
|
39.1K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
9.51KNew |
$846K - $922K
|
9.51K
$891K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
9.43K+ 295.43% |
$839K - $915K
|
12.6K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.4K+ 115.25% |
$836K - $912K
|
17.6K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
9.28K+ 16.75% |
$825K - $900K
|
64.7K
$6.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.97KNew |
$798K - $870K
|
8.97K
$841K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.97KNew |
$798K - $870K
|
8.97K
$840K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8.7KNew |
$774K - $844K
|
8.7K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
8.59K+ 9.77% |
$764K - $834K
|
96.5K
$9.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
8.55K+ 45.85% |
$761K - $830K
|
27.2K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.29K+ 34.73% |
$737K - $804K
|
32.1K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
8.27KNew |
$735K - $802K
|
8.27K
$775K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8.05K+ 271.88% |
$716K - $781K
|
11K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.02K+ 95.62% |
$713K - $778K
|
16.4K
$1.54M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
7.91KNew |
$704K - $768K
|
7.91K
$742K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7.47K+ 92.51% |
$664K - $725K
|
15.5K
$1.46M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.42K+ 8.92% |
$660K - $720K
|
90.6K
$8.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.42KNew |
$660K - $720K
|
7.42K
$695K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
7.15K+ 24.54% |
$636K - $693K
|
36.3K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.05K+ 0.37% |
$627K - $684K
|
1.9M
$178M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
6.92K+ 13.73% |
$615K - $671K
|
57.3K
$5.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.85K+ 5.08% |
$609K - $664K
|
142K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.8KNew |
$605K - $660K
|
6.8K
$637K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.79K+ 146.33% |
$604K - $658K
|
11.4K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
6.7KNew |
$596K - $650K
|
6.7K
$628K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
6.54KNew |
$581K - $634K
|
6.54K
$613K
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
6.26K+ 102.91% |
$557K - $607K
|
12.3K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.82K+ 117.84% |
$518K - $565K
|
10.8K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.71KNew |
$508K - $554K
|
5.71K
$536K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.69KNew |
$506K - $552K
|
5.69K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.51K+ 36.36% |
$490K - $534K
|
20.7K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
5.43K+ 13.07% |
$483K - $526K
|
46.9K
$4.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.42K+ 58.69% |
$482K - $526K
|
14.7K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
5.41KNew |
$482K - $525K
|
5.41K
$507K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.41K+ 5.24% |
$481K - $524K
|
109K
$10.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$479K - $522K
|
5.38K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.16KNew |
$459K - $501K
|
5.16K
$484K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.16KNew |
$459K - $501K
|
5.16K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5.09KNew |
$453K - $494K
|
5.09K
$477K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.05K+ 131.38% |
$449K - $490K
|
8.89K
$833K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
4.97K+ 12.06% |
$442K - $482K
|
46.2K
$4.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.83KNew |
$430K - $469K
|
4.83K
$453K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.82KNew |
$429K - $468K
|
4.82K
$452K
|