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 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
4.7K+ 33.96% |
$418K - $456K
|
18.5K
$1.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.67K+ 40.6% |
$415K - $453K
|
16.2K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.61KNew |
$410K - $447K
|
4.61K
$432K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.48K+ 116.58% |
$398K - $434K
|
8.32K
$780K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.43KNew |
$394K - $430K
|
4.43K
$415K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.35K+ 1.6% |
$387K - $422K
|
276K
$25.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.25KNew |
$378K - $412K
|
4.25K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.24KNew |
$377K - $411K
|
4.24K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
4.18KNew |
$372K - $406K
|
4.18K
$392K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.16K+ 93.01% |
$370K - $404K
|
8.64K
$810K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.12KNew |
$367K - $400K
|
4.12K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4KNew |
$356K - $388K
|
4K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4KNew |
$356K - $388K
|
4K
$375K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.88K+ 42.82% |
$345K - $377K
|
12.9K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.81KNew |
$339K - $369K
|
3.81K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.79K+ 15.42% |
$337K - $368K
|
28.4K
$2.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$320K - $349K
|
3.59K
$337K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.5K+ 4.9% |
$311K - $340K
|
74.9K
$7.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.48K+ 31.41% |
$309K - $337K
|
14.5K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
3.35KNew |
$298K - $325K
|
3.35K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.33KNew |
$296K - $323K
|
3.33K
$312K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.3K+ 12.63% |
$294K - $320K
|
29.5K
$2.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.3K+ 6.57% |
$293K - $320K
|
53.5K
$5.01M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
3.29K+ 33.58% |
$292K - $319K
|
13.1K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
3.26KNew |
$290K - $316K
|
3.26K
$306K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 85.98% |
$289K - $315K
|
7.03K
$659K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.23KNew |
$287K - $313K
|
3.23K
$303K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 35.03% |
$285K - $311K
|
12.4K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.21K+ 119.37% |
$285K - $311K
|
5.89K
$552K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3.17K+ 143.06% |
$282K - $307K
|
5.38K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.09KNew |
$274K - $299K
|
3.09K
$289K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.05K+ 1957.69% |
$272K - $296K
|
3.21K
$301K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
3.05K+ 8.11% |
$271K - $296K
|
40.6K
$3.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.05KNew |
$271K - $296K
|
3.05K
$286K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
3.05KNew |
$271K - $295K
|
3.05K
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3K+ 6.96% |
$267K - $291K
|
46.1K
$4.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.99KNew |
$266K - $290K
|
2.99K
$280K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.97K+ 106.54% |
$264K - $288K
|
5.75K
$539K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$263K - $287K
|
2.96K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.95KNew |
$263K - $286K
|
2.95K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.89K+ 0.95% |
$257K - $280K
|
306K
$28.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.88KNew |
$256K - $279K
|
2.88K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.84K+ 2120.15% |
$253K - $276K
|
2.98K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.79KNew |
$248K - $271K
|
2.79K
$262K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.79KNew |
$248K - $271K
|
2.79K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.74KNew |
$244K - $266K
|
2.74K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.74KNew |
$243K - $265K
|
2.74K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.73K+ 1.07% |
$243K - $265K
|
257K
$24.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.7K+ 2.71% |
$240K - $262K
|
102K
$9.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.7KNew |
$240K - $262K
|
2.7K
$253K
|