Purchases and Sales Made in Q2 2023 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.8K- 34.82% |
$1.24M - $1.29M
|
24K
$2.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.9K- 9.71% |
$1.25M - $1.3M
|
120K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 9.07% |
$1.25M - $1.31M
|
130K
$12.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-14.4K- 18.63% |
$1.39M - $1.45M
|
62.9K
$5.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-16.9K- 42.3% |
$1.62M - $1.69M
|
23K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.9K- 37.67% |
$1.92M - $2M
|
33K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.8K- 29.96% |
$2.1M - $2.19M
|
51K
$4.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-22K- 49.01% |
$2.12M - $2.21M
|
22.9K
$2.15M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23KClosed |
$2.21M - $2.31M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.5K- 29.21% |
$2.36M - $2.46M
|
59.3K
$5.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.8K- 29.1% |
$2.49M - $2.59M
|
62.9K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.3K- 31.0% |
$2.82M - $2.94M
|
65.2K
$6.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-30.2K- 82.74% |
$2.91M - $3.03M
|
6.29K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30.7K- 30.24% |
$2.96M - $3.09M
|
70.8K
$6.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-32.8K- 75.4% |
$3.16M - $3.29M
|
10.7K
$1M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-33.3K- 99.77% |
$3.21M - $3.35M
|
76
$7.12K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-33.4K- 87.09% |
$3.22M - $3.36M
|
4.96K
$465K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-35.2K- 26.82% |
$3.4M - $3.54M
|
96.1K
$9M
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-35.9K- 5.26% |
$3.46M - $3.61M
|
647K
$60.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-38.1K- 20.73% |
$3.67M - $3.83M
|
146K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-38.2K- 30.79% |
$3.68M - $3.84M
|
85.9K
$8.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
SELL
|
- |
-40K- 38.59% |
$3.86M - $4.02M
|
63.7K
$5.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-40.7K- 81.47% |
$3.93M - $4.09M
|
9.27K
$869K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-42.7K- 93.41% |
$4.12M - $4.29M
|
3.01K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-47.3K- 83.89% |
$4.56M - $4.75M
|
9.08K
$851K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-48.3K- 90.73% |
$4.65M - $4.85M
|
4.93K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-48.6K- 87.29% |
$4.69M - $4.88M
|
7.08K
$663K
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-50.7K- 3.94% |
$4.89M - $5.09M
|
1.24M
$116M
|
|
|
Jul 21, 2023
Q2 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-54.5K- 4.37% |
$5.26M - $5.48M
|
1.19M
$112M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-56.9K- 83.54% |
$5.49M - $5.72M
|
11.2K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-57K- 32.94% |
$5.5M - $5.73M
|
116K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-57.6K- 47.2% |
$5.55M - $5.79M
|
64.5K
$6.04M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-59.7K- 78.43% |
$5.76M - $6M
|
16.4K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-68.3K- 89.41% |
$6.58M - $6.86M
|
8.09K
$758K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-70.7K- 85.35% |
$6.81M - $7.1M
|
12.1K
$1.14M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-70.7K- 85.35% |
$6.81M - $7.1M
|
12.1K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-70.8K- 31.13% |
$6.83M - $7.12M
|
157K
$14.7M
|
|
|
Nov 27, 2024
Q2 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-73.2KClosed |
$7.06M - $7.36M
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-77K- 61.66% |
$7.42M - $7.74M
|
47.9K
$4.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-78.8K- 15.5% |
$7.6M - $7.92M
|
430K
$40.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-80.6K- 85.68% |
$7.77M - $8.1M
|
13.5K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-86.1K- 21.95% |
$8.3M - $8.65M
|
306K
$28.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-97.8K- 34.42% |
$9.42M - $9.82M
|
186K
$17.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-98.4K- 49.03% |
$9.49M - $9.89M
|
102K
$9.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-99.7K- 83.06% |
$9.61M - $10M
|
20.3K
$1.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-101K- 99.08% |
$9.7M - $10.1M
|
935
$87.6K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-106K- 96.71% |
$10.2M - $10.7M
|
3.6K
$338K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-110K- 83.19% |
$10.6M - $11M
|
22.2K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-110K- 71.94% |
$10.6M - $11.1M
|
42.9K
$4.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-112K- 83.61% |
$10.8M - $11.3M
|
22K
$2.06M
|