Purchases and Sales Made in Q3 2023 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$2.65K - $2.82K
|
29
$2.72K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
28+ 0.52% |
$2.56K - $2.72K
|
5.38K
$504K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
20+ 46.51% |
$1.83K - $1.94K
|
63
$5.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
16+ 7.51% |
$1.46K - $1.55K
|
229
$21.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
16+ 0.09% |
$1.46K - $1.55K
|
18.5K
$1.73M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15+ 0.38% |
$1.37K - $1.46K
|
4.01K
$376K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
15+ 0.42% |
$1.37K - $1.46K
|
3.63K
$340K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
15New |
$1.37K - $1.46K
|
15
$1.41K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
13+ 0.38% |
$1.19K - $1.26K
|
3.43K
$322K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
12+ 0.4% |
$1.1K - $1.17K
|
3.02K
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
11+ 12.36% |
$1K - $1.07K
|
100
$9.37K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$822 - $874
|
9
$843
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
9+ 0.11% |
$822 - $874
|
8.18K
$766K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6+ 0.12% |
$548 - $583
|
4.94K
$463K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 7.89% |
$548 - $583
|
82
$7.68K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.06% |
$548 - $583
|
10.5K
$980K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.13% |
$365 - $389
|
3.18K
$298K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.98% |
$91.3 - $97.1
|
103
$9.65K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$91.3 - $97.1
|
2.96K
$277K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.79% |
$91.3 - $97.1
|
128
$12K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.69% |
$91.3 - $97.1
|
146
$13.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$91.3 - $97.1
|
1
$93.7
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 7.41% |
$183 - $194
|
25
$2.34K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5- 0.09% |
$457 - $486
|
5.88K
$551K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8- 0.07% |
$731 - $777
|
12K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-14Closed |
$1.28K - $1.36K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 5.99% |
$1.83K - $1.94K
|
314
$29.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-31- 0.61% |
$2.83K - $3.01K
|
5.09K
$477K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-31- 0.88% |
$2.83K - $3.01K
|
3.5K
$328K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-33- 1.03% |
$3.01K - $3.21K
|
3.16K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-43- 14.01% |
$3.93K - $4.18K
|
264
$24.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-43- 0.21% |
$3.93K - $4.18K
|
20.9K
$1.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-53- 1.32% |
$4.84K - $5.15K
|
3.96K
$371K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-54- 1.1% |
$4.93K - $5.25K
|
4.85K
$454K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-57- 6.15% |
$5.21K - $5.54K
|
870
$81.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-58- 0.36% |
$5.3K - $5.63K
|
16K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-68- 0.54% |
$6.21K - $6.6K
|
12.5K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-68- 1.22% |
$6.21K - $6.6K
|
5.52K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-71- 0.14% |
$6.48K - $6.9K
|
50K
$4.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-76- 0.65% |
$6.94K - $7.38K
|
11.6K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-80- 0.18% |
$7.31K - $7.77K
|
43.3K
$4.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-97- 0.07% |
$8.86K - $9.42K
|
139K
$13M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-98- 1.19% |
$8.95K - $9.52K
|
8.17K
$766K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-107- 30.92% |
$9.77K - $10.4K
|
239
$22.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-125- 94.7% |
$11.4K - $12.1K
|
7
$656
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-127- 0.56% |
$11.6K - $12.3K
|
22.7K
$2.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-130- 2.68% |
$11.9K - $12.6K
|
4.71K
$442K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-133- 1.5% |
$12.1K - $12.9K
|
8.73K
$818K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-136- 46.42% |
$12.4K - $13.2K
|
157
$14.7K
|