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 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.7KNew |
$240K - $262K
|
2.7K
$253K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.64KNew |
$234K - $256K
|
2.64K
$247K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.6KNew |
$231K - $252K
|
2.6K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.59KNew |
$231K - $251K
|
2.59K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.59K+ 10.19% |
$230K - $251K
|
28K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.58K+ 221.34% |
$230K - $251K
|
3.75K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.52KNew |
$224K - $245K
|
2.52K
$236K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$222K - $243K
|
2.5K
$234K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.44K+ 0.97% |
$217K - $236K
|
253K
$23.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.43KNew |
$216K - $236K
|
2.43K
$228K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.38KNew |
$211K - $231K
|
2.38K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.34K+ 40.99% |
$208K - $227K
|
8.06K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.33K+ 1852.38% |
$208K - $226K
|
2.46K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.25K+ 5.16% |
$200K - $219K
|
45.9K
$4.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.25KNew |
$200K - $219K
|
2.25K
$211K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.21KNew |
$197K - $215K
|
2.21K
$207K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.21K+ 74.34% |
$197K - $215K
|
5.19K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.21KNew |
$196K - $214K
|
2.21K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
2.2KNew |
$196K - $214K
|
2.2K
$206K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.2KNew |
$196K - $213K
|
2.2K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.18KNew |
$194K - $212K
|
2.18K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.17KNew |
$193K - $210K
|
2.17K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.15KNew |
$191K - $208K
|
2.15K
$201K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.13KNew |
$189K - $207K
|
2.13K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.13KNew |
$189K - $206K
|
2.13K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.13K+ 7.97% |
$189K - $206K
|
28.8K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.12K+ 2253.19% |
$188K - $205K
|
2.21K
$207K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.1K+ 21.42% |
$187K - $204K
|
11.9K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.09K+ 5.11% |
$186K - $203K
|
43K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.05K+ 18.21% |
$182K - $199K
|
13.3K
$1.25M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.05KNew |
$182K - $198K
|
2.05K
$192K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 630.65% |
$181K - $198K
|
2.36K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.02KNew |
$180K - $196K
|
2.02K
$190K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.97K+ 7.95% |
$175K - $191K
|
26.7K
$2.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.94K+ 28.39% |
$173K - $188K
|
8.78K
$823K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.94K+ 40.49% |
$173K - $188K
|
6.74K
$631K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.88KNew |
$167K - $182K
|
1.88K
$176K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.86K+ 2.79% |
$165K - $180K
|
68.5K
$6.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.83K+ 1.44% |
$162K - $177K
|
129K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.77K+ 29.83% |
$158K - $172K
|
7.72K
$724K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.77K+ 37.15% |
$157K - $172K
|
6.54K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.61K+ 26833.33% |
$143K - $156K
|
1.62K
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.59K+ 6.42% |
$141K - $154K
|
26.3K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.59K+ 15.04% |
$141K - $154K
|
12.1K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.56KNew |
$138K - $151K
|
1.56K
$146K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
1.55K+ 38.04% |
$138K - $151K
|
5.63K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.52KNew |
$135K - $147K
|
1.52K
$142K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.51K+ 29.43% |
$135K - $147K
|
6.66K
$624K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
1.51K+ 5.26% |
$134K - $146K
|
30.2K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.46K+ 2.8% |
$130K - $141K
|
53.5K
$5.01M
|