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 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
662+ 8.42% |
$58.9K - $64.2K
|
8.52K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
655+ 6.46% |
$58.3K - $63.5K
|
10.8K
$1.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
647+ 5.6% |
$57.6K - $62.8K
|
12.2K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
640+ 19.23% |
$56.9K - $62.1K
|
3.97K
$372K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
640+ 6.92% |
$56.9K - $62.1K
|
9.88K
$926K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
570New |
$50.7K - $55.3K
|
570
$53.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
547+ 4.57% |
$48.7K - $53.1K
|
12.5K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
544+ 12.75% |
$48.4K - $52.8K
|
4.81K
$451K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
544+ 1.1% |
$48.4K - $52.8K
|
50.2K
$4.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
533New |
$47.4K - $51.7K
|
533
$49.9K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
495+ 4.92% |
$44K - $48K
|
10.6K
$990K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
495+ 4.92% |
$44K - $48K
|
10.6K
$990K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
474+ 2.27% |
$42.2K - $46K
|
21.3K
$2M
|
|
|
Jan 23, 2024
Q4 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
464+ 3.82% |
$41.3K - $45K
|
12.6K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
463+ 6.25% |
$41.2K - $44.9K
|
7.87K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
460+ 2.21% |
$40.9K - $44.6K
|
21.3K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
449+ 0.68% |
$39.9K - $43.6K
|
66.1K
$6.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
417+ 0.87% |
$37.1K - $40.4K
|
48.1K
$4.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
416New |
$37K - $40.4K
|
416
$39K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
414+ 0.85% |
$36.8K - $40.2K
|
49.3K
$4.62M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
414+ 8.43% |
$36.8K - $40.2K
|
5.32K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
399+ 4.41% |
$35.5K - $38.7K
|
9.44K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
368New |
$32.7K - $35.7K
|
368
$34.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
365New |
$32.5K - $35.4K
|
365
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
359+ 187.96% |
$31.9K - $34.8K
|
550
$51.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
350+ 1.28% |
$31.1K - $34K
|
27.6K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
340+ 1.7% |
$30.2K - $33K
|
20.3K
$1.91M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
332New |
$29.5K - $32.2K
|
332
$31.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
329+ 2.67% |
$29.3K - $31.9K
|
12.6K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
315New |
$28K - $30.6K
|
315
$29.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
311+ 1.35% |
$27.7K - $30.2K
|
23.4K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
311+ 44.11% |
$27.7K - $30.2K
|
1.02K
$95.2K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
309+ 10.24% |
$27.5K - $30K
|
3.33K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
306+ 0.92% |
$27.2K - $29.7K
|
33.6K
$3.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
306New |
$27.2K - $29.7K
|
306
$28.7K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
299New |
$26.6K - $29K
|
299
$28K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
295+ 1.36% |
$26.2K - $28.6K
|
22.1K
$2.07M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
272+ 5.05% |
$24.2K - $26.4K
|
5.66K
$530K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
267New |
$23.7K - $25.9K
|
267
$25K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
250New |
$22.2K - $24.3K
|
250
$23.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
237New |
$21.1K - $23K
|
237
$22.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
231+ 5.75% |
$20.5K - $22.4K
|
4.25K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
215+ 233.7% |
$19.1K - $20.9K
|
307
$28.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
204+ 1854.55% |
$18.1K - $19.8K
|
215
$20.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
197New |
$17.5K - $19.1K
|
197
$18.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
192+ 3.63% |
$17.1K - $18.6K
|
5.48K
$513K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
180+ 0.39% |
$16K - $17.5K
|
46.2K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
178New |
$15.8K - $17.3K
|
178
$16.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
164+ 6.76% |
$14.6K - $15.9K
|
2.59K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
155+ 57.41% |
$13.8K - $15K
|
425
$39.8K
|