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 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
740+ 10.75% |
$65.8K - $71.8K
|
7.62K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
733+ 1.94% |
$65.2K - $71.1K
|
38.5K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
712+ 8.11% |
$63.3K - $69.1K
|
9.49K
$904K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
707+ 11.22% |
$62.9K - $68.6K
|
7.01K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
691+ 5.62% |
$61.5K - $67K
|
13K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
680+ 13.67% |
$60.5K - $66K
|
5.65K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
662New |
$58.9K - $64.2K
|
662
$63.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
662+ 8.42% |
$58.9K - $64.2K
|
8.52K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
655+ 6.46% |
$58.3K - $63.5K
|
10.8K
$1.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
647+ 5.6% |
$57.6K - $62.8K
|
12.2K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
640+ 6.92% |
$56.9K - $62.1K
|
9.88K
$942K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
640+ 19.23% |
$56.9K - $62.1K
|
3.97K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
570New |
$50.7K - $55.3K
|
570
$54.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
547+ 4.57% |
$48.7K - $53.1K
|
12.5K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
544+ 12.75% |
$48.4K - $52.8K
|
4.81K
$458K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
544+ 1.1% |
$48.4K - $52.8K
|
50.2K
$4.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
533New |
$47.4K - $51.7K
|
533
$50.8K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
505New |
$44.9K - $49K
|
505
$48.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
495+ 4.92% |
$44K - $48K
|
10.6K
$1.01M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
495+ 4.92% |
$44K - $48K
|
10.6K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
474+ 2.27% |
$42.2K - $46K
|
21.3K
$2.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
464+ 3.82% |
$41.3K - $45K
|
12.6K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
463+ 6.25% |
$41.2K - $44.9K
|
7.87K
$750K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
460+ 2.21% |
$40.9K - $44.6K
|
21.3K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
449+ 0.68% |
$39.9K - $43.6K
|
66.1K
$6.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
417+ 0.87% |
$37.1K - $40.4K
|
48.1K
$4.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
416New |
$37K - $40.4K
|
416
$39.6K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
414+ 8.43% |
$36.8K - $40.2K
|
5.32K
$507K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
414+ 0.85% |
$36.8K - $40.2K
|
49.3K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
399+ 4.41% |
$35.5K - $38.7K
|
9.44K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
368New |
$32.7K - $35.7K
|
368
$35.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
365New |
$32.5K - $35.4K
|
365
$34.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
359+ 187.96% |
$31.9K - $34.8K
|
550
$52.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
350+ 1.28% |
$31.1K - $34K
|
27.6K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
340+ 1.7% |
$30.2K - $33K
|
20.3K
$1.94M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
332New |
$29.5K - $32.2K
|
332
$31.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
329+ 2.67% |
$29.3K - $31.9K
|
12.6K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
315New |
$28K - $30.6K
|
315
$30K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
311+ 44.11% |
$27.7K - $30.2K
|
1.02K
$96.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
311+ 1.35% |
$27.7K - $30.2K
|
23.4K
$2.23M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
309+ 10.24% |
$27.5K - $30K
|
3.33K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
306New |
$27.2K - $29.7K
|
306
$29.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
306+ 0.92% |
$27.2K - $29.7K
|
33.6K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
299New |
$26.6K - $29K
|
299
$28.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
295+ 1.36% |
$26.2K - $28.6K
|
22.1K
$2.1M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
272+ 5.05% |
$24.2K - $26.4K
|
5.66K
$539K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
267New |
$23.7K - $25.9K
|
267
$25.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
250New |
$22.2K - $24.3K
|
250
$23.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
237New |
$21.1K - $23K
|
237
$22.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
231+ 5.75% |
$20.5K - $22.4K
|
4.25K
$405K
|