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 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-851- 1.18% |
$82K - $85.5K
|
71.5K
$6.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-902- 13.52% |
$86.9K - $90.6K
|
5.77K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-962- 0.39% |
$92.7K - $96.7K
|
249K
$23.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-977- 26.6% |
$94.2K - $98.2K
|
2.7K
$251K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-988- 10.67% |
$95.2K - $99.3K
|
8.27K
$769K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.03K- 12.66% |
$99K - $103K
|
7.09K
$659K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.06K- 2.42% |
$102K - $106K
|
42.7K
$3.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.06K- 4.18% |
$102K - $107K
|
24.3K
$2.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 3.33% |
$104K - $109K
|
31.4K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.09K- 3.7% |
$105K - $109K
|
28.2K
$2.63M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.13K- 6.56% |
$109K - $113K
|
16.1K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.14K- 71.22% |
$109K - $114K
|
459
$42.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-1.15K- 18.5% |
$110K - $115K
|
5.05K
$470K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.19K- 1.25% |
$115K - $120K
|
94.1K
$8.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-1.21K- 33.65% |
$117K - $122K
|
2.39K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.28K- 5.02% |
$124K - $129K
|
24.3K
$2.26M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.31K- 14.68% |
$126K - $132K
|
7.61K
$708K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.33K- 29.16% |
$128K - $134K
|
3.24K
$301K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.35K- 37.39% |
$131K - $136K
|
2.27K
$211K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 29.19% |
$131K - $137K
|
3.3K
$307K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.37K- 3.06% |
$132K - $138K
|
43.3K
$4.03M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.41K- 32.39% |
$135K - $141K
|
2.93K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.42K- 6.1% |
$136K - $142K
|
21.8K
$2.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.43K- 2.16% |
$137K - $143K
|
64.4K
$5.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.46K- 2.26% |
$141K - $147K
|
63.2K
$5.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.53K- 2.41% |
$147K - $153K
|
61.6K
$5.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.54K- 2.47% |
$149K - $155K
|
60.8K
$5.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.59K- 33.31% |
$153K - $159K
|
3.18K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.65K- 6.59% |
$159K - $166K
|
23.4K
$2.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.72K- 44.65% |
$165K - $172K
|
2.13K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 12.76% |
$166K - $173K
|
11.7K
$1.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.73K- 3.81% |
$167K - $174K
|
43.6K
$4.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.82K- 43.76% |
$176K - $183K
|
2.34K
$218K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.83K- 6.46% |
$177K - $184K
|
26.5K
$2.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.85K- 11.65% |
$178K - $186K
|
14K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 2.01% |
$179K - $187K
|
90.7K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 32.96% |
$182K - $190K
|
3.84K
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.96K- 1.61% |
$189K - $197K
|
120K
$11.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.06K- 13.31% |
$198K - $206K
|
13.4K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-2.09K- 1.32% |
$201K - $210K
|
157K
$14.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-2.18K- 3.77% |
$210K - $219K
|
55.5K
$5.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.18K- 44.84% |
$210K - $219K
|
2.69K
$250K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.24K- 15.74% |
$216K - $225K
|
12K
$1.11M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.29K- 0.44% |
$221K - $231K
|
524K
$48.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.32K- 37.19% |
$223K - $233K
|
3.91K
$364K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.34K- 11.27% |
$226K - $235K
|
18.4K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.5K- 0.8% |
$241K - $251K
|
311K
$28.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 43.55% |
$244K - $255K
|
3.29K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.56K- 46.8% |
$247K - $257K
|
2.91K
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.6K- 0.35% |
$251K - $262K
|
747K
$69.5M
|