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 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.77K- 17.86% |
$267K - $278K
|
12.7K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.85K- 89.16% |
$274K - $286K
|
346
$32.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.86K- 30.95% |
$275K - $287K
|
6.37K
$593K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.92K- 34.24% |
$282K - $294K
|
5.61K
$523K
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-3K- 54.05% |
$289K - $301K
|
2.55K
$238K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.23K- 13.63% |
$311K - $325K
|
20.5K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.26K- 6.11% |
$314K - $327K
|
50K
$4.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.28K- 53.29% |
$316K - $329K
|
2.87K
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.42K- 92.1% |
$329K - $343K
|
293
$27.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.44K- 9.16% |
$332K - $346K
|
34.1K
$3.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-3.61K- 34.61% |
$348K - $363K
|
6.82K
$635K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.73K- 1.78% |
$360K - $375K
|
206K
$19.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.76K- 2.41% |
$362K - $377K
|
152K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.97K- 4.87% |
$382K - $399K
|
77.5K
$7.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.98K- 45.17% |
$383K - $400K
|
4.83K
$450K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.39K- 18.53% |
$423K - $441K
|
19.3K
$1.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.59K- 46.6% |
$442K - $461K
|
5.26K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.94K- 10.59% |
$476K - $496K
|
41.6K
$3.88M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.01K- 5.72% |
$482K - $503K
|
82.6K
$7.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.01K- 5.99% |
$483K - $503K
|
78.7K
$7.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-5.5K- 42.7% |
$530K - $553K
|
7.38K
$687K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.66K- 49.03% |
$545K - $569K
|
5.88K
$548K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.78K- 20.47% |
$557K - $581K
|
22.5K
$2.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
SELL
|
- |
-5.87K- 14.01% |
$565K - $589K
|
36K
$3.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.91K- 3.23% |
$570K - $594K
|
177K
$16.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-5.92K- 13.06% |
$571K - $595K
|
39.4K
$3.67M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.04K- 40.47% |
$583K - $607K
|
8.89K
$828K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.28K- 28.48% |
$605K - $631K
|
15.8K
$1.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-6.31K- 1.26% |
$608K - $634K
|
494K
$46M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-7.02K- 49.55% |
$677K - $706K
|
7.15K
$666K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.21K- 77.51% |
$695K - $724K
|
2.09K
$195K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.4K- 57.87% |
$713K - $744K
|
5.39K
$502K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.41K- 64.06% |
$714K - $744K
|
4.16K
$387K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-7.94K- 52.64% |
$765K - $797K
|
7.14K
$665K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.95K- 51.58% |
$766K - $799K
|
7.47K
$695K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-8.07K- 13.57% |
$778K - $811K
|
51.4K
$4.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-8.41K- 11.68% |
$810K - $845K
|
63.5K
$5.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.47K- 13.12% |
$817K - $851K
|
56.1K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.5K- 18.66% |
$915K - $954K
|
41.4K
$3.86M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.5K- 33.35% |
$916K - $955K
|
19K
$1.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-9.54K- 63.34% |
$920K - $959K
|
5.52K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.59K- 70.48% |
$924K - $964K
|
4.02K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.8K- 95.37% |
$944K - $984K
|
476
$44.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-10K- 79.8% |
$965K - $1.01M
|
2.54K
$236K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.1K- 25.75% |
$1.07M - $1.11M
|
32K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.8K- 71.85% |
$1.14M - $1.18M
|
4.61K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.2K- 45.36% |
$1.18M - $1.23M
|
14.7K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.4K- 8.59% |
$1.2M - $1.25M
|
132K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-12.8K- 54.62% |
$1.23M - $1.28M
|
10.6K
$986K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.8K- 34.82% |
$1.24M - $1.29M
|
24K
$2.24M
|