Purchases and Sales Made in Q2 2023 in Ishares Barclays (IEF)

IEF Quotes by TradingView

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
Baystate Wealth Management LLC

BUY
 -
33.2K
+ 16019.81%
$3.2M - $3.33M
33.4K $3.1M
Aug 02, 2023 Q2 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
33K
+ 1412.51%
$3.18M - $3.31M
35.3K $3.28M
Jul 25, 2023 Q2 2023
All Season Financial Advisors, Inc.

BUY
 -
32.3K
+ 384.37%
$3.11M - $3.24M
40.6K $3.78M
Jul 13, 2023 Q2 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
32.1K
New
$3.09M - $3.22M
32.1K $2.98M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
32K
+ 79.81%
$3.09M - $3.22M
72.2K $6.71M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
31.9K
+ 9.82%
$3.08M - $3.21M
357K $33.2M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
31.8K
+ 1103.95%
$3.07M - $3.2M
34.7K $3.23M
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
30.9K
+ 96.25%
$2.98M - $3.1M
62.9K $5.86M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
30.8K
+ 34.47%
$2.97M - $3.09M
120K $11.2M
Aug 10, 2023 Q2 2023
Rinkey Investments

San Diego, CA
BUY
 -
30.3K
New
$2.92M - $3.04M
30.3K $2.81M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
29.4K
New
$2.84M - $2.96M
29.4K $2.74M
Jul 13, 2023 Q2 2023
Innova Wealth Partners

BUY
 -
29.1K
+ 18.4%
$2.81M - $2.93M
187K $17.4M
Jul 18, 2023 Q2 2023
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
28.6K
New
$2.76M - $2.88M
28.6K $2.66M
Aug 03, 2023 Q2 2023
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
26.1K
New
$2.52M - $2.62M
26.1K $2.43M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
25.4K
New
$2.45M - $2.56M
25.4K $2.37M
Aug 09, 2023 Q2 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
25K
+ 28.69%
$2.41M - $2.51M
112K $10.4M
Aug 10, 2023 Q2 2023
Knowledge Leaders Capital, LLC

BUY
 -
24.9K
New
$2.4M - $2.5M
24.9K $2.32M
Aug 14, 2023 Q2 2023
I A Global Asset Management Inc.

Quebec, A8
BUY
 -
24.6K
New
$2.38M - $2.48M
24.6K $2.29M
Aug 09, 2023 Q2 2023
Ssi Investment Management LLC

Los Angeles, CA
BUY
 -
24.4K
+ 12.75%
$2.35M - $2.45M
216K $20M
Aug 02, 2023 Q2 2023
Greatmark Investment Partners, Inc.

BUY
 -
24.2K
+ 356.67%
$2.33M - $2.43M
31K $2.88M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
24.2K
+ 92.62%
$2.33M - $2.43M
50.3K $4.68M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
23.9K
+ 11.37%
$2.3M - $2.4M
234K $21.7M
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
23.7K
New
$2.29M - $2.38M
23.7K $2.21M
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
23.6K
+ 284.57%
$2.28M - $2.38M
32K $2.97M
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
23.6K
New
$2.28M - $2.37M
23.6K $2.2M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
23.5K
+ 54.24%
$2.27M - $2.36M
66.9K $6.22M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
23.4K
New
$2.26M - $2.35M
23.4K $2.18M
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
23.4K
+ 231.69%
$2.26M - $2.35M
33.5K $3.12M
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
23.2K
+ 222.11%
$2.24M - $2.33M
33.7K $3.13M
Dec 18, 2023 Q2 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
22.4K
+ 11.15%
$2.15M - $2.25M
223K $20.7M
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
22.2K
+ 618.64%
$2.14M - $2.23M
25.8K $2.4M
Jul 13, 2023 Q2 2023
Wealth Care Investment Partners, LLC

BUY
 -
22K
+ 180.61%
$2.12M - $2.21M
34.2K $3.18M
Aug 10, 2023 Q2 2023
Cornerstone Retirement Group, Inc.

BUY
 -
21.7K
+ 2.34%
$2.09M - $2.18M
950K $88.4M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
21.3K
+ 114.23%
$2.05M - $2.14M
39.9K $3.72M
Aug 10, 2023 Q2 2023
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
21K
+ 7.51%
$2.02M - $2.11M
300K $27.9M
Jul 24, 2023 Q2 2023
Twele Capital Management, Inc.

BUY
 -
20.2K
+ 6.02%
$1.95M - $2.03M
356K $33.2M
Jul 13, 2023 Q2 2023
Life Guide Financial Advisors, LLC

BUY
 -
20.1K
+ 9.41%
$1.94M - $2.02M
234K $21.8M
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
20K
New
$1.92M - $2.01M
20K $1.86M
Jul 24, 2023 Q2 2023
Bka Wealth Consulting, Inc.

BUY
 -
18.9K
New
$1.82M - $1.9M
18.9K $1.76M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
18.5K
+ 0.83%
$1.78M - $1.86M
2.25M $209M
Aug 14, 2023 Q2 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
18.5K
New
$1.78M - $1.86M
18.5K $1.72M
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
18.2K
+ 254.14%
$1.76M - $1.83M
25.4K $2.36M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
17.3K
New
$1.67M - $1.74M
17.3K $1.61M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
17K
+ 6.9%
$1.64M - $1.71M
264K $24.5M
Aug 07, 2023 Q2 2023
Pariax, LLC

BUY
 -
17K
New
$1.63M - $1.7M
17K $1.58M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
16.8K
+ 644.74%
$1.62M - $1.69M
19.4K $1.81M
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
16.7K
New
$1.61M - $1.68M
16.7K $1.56M
Aug 02, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
16.5K
New
$1.59M - $1.66M
16.5K $1.54M
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
16.4K
New
$1.58M - $1.65M
16.4K $1.53M

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