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 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
15.9K
+ 448.66%
$1.53M - $1.6M
19.5K $1.81M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
15.8K
+ 185.47%
$1.53M - $1.59M
24.4K $2.27M
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
15.2K
+ 151.51%
$1.47M - $1.53M
25.2K $2.35M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
15.2K
+ 12.34%
$1.46M - $1.53M
138K $12.9M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
14.7K
+ 209.27%
$1.42M - $1.48M
21.8K $2.02M
Jul 20, 2023 Q2 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
14.6K
New
$1.41M - $1.47M
14.6K $1.36M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
14.2K
New
$1.37M - $1.43M
14.2K $1.32M
Aug 14, 2023 Q2 2023
Valley Financial Management, Inc.

New York, NY
BUY
 -
14K
+ 87.29%
$1.35M - $1.41M
30.1K $2.8M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
13.9K
+ 100.01%
$1.34M - $1.4M
27.8K $2.58M
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
13.8K
+ 215.72%
$1.33M - $1.39M
20.3K $1.89M
Aug 07, 2023 Q2 2023
James Investment Research Inc

BUY
 -
13.6K
+ 17.31%
$1.31M - $1.37M
92.4K $8.6M
Jul 17, 2023 Q2 2023
Bowman & CO S.C.

BUY
 -
13.6K
New
$1.31M - $1.36M
13.6K $1.26M
Aug 11, 2023 Q2 2023
Ashford Capital Management Inc

Wilmington, DE
BUY
 -
13.5K
+ 19.27%
$1.31M - $1.36M
83.8K $7.8M
Jul 14, 2023 Q2 2023
Imc Chicago, LLC

BUY
 -
13.5K
+ 131.76%
$1.3M - $1.36M
23.8K $2.21M
Aug 02, 2023 Q2 2023
One Day In July LLC

BUY
 -
13.4K
+ 4.85%
$1.29M - $1.35M
290K $27M
Aug 08, 2023 Q2 2023
Nvwm, LLC

BUY
 -
13.4K
+ 16.77%
$1.29M - $1.35M
93.2K $8.67M
Aug 09, 2023 Q2 2023
Avalon Advisory Group

Wexford, PA
BUY
 -
13.4K
+ 2.15%
$1.29M - $1.34M
636K $59.1M
Jul 28, 2023 Q2 2023
Wespac Advisors, LLC

BUY
 -
13.3K
+ 55.49%
$1.28M - $1.33M
37.2K $3.46M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
12.9K
New
$1.25M - $1.3M
12.9K $1.2M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
12.9K
+ 6.58%
$1.24M - $1.3M
209K $19.4M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
12.9K
+ 34.68%
$1.24M - $1.29M
49.9K $4.64M
Jul 18, 2023 Q2 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
12.5K
+ 8.72%
$1.2M - $1.25M
155K $14.5M
Jul 11, 2023 Q2 2023
Mjp Associates Inc

BUY
 -
12.5K
+ 3.86%
$1.2M - $1.25M
335K $31.1M
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
12.2K
+ 280.39%
$1.17M - $1.22M
16.5K $1.54M
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
12K
+ 23.95%
$1.16M - $1.21M
62.4K $5.8M
Jul 06, 2023 Q2 2023
First Hawaiian Bank

BUY
 -
12K
+ 14.75%
$1.16M - $1.21M
93.6K $8.7M
Jul 25, 2023 Q2 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
12K
+ 178.89%
$1.16M - $1.21M
18.7K $1.74M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
11.4K
+ 128.2%
$1.1M - $1.15M
20.3K $1.89M
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
11.4K
+ 41.85%
$1.1M - $1.14M
38.6K $3.59M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
11.2K
+ 23.08%
$1.08M - $1.12M
59.7K $5.55M
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
11K
+ 12.35%
$1.06M - $1.1M
100K $9.3M
Aug 04, 2023 Q2 2023
Banque Pictet & Cie Sa

BUY
 -
10.7K
+ 4.42%
$1.03M - $1.08M
253K $23.6M
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
10.6K
New
$1.02M - $1.06M
10.6K $983K
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
10.5K
+ 23.24%
$1.01M - $1.06M
55.8K $5.19M
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
10.5K
+ 1067.21%
$1.01M - $1.06M
11.5K $1.07M
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
10.5K
+ 11.2%
$1.01M - $1.05M
104K $9.69M
Aug 07, 2023 Q2 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
10.5K
New
$1.01M - $1.05M
10.5K $972K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
9.66K
New
$931K - $970K
9.66K $898K
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
9.57K
New
$922K - $961K
9.57K $890K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
9.5K
+ 72.39%
$915K - $954K
22.6K $2.1M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
9.36K
+ 16.47%
$903K - $941K
66.2K $6.16M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
9.35K
+ 68.58%
$901K - $940K
23K $2.14M
Aug 08, 2023 Q2 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
9.34K
+ 5.91%
$900K - $938K
167K $15.6M
Aug 07, 2023 Q2 2023
Ironwood Wealth Management, Llc.

BUY
 -
9.3K
+ 2.52%
$897K - $935K
378K $35.2M
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
9.29K
+ 38.59%
$896K - $934K
33.4K $3.1M
Jun 17, 2024 Q2 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
9.14K
+ 237.83%
$881K - $918K
13K $1.21M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
9.11K
+ 349.56%
$878K - $916K
11.7K $1.09M
Jul 20, 2023 Q2 2023
Clarity Financial LLC

BUY
 -
8.79K
New
$848K - $884K
8.79K $818K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
8.5K
+ 3.62%
$819K - $854K
243K $22.6M

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