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 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.43K+ 45.8% |
$812K - $847K
|
26.8K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.1K+ 6.58% |
$781K - $814K
|
131K
$12.2M
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
8.08K+ 13.29% |
$779K - $812K
|
68.9K
$6.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.7K+ 9.3% |
$742K - $773K
|
90.5K
$8.42M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
7.67K+ 100.16% |
$739K - $770K
|
15.3K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
7.4KNew |
$713K - $744K
|
7.4K
$688K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.37K+ 11.32% |
$710K - $740K
|
72.4K
$6.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.29K+ 51.28% |
$703K - $733K
|
21.5K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.26KNew |
$699K - $729K
|
7.26K
$675K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
7.21K+ 9.01% |
$695K - $724K
|
87.2K
$8.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.12K+ 101.25% |
$686K - $715K
|
14.1K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.99K+ 610.66% |
$674K - $703K
|
8.14K
$757K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
6.72KNew |
$648K - $675K
|
6.72K
$625K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.64KNew |
$640K - $667K
|
6.64K
$618K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.43K+ 199.1% |
$620K - $646K
|
9.66K
$899K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.35KNew |
$612K - $638K
|
6.35K
$591K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6.27K+ 121.39% |
$604K - $630K
|
11.4K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
6.26K+ 883.22% |
$604K - $629K
|
6.97K
$648K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
5.97KNew |
$575K - $600K
|
5.97K
$555K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.89KNew |
$568K - $592K
|
5.89K
$548K
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
5.87K+ 14.63% |
$566K - $590K
|
46K
$4.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.72KNew |
$551K - $575K
|
5.72K
$532K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.65K+ 12.87% |
$544K - $567K
|
49.5K
$4.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.62KNew |
$542K - $564K
|
5.62K
$523K
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.59KNew |
$539K - $562K
|
5.59K
$520K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.55K+ 38.41% |
$535K - $558K
|
20K
$1.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.49K+ 141.88% |
$529K - $551K
|
9.36K
$870K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.46K+ 111.18% |
$526K - $549K
|
10.4K
$965K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.45KNew |
$525K - $548K
|
5.45K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
5.42K+ 80.51% |
$522K - $544K
|
12.1K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.38K+ 6.41% |
$518K - $540K
|
89.3K
$8.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.34KNew |
$515K - $537K
|
5.34K
$497K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.27K+ 3.48% |
$508K - $530K
|
157K
$14.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.27KNew |
$508K - $529K
|
5.27K
$490K
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.15K+ 7.87% |
$497K - $518K
|
70.6K
$6.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5.14K+ 1.95% |
$496K - $517K
|
269K
$25M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.09K+ 76.25% |
$491K - $511K
|
11.8K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.04K+ 59.07% |
$485K - $506K
|
13.6K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.95K+ 1289.32% |
$477K - $497K
|
5.34K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.87K+ 47.96% |
$469K - $489K
|
15K
$1.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.8K+ 3.58% |
$462K - $482K
|
139K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.77K+ 123.5% |
$459K - $479K
|
8.63K
$802K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
4.77K+ 6.14% |
$459K - $479K
|
82.4K
$7.67M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.59K+ 11.98% |
$442K - $461K
|
42.9K
$3.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
4.5K+ 4.43% |
$434K - $452K
|
106K
$9.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.45K+ 79.41% |
$429K - $447K
|
10.1K
$935K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.43KNew |
$427K - $445K
|
4.43K
$412K
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
4.24K+ 9.82% |
$409K - $426K
|
47.4K
$4.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.21K+ 201.82% |
$406K - $423K
|
6.3K
$586K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.1K+ 41.72% |
$395K - $412K
|
13.9K
$1.29M
|