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 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4.09K+ 98.39% |
$394K - $411K
|
8.25K
$767K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.06K+ 11.62% |
$392K - $408K
|
39K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.03KNew |
$388K - $405K
|
4.03K
$375K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4KNew |
$386K - $402K
|
4K
$372K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.94K+ 20.99% |
$380K - $396K
|
22.7K
$2.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.85KNew |
$371K - $387K
|
3.85K
$358K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.8KNew |
$366K - $382K
|
3.8K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.79KNew |
$366K - $381K
|
3.79K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.66KNew |
$353K - $368K
|
3.66K
$340K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.56KNew |
$344K - $358K
|
3.56K
$332K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.54K+ 86.36% |
$341K - $355K
|
7.64K
$710K
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
3.54KNew |
$341K - $355K
|
3.54K
$329K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
3.49KNew |
$336K - $351K
|
3.49K
$325K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.44K+ 63.55% |
$332K - $346K
|
8.86K
$824K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.36KNew |
$323K - $337K
|
3.36K
$312K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.33K+ 79.2% |
$321K - $334K
|
7.53K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.31KNew |
$319K - $333K
|
3.31K
$308K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.31KNew |
$319K - $333K
|
3.31K
$308K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.31KNew |
$319K - $333K
|
3.31K
$308K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.26K+ 50.05% |
$315K - $328K
|
9.79K
$910K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.18KNew |
$306K - $319K
|
3.18K
$296K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.13K+ 1.34% |
$302K - $314K
|
237K
$22.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.09K+ 4.58% |
$298K - $311K
|
70.7K
$6.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.07K+ 5.12% |
$296K - $309K
|
63.1K
$5.87M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3K+ 1190.08% |
$289K - $301K
|
3.25K
$302K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.97KNew |
$286K - $298K
|
2.97K
$276K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.84K+ 6.81% |
$274K - $286K
|
44.6K
$4.15M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.67KNew |
$257K - $268K
|
2.67K
$248K
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
2.62K+ 6.38% |
$253K - $263K
|
43.7K
$4.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.61KNew |
$251K - $262K
|
2.61K
$242K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
2.56KNew |
$247K - $257K
|
2.56K
$238K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.55K+ 39.86% |
$245K - $256K
|
8.93K
$831K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.51K+ 18.53% |
$241K - $252K
|
16K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.5K+ 1506.02% |
$241K - $251K
|
2.67K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.48K+ 22.71% |
$239K - $249K
|
13.4K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.43KNew |
$234K - $244K
|
2.43K
$226K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.42K+ 37.87% |
$233K - $243K
|
8.81K
$820K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.42K+ 27.81% |
$233K - $243K
|
11.1K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.39K+ 43.71% |
$230K - $240K
|
7.86K
$731K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
2.32K+ 8.78% |
$223K - $233K
|
28.7K
$2.67M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.3KNew |
$222K - $231K
|
2.3K
$214K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.29KNew |
$221K - $230K
|
2.29K
$213K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
2.26K+ 5.7% |
$217K - $227K
|
41.8K
$3.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.24KNew |
$216K - $225K
|
2.24K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.24KNew |
$216K - $225K
|
2.24K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.23KNew |
$215K - $224K
|
2.23K
$207K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.21K+ 14.35% |
$213K - $222K
|
17.6K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.17K+ 2.23% |
$209K - $218K
|
99.5K
$9.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.17K+ 27.05% |
$209K - $218K
|
10.2K
$946K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.15K+ 10.82% |
$208K - $216K
|
22.1K
$2.05M
|