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 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
680+ 2.9% |
$65.5K - $68.3K
|
24.1K
$2.24M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
630+ 2.88% |
$60.7K - $63.3K
|
22.5K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
593+ 1.5% |
$57.2K - $59.6K
|
40.2K
$3.74M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
547+ 19.47% |
$52.7K - $55K
|
3.36K
$312K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
544+ 1133.33% |
$52.4K - $54.7K
|
592
$55.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
541+ 2.35% |
$52.1K - $54.4K
|
23.5K
$2.19M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
526+ 21.21% |
$50.7K - $52.9K
|
3.01K
$280K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
523+ 1.28% |
$50.4K - $52.6K
|
41.4K
$3.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
520+ 21.44% |
$50.1K - $52.2K
|
2.95K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
516+ 0.1% |
$49.7K - $51.8K
|
537K
$49.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
500+ 20.0% |
$48.2K - $50.2K
|
3K
$279K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
495+ 76.27% |
$47.7K - $49.7K
|
1.14K
$106K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
471New |
$45.4K - $47.3K
|
471
$43.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
469+ 6.97% |
$45.2K - $47.1K
|
7.2K
$670K
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
451+ 2.37% |
$43.5K - $45.3K
|
19.4K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
430+ 0.87% |
$41.4K - $43.2K
|
50K
$4.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
417+ 9.23% |
$40.2K - $41.9K
|
4.94K
$459K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
416New |
$40.1K - $41.8K
|
416
$38.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
401+ 13.67% |
$38.7K - $40.3K
|
3.33K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
386New |
$37.2K - $38.8K
|
386
$35.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
372+ 1.81% |
$35.9K - $37.4K
|
20.9K
$1.94M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
363+ 363.0% |
$35K - $36.5K
|
463
$43.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
361+ 56.94% |
$34.8K - $36.3K
|
995
$92.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Client First Capital LLC
|
BUY
|
- |
357+ 0.48% |
$34.4K - $35.9K
|
74.5K
$6.93M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
345+ 2.64% |
$33.3K - $34.7K
|
13.4K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
343+ 10.52% |
$33.1K - $34.5K
|
3.61K
$335K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
308+ 2.09% |
$29.7K - $30.9K
|
15K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 8.22% |
$28.9K - $30.1K
|
3.95K
$367K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
267+ 86.41% |
$25.7K - $26.8K
|
576
$53.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
255+ 0.55% |
$24.6K - $25.6K
|
46.2K
$4.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
254+ 0.11% |
$24.5K - $25.5K
|
241K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
251+ 2.04% |
$24.2K - $25.2K
|
12.6K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
242New |
$23.3K - $24.3K
|
242
$22.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
239+ 2.64% |
$23K - $24K
|
9.29K
$864K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
228+ 7.21% |
$22K - $22.9K
|
3.39K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
227+ 6.24% |
$21.9K - $22.8K
|
3.87K
$360K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
221+ 10.34% |
$21.3K - $22.2K
|
2.36K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
217+ 4.69% |
$20.9K - $21.8K
|
4.84K
$450K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
209New |
$20.1K - $21K
|
209
$19.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
200+ 1.54% |
$19.3K - $20.1K
|
13.2K
$1.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
193+ 1.93% |
$18.6K - $19.4K
|
10.2K
$949K
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
190+ 0.78% |
$18.3K - $19.1K
|
24.7K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
187+ 5.71% |
$18K - $18.8K
|
3.46K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
177+ 91.71% |
$17.1K - $17.8K
|
370
$34.4K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
157+ 0.71% |
$15.1K - $15.8K
|
22.3K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
154+ 1.76% |
$14.8K - $15.5K
|
8.9K
$828K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
153+ 4.07% |
$14.7K - $15.4K
|
3.91K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
151New |
$14.6K - $15.2K
|
151
$14K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
145New |
$14K - $14.6K
|
145
$13.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
143+ 2.24% |
$13.8K - $14.4K
|
6.52K
$607K
|