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
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
135New |
$13K - $13.6K
|
135
$12.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
132+ 0.25% |
$12.7K - $13.3K
|
52K
$4.83M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
130+ 2.76% |
$12.5K - $13.1K
|
4.84K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
114+ 0.3% |
$11K - $11.5K
|
37.9K
$3.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
112+ 14.51% |
$10.8K - $11.3K
|
884
$82.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
102+ 4.37% |
$9.83K - $10.2K
|
2.44K
$227K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 6.02% |
$9.64K - $10K
|
1.76K
$164K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
93+ 0.38% |
$8.96K - $9.34K
|
24.8K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
91New |
$8.77K - $9.14K
|
91
$8.46K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
90New |
$8.68K - $9.04K
|
90
$8.37K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
89+ 0.76% |
$8.58K - $8.94K
|
11.7K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
82+ 0.94% |
$7.9K - $8.24K
|
8.82K
$821K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
82+ 3.98% |
$7.9K - $8.24K
|
2.14K
$199K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
81+ 158.82% |
$7.81K - $8.14K
|
132
$12.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
79+ 0.22% |
$7.61K - $7.94K
|
35.6K
$3.31M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
78+ 0.89% |
$7.52K - $7.84K
|
8.82K
$821K
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
76+ 7.83% |
$7.33K - $7.64K
|
1.05K
$97.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
68+ 0.93% |
$6.55K - $6.83K
|
7.41K
$689K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
65+ 0.48% |
$6.27K - $6.53K
|
13.7K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
60New |
$5.78K - $6.03K
|
60
$5.58K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
53+ 1.57% |
$5.11K - $5.33K
|
3.42K
$318K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
53+ 18.86% |
$5.11K - $5.33K
|
334
$31.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
51+ 1.34% |
$4.92K - $5.12K
|
3.85K
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
45+ 0.07% |
$4.34K - $4.52K
|
62.1K
$5.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
43+ 1.73% |
$4.14K - $4.32K
|
2.53K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
43+ 16.29% |
$4.14K - $4.32K
|
307
$28.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40New |
$3.86K - $4.02K
|
40
$3.72K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
36New |
$3.47K - $3.62K
|
36
$3.35K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35+ 4.52% |
$3.37K - $3.52K
|
810
$75.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.04% |
$3.28K - $3.42K
|
79K
$7.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
33+ 1.29% |
$3.18K - $3.32K
|
2.59K
$241K
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
29+ 0.27% |
$2.8K - $2.91K
|
10.8K
$1.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
22+ 0.41% |
$2.12K - $2.21K
|
5.35K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
22New |
$2.12K - $2.21K
|
22
$2.05K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
20+ 2.27% |
$1.93K - $2.01K
|
903
$84K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
17+ 0.36% |
$1.64K - $1.71K
|
4.76K
$443K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
7+ 0.16% |
$675 - $703
|
4.28K
$398K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 0.7% |
$675 - $703
|
1.01K
$93.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.63% |
$482 - $502
|
801
$74.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
5+ 0.06% |
$482 - $502
|
8.76K
$815K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$482 - $502
|
5.1K
$474K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 0.0% |
$386 - $402
|
140K
$13.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
3+ 0.04% |
$289 - $301
|
7.24K
$673K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$193 - $201
|
5.86K
$545K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 8.0% |
$193 - $201
|
27
$2.51K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.02% |
$193 - $201
|
10.9K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2+ 1.32% |
$193 - $201
|
153
$14.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$193 - $201
|
5.91K
$550K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.01% |
$96.4 - $100
|
11.6K
$1.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|