Purchases and Sales Made in Q3 2023 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.91KNew |
$357K - $379K
|
3.91K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.88K+ 3.72% |
$355K - $377K
|
108K
$10.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.84KNew |
$351K - $373K
|
3.84K
$357K
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.81KNew |
$348K - $370K
|
3.81K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 32.22% |
$346K - $368K
|
15.5K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.66KNew |
$334K - $356K
|
3.66K
$341K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.64K+ 158.23% |
$333K - $354K
|
5.95K
$553K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 161.18% |
$328K - $349K
|
5.82K
$541K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.58K+ 26.41% |
$327K - $348K
|
17.1K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.44KNew |
$314K - $334K
|
3.44K
$320K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.44K+ 10.05% |
$314K - $334K
|
37.6K
$3.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.4K+ 53.98% |
$310K - $330K
|
9.7K
$902K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.35KNew |
$306K - $326K
|
3.35K
$312K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.34K+ 5.72% |
$305K - $324K
|
61.7K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.29K+ 12.52% |
$301K - $320K
|
29.6K
$2.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.27K+ 16.09% |
$299K - $318K
|
23.6K
$2.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.24K+ 14.64% |
$296K - $315K
|
25.4K
$2.36M
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
3.23K+ 4.69% |
$295K - $314K
|
72.1K
$6.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.2K+ 1531.58% |
$292K - $311K
|
3.41K
$317K
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.19KNew |
$292K - $310K
|
3.19K
$297K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
3.05K+ 8.64% |
$279K - $296K
|
38.4K
$3.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.98K+ 9.33% |
$272K - $290K
|
34.9K
$3.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.98K+ 18.14% |
$272K - $289K
|
19.4K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.97K+ 6.42% |
$271K - $288K
|
49.2K
$4.58M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.96KNew |
$270K - $288K
|
2.96K
$276K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.92KNew |
$267K - $284K
|
2.92K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.92KNew |
$266K - $283K
|
2.92K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.9KNew |
$265K - $282K
|
2.9K
$270K
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
2.88KNew |
$263K - $280K
|
2.88K
$268K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.87K+ 1.57% |
$262K - $279K
|
186K
$17.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.81K+ 112.29% |
$256K - $272K
|
5.3K
$493K
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.71K+ 0.9% |
$247K - $263K
|
303K
$28.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.7K+ 51.24% |
$247K - $262K
|
7.97K
$741K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.67KNew |
$244K - $260K
|
2.67K
$249K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.67K+ 5.85% |
$243K - $259K
|
48.2K
$4.49M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
2.64K+ 0.79% |
$241K - $257K
|
339K
$31.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.57K+ 12.53% |
$234K - $249K
|
23K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.54K+ 2.64% |
$232K - $246K
|
98.6K
$9.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Covalent Partners LLC
Concord, MA |
BUY
|
- |
2.54K+ 5.81% |
$232K - $246K
|
46.2K
$4.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$224K - $238K
|
2.45K
$228K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.44KNew |
$223K - $237K
|
2.44K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
2.37KNew |
$216K - $230K
|
2.37K
$220K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.36KNew |
$216K - $229K
|
2.36K
$220K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.32K+ 10.03% |
$212K - $226K
|
25.5K
$2.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.31K+ 5.78% |
$211K - $224K
|
42.3K
$3.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
2.29K+ 2.78% |
$209K - $223K
|
84.7K
$7.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.27KNew |
$208K - $221K
|
2.27K
$211K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.26K+ 3.56% |
$206K - $219K
|
65.5K
$6.1M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.25KNew |
$205K - $218K
|
2.25K
$209K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.24K+ 4.7% |
$204K - $217K
|
49.8K
$4.63M
|