Purchases and Sales Made in Q4 2023 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.38K+ 1.25% |
$123K - $134K
|
112K
$10.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.37K+ 220.9% |
$122K - $133K
|
2K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.37K+ 5.17% |
$122K - $133K
|
27.9K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.34KNew |
$119K - $130K
|
1.34K
$125K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.32K+ 1.56% |
$118K - $128K
|
86K
$8.01M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.3K+ 54.38% |
$116K - $126K
|
3.7K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.29K+ 16.59% |
$115K - $125K
|
9.07K
$844K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 56.98% |
$114K - $124K
|
3.53K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 2.51% |
$111K - $122K
|
51.3K
$4.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.2K+ 30.17% |
$106K - $116K
|
5.16K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.19K+ 20.53% |
$106K - $115K
|
6.98K
$650K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.18KNew |
$105K - $114K
|
1.18K
$110K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.17K+ 43.62% |
$104K - $113K
|
3.84K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
1.15K+ 66.61% |
$102K - $112K
|
2.88K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.15KNew |
$102K - $112K
|
1.15K
$107K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.15K+ 32.25% |
$102K - $111K
|
4.71K
$439K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.14K+ 11.22% |
$101K - $110K
|
11.3K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.11K+ 1.79% |
$98.5K - $107K
|
62.8K
$5.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 173.9% |
$98.4K - $107K
|
1.74K
$162K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.06K+ 10.55% |
$94.3K - $103K
|
11.1K
$1.03M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.05K+ 1.41% |
$93K - $101K
|
75.3K
$7.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.01K+ 33.59% |
$90.2K - $98.4K
|
4.03K
$376K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1K+ 17.19% |
$89K - $97K
|
6.82K
$635K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
997+ 60.79% |
$88.7K - $96.7K
|
2.64K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
996+ 3.66% |
$88.6K - $96.6K
|
28.2K
$2.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
989New |
$88K - $95.9K
|
989
$92.1K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
975+ 2.99% |
$86.7K - $94.6K
|
33.6K
$3.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
956+ 32.72% |
$85K - $92.7K
|
3.88K
$361K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
928+ 0.92% |
$82.5K - $90K
|
102K
$9.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
926+ 1.92% |
$82.4K - $89.8K
|
49.1K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
887+ 76.01% |
$78.9K - $86K
|
2.05K
$191K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
884+ 24.69% |
$78.6K - $85.7K
|
4.46K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
858+ 86.49% |
$76.3K - $83.2K
|
1.85K
$172K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
858+ 15.07% |
$76.3K - $83.2K
|
6.55K
$610K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
834+ 16.9% |
$74.2K - $80.9K
|
5.77K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
802+ 3.6% |
$71.3K - $77.8K
|
23.1K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
801+ 5.39% |
$71.2K - $77.7K
|
15.7K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
792+ 13.18% |
$70.4K - $76.8K
|
6.8K
$633K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
770+ 22.09% |
$68.5K - $74.7K
|
4.26K
$396K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
761New |
$67.7K - $73.8K
|
761
$70.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
758+ 111.63% |
$67.4K - $73.5K
|
1.44K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
750New |
$66.7K - $72.8K
|
750
$69.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
740+ 10.75% |
$65.8K - $71.8K
|
7.62K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
733+ 1.94% |
$65.2K - $71.1K
|
38.5K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
712+ 8.11% |
$63.3K - $69.1K
|
9.49K
$884K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
707+ 11.22% |
$62.9K - $68.6K
|
7.01K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
691+ 5.62% |
$61.5K - $67K
|
13K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
680+ 13.67% |
$60.5K - $66K
|
5.65K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
662New |
$58.9K - $64.2K
|
662
$61.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
662+ 8.42% |
$58.9K - $64.2K
|
8.52K
$794K
|