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 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-118K- 41.92% |
$11.4M - $11.9M
|
164K
$15.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-128K- 90.27% |
$12.3M - $12.8M
|
13.7K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-140K- 57.82% |
$13.5M - $14M
|
102K
$9.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-153K- 91.1% |
$14.8M - $15.4M
|
15K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-165K- 98.62% |
$15.9M - $16.6M
|
2.31K
$216K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-172K- 71.03% |
$16.6M - $17.3M
|
70.1K
$6.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-175K- 96.57% |
$16.9M - $17.6M
|
6.22K
$583K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-177K- 33.26% |
$17.1M - $17.8M
|
356K
$33.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-182K- 96.31% |
$17.5M - $18.3M
|
6.96K
$653K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-190K- 58.66% |
$18.3M - $19.1M
|
134K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-192K- 90.77% |
$18.6M - $19.3M
|
19.6K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-212K- 11.51% |
$20.5M - $21.3M
|
1.63M
$153M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-216K- 2.06% |
$20.8M - $21.7M
|
10.3M
$963M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-230K- 98.94% |
$22.2M - $23.1M
|
2.46K
$230K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-290K- 58.14% |
$27.9M - $29.1M
|
208K
$19.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-310K- 57.55% |
$29.9M - $31.1M
|
229K
$21.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-311K- 91.04% |
$29.9M - $31.2M
|
30.6K
$2.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-319K- 87.03% |
$30.8M - $32.1M
|
47.6K
$4.46M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-397K- 82.71% |
$38.2M - $39.9M
|
83K
$7.77M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-512K- 5.55% |
$49.4M - $51.5M
|
8.72M
$817M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-572K- 99.65% |
$55.2M - $57.5M
|
2.02K
$190K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-742K- 99.58% |
$71.6M - $74.6M
|
3.1K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-838K- 46.47% |
$80.7M - $84.2M
|
965K
$90.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-879K- 93.35% |
$84.7M - $88.3M
|
62.6K
$5.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1M- 67.64% |
$96.6M - $101M
|
480K
$44.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.28M- 84.75% |
$124M - $129M
|
231K
$21.6M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.28M- 84.75% |
$124M - $129M
|
231K
$21.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.35M- 71.93% |
$130M - $136M
|
527K
$49.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.73M- 14.27% |
$167M - $174M
|
10.4M
$976M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.67M- 97.69% |
$257M - $268M
|
63.3K
$5.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.17M- 18.99% |
$306M - $319M
|
13.5M
$1.27B
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.8M- 30.24% |
$366M - $382M
|
8.77M
$822M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.02M- 86.84% |
$387M - $404M
|
609K
$57.1M
|