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 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.15K+ 10.82% |
$208K - $216K
|
22.1K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.15KNew |
$207K - $216K
|
2.15K
$201K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 513.29% |
$205K - $214K
|
2.54K
$238K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.08KNew |
$201K - $209K
|
2.08K
$195K
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
BUY
|
- |
2.03K+ 9.84% |
$195K - $203K
|
22.6K
$2.12M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.01KNew |
$194K - $202K
|
2.01K
$188K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.99K+ 9.56% |
$192K - $200K
|
22.8K
$2.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.97KNew |
$190K - $198K
|
1.97K
$185K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.94K+ 2.8% |
$187K - $195K
|
71.3K
$6.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.79K+ 71.89% |
$172K - $179K
|
4.27K
$400K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.78KNew |
$171K - $178K
|
1.78K
$166K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.77K+ 4.74% |
$171K - $178K
|
39.2K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.77K+ 24.02% |
$170K - $177K
|
9.12K
$855K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
1.7K+ 26.31% |
$164K - $171K
|
8.17K
$766K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.64K+ 27.98% |
$158K - $165K
|
7.5K
$703K
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
1.61K+ 17.79% |
$155K - $162K
|
10.7K
$999K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.51K+ 33.87% |
$145K - $151K
|
5.95K
$557K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.5K+ 100.0% |
$145K - $151K
|
3K
$281K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.49K+ 19.45% |
$144K - $150K
|
9.15K
$857K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.49K+ 6.0% |
$143K - $150K
|
26.3K
$2.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.48KNew |
$143K - $149K
|
1.48K
$139K
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.42K+ 0.38% |
$137K - $143K
|
374K
$35M
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.4KNew |
$135K - $141K
|
1.4K
$131K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.37K+ 2.76% |
$132K - $138K
|
51.1K
$4.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.37K+ 76.04% |
$132K - $137K
|
3.16K
$296K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.35K+ 4.67% |
$130K - $136K
|
30.2K
$2.83M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.26KNew |
$122K - $127K
|
1.26K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.26K+ 1.5% |
$121K - $127K
|
85K
$7.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.23K+ 1.0% |
$119K - $124K
|
124K
$11.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.2K+ 6.58% |
$115K - $120K
|
19.4K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.18K+ 5.64% |
$114K - $119K
|
22.1K
$2.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.18K+ 164.85% |
$113K - $118K
|
1.89K
$177K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.18K+ 3.44% |
$113K - $118K
|
35.3K
$3.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.17K+ 13.29% |
$112K - $117K
|
9.95K
$932K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 6.86% |
$112K - $116K
|
18K
$1.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.14K+ 44.64% |
$110K - $115K
|
3.7K
$346K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.14K+ 2.95% |
$110K - $114K
|
39.7K
$3.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.07K+ 37.35% |
$103K - $108K
|
3.95K
$370K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1K+ 7.04% |
$96.8K - $101K
|
15.3K
$1.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
977+ 1302.67% |
$94.2K - $98.2K
|
1.05K
$98.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
976+ 9.34% |
$94.1K - $98.1K
|
11.4K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
961+ 19.33% |
$92.6K - $96.6K
|
5.93K
$556K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
931+ 3.96% |
$89.7K - $93.5K
|
24.4K
$2.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
927New |
$89.4K - $93.1K
|
927
$86.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
BUY
|
- |
882+ 3.1% |
$85K - $88.6K
|
29.3K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
849+ 34.71% |
$81.8K - $85.3K
|
3.3K
$309K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
837+ 5.39% |
$80.7K - $84.1K
|
16.4K
$1.53M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
829+ 145.69% |
$79.9K - $83.3K
|
1.4K
$131K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
828+ 1.4% |
$79.8K - $83.2K
|
60K
$5.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
735+ 3.67% |
$70.8K - $73.9K
|
20.8K
$1.95M
|