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 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-25.8K- 56.03% |
$2.29M - $2.5M
|
20.2K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-28K- 79.73% |
$2.49M - $2.72M
|
7.12K
$667K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28.8K- 90.38% |
$2.56M - $2.79M
|
3.06K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28.8K- 10.53% |
$2.56M - $2.8M
|
245K
$23M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-29K- 17.43% |
$2.58M - $2.82M
|
138K
$12.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-30.7K- 90.59% |
$2.73M - $2.97M
|
3.18K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.7K- 24.87% |
$2.73M - $2.98M
|
92.8K
$8.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-31.7K- 65.47% |
$2.82M - $3.07M
|
16.7K
$1.57M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-32.5KClosed |
$2.89M - $3.16M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-33.3K- 21.54% |
$2.97M - $3.23M
|
121K
$11.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-33.4K- 68.84% |
$2.97M - $3.24M
|
15.1K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-34.1KClosed |
$3.03M - $3.3M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-35K- 19.03% |
$3.11M - $3.39M
|
149K
$13.9M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-37.6K- 0.39% |
$3.34M - $3.64M
|
9.7M
$909M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-38.9K- 41.61% |
$3.46M - $3.78M
|
54.6K
$5.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-39.7K- 35.76% |
$3.53M - $3.85M
|
71.3K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-39.8K- 63.24% |
$3.54M - $3.86M
|
23.1K
$2.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-40.2K- 96.17% |
$3.58M - $3.9M
|
1.6K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-41.7K- 96.27% |
$3.71M - $4.04M
|
1.61K
$151K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-43K- 77.8% |
$3.83M - $4.17M
|
12.3K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-43.8K- 75.18% |
$3.9M - $4.25M
|
14.5K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-44.4K- 85.75% |
$3.95M - $4.31M
|
7.38K
$691K
|
|
|
Jan 23, 2024
Q4 2023
|
Nationwide Fund Advisors
|
SELL
|
- |
-46.9K- 1.76% |
$4.18M - $4.55M
|
2.62M
$246M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-50.5K- 93.3% |
$4.49M - $4.9M
|
3.63K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-50.9K- 56.45% |
$4.53M - $4.94M
|
39.3K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-54.5K- 35.42% |
$4.84M - $5.28M
|
99.3K
$9.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-58.1K- 93.04% |
$5.16M - $5.63M
|
4.34K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-58.1K- 62.62% |
$5.17M - $5.63M
|
34.7K
$3.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-59K- 18.99% |
$5.25M - $5.72M
|
252K
$23.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-66.7K- 81.44% |
$5.93M - $6.47M
|
15.2K
$1.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-70.1K- 71.09% |
$6.24M - $6.8M
|
28.5K
$2.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-73.8K- 96.95% |
$6.56M - $7.16M
|
2.32K
$218K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-77.7KClosed |
$6.91M - $7.53M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-78.3K- 22.79% |
$6.96M - $7.59M
|
265K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78.6K- 99.33% |
$6.99M - $7.62M
|
530
$49.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-80K- 16.12% |
$7.11M - $7.76M
|
416K
$39M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-81.4K- 37.81% |
$7.24M - $7.89M
|
134K
$12.5M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-92.2K- 23.33% |
$8.2M - $8.94M
|
303K
$28.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-93.8K- 67.01% |
$8.34M - $9.09M
|
46.2K
$4.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-105K- 3.97% |
$9.35M - $10.2M
|
2.54M
$238M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-109K- 80.63% |
$9.68M - $10.6M
|
26.1K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-111K- 19.06% |
$9.85M - $10.7M
|
470K
$44.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-128K- 5.81% |
$11.4M - $12.4M
|
2.08M
$194M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-129K- 24.6% |
$11.5M - $12.5M
|
396K
$37.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-136K- 98.23% |
$12.1M - $13.2M
|
2.46K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-139K- 97.66% |
$12.3M - $13.5M
|
3.33K
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-150K- 94.71% |
$13.3M - $14.5M
|
8.38K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-153K- 96.5% |
$13.6M - $14.9M
|
5.56K
$521K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-155K- 4.49% |
$13.8M - $15.1M
|
3.31M
$310M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-165K- 26.79% |
$14.7M - $16M
|
451K
$42.3M
|