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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.9K+ 93.87% |
$3.37M - $3.68M
|
78.3K
$7.34M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37.6K+ 1.5% |
$3.35M - $3.65M
|
2.54M
$238M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
37.5KNew |
$3.33M - $3.63M
|
37.5K
$3.51M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
37.3KNew |
$3.32M - $3.62M
|
37.3K
$3.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
37.2KNew |
$3.31M - $3.61M
|
37.2K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
37K+ 30.55% |
$3.29M - $3.59M
|
158K
$14.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
36.2KNew |
$3.22M - $3.51M
|
36.2K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
36K+ 134.17% |
$3.2M - $3.49M
|
62.8K
$5.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36K+ 10.86% |
$3.2M - $3.49M
|
367K
$34.4M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35.5K+ 111.83% |
$3.16M - $3.44M
|
67.3K
$6.3M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
33.9KNew |
$3.02M - $3.29M
|
33.9K
$3.18M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
33.4KNew |
$2.97M - $3.24M
|
33.4K
$3.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.3K+ 30.54% |
$2.96M - $3.23M
|
142K
$13.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.9K+ 3.53% |
$2.93M - $3.19M
|
966K
$90.5M
|
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
31.1KNew |
$2.77M - $3.02M
|
31.1K
$2.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
30.7K+ 5.07% |
$2.73M - $2.98M
|
637K
$59.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
30.7K+ 13400.44% |
$2.73M - $2.98M
|
30.9K
$2.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
30.6K+ 210.62% |
$2.72M - $2.97M
|
45.2K
$4.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
30.2K+ 53.78% |
$2.68M - $2.93M
|
86.3K
$8.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29.5K+ 27.98% |
$2.63M - $2.86M
|
135K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
29.5K+ 293.9% |
$2.62M - $2.86M
|
39.5K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
29.4K+ 79.49% |
$2.62M - $2.85M
|
66.5K
$6.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
29.1KNew |
$2.59M - $2.83M
|
29.1K
$2.73M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
28.9KNew |
$2.57M - $2.8M
|
28.9K
$2.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
28.4K+ 1419300.0% |
$2.52M - $2.75M
|
28.4K
$2.66M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
28.1KNew |
$2.5M - $2.72M
|
28.1K
$2.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
28K+ 38.31% |
$2.49M - $2.71M
|
101K
$9.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
27.5KNew |
$2.44M - $2.67M
|
27.5K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
27.3K+ 31.21% |
$2.43M - $2.65M
|
115K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
27KNew |
$2.4M - $2.62M
|
27K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 37.36% |
$2.35M - $2.57M
|
97.3K
$9.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26.3KNew |
$2.34M - $2.55M
|
26.3K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.2KNew |
$2.33M - $2.54M
|
26.2K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.1K+ 76.73% |
$2.33M - $2.54M
|
60.2K
$5.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
26.1KNew |
$2.32M - $2.53M
|
26.1K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
25.5KNew |
$2.27M - $2.48M
|
25.5K
$2.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
25.3K+ 3.91% |
$2.25M - $2.46M
|
674K
$63.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
25.1KNew |
$2.23M - $2.43M
|
25.1K
$2.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
24.9K+ 217.62% |
$2.21M - $2.41M
|
36.3K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
23.8KNew |
$2.11M - $2.3M
|
23.8K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
23.7K+ 12.76% |
$2.11M - $2.3M
|
209K
$19.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
23.6KNew |
$2.1M - $2.29M
|
23.6K
$2.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
22.6K+ 131.4% |
$2.01M - $2.19M
|
39.8K
$3.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22K+ 15.09% |
$1.96M - $2.14M
|
168K
$15.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
21.4K+ 63.72% |
$1.9M - $2.08M
|
55K
$5.15M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
21.3KNew |
$1.89M - $2.07M
|
21.3K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
21.3K+ 560.62% |
$1.89M - $2.06M
|
25.1K
$2.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
21.2KNew |
$1.89M - $2.06M
|
21.2K
$1.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20.6K+ 8747.23% |
$1.83M - $1.99M
|
20.8K
$1.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
20.1K+ 10.82% |
$1.79M - $1.95M
|
206K
$19.3M
|