Purchases and Sales Made in Q1 2024 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
27New |
$2.53K - $2.61K
|
27
$2.48K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
27+ 0.21% |
$2.53K - $2.61K
|
12.8K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
26+ 1.38% |
$2.43K - $2.52K
|
1.91K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.03% |
$2.43K - $2.52K
|
2.55K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
24New |
$2.24K - $2.32K
|
24
$2.2K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21New |
$1.96K - $2.03K
|
21
$1.93K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
20New |
$1.87K - $1.94K
|
20
$1.84K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
20New |
$1.87K - $1.94K
|
20
$1.84K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20New |
$1.87K - $1.94K
|
20
$1.84K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
19+ 86.36% |
$1.78K - $1.84K
|
41
$3.77K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
18New |
$1.68K - $1.74K
|
18
$1.65K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
16+ 0.56% |
$1.5K - $1.55K
|
2.89K
$265K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
16+ 0.53% |
$1.5K - $1.55K
|
3.06K
$281K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
16New |
$1.5K - $1.55K
|
16
$1.47K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16+ 0.78% |
$1.5K - $1.55K
|
2.06K
$189K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$1.4K - $1.45K
|
15
$1.38K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
13+ 0.5% |
$1.22K - $1.26K
|
2.61K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.51% |
$1.12K - $1.16K
|
2.37K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 1.93% |
$1.03K - $1.07K
|
581
$53.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
10+ 0.31% |
$935 - $968
|
3.27K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
9+ 1.41% |
$842 - $871
|
646
$59.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.04% |
$468 - $484
|
13.3K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5+ 0.16% |
$468 - $484
|
3.19K
$293K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 1.99% |
$468 - $484
|
256
$23.5K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.11% |
$468 - $484
|
4.62K
$424K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.04% |
$374 - $387
|
10.2K
$937K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$281 - $290
|
3
$276
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.37% |
$281 - $290
|
819
$75.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.4% |
$281 - $290
|
746
$68.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.55% |
$281 - $290
|
553
$50.8K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.04% |
$93.5 - $96.8
|
97
$8.91K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$93.5 - $96.8
|
2.28K
$209K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1+ 0.09% |
$93.5 - $96.8
|
1.11K
$102K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 4.0% |
$93.5 - $96.8
|
26
$2.39K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$93.5 - $96.8
|
1.64K
$151K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1Closed |
$93.5 - $96.8
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 7.07% |
$655 - $678
|
92
$8.45K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 2.93% |
$842 - $871
|
298
$27.4K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 1.76% |
$935 - $968
|
559
$51.3K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-11- 0.39% |
$1.03K - $1.07K
|
2.79K
$256K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15- 0.85% |
$1.4K - $1.45K
|
1.75K
$161K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28- 0.63% |
$2.62K - $2.71K
|
4.44K
$407K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-28- 0.25% |
$2.62K - $2.71K
|
11.3K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Savior LLC
|
SELL
|
- |
-32- 0.2% |
$2.99K - $3.1K
|
15.7K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
SELL
|
- |
-35- 0.81% |
$3.27K - $3.39K
|
4.31K
$395K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-41- 1.62% |
$3.84K - $3.97K
|
2.49K
$228K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-42- 2.1% |
$3.93K - $4.07K
|
1.95K
$179K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-44- 65.67% |
$4.12K - $4.26K
|
23
$2.11K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-45- 2.14% |
$4.21K - $4.36K
|
2.05K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-48- 21.62% |
$4.49K - $4.65K
|
174
$16K
|