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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-331- 0.87% |
$31K - $32K
|
37.8K
$3.47M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-332- 12.06% |
$31.1K - $32.1K
|
2.42K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-332- 11.16% |
$31.1K - $32.1K
|
2.64K
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-356- 7.51% |
$33.3K - $34.5K
|
4.39K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-384- 5.65% |
$35.9K - $37.2K
|
6.42K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-384- 2.34% |
$35.9K - $37.2K
|
16K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-411- 11.44% |
$38.4K - $39.8K
|
3.18K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-424- 9.32% |
$39.7K - $41.1K
|
4.13K
$379K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-425- 0.78% |
$39.8K - $41.1K
|
54.2K
$4.98M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-426- 73.7% |
$39.8K - $41.2K
|
152
$14K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-440- 74.83% |
$41.2K - $42.6K
|
148
$13.6K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-442- 10.85% |
$41.3K - $42.8K
|
3.63K
$333K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-451- 22.36% |
$42.2K - $43.7K
|
1.57K
$144K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-464- 2.37% |
$43.4K - $44.9K
|
19.1K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-465- 16.17% |
$43.5K - $45K
|
2.41K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-470- 29.12% |
$44K - $45.5K
|
1.14K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-471- 4.25% |
$44.1K - $45.6K
|
10.6K
$975K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-495- 11.04% |
$46.3K - $47.9K
|
3.99K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-513- 0.42% |
$48K - $49.7K
|
121K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-515- 18.09% |
$48.2K - $49.9K
|
2.33K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-522- 5.62% |
$48.8K - $50.5K
|
8.77K
$805K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-526- 10.94% |
$49.2K - $50.9K
|
4.28K
$393K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-526- 14.22% |
$49.2K - $50.9K
|
3.17K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-528- 10.03% |
$49.4K - $51.1K
|
4.73K
$435K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-540- 94.74% |
$50.5K - $52.3K
|
30
$2.76K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-540- 2.34% |
$50.5K - $52.3K
|
22.6K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-562- 8.25% |
$52.6K - $54.4K
|
6.25K
$574K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-570- 12.88% |
$53.3K - $55.2K
|
3.86K
$354K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-572- 9.03% |
$53.5K - $55.4K
|
5.76K
$529K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-586- 21.38% |
$54.8K - $56.7K
|
2.16K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-599- 8.78% |
$56K - $58K
|
6.22K
$571K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-605- 15.44% |
$56.6K - $58.6K
|
3.31K
$304K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-626- 3.66% |
$58.6K - $60.6K
|
16.5K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-633- 0.13% |
$59.2K - $61.3K
|
470K
$43.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-638- 15.82% |
$59.7K - $61.8K
|
3.4K
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-638- 12.36% |
$59.7K - $61.8K
|
4.52K
$415K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-667- 19.93% |
$62.4K - $64.6K
|
2.68K
$246K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-695- 2.19% |
$65K - $67.3K
|
31K
$2.85M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-695- 2.19% |
$65K - $67.3K
|
31K
$2.85M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-706- 3.28% |
$66K - $68.4K
|
20.8K
$1.91M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-730- 13.7% |
$68.3K - $70.7K
|
4.6K
$422K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-755- 1.04% |
$70.6K - $73.1K
|
71.7K
$6.58M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-787- 2.27% |
$73.6K - $76.2K
|
33.9K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-805- 2.16% |
$75.3K - $77.9K
|
36.5K
$3.36M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-807- 22.24% |
$75.5K - $78.1K
|
2.82K
$259K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-841- 49.1% |
$78.7K - $81.4K
|
872
$80.1K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-854- 17.71% |
$79.9K - $82.7K
|
3.97K
$365K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-860- 14.89% |
$80.4K - $83.3K
|
4.92K
$451K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-875- 1.86% |
$81.8K - $84.7K
|
46.1K
$4.23M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-876- 9.63% |
$81.9K - $84.8K
|
8.22K
$755K
|