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 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-913- 12.22% |
$85.4K - $88.4K
|
6.56K
$602K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-928- 6.42% |
$86.8K - $89.8K
|
13.5K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-945- 7.77% |
$88.4K - $91.5K
|
11.2K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-952- 22.37% |
$89.1K - $92.2K
|
3.3K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.02K- 6.59% |
$95.3K - $98.7K
|
14.4K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.1K- 19.81% |
$103K - $107K
|
4.46K
$410K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.13K- 3.65% |
$106K - $109K
|
29.8K
$2.74M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 8.96% |
$108K - $112K
|
11.8K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.27K- 26.95% |
$119K - $123K
|
3.44K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 34.99% |
$123K - $127K
|
2.44K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.32K- 64.22% |
$123K - $128K
|
735
$67.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.34K- 11.23% |
$125K - $129K
|
10.6K
$969K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.36K- 3.74% |
$127K - $131K
|
34.9K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 9.86% |
$128K - $132K
|
12.5K
$1.15M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.42K- 8.54% |
$132K - $137K
|
15.2K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.44K- 28.44% |
$135K - $140K
|
3.63K
$333K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.48K- 18.75% |
$139K - $144K
|
6.43K
$591K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.57K- 22.37% |
$147K - $152K
|
5.44K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.57K- 5.57% |
$147K - $152K
|
26.7K
$2.45M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.64K- 1.5% |
$153K - $159K
|
107K
$9.85M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.68K- 25.66% |
$157K - $163K
|
4.87K
$447K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.7K- 25.97% |
$159K - $164K
|
4.84K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.7K- 0.99% |
$159K - $165K
|
171K
$15.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.71K- 4.04% |
$160K - $165K
|
40.6K
$3.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.73K- 6.11% |
$162K - $168K
|
26.6K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.76K- 45.88% |
$164K - $170K
|
2.07K
$190K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.78K- 24.95% |
$166K - $172K
|
5.35K
$491K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.78K- 19.64% |
$167K - $172K
|
7.29K
$669K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.83K- 3.96% |
$171K - $177K
|
44.3K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.84K- 17.06% |
$172K - $178K
|
8.95K
$822K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.86K- 10.31% |
$174K - $180K
|
16.2K
$1.49M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.89K- 44.6% |
$177K - $183K
|
2.35K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.97K- 8.51% |
$184K - $190K
|
21.1K
$1.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.04K- 39.65% |
$191K - $198K
|
3.11K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.08K- 94.03% |
$195K - $201K
|
132
$12.1K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.13K- 16.72% |
$199K - $206K
|
10.6K
$975K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.23K- 1.57% |
$209K - $216K
|
140K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.64KClosed |
$247K - $255K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.65K- 8.73% |
$248K - $256K
|
27.7K
$2.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.68K- 26.83% |
$251K - $259K
|
7.31K
$671K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.68K- 5.46% |
$251K - $260K
|
46.5K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2.74K- 4.66% |
$257K - $266K
|
56.1K
$5.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.75K- 17.27% |
$258K - $267K
|
13.2K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.93K- 0.78% |
$274K - $284K
|
372K
$34.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3.03K- 3.38% |
$284K - $294K
|
86.7K
$7.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.09K- 11.25% |
$289K - $299K
|
24.4K
$2.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.36K- 39.38% |
$314K - $325K
|
5.17K
$474K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.63K- 43.31% |
$339K - $351K
|
4.75K
$436K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-3.64K- 12.78% |
$341K - $353K
|
24.9K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.66K- 9.56% |
$343K - $355K
|
34.7K
$3.18M
|