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 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-3.97K- 28.64% |
$371K - $384K
|
9.89K
$908K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.05K- 7.57% |
$379K - $392K
|
49.4K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.1K- 20.16% |
$384K - $397K
|
16.2K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.11K- 19.74% |
$384K - $397K
|
16.7K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-4.22K- 16.18% |
$395K - $408K
|
21.9K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-4.38K- 2.33% |
$410K - $424K
|
184K
$16.9M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.55K- 19.49% |
$426K - $440K
|
18.8K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-4.6K- 3.7% |
$431K - $446K
|
120K
$11M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-4.68K- 41.17% |
$437K - $453K
|
6.68K
$613K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.86K- 20.47% |
$455K - $470K
|
18.9K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.96K- 13.63% |
$464K - $480K
|
31.4K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.02K- 1.98% |
$469K - $486K
|
248K
$22.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5.14K- 67.38% |
$481K - $497K
|
2.49K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.3K- 3.59% |
$496K - $513K
|
142K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.38K- 30.63% |
$503K - $521K
|
12.2K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.65K- 3.1% |
$528K - $547K
|
176K
$16.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-5.83K- 11.98% |
$546K - $565K
|
42.8K
$3.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6.34K- 57.57% |
$593K - $614K
|
4.67K
$429K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-6.35K- 11.09% |
$594K - $615K
|
50.9K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.81K- 0.87% |
$637K - $660K
|
777K
$71.4M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.23K- 31.42% |
$676K - $700K
|
15.8K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.45K- 12.37% |
$696K - $721K
|
52.8K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-7.59K- 58.63% |
$710K - $735K
|
5.36K
$492K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.6K- 62.62% |
$711K - $736K
|
4.54K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-7.65K- 34.65% |
$715K - $740K
|
14.4K
$1.32M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-7.65K- 10.16% |
$716K - $741K
|
67.7K
$6.22M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-7.71K- 53.02% |
$721K - $746K
|
6.83K
$628K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.86K- 51.7% |
$735K - $761K
|
7.34K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-7.95K- 54.11% |
$743K - $769K
|
6.74K
$619K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-8.06K- 75.49% |
$754K - $781K
|
2.62K
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-8.36K- 6.4% |
$782K - $809K
|
122K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.92K- 56.92% |
$834K - $863K
|
6.75K
$620K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-9.42K- 76.26% |
$881K - $912K
|
2.93K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-9.62K- 22.6% |
$900K - $931K
|
32.9K
$3.03M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-9.82K- 27.68% |
$919K - $951K
|
25.7K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-10.8K- 9.89% |
$1.01M - $1.04M
|
98.3K
$9.03M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-10.9K- 25.75% |
$1.02M - $1.05M
|
31.3K
$2.88M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-10.9K- 19.66% |
$1.02M - $1.06M
|
44.6K
$4.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-11K- 3.23% |
$1.02M - $1.06M
|
329K
$30.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-12K- 22.12% |
$1.12M - $1.16M
|
42.3K
$3.88M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-12K- 13.96% |
$1.12M - $1.16M
|
74K
$6.8M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-12.6K- 34.86% |
$1.18M - $1.22M
|
23.6K
$2.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13.4K- 18.79% |
$1.25M - $1.3M
|
57.9K
$5.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-13.9K- 65.46% |
$1.3M - $1.34M
|
7.33K
$673K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-13.9K- 17.47% |
$1.3M - $1.35M
|
65.7K
$6.04M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14.4K- 11.1% |
$1.35M - $1.4M
|
116K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.8K- 27.71% |
$1.39M - $1.43M
|
38.7K
$3.55M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-15K- 1.96% |
$1.4M - $1.45M
|
751K
$69M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.7K- 9.68% |
$1.47M - $1.52M
|
147K
$13.5M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16K- 76.65% |
$1.49M - $1.55M
|
4.87K
$447K
|