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 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-16.4K- 79.61% |
$1.54M - $1.59M
|
4.21K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-17K- 19.7% |
$1.59M - $1.65M
|
69.3K
$6.4M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.3K- 15.46% |
$1.62M - $1.68M
|
94.8K
$8.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-17.4K- 37.81% |
$1.63M - $1.69M
|
28.7K
$2.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-18K- 75.95% |
$1.69M - $1.75M
|
5.71K
$528K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-18.2K- 45.72% |
$1.7M - $1.76M
|
21.6K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-19.1K- 8.76% |
$1.79M - $1.85M
|
199K
$18.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-19.3K- 33.7% |
$1.8M - $1.87M
|
37.9K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.4K- 18.97% |
$1.82M - $1.88M
|
83K
$7.67M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-20.5K- 73.14% |
$1.92M - $1.99M
|
7.54K
$696K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-21.9K- 87.56% |
$2.05M - $2.12M
|
3.12K
$288K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-22.3K- 76.47% |
$2.08M - $2.16M
|
6.86K
$633K
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-23.4K- 5.63% |
$2.19M - $2.27M
|
393K
$36.3M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-23.8K- 30.62% |
$2.23M - $2.31M
|
54K
$4.98M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-24.5K- 90.73% |
$2.29M - $2.37M
|
2.5K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-25.5K- 57.6% |
$2.39M - $2.47M
|
18.8K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-26.3K- 89.08% |
$2.46M - $2.54M
|
3.22K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-26.5K- 82.42% |
$2.48M - $2.57M
|
5.65K
$522K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-26.7K- 12.95% |
$2.5M - $2.59M
|
180K
$16.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-29.9K- 91.54% |
$2.79M - $2.89M
|
2.76K
$255K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.1K- 4.33% |
$2.82M - $2.92M
|
666K
$61.5M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-33K- 93.33% |
$3.08M - $3.19M
|
2.36K
$218K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33.5K- 50.42% |
$3.13M - $3.24M
|
32.9K
$3.04M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-34.1K- 32.92% |
$3.19M - $3.3M
|
69.5K
$6.42M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-34.2K- 33.87% |
$3.2M - $3.31M
|
66.8K
$6.17M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-35.6K- 16.05% |
$3.33M - $3.45M
|
186K
$17.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-37.4K- 93.22% |
$3.5M - $3.63M
|
2.73K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-37.6K- 1.48% |
$3.52M - $3.64M
|
2.5M
$231M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-39.2K- 42.24% |
$3.66M - $3.79M
|
53.6K
$4.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-41.9K- 72.23% |
$3.92M - $4.06M
|
16.1K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-42.1K- 88.38% |
$3.94M - $4.08M
|
5.54K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-45.5K- 19.11% |
$4.26M - $4.41M
|
193K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.7KClosed |
$4.46M - $4.62M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48K- 28.78% |
$4.49M - $4.64M
|
119K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-52.6K- 6.64% |
$4.92M - $5.1M
|
740K
$68.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-53.2K- 60.74% |
$4.97M - $5.15M
|
34.4K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-54.4K- 45.27% |
$5.09M - $5.27M
|
65.8K
$6.08M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-57.5K- 34.77% |
$5.37M - $5.56M
|
108K
$9.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-60.2K- 20.17% |
$5.63M - $5.83M
|
238K
$22M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-60.9K- 88.83% |
$5.69M - $5.89M
|
7.66K
$707K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-67.4K- 88.2% |
$6.3M - $6.52M
|
9.01K
$832K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-68.5K- 97.61% |
$6.41M - $6.63M
|
1.68K
$155K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-80.3K- 92.57% |
$7.51M - $7.77M
|
6.44K
$595K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-82K- 72.92% |
$7.67M - $7.94M
|
30.4K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-82.8K- 30.42% |
$7.74M - $8.01M
|
189K
$17.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-83.6K- 95.07% |
$7.82M - $8.09M
|
4.34K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-84.2K- 56.64% |
$7.88M - $8.16M
|
64.5K
$5.96M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-86.5K- 28.14% |
$8.09M - $8.38M
|
221K
$20.4M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-88.9K- 19.67% |
$8.31M - $8.6M
|
363K
$33.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98.1K- 24.79% |
$9.18M - $9.5M
|
298K
$27.5M
|