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 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91K+ 21.84% |
$8.52M - $8.81M
|
508K
$46.9M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
89.2K+ 28.37% |
$8.35M - $8.64M
|
404K
$37.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
87KNew |
$8.14M - $8.42M
|
87K
$8.03M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
86.9K+ 5.56% |
$8.12M - $8.41M
|
1.65M
$152M
|
|
|
May 14, 2024
Q1 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
83.6KNew |
$7.82M - $8.09M
|
83.6K
$7.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
83.6KNew |
$7.82M - $8.09M
|
83.6K
$7.72M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
83.2K+ 10.39% |
$7.79M - $8.06M
|
884K
$81.7M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
82.4KNew |
$7.71M - $7.98M
|
82.4K
$7.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
82.1KNew |
$7.68M - $7.95M
|
82.1K
$7.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
78KNew |
$7.3M - $7.55M
|
78K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
77.9K+ 37.22% |
$7.28M - $7.54M
|
287K
$26.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
76.9K+ 72.19% |
$7.19M - $7.44M
|
183K
$16.9M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
72KNew |
$6.74M - $6.97M
|
72K
$6.65M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
71.6K+ 39.0% |
$6.7M - $6.93M
|
255K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
71.3KNew |
$6.67M - $6.9M
|
71.3K
$6.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70.7K+ 119.4% |
$6.61M - $6.84M
|
130K
$12M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
69.6KNew |
$6.51M - $6.74M
|
69.6K
$6.43M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
64.4K+ 58.19% |
$6.02M - $6.23M
|
175K
$16.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
62.4K+ 1293.59% |
$5.84M - $6.04M
|
67.2K
$6.21M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
56.4K+ 33.54% |
$5.27M - $5.46M
|
224K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
54.6K+ 19.86% |
$5.11M - $5.29M
|
330K
$30.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.3K+ 73.7% |
$5.08M - $5.26M
|
128K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
54.1K+ 137.7% |
$5.06M - $5.23M
|
93.3K
$8.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
54K+ 78.55% |
$5.05M - $5.23M
|
123K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
53.7K+ 46.85% |
$5.03M - $5.2M
|
168K
$15.6M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
53.2K+ 8.35% |
$4.98M - $5.15M
|
690K
$63.7M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
52.9K+ 1775.29% |
$4.95M - $5.13M
|
55.9K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
51KNew |
$4.77M - $4.94M
|
51K
$4.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
50.7K+ 43.47% |
$4.74M - $4.91M
|
167K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
49.9K+ 14.35% |
$4.67M - $4.83M
|
398K
$36.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48.6K+ 321.14% |
$4.55M - $4.71M
|
63.7K
$5.89M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
47.9KNew |
$4.48M - $4.64M
|
47.9K
$4.43M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
47.3K+ 11.91% |
$4.42M - $4.58M
|
444K
$41M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
46.6K+ 51.68% |
$4.36M - $4.51M
|
137K
$12.6M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
45.7KNew |
$4.28M - $4.43M
|
45.7K
$4.22M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
43.9K+ 2.31% |
$4.11M - $4.25M
|
1.95M
$180M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
43.8K+ 89.26% |
$4.09M - $4.24M
|
92.8K
$8.57M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
43.3KNew |
$4.05M - $4.19M
|
43.3K
$4M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
42.9K+ 44.93% |
$4.01M - $4.15M
|
138K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
42.6K+ 13.94% |
$3.98M - $4.12M
|
348K
$32.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.5K+ 9.59% |
$3.97M - $4.11M
|
485K
$44.8M
|
|
|
May 02, 2024
Q1 2024
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
41.6KNew |
$3.89M - $4.03M
|
41.6K
$3.84M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
39.2KNew |
$3.67M - $3.79M
|
39.2K
$3.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
38.2K+ 11.94% |
$3.57M - $3.69M
|
358K
$33M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
38.1K+ 151.98% |
$3.57M - $3.69M
|
63.2K
$5.84M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
37.7KNew |
$3.53M - $3.65M
|
37.7K
$3.49M
|
|
|
May 03, 2024
Q1 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
36.5K+ 5.41% |
$3.41M - $3.53M
|
711K
$65.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34.4KNew |
$3.21M - $3.33M
|
34.4K
$3.17M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
33.5K+ 31.49% |
$3.13M - $3.24M
|
140K
$12.9M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
33K+ 14.01% |
$3.08M - $3.19M
|
268K
$24.8M
|