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 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
32.8K+ 12.36% |
$3.07M - $3.18M
|
299K
$27.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
32.2K+ 12.73% |
$3.01M - $3.11M
|
285K
$26.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.1K+ 3.38% |
$3M - $3.1M
|
982K
$90.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
30.5K+ 6.1% |
$2.86M - $2.96M
|
531K
$49M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30.4K+ 69.17% |
$2.84M - $2.94M
|
74.4K
$6.87M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.3K+ 10.64% |
$2.83M - $2.93M
|
315K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
29.9K+ 72.32% |
$2.8M - $2.89M
|
71.2K
$6.58M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.2K+ 37.3% |
$2.73M - $2.83M
|
108K
$9.93M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
27.9K+ 48.26% |
$2.61M - $2.7M
|
85.8K
$7.92M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
27.8KNew |
$2.6M - $2.7M
|
27.8K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.8K+ 226.85% |
$2.6M - $2.7M
|
40.1K
$3.71M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
27.5K+ 309.33% |
$2.57M - $2.66M
|
36.4K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
27.4K+ 4.55% |
$2.56M - $2.65M
|
629K
$58.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
27.1KNew |
$2.53M - $2.62M
|
27.1K
$2.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27K+ 4.59% |
$2.53M - $2.62M
|
616K
$56.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.6K+ 71.56% |
$2.49M - $2.58M
|
63.8K
$5.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
25.7K+ 26773.96% |
$2.4M - $2.49M
|
25.8K
$2.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
25.3K+ 52.65% |
$2.36M - $2.45M
|
73.3K
$6.77M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
25.1K+ 19.48% |
$2.35M - $2.43M
|
154K
$14.2M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
25.1KNew |
$2.34M - $2.43M
|
25.1K
$2.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
24.3K+ 6.45% |
$2.27M - $2.35M
|
401K
$37M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
23.9KNew |
$2.24M - $2.31M
|
23.9K
$2.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.3K+ 8.8% |
$2.18M - $2.26M
|
289K
$26.6M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
22.1KNew |
$2.06M - $2.14M
|
22.1K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21.6KNew |
$2.02M - $2.09M
|
21.6K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
21K+ 4.92% |
$1.96M - $2.03M
|
447K
$41.3M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
20.9K+ 35.09% |
$1.96M - $2.03M
|
80.6K
$7.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.8K+ 1.26% |
$1.94M - $2.01M
|
1.67M
$154M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
20.5K+ 18.51% |
$1.92M - $1.99M
|
131K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
20.5K+ 2.71% |
$1.92M - $1.98M
|
776K
$71.6M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
20.4K+ 42.49% |
$1.91M - $1.98M
|
68.5K
$6.33M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
20.4K+ 6.85% |
$1.91M - $1.98M
|
318K
$29.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
20KNew |
$1.87M - $1.94M
|
20K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
19.9K+ 7.92% |
$1.86M - $1.93M
|
272K
$25.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
19.6K+ 40.63% |
$1.83M - $1.89M
|
67.7K
$6.25M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
19.5K+ 154.09% |
$1.82M - $1.88M
|
32.1K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.4K+ 0.35% |
$1.81M - $1.87M
|
5.5M
$508M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
18.3KNew |
$1.72M - $1.78M
|
18.3K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
18K+ 59.8% |
$1.69M - $1.75M
|
48.2K
$4.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
18KNew |
$1.69M - $1.74M
|
18K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
18K+ 45.21% |
$1.68M - $1.74M
|
57.7K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
17.8K+ 14.37% |
$1.67M - $1.73M
|
142K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.6KNew |
$1.65M - $1.7M
|
17.6K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.6K+ 7.17% |
$1.64M - $1.7M
|
263K
$24.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5K+ 115.43% |
$1.64M - $1.7M
|
32.7K
$3.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
16K+ 97.94% |
$1.5M - $1.55M
|
32.4K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
15.9KNew |
$1.48M - $1.53M
|
15.9K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
15.7K+ 16.22% |
$1.46M - $1.52M
|
112K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15.5K+ 42.82% |
$1.45M - $1.5M
|
51.7K
$4.77M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
15.5K+ 347.51% |
$1.45M - $1.5M
|
20K
$1.84M
|