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 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.3K+ 11.14% |
$1.43M - $1.48M
|
153K
$14.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.1K+ 369.91% |
$1.41M - $1.46M
|
19.2K
$1.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14.9K+ 29.32% |
$1.39M - $1.44M
|
65.6K
$6.06M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.8K+ 4051.78% |
$1.38M - $1.43M
|
15.2K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
14.7K+ 4.64% |
$1.38M - $1.43M
|
332K
$30.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.6K+ 9.47% |
$1.37M - $1.41M
|
169K
$15.6M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.4K+ 26.2% |
$1.35M - $1.4M
|
69.4K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
14.4KNew |
$1.35M - $1.39M
|
14.4K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14K+ 44.01% |
$1.31M - $1.36M
|
46K
$4.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
13.9K+ 5.04% |
$1.3M - $1.35M
|
290K
$26.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.3K+ 116.75% |
$1.25M - $1.29M
|
24.8K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
13.3K+ 11.06% |
$1.24M - $1.29M
|
133K
$12.3M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
13K+ 9.12% |
$1.22M - $1.26M
|
156K
$14.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
13KNew |
$1.21M - $1.25M
|
13K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.8K+ 22.42% |
$1.19M - $1.24M
|
69.7K
$6.44M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.6K+ 9.19% |
$1.18M - $1.22M
|
149K
$13.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.5KNew |
$1.17M - $1.21M
|
12.5K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
12.4KNew |
$1.16M - $1.2M
|
12.4K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
12.2K+ 38.37% |
$1.14M - $1.18M
|
44.1K
$4.07M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
12.1K+ 6.99% |
$1.13M - $1.17M
|
186K
$17.1M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
11.3K+ 33.84% |
$1.06M - $1.09M
|
44.7K
$4.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
$1.06M - $1.09M
|
11.3K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.1K+ 26.41% |
$1.04M - $1.08M
|
53.2K
$4.91M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.1KNew |
$1.04M - $1.07M
|
11.1K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
11.1K+ 17.24% |
$1.04M - $1.07M
|
75.3K
$6.95M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11K+ 48.82% |
$1.03M - $1.07M
|
33.6K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
11K+ 157.63% |
$1.03M - $1.06M
|
18K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 8.01% |
$1M - $1.03M
|
144K
$13.3M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.6K+ 287.16% |
$994K - $1.03M
|
14.3K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.5K+ 345.97% |
$983K - $1.02M
|
13.6K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
10.5K+ 56.65% |
$982K - $1.02M
|
29K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.5K+ 11.97% |
$979K - $1.01M
|
97.9K
$9.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10.1K+ 5.52% |
$947K - $981K
|
194K
$17.9M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.1K+ 19.69% |
$944K - $977K
|
61.4K
$5.67M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10KNew |
$935K - $968K
|
10K
$924K
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.61K+ 355.89% |
$899K - $930K
|
12.3K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
8.99K+ 8.6% |
$841K - $871K
|
114K
$10.5M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8.98K+ 9.43% |
$840K - $869K
|
104K
$9.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
8.85K+ 2.13% |
$828K - $857K
|
424K
$39.1M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.84K+ 7.25% |
$827K - $856K
|
131K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.7K+ 22.33% |
$814K - $843K
|
47.7K
$4.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
8.33K+ 41.22% |
$779K - $807K
|
28.5K
$2.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.3K+ 9.32% |
$777K - $804K
|
97.4K
$8.99M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.03K+ 30.56% |
$751K - $778K
|
34.3K
$3.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.97K+ 18.27% |
$746K - $772K
|
51.6K
$4.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
7.92KNew |
$741K - $767K
|
7.92K
$731K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7.88K+ 5.75% |
$737K - $763K
|
145K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.58K+ 7.8% |
$709K - $734K
|
105K
$9.68M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
7.47KNew |
$699K - $723K
|
7.47K
$690K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.35K+ 5.19% |
$688K - $712K
|
149K
$13.8M
|