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 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.31KNew |
$683K - $707K
|
7.31K
$676K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.28K+ 10.43% |
$681K - $705K
|
77.1K
$7.13M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.21KNew |
$675K - $698K
|
7.21K
$667K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7.21K+ 65.46% |
$674K - $698K
|
18.2K
$1.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.13K+ 81.24% |
$667K - $691K
|
15.9K
$1.47M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.13K+ 10.76% |
$667K - $690K
|
73.3K
$6.79M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.08KNew |
$662K - $686K
|
7.08K
$655K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6.63KNew |
$620K - $642K
|
6.63K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
6.57K+ 4.15% |
$614K - $636K
|
165K
$15.2M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.42K+ 16.26% |
$601K - $622K
|
45.9K
$4.25M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
6.31K+ 60.46% |
$590K - $611K
|
16.7K
$1.55M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.27KNew |
$586K - $607K
|
6.27K
$580K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
6.18K+ 18.2% |
$578K - $598K
|
40.1K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.08K+ 2.36% |
$569K - $589K
|
263K
$24.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.02K+ 10.92% |
$563K - $583K
|
61.1K
$5.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.97KNew |
$558K - $578K
|
5.97K
$552K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.9K+ 25.59% |
$552K - $572K
|
29K
$2.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.86K+ 8.71% |
$548K - $567K
|
73.1K
$6.76M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
5.8KNew |
$542K - $561K
|
5.8K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.69K+ 4.51% |
$532K - $551K
|
132K
$12.2M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.6KNew |
$524K - $542K
|
5.6K
$518K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
5.5K+ 14.68% |
$514K - $533K
|
43K
$3.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.48KNew |
$512K - $530K
|
5.48K
$507K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.47K+ 20.77% |
$511K - $529K
|
31.8K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.45KNew |
$509K - $527K
|
5.45K
$504K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.4KNew |
$505K - $522K
|
5.4K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.32K+ 13.26% |
$497K - $515K
|
45.4K
$4.2M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.31K+ 10.49% |
$496K - $514K
|
55.9K
$5.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.22K+ 4.59% |
$488K - $505K
|
119K
$11M
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
5.14K+ 18.6% |
$481K - $498K
|
32.8K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
5.04K+ 68.34% |
$472K - $488K
|
12.4K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.99K+ 2.35% |
$466K - $483K
|
217K
$20.1M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.97KNew |
$465K - $482K
|
4.97K
$460K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.97K+ 5.49% |
$465K - $481K
|
95.6K
$8.85M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.96K+ 43.11% |
$464K - $480K
|
16.5K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.78K+ 46.02% |
$447K - $463K
|
15.2K
$1.4M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.72K+ 150.8% |
$442K - $457K
|
7.86K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.69K+ 14.87% |
$439K - $454K
|
36.2K
$3.35M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.67K+ 6.34% |
$437K - $452K
|
78.3K
$7.25M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.65K+ 12.49% |
$435K - $450K
|
41.8K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.57K+ 52.92% |
$428K - $443K
|
13.2K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
4.51K+ 119.75% |
$421K - $436K
|
8.27K
$765K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.5K+ 10.94% |
$420K - $435K
|
45.6K
$4.22M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.45K+ 208.73% |
$416K - $430K
|
6.58K
$608K
|
|
|
May 15, 2024
Q1 2024
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
4.34K+ 10.0% |
$406K - $421K
|
47.8K
$4.42M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.32K+ 15.46% |
$404K - $419K
|
32.3K
$2.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.3K+ 8.92% |
$402K - $416K
|
52.5K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.22KNew |
$395K - $409K
|
4.22K
$391K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
4.2K+ 15.53% |
$392K - $406K
|
31.2K
$2.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
4.15KNew |
$388K - $402K
|
4.15K
$384K
|