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 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.13K+ 2.4% |
$387K - $400K
|
177K
$16.3M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.97K+ 42.11% |
$371K - $384K
|
13.4K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.91K+ 181.84% |
$365K - $378K
|
6.05K
$559K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.9K+ 75.18% |
$365K - $378K
|
9.09K
$840K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
3.86K+ 14.19% |
$361K - $374K
|
31.1K
$2.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.85K+ 26.25% |
$360K - $372K
|
18.5K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.84KNew |
$359K - $372K
|
3.84K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.78KNew |
$354K - $366K
|
3.78K
$349K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.62K+ 33.48% |
$339K - $350K
|
14.4K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.46KNew |
$324K - $335K
|
3.46K
$320K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.46K+ 15.55% |
$324K - $335K
|
25.7K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.44K+ 11.95% |
$322K - $333K
|
32.2K
$2.97M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.42K+ 89.68% |
$319K - $331K
|
7.22K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.39KNew |
$317K - $328K
|
3.39K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.39K+ 61.94% |
$317K - $328K
|
8.85K
$818K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.35K+ 11.19% |
$314K - $325K
|
33.3K
$3.08M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
3.33KNew |
$312K - $323K
|
3.33K
$308K
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
3.31K+ 26.24% |
$310K - $320K
|
15.9K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.24KNew |
$303K - $314K
|
3.24K
$299K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.16KNew |
$296K - $306K
|
3.16K
$292K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.14K+ 13.42% |
$293K - $304K
|
26.5K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.11K+ 1.92% |
$290K - $301K
|
165K
$15.3M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
3KNew |
$281K - $290K
|
3K
$277K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.94KNew |
$275K - $285K
|
2.94K
$272K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.92KNew |
$273K - $283K
|
2.92K
$270K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.79K+ 4.23% |
$261K - $271K
|
68.8K
$6.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.71KNew |
$253K - $262K
|
2.71K
$250K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2.53K+ 8.89% |
$236K - $244K
|
30.9K
$2.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.5KNew |
$234K - $242K
|
2.5K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.48K+ 3.75% |
$232K - $240K
|
68.4K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.47K+ 0.62% |
$231K - $239K
|
402K
$37.1M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.47KNew |
$231K - $239K
|
2.47K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
2.43KNew |
$227K - $235K
|
2.43K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.43K+ 14.52% |
$227K - $235K
|
19.1K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.37KNew |
$221K - $229K
|
2.37K
$218K
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
2.31K+ 1.15% |
$216K - $224K
|
202K
$18.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.31K+ 34.25% |
$216K - $223K
|
9.04K
$835K
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.28K+ 3.98% |
$213K - $221K
|
59.6K
$5.51M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.28K+ 9.68% |
$213K - $221K
|
25.8K
$2.38M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
2.24K+ 5.52% |
$210K - $217K
|
42.9K
$3.96M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 21.24% |
$210K - $217K
|
12.8K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.24KNew |
$209K - $216K
|
2.24K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.2KNew |
$206K - $213K
|
2.2K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.2K+ 8.23% |
$206K - $213K
|
28.9K
$2.67M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.19KNew |
$204K - $212K
|
2.19K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.14KNew |
$200K - $207K
|
2.14K
$197K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.12KNew |
$198K - $205K
|
2.12K
$196K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.11K+ 3.36% |
$197K - $204K
|
64.9K
$6M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.09KNew |
$195K - $202K
|
2.09K
$193K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.05K+ 78.85% |
$192K - $198K
|
4.65K
$429K
|