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 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.01K+ 12.41% |
$188K - $194K
|
18.2K
$1.68M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2K+ 80.0% |
$187K - $194K
|
4.5K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2K+ 1736.52% |
$187K - $193K
|
2.11K
$195K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.98K+ 51.62% |
$185K - $192K
|
5.81K
$537K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 53.7% |
$177K - $183K
|
5.42K
$501K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.88K+ 2.99% |
$176K - $182K
|
64.7K
$5.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.88K+ 140.3% |
$176K - $182K
|
3.22K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.85KNew |
$173K - $179K
|
1.85K
$171K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.84K+ 1.76% |
$172K - $178K
|
106K
$9.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.77K+ 26.61% |
$166K - $172K
|
8.43K
$779K
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.76K+ 8.28% |
$165K - $170K
|
23K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.74K+ 2.69% |
$163K - $169K
|
66.4K
$6.13M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.72KNew |
$161K - $167K
|
1.72K
$159K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.62K+ 5.34% |
$152K - $157K
|
31.9K
$2.95M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 4.04% |
$148K - $153K
|
40.6K
$3.75M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.56K+ 11.94% |
$146K - $151K
|
14.6K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
1.53K+ 3.73% |
$143K - $148K
|
42.7K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.51K+ 3.28% |
$141K - $146K
|
47.4K
$4.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.5K+ 33.86% |
$140K - $145K
|
5.93K
$548K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.5K+ 28.12% |
$140K - $145K
|
6.82K
$630K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.46K+ 6.08% |
$137K - $142K
|
25.5K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.43K+ 0.98% |
$134K - $139K
|
148K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
1.42K+ 17.25% |
$132K - $137K
|
9.62K
$888K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.41K+ 36.33% |
$132K - $136K
|
5.29K
$488K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.25% |
$127K - $131K
|
110K
$10.2M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.32K+ 6.67% |
$123K - $127K
|
21K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.26K+ 2.72% |
$117K - $122K
|
47.4K
$4.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 11.74% |
$117K - $121K
|
11.9K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.21K+ 8.0% |
$114K - $118K
|
16.4K
$1.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.21K+ 14.68% |
$113K - $117K
|
9.48K
$875K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.21K+ 69.52% |
$113K - $117K
|
2.95K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.21K+ 3.33% |
$113K - $117K
|
37.5K
$3.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.18K+ 1.57% |
$110K - $114K
|
76K
$7.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.17K+ 29.54% |
$110K - $113K
|
5.14K
$475K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.15K+ 2.97% |
$107K - $111K
|
39.7K
$3.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.13K+ 2.3% |
$106K - $110K
|
50.5K
$4.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.13K+ 3.35% |
$106K - $109K
|
34.9K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13K+ 572.59% |
$106K - $109K
|
1.33K
$122K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.09K+ 3.24% |
$102K - $105K
|
34.7K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.07K+ 161.78% |
$100K - $104K
|
1.73K
$160K
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.05K+ 0.69% |
$98K - $101K
|
153K
$14.2M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.02K+ 3.66% |
$95.4K - $98.8K
|
28.9K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
999+ 24.4% |
$93.4K - $96.7K
|
5.09K
$470K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
985+ 12.98% |
$92.1K - $95.4K
|
8.58K
$792K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
960+ 15.03% |
$89.8K - $92.9K
|
7.35K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
951+ 8.89% |
$89K - $92.1K
|
11.6K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
944+ 16.36% |
$88.3K - $91.4K
|
6.71K
$620K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
881New |
$82.4K - $85.3K
|
881
$81.4K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
850+ 7.65% |
$79.5K - $82.3K
|
12K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
823+ 1.95% |
$77K - $79.7K
|
43K
$3.97M
|