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 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
819+ 5.68% |
$76.6K - $79.3K
|
15.2K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
809+ 5.85% |
$75.7K - $78.3K
|
14.6K
$1.35M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
799+ 9.18% |
$74.7K - $77.4K
|
9.5K
$877K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
775+ 6.27% |
$72.5K - $75K
|
13.1K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
751+ 18.44% |
$70.2K - $72.7K
|
4.82K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
734+ 22.06% |
$68.7K - $71.1K
|
4.06K
$375K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
719+ 30.25% |
$67.3K - $69.6K
|
3.1K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
712New |
$66.6K - $68.9K
|
712
$65.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
709+ 2.72% |
$66.3K - $68.6K
|
26.8K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
700+ 4.5% |
$65.5K - $67.8K
|
16.2K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
686+ 225.66% |
$64.2K - $66.4K
|
990
$91.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
643New |
$60.1K - $62.3K
|
643
$59.4K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
632+ 24.38% |
$59.1K - $61.2K
|
3.22K
$298K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
630New |
$58.9K - $61K
|
630
$58.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
618+ 10.97% |
$57.8K - $59.8K
|
6.25K
$577K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
601+ 10.46% |
$56.2K - $58.2K
|
6.35K
$586K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
581+ 245.15% |
$54.3K - $56.3K
|
818
$75.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
BUY
|
- |
566+ 7.19% |
$52.9K - $54.8K
|
8.44K
$779K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
551+ 888.71% |
$51.5K - $53.3K
|
613
$56.6K
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
545+ 1.0% |
$51K - $52.8K
|
55.2K
$5.1M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
500+ 100.0% |
$46.8K - $48.4K
|
1K
$92.4K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
490+ 171.33% |
$45.8K - $47.4K
|
776
$71.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
483+ 42.0% |
$45.2K - $46.8K
|
1.63K
$151K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
469+ 14.49% |
$43.9K - $45.4K
|
3.71K
$342K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
469+ 3.62% |
$43.9K - $45.4K
|
13.4K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
460New |
$43K - $44.5K
|
460
$42.5K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
456New |
$42.7K - $44.1K
|
456
$42.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
455+ 85.37% |
$42.6K - $44.1K
|
988
$91.2K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
432+ 324.81% |
$40.4K - $41.8K
|
565
$52.2K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
427+ 4.04% |
$39.9K - $41.3K
|
11K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
414+ 5.54% |
$38.7K - $40.1K
|
7.89K
$728K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
407+ 20350.0% |
$38.1K - $39.4K
|
409
$37.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
400+ 4.24% |
$37.4K - $38.7K
|
9.84K
$909K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
400New |
$37.4K - $38.7K
|
400
$36.9K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
386+ 3.31% |
$36.1K - $37.4K
|
12.1K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
384+ 4.51% |
$35.9K - $37.2K
|
8.9K
$821K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
382+ 3.09% |
$35.7K - $37K
|
12.8K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
370+ 3.02% |
$34.6K - $35.8K
|
12.6K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
362+ 565.63% |
$33.9K - $35K
|
426
$39.3K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
361+ 0.43% |
$33.8K - $35K
|
84.1K
$7.77M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
351+ 1.66% |
$32.8K - $34K
|
21.5K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
342+ 8.18% |
$32K - $33.1K
|
4.52K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
334+ 1.41% |
$31.2K - $32.3K
|
24K
$2.22M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
303New |
$28.3K - $29.3K
|
303
$28K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
291New |
$27.2K - $28.2K
|
291
$26.9K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
291+ 2.76% |
$27.2K - $28.2K
|
10.9K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
280+ 1.16% |
$26.2K - $27.1K
|
24.3K
$2.25M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
278+ 10.54% |
$26K - $26.9K
|
2.92K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
278+ 1.62% |
$26K - $26.9K
|
17.5K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
273+ 8.85% |
$25.5K - $26.4K
|
3.36K
$310K
|