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
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
270+ 2.86% |
$25.3K - $26.1K
|
9.71K
$896K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
240+ 1.9% |
$22.4K - $23.2K
|
12.9K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
232+ 4.06% |
$21.7K - $22.5K
|
5.95K
$549K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
221+ 9.8% |
$20.7K - $21.4K
|
2.48K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
206+ 4.14% |
$19.3K - $19.9K
|
5.18K
$478K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
201+ 314.06% |
$18.8K - $19.5K
|
265
$24.5K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
200+ 28.57% |
$18.7K - $19.4K
|
900
$83.1K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
198+ 1.38% |
$18.5K - $19.2K
|
14.5K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
197+ 95.17% |
$18.4K - $19.1K
|
404
$37.3K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
184+ 1226.67% |
$17.2K - $17.8K
|
199
$18.4K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
183+ 6.36% |
$17.1K - $17.7K
|
3.06K
$283K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
175+ 7.9% |
$16.4K - $16.9K
|
2.39K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
172+ 3.31% |
$16.1K - $16.7K
|
5.36K
$495K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
172+ 6.16% |
$16.1K - $16.7K
|
2.96K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
160+ 5.56% |
$15K - $15.5K
|
3.04K
$281K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
158+ 1.76% |
$14.8K - $15.3K
|
9.13K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
157+ 0.47% |
$14.7K - $15.2K
|
33.4K
$3.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
155+ 1.22% |
$14.5K - $15K
|
12.9K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
150New |
$14K - $14.5K
|
150
$13.9K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
148+ 0.44% |
$13.8K - $14.3K
|
33.5K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
144+ 2.7% |
$13.5K - $13.9K
|
5.48K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
137+ 6.45% |
$12.8K - $13.3K
|
2.26K
$209K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
130New |
$12.2K - $12.6K
|
130
$12K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
129+ 5.31% |
$12.1K - $12.5K
|
2.56K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
117+ 3.92% |
$10.9K - $11.3K
|
3.1K
$286K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
116New |
$10.9K - $11.2K
|
116
$10.7K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
115New |
$10.8K - $11.1K
|
115
$10.6K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
103+ 38.87% |
$9.63K - $9.97K
|
368
$34K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
97+ 0.45% |
$9.07K - $9.39K
|
21.4K
$1.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
91+ 1.34% |
$8.51K - $8.81K
|
6.89K
$636K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
90+ 4.37% |
$8.42K - $8.71K
|
2.15K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
83+ 1.64% |
$7.76K - $8.04K
|
5.16K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
80+ 177.78% |
$7.48K - $7.75K
|
125
$11.5K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76New |
$7.11K - $7.36K
|
76
$7.02K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
75+ 0.61% |
$7.02K - $7.26K
|
12.3K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
70+ 7000.0% |
$6.55K - $6.78K
|
71
$6.56K
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
66+ 0.24% |
$6.17K - $6.39K
|
28K
$2.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
66+ 1.22% |
$6.17K - $6.39K
|
5.48K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
62+ 0.6% |
$5.8K - $6K
|
10.3K
$956K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
61New |
$5.71K - $5.91K
|
61
$5.63K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
58+ 10.98% |
$5.43K - $5.62K
|
586
$54.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48New |
$4.49K - $4.65K
|
48
$4.43K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
44New |
$4.12K - $4.26K
|
44
$4.06K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39New |
$3.65K - $3.78K
|
39
$3.6K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
36New |
$3.37K - $3.49K
|
36
$3.32K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
33New |
$3.09K - $3.2K
|
33
$3.05K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30+ 50.0% |
$2.81K - $2.9K
|
90
$8.31K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29+ 0.39% |
$2.71K - $2.81K
|
7.45K
$688K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
28+ 0.52% |
$2.62K - $2.71K
|
5.43K
$502K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
27New |
$2.53K - $2.61K
|
27
$2.49K
|