Purchases and Sales Made in Q2 2024 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-77- 38.69% |
$7.03K - $7.28K
|
122
$11.4K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-81- 2.39% |
$7.39K - $7.66K
|
3.31K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-83- 1.55% |
$7.57K - $7.85K
|
5.28K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-85Closed |
$7.76K - $8.04K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-88- 2.92% |
$8.03K - $8.32K
|
2.92K
$274K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-96- 1.74% |
$8.76K - $9.08K
|
5.43K
$508K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 0.92% |
$9.12K - $9.46K
|
10.8K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-104- 2.81% |
$9.49K - $9.84K
|
3.6K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-105- 70.95% |
$9.58K - $9.93K
|
43
$4.03K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-119- 1.05% |
$10.9K - $11.3K
|
11.2K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-130- 0.2% |
$11.9K - $12.3K
|
64.8K
$6.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-131- 4.7% |
$12K - $12.4K
|
2.66K
$249K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-135- 13.66% |
$12.3K - $12.8K
|
853
$79.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-159- 0.33% |
$14.5K - $15K
|
48K
$4.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-165- 0.52% |
$15.1K - $15.6K
|
31.8K
$2.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-167- 1.38% |
$15.2K - $15.8K
|
11.9K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-167- 5.57% |
$15.2K - $15.8K
|
2.83K
$265K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-167- 3.81% |
$15.2K - $15.8K
|
4.22K
$395K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-175- 9.99% |
$16K - $16.6K
|
1.58K
$148K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-182- 0.34% |
$16.6K - $17.2K
|
53K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-190- 9.11% |
$17.3K - $18K
|
1.9K
$178K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 4.3% |
$18.2K - $18.9K
|
4.45K
$417K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-203- 94.42% |
$18.5K - $19.2K
|
12
$1.12K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-217- 7.86% |
$19.8K - $20.5K
|
2.54K
$238K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-220- 14.37% |
$20.1K - $20.8K
|
1.31K
$123K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-220- 1.15% |
$20.1K - $20.8K
|
18.9K
$1.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-221- 4.07% |
$20.2K - $20.9K
|
5.21K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-235- 1.63% |
$21.4K - $22.2K
|
14.2K
$1.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-236- 5.29% |
$21.5K - $22.3K
|
4.23K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-237- 1.84% |
$21.6K - $22.4K
|
12.6K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-241- 1.5% |
$22K - $22.8K
|
15.8K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-250- 32.22% |
$22.8K - $23.7K
|
526
$49.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-259- 86.91% |
$23.6K - $24.5K
|
39
$3.65K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-271- 16.6% |
$24.7K - $25.6K
|
1.36K
$128K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-278- 9.08% |
$25.4K - $26.3K
|
2.79K
$261K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-283- 18.07% |
$25.8K - $26.8K
|
1.28K
$120K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-286- 8.97% |
$26.1K - $27.1K
|
2.9K
$272K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-291- 2.37% |
$26.6K - $27.5K
|
12K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-291- 2.37% |
$26.6K - $27.5K
|
12K
$1.12M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-303- 4.77% |
$27.6K - $28.7K
|
6.05K
$566K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-306- 36.6% |
$27.9K - $28.9K
|
530
$49.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-309- 42.04% |
$28.2K - $29.2K
|
426
$39.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-310- 49.52% |
$28.3K - $29.3K
|
316
$29.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-323- 10.13% |
$29.5K - $30.6K
|
2.86K
$268K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-336- 11.91% |
$30.7K - $31.8K
|
2.49K
$233K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-338- 17.72% |
$30.8K - $32K
|
1.57K
$147K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-340- 6.07% |
$31K - $32.2K
|
5.26K
$493K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-341- 10.58% |
$31.1K - $32.3K
|
2.88K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-343- 16.96% |
$31.3K - $32.4K
|
1.68K
$157K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-345- 82.93% |
$31.5K - $32.6K
|
71
$6.65K
|