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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.27K- 1.19% |
$116K - $120K
|
106K
$9.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.3K- 0.29% |
$118K - $123K
|
446K
$41.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.36K- 7.21% |
$124K - $129K
|
17.5K
$1.64M
|
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.36K- 0.35% |
$124K - $129K
|
391K
$36.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.39K- 15.5% |
$127K - $131K
|
7.56K
$707K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.39K- 38.28% |
$127K - $131K
|
2.24K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.4K- 2.95% |
$128K - $132K
|
46K
$4.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.43K- 5.02% |
$131K - $135K
|
27.1K
$2.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.47K- 31.0% |
$134K - $139K
|
3.28K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.49K- 30.36% |
$136K - $141K
|
3.41K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.5K- 1.14% |
$137K - $142K
|
130K
$12.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.56K- 20.45% |
$143K - $148K
|
6.08K
$569K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.6K- 7.59% |
$146K - $151K
|
19.4K
$1.82M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.6K- 5.24% |
$146K - $151K
|
28.8K
$2.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.6K- 16.26% |
$146K - $151K
|
8.24K
$771K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.62K- 24.81% |
$147K - $153K
|
4.9K
$458K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.62K- 24.76% |
$148K - $154K
|
4.94K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.64K- 3.53% |
$150K - $155K
|
44.8K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.68K- 7.66% |
$153K - $158K
|
20.2K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.68K- 5.83% |
$154K - $159K
|
27.2K
$2.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.7K- 7.9% |
$155K - $161K
|
19.8K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.7K- 11.63% |
$155K - $161K
|
12.9K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 13.8% |
$156K - $162K
|
10.7K
$999K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.73K- 12.03% |
$158K - $164K
|
12.7K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.78K- 40.06% |
$162K - $168K
|
2.66K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.82K- 43.8% |
$166K - $172K
|
2.33K
$218K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.85K- 5.97% |
$169K - $175K
|
29.2K
$2.73M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.85K- 5.97% |
$169K - $175K
|
29.2K
$2.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.87K- 12.92% |
$170K - $176K
|
12.6K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.93K- 0.52% |
$176K - $182K
|
370K
$34.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1.95K- 28.24% |
$178K - $184K
|
4.94K
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.96K- 12.4% |
$179K - $185K
|
13.8K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.04K- 53.93% |
$186K - $193K
|
1.74K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.1K- 2.15% |
$192K - $199K
|
95.8K
$8.97M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-2.11K- 6.96% |
$193K - $200K
|
28.2K
$2.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.13K- 2.58% |
$194K - $201K
|
80.3K
$7.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.17K- 3.26% |
$198K - $206K
|
64.6K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.24K- 0.56% |
$204K - $212K
|
399K
$37.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.29K- 9.57% |
$209K - $216K
|
21.6K
$2.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-2.35K- 1.92% |
$214K - $222K
|
120K
$11.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.53K- 9.48% |
$230K - $239K
|
24.1K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.67K- 98.02% |
$244K - $253K
|
54
$5.05K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.68K- 1.51% |
$244K - $253K
|
174K
$16.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.89K- 23.69% |
$263K - $273K
|
9.3K
$870K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.94K- 17.83% |
$268K - $278K
|
13.6K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.01K- 40.9% |
$274K - $284K
|
4.34K
$406K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.13K- 23.51% |
$285K - $296K
|
10.2K
$952K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.14K- 4.64% |
$286K - $297K
|
64.5K
$6.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.19K- 3.01% |
$291K - $302K
|
103K
$9.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.26K- 57.01% |
$297K - $308K
|
2.46K
$230K
|