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 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-3.28K- 11.29% |
$299K - $310K
|
25.8K
$2.41M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.31K- 50.3% |
$302K - $313K
|
3.27K
$306K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.42K- 18.64% |
$312K - $323K
|
14.9K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.44K- 8.13% |
$314K - $325K
|
38.8K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.48K- 5.38% |
$317K - $329K
|
61.2K
$5.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.48K- 8.56% |
$318K - $329K
|
37.2K
$3.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.61K- 49.39% |
$329K - $341K
|
3.7K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.64K- 60.06% |
$332K - $344K
|
2.42K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.66K- 19.12% |
$334K - $346K
|
15.5K
$1.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.72K- 10.18% |
$339K - $352K
|
32.8K
$3.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.89K- 14.05% |
$355K - $368K
|
23.8K
$2.23M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.09K- 30.52% |
$374K - $387K
|
9.32K
$872K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-4.17K- 4.81% |
$381K - $395K
|
82.5K
$7.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.2K- 77.49% |
$383K - $398K
|
1.22K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.23K- 1.58% |
$386K - $400K
|
264K
$24.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-4.23K- 17.4% |
$386K - $400K
|
20.1K
$1.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-4.31K- 17.32% |
$393K - $408K
|
20.6K
$1.92M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-4.37KClosed |
$399K - $413K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.43K- 62.57% |
$404K - $419K
|
2.65K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.48K- 1.81% |
$409K - $424K
|
243K
$22.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Savior LLC
|
SELL
|
- |
-4.72K- 30.06% |
$431K - $447K
|
11K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.92K- 34.09% |
$449K - $465K
|
9.51K
$890K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.95K- 13.06% |
$452K - $469K
|
33K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.01K- 13.82% |
$457K - $474K
|
31.2K
$2.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.43K- 65.72% |
$496K - $514K
|
2.83K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.58K- 2.8% |
$509K - $528K
|
194K
$18.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-5.65K- 13.2% |
$516K - $535K
|
37.2K
$3.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.02K- 18.06% |
$549K - $569K
|
27.3K
$2.55M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.29K- 18.37% |
$574K - $595K
|
28K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.3K- 13.21% |
$575K - $596K
|
41.4K
$3.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-6.34K- 4.12% |
$579K - $600K
|
148K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.59K- 53.5% |
$601K - $623K
|
5.72K
$536K
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-6.87K- 3.4% |
$627K - $650K
|
195K
$18.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-6.89K- 9.06% |
$629K - $652K
|
69.2K
$6.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-6.92K- 15.31% |
$631K - $654K
|
38.3K
$3.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.2K- 29.54% |
$657K - $681K
|
17.2K
$1.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.58K- 11.89% |
$692K - $717K
|
56.2K
$5.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.72K- 12.21% |
$705K - $731K
|
55.5K
$5.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.8K- 71.83% |
$711K - $737K
|
3.06K
$286K
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-8K- 64.41% |
$730K - $757K
|
4.42K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-8.07K- 2.45% |
$736K - $763K
|
322K
$30.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8.41K- 63.77% |
$768K - $796K
|
4.78K
$447K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-8.81K- 2.82% |
$804K - $834K
|
304K
$28.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.01K- 15.55% |
$822K - $852K
|
48.9K
$4.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-9.09K- 3.81% |
$830K - $860K
|
229K
$21.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.5KClosed |
$867K - $899K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.56K- 66.78% |
$873K - $905K
|
4.76K
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-9.62K- 2.69% |
$878K - $910K
|
348K
$32.6M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-9.79K- 0.81% |
$893K - $926K
|
1.19M
$112M
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-9.89K- 31.56% |
$902K - $936K
|
21.4K
$2.01M
|