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 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
71.1K+ 49.85% |
$6.49M - $6.73M
|
214K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
67K+ 42.54% |
$6.11M - $6.34M
|
225K
$21M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
64.5K+ 156.58% |
$5.89M - $6.11M
|
106K
$9.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.4K+ 3.31% |
$5.88M - $6.09M
|
2.01M
$188M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
63.4K+ 10.09% |
$5.79M - $6M
|
692K
$64.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
61.9K+ 46.93% |
$5.65M - $5.85M
|
194K
$18.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60KNew |
$5.47M - $5.68M
|
60K
$5.61M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
58.8KNew |
$5.37M - $5.57M
|
58.8K
$5.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
58.8K+ 168.71% |
$5.37M - $5.57M
|
93.7K
$8.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
55.5KNew |
$5.06M - $5.25M
|
55.5K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
54.1K+ 14.02% |
$4.94M - $5.12M
|
440K
$41.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
53.6KNew |
$4.89M - $5.07M
|
53.6K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
52.8KNew |
$4.82M - $5M
|
52.8K
$4.95M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.5K+ 50.11% |
$4.79M - $4.97M
|
157K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
52.5K+ 150.03% |
$4.79M - $4.97M
|
87.5K
$8.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.3K+ 17.24% |
$4.68M - $4.86M
|
349K
$32.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
51.2KNew |
$4.67M - $4.84M
|
51.2K
$4.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
51KNew |
$4.65M - $4.82M
|
51K
$4.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
49.7K+ 20.03% |
$4.53M - $4.7M
|
298K
$27.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
46K+ 2034.62% |
$4.2M - $4.35M
|
48.3K
$4.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
45.8K+ 178.36% |
$4.18M - $4.33M
|
71.5K
$6.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
45.8K+ 1862.24% |
$4.18M - $4.33M
|
48.3K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
45.2K+ 68.69% |
$4.12M - $4.28M
|
111K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
44.6KNew |
$4.07M - $4.22M
|
44.6K
$4.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
43.5K+ 693.87% |
$3.97M - $4.12M
|
49.8K
$4.66M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
43.5K+ 5.79% |
$3.97M - $4.11M
|
794K
$74.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
43.2K+ 6.08% |
$3.94M - $4.09M
|
754K
$70.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
41.6KNew |
$3.79M - $3.93M
|
41.6K
$3.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
41.3K+ 2.33% |
$3.77M - $3.91M
|
1.81M
$170M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
40.1KNew |
$3.66M - $3.79M
|
40.1K
$3.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
39K+ 9.2% |
$3.56M - $3.69M
|
463K
$43.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.4K+ 53.86% |
$3.41M - $3.54M
|
107K
$9.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.9K+ 1.79% |
$3.09M - $3.21M
|
1.93M
$180M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
32.4KNew |
$2.96M - $3.07M
|
32.4K
$3.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
32.3K+ 77.2% |
$2.95M - $3.06M
|
74.2K
$6.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
31.4K+ 67.89% |
$2.86M - $2.97M
|
77.5K
$7.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30K+ 6.19% |
$2.74M - $2.84M
|
515K
$48.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
29.4KNew |
$2.68M - $2.78M
|
29.4K
$2.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
27.7K+ 9.58% |
$2.53M - $2.62M
|
317K
$29.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
27K+ 15.44% |
$2.47M - $2.56M
|
202K
$18.9M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
26.3KNew |
$2.4M - $2.48M
|
26.3K
$2.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
26.2KNew |
$2.39M - $2.48M
|
26.2K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26K+ 160.21% |
$2.37M - $2.46M
|
42.2K
$3.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
24.9K+ 19.0% |
$2.28M - $2.36M
|
156K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.2K+ 427.85% |
$2.21M - $2.29M
|
29.8K
$2.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
24K+ 46.42% |
$2.19M - $2.27M
|
75.7K
$7.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
22.8K+ 2.93% |
$2.08M - $2.15M
|
798K
$74.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
22.4K+ 30.52% |
$2.04M - $2.12M
|
95.6K
$8.95M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
22.3K+ 15.95% |
$2.03M - $2.11M
|
162K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
22.2K+ 942.23% |
$2.03M - $2.1M
|
24.6K
$2.3M
|