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 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
21.9K+ 138.33% |
$2M - $2.07M
|
37.8K
$3.53M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
21K+ 6.33% |
$1.92M - $1.99M
|
353K
$33.1M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 14.17% |
$1.86M - $1.93M
|
164K
$15.4M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20.1K+ 115.39% |
$1.84M - $1.91M
|
37.6K
$3.52M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
20.1K+ 43.68% |
$1.84M - $1.9M
|
66.2K
$6.19M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19.7K+ 2.4% |
$1.8M - $1.87M
|
840K
$78.6M
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 6.59% |
$1.8M - $1.86M
|
318K
$29.8M
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
19.7K+ 11.94% |
$1.79M - $1.86M
|
184K
$17.3M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.6K+ 13.79% |
$1.79M - $1.86M
|
162K
$15.1M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$1.78M - $1.84M
|
19.5K
$1.82M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.4K+ 312.09% |
$1.77M - $1.84M
|
25.6K
$2.4M
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
18.9KNew |
$1.72M - $1.78M
|
18.9K
$1.77M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.6K+ 17.34% |
$1.7M - $1.76M
|
126K
$11.8M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.6K+ 6.82% |
$1.7M - $1.76M
|
292K
$27.3M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18.6KNew |
$1.69M - $1.76M
|
18.6K
$1.74M
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
18.4K+ 136.32% |
$1.68M - $1.74M
|
32K
$2.99M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.4K+ 22.17% |
$1.58M - $1.64M
|
95.7K
$8.96M
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
17.2K+ 5.93% |
$1.57M - $1.63M
|
308K
$28.8M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17K+ 25.96% |
$1.55M - $1.61M
|
82.6K
$7.73M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
16.9KNew |
$1.55M - $1.6M
|
16.9K
$1.59M
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
16.7K+ 1.89% |
$1.53M - $1.58M
|
901K
$84.3M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
15.4K+ 49.43% |
$1.4M - $1.45M
|
46.4K
$4.34M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.8KNew |
$1.35M - $1.4M
|
14.8K
$1.38M
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
14.5K+ 42.68% |
$1.32M - $1.37M
|
48.3K
$4.52M
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
14.2K+ 4.48% |
$1.3M - $1.35M
|
332K
$31.1M
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
14.2K+ 70.83% |
$1.29M - $1.34M
|
34.2K
$3.2M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.1K+ 13.1% |
$1.29M - $1.34M
|
122K
$11.4M
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
14.1KNew |
$1.29M - $1.33M
|
14.1K
$1.32M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 2.68% |
$1.25M - $1.3M
|
525K
$49.1M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.7KNew |
$1.25M - $1.29M
|
13.7K
$1.28M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.7KNew |
$1.25M - $1.29M
|
13.7K
$1.28M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 2.47% |
$1.23M - $1.27M
|
558K
$52.2M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.2KNew |
$1.2M - $1.24M
|
13.2K
$1.23M
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
13.1KNew |
$1.2M - $1.24M
|
13.1K
$1.23M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.6K+ 4.75% |
$1.15M - $1.19M
|
277K
$25.9M
|
|
Jul 24, 2024
Q2 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
12.2K+ 0.43% |
$1.12M - $1.16M
|
2.85M
$266M
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
12K+ 54.11% |
$1.09M - $1.13M
|
34.1K
$3.19M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.6K+ 135.43% |
$1.06M - $1.1M
|
20.2K
$1.89M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6K+ 25.5% |
$1.06M - $1.1M
|
57K
$5.33M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
11.4K+ 26.67% |
$1.04M - $1.08M
|
54K
$5.06M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.1K+ 22.21% |
$1.02M - $1.05M
|
61.3K
$5.74M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.9KNew |
$990K - $1.03M
|
10.9K
$1.02M
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
10.7K+ 2.69% |
$981K - $1.02M
|
410K
$38.4M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.7K+ 197.25% |
$980K - $1.02M
|
16.2K
$1.51M
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.6KNew |
$971K - $1.01M
|
10.6K
$996K
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.6K+ 6.96% |
$969K - $1M
|
163K
$15.3M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.4K+ 20.96% |
$946K - $980K
|
59.8K
$5.6M
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
10.3K+ 17.24% |
$938K - $973K
|
69.9K
$6.54M
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
10.1K+ 20.08% |
$924K - $958K
|
60.6K
$5.67M
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
10.1KNew |
$921K - $955K
|
10.1K
$945K
|