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 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.74KNew |
$250K - $259K
|
2.74K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.73K+ 2.29% |
$249K - $258K
|
122K
$11.4M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.72KNew |
$248K - $258K
|
2.72K
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.7K+ 8.05% |
$246K - $256K
|
36.2K
$3.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.66KNew |
$243K - $252K
|
2.66K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.65KNew |
$242K - $251K
|
2.65K
$248K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.64K+ 165.13% |
$241K - $250K
|
4.24K
$397K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.6KNew |
$237K - $246K
|
2.6K
$243K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.6KNew |
$237K - $245K
|
2.6K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.58K+ 5.96% |
$235K - $244K
|
45.9K
$4.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.48KNew |
$226K - $235K
|
2.48K
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.45KNew |
$224K - $232K
|
2.45K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.42K+ 5.97% |
$221K - $229K
|
43K
$4.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.42K+ 7.47% |
$221K - $229K
|
34.8K
$3.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.39K+ 3.17% |
$218K - $226K
|
77.6K
$7.27M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.37KNew |
$216K - $224K
|
2.37K
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.36KNew |
$215K - $223K
|
2.36K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.33KNew |
$212K - $220K
|
2.33K
$218K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.3K+ 0.81% |
$210K - $218K
|
287K
$26.9M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.29K+ 1.62% |
$209K - $217K
|
144K
$13.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.29K+ 73.58% |
$209K - $216K
|
5.4K
$505K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.28KNew |
$208K - $215K
|
2.28K
$213K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
2.26K+ 2.34% |
$207K - $214K
|
99K
$9.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$205K - $212K
|
2.25K
$210K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
2.21K+ 35.41% |
$202K - $209K
|
8.46K
$792K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.2KNew |
$201K - $208K
|
2.2K
$206K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.16K+ 9.0% |
$197K - $204K
|
26.2K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.15K+ 7.41% |
$196K - $203K
|
31.1K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.14K+ 1.77% |
$196K - $203K
|
123K
$11.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
2.14K+ 13.43% |
$195K - $202K
|
18.1K
$1.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.08K+ 12.7% |
$190K - $197K
|
18.5K
$1.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.08K+ 11.54% |
$190K - $197K
|
20.1K
$1.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.04K+ 12.79% |
$186K - $193K
|
17.9K
$1.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.02K+ 95.6% |
$184K - $191K
|
4.13K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2K+ 3.92% |
$182K - $189K
|
53K
$4.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.97K+ 23.41% |
$180K - $187K
|
10.4K
$974K
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.93K+ 0.48% |
$176K - $182K
|
403K
$37.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.93K+ 64.98% |
$176K - $182K
|
4.89K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.91K+ 102.91% |
$174K - $180K
|
3.76K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.86K+ 14.13% |
$169K - $176K
|
15K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.8K+ 0.52% |
$164K - $170K
|
350K
$32.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.8K+ 6.42% |
$164K - $170K
|
29.8K
$2.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.79K+ 1.01% |
$164K - $170K
|
178K
$16.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1.77K+ 1.74% |
$161K - $167K
|
104K
$9.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.73K+ 31.52% |
$158K - $163K
|
7.21K
$675K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.69K+ 23.37% |
$154K - $159K
|
8.9K
$833K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.68K+ 54.36% |
$154K - $159K
|
4.78K
$447K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.67K+ 31.59% |
$152K - $158K
|
6.96K
$651K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.65K+ 1.77% |
$150K - $156K
|
94.4K
$8.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.64K+ 6.82% |
$150K - $155K
|
25.7K
$2.4M
|