Purchases and Sales Made in Q2 2024 in Ishares Barclays (IEF)

IEF Quotes by TradingView

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 12, 2024 Q2 2024
Biltmore Wealth Management, LLC

BUY
 -
212
+ 1.09%
$19.3K - $20.1K
19.7K $1.85M
Aug 14, 2024 Q2 2024
Sona Asset Management (Us) LLC

New York, NY
BUY
 -
210
New
$19.2K - $19.9K
210 $19.7K
Jul 29, 2024 Q2 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
206
+ 0.65%
$18.8K - $19.5K
32K $2.99M
Aug 14, 2024 Q2 2024
Glenview Trust CO

Louisville, KY
BUY
 -
204
+ 9.47%
$18.6K - $19.3K
2.36K $221K
Jul 16, 2024 Q2 2024
Patton Fund Management, Inc.

BUY
 -
196
+ 0.04%
$17.9K - $18.5K
445K $41.6M
Aug 12, 2024 Q2 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
190
+ 2.55%
$17.3K - $18K
7.64K $715K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
189
New
$17.2K - $17.9K
189 $17.7K
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
189
New
$17.2K - $17.9K
189 $17.7K
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
182
+ 0.64%
$16.6K - $17.2K
28.7K $2.69M
Aug 05, 2024 Q2 2024
Vista Private Wealth Partners. LLC

BUY
 -
181
New
$16.5K - $17.1K
181 $16.9K
Jul 29, 2024 Q2 2024
Financial Advisory Service, Inc.

BUY
 -
177
+ 453.85%
$16.1K - $16.7K
216 $20.2K
Aug 06, 2024 Q2 2024
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
172
New
$15.7K - $16.3K
172 $16.1K
Jul 31, 2024 Q2 2024
Valmark Advisers, Inc.

BUY
 -
167
+ 6.72%
$15.2K - $15.8K
2.65K $248K
Aug 09, 2024 Q2 2024
Goelzer Investment Management, Inc.

BUY
 -
148
+ 2.17%
$13.5K - $14K
6.98K $653K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
147
+ 6.03%
$13.4K - $13.9K
2.59K $242K
Aug 08, 2024 Q2 2024
Sym Financial Corp

BUY
 -
137
New
$12.5K - $13K
137 $12.8K
Aug 01, 2024 Q2 2024
Crestwood Advisors Group LLC

BUY
 -
133
+ 2.24%
$12.1K - $12.6K
6.08K $569K
Aug 14, 2024 Q2 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
130
+ 0.49%
$11.9K - $12.3K
26.8K $2.51M
Jul 24, 2024 Q2 2024
Catalyst Private Wealth, LLC

BUY
 -
128
+ 2.74%
$11.7K - $12.1K
4.8K $449K
Jul 18, 2024 Q2 2024
Oak Harbor Wealth Partners, LLC

BUY
 -
126
+ 1.06%
$11.5K - $11.9K
12K $1.13M
Jul 10, 2024 Q2 2024
Matrix Trust CO

BUY
 -
120
+ 3.92%
$10.9K - $11.4K
3.18K $298K
Aug 09, 2024 Q2 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
119
New
$10.9K - $11.3K
119 $11.1K
Aug 02, 2024 Q2 2024
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
117
+ 2.73%
$10.7K - $11.1K
4.4K $412K
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
117
+ 0.09%
$10.7K - $11.1K
128K $12M
Jul 31, 2024 Q2 2024
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
111
+ 4.46%
$10.1K - $10.5K
2.6K $243K
Aug 01, 2024 Q2 2024
Fiera Capital Corp

Montreal, A8
BUY
 -
107
+ 2.07%
$9.76K - $10.1K
5.29K $495K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
106
New
$9.67K - $10K
106 $9.92K
Jul 11, 2024 Q2 2024
Amarillo National Bank

BUY
 -
105
+ 1.24%
$9.58K - $9.93K
8.55K $800K
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
102
+ 77.27%
$9.31K - $9.65K
234 $21.9K
Aug 06, 2024 Q2 2024
Avidian Wealth Solutions, LLC

BUY
 -
101
+ 1.96%
$9.22K - $9.55K
5.26K $492K
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
99
+ 2.73%
$9.03K - $9.37K
3.73K $349K
Aug 09, 2024 Q2 2024
Horan Securities, Inc.

BUY
 -
99
+ 1.13%
$9.03K - $9.37K
8.87K $830K
Jul 12, 2024 Q2 2024
Webster Bank, N. A.

BUY
 -
92
+ 13.41%
$8.39K - $8.7K
778 $72.8K
Jul 31, 2024 Q2 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
87
+ 3.25%
$7.94K - $8.23K
2.77K $259K
Aug 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
66
New
$6.02K - $6.24K
66 $6.18K
Aug 05, 2024 Q2 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
64
+ 6.46%
$5.84K - $6.05K
1.05K $98.6K
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
64
+ 2.66%
$5.84K - $6.05K
2.47K $232K
Jul 31, 2024 Q2 2024
Investors Research Corp

BUY
 -
60
+ 146.34%
$5.47K - $5.68K
101 $9.45K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
59
New
$5.38K - $5.58K
59 $5.52K
Jul 15, 2024 Q2 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
51
+ 1.67%
$4.65K - $4.82K
3.11K $291K
Aug 13, 2024 Q2 2024
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
51
New
$4.65K - $4.82K
51 $4.77K
Jul 12, 2024 Q2 2024
Walker Asset Management, LLC

BUY
 -
46
+ 1.77%
$4.2K - $4.35K
2.65K $248K
Aug 08, 2024 Q2 2024
Sanctuary Wealth Management, L.L.C.

BUY
 -
46
+ 230.0%
$4.2K - $4.35K
66 $6.18K
Jul 24, 2024 Q2 2024
American Financial Advisors, LLC

BUY
 -
43
+ 0.77%
$3.92K - $4.07K
5.63K $527K
Aug 15, 2024 Q2 2024
High Falls Advisors, Inc

Rochester, NY
BUY
 -
42
+ 0.67%
$3.83K - $3.97K
6.29K $589K
Jul 17, 2024 Q2 2024
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
39
+ 33.62%
$3.56K - $3.69K
155 $14.5K
Jul 17, 2024 Q2 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
37
+ 1.24%
$3.38K - $3.5K
3.02K $283K
Aug 07, 2024 Q2 2024
Gr Financial Group, LLC

Tucson, AZ
BUY
 -
37
+ 0.88%
$3.38K - $3.5K
4.26K $399K
Aug 13, 2024 Q2 2024
Mc Ilrath & Eck, LLC

BUY
 -
34
New
$3.1K - $3.22K
34 $3.18K

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