Purchases and Sales Made in Q3 2024 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
330+ 181.32% |
$30.6K - $32.7K
|
512
$47.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
327+ 42.03% |
$30.3K - $32.4K
|
1.11K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
323+ 11.28% |
$29.9K - $32K
|
3.19K
$298K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
313+ 14.63% |
$29K - $31K
|
2.45K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
306+ 1.66% |
$28.4K - $30.3K
|
18.8K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
289+ 3.69% |
$26.8K - $28.7K
|
8.13K
$760K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
275+ 10.59% |
$25.5K - $27.3K
|
2.87K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
265+ 0.8% |
$24.6K - $26.3K
|
33.2K
$3.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
257+ 0.95% |
$23.8K - $25.5K
|
27.4K
$2.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
257+ 2.16% |
$23.8K - $25.5K
|
12.2K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
253+ 0.26% |
$23.4K - $25.1K
|
96K
$8.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
247New |
$22.9K - $24.5K
|
247
$23.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
245+ 5.51% |
$22.7K - $24.3K
|
4.69K
$439K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
244+ 0.69% |
$22.6K - $24.2K
|
35.5K
$3.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
242+ 10.49% |
$22.4K - $24K
|
2.55K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
239+ 4.84% |
$22.1K - $23.7K
|
5.17K
$484K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
239+ 4.09% |
$22.1K - $23.7K
|
6.08K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
229+ 5.14% |
$21.2K - $22.7K
|
4.68K
$438K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
229New |
$21.2K - $22.7K
|
229
$21.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
219New |
$20.3K - $21.7K
|
219
$20.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
213New |
$19.7K - $21.1K
|
213
$19.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
211+ 2.02% |
$19.6K - $20.9K
|
10.7K
$999K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
206+ 0.38% |
$19.1K - $20.4K
|
54.2K
$5.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
205+ 6.96% |
$19K - $20.3K
|
3.15K
$295K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
204New |
$18.9K - $20.2K
|
204
$19.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
200+ 3.12% |
$18.5K - $19.8K
|
6.62K
$619K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
200New |
$18.5K - $19.8K
|
200
$18.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
193+ 1.47% |
$17.9K - $19.1K
|
13.3K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
186New |
$17.2K - $18.4K
|
186
$17.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
184New |
$17.1K - $18.2K
|
184
$17.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
179+ 1.11% |
$16.6K - $17.7K
|
16.4K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
177+ 22.1% |
$16.4K - $17.5K
|
978
$91.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
177+ 7.14% |
$16.4K - $17.5K
|
2.66K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
170New |
$15.8K - $16.9K
|
170
$15.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
159+ 2.36% |
$14.7K - $15.8K
|
6.88K
$644K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
157+ 3.72% |
$14.5K - $15.6K
|
4.38K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
156+ 5.13% |
$14.5K - $15.5K
|
3.19K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
153+ 45.13% |
$14.2K - $15.2K
|
492
$46K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
146+ 0.95% |
$13.5K - $14.5K
|
15.6K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
145New |
$13.4K - $14.4K
|
145
$13.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
144+ 3.01% |
$13.3K - $14.3K
|
4.92K
$461K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
141New |
$13.1K - $14K
|
141
$13.2K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
137+ 4.23% |
$12.7K - $13.6K
|
3.37K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
135+ 1.03% |
$12.5K - $13.4K
|
13.2K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
119+ 97.54% |
$11K - $11.8K
|
241
$22.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
118New |
$10.9K - $11.7K
|
118
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
112+ 0.88% |
$10.4K - $11.1K
|
12.8K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
109+ 20.04% |
$10.1K - $10.8K
|
653
$61.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
105+ 0.64% |
$9.73K - $10.4K
|
16.5K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
104+ 0.07% |
$9.64K - $10.3K
|
153K
$14.3M
|