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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
17+ 25.76% |
$1.58K - $1.69K
|
83
$7.75K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
14+ 0.6% |
$1.3K - $1.39K
|
2.34K
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
12New |
$1.11K - $1.19K
|
12
$1.12K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12+ 0.2% |
$1.11K - $1.19K
|
6.06K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12+ 150.0% |
$1.11K - $1.19K
|
20
$1.87K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11+ 0.99% |
$1.02K - $1.09K
|
1.12K
$105K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10+ 6.45% |
$927 - $991
|
165
$15.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 71.43% |
$927 - $991
|
24
$2.24K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
8+ 0.3% |
$741 - $793
|
2.67K
$249K
|
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8+ 0.37% |
$741 - $793
|
2.15K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7New |
$649 - $694
|
7
$653
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.06% |
$556 - $595
|
10.2K
$953K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.8% |
$556 - $595
|
758
$70.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.77% |
$463 - $496
|
653
$60.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.13% |
$371 - $397
|
2.97K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3New |
$278 - $297
|
3
$280
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 2.44% |
$185 - $198
|
84
$7.84K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1New |
$92.7 - $99.1
|
1
$93.3
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$92.7 - $99.1
|
268
$25K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.03% |
$92.7 - $99.1
|
96
$8.96K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 3.85% |
$92.7 - $99.1
|
25
$2.33K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 2.11% |
$185 - $198
|
93
$8.68K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-8- 0.09% |
$741 - $793
|
8.86K
$826K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-9- 0.31% |
$834 - $892
|
2.92K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-10- 0.34% |
$927 - $991
|
2.97K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-17- 0.19% |
$1.58K - $1.69K
|
8.85K
$826K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-18- 0.57% |
$1.67K - $1.78K
|
3.16K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-18- 0.07% |
$1.67K - $1.78K
|
25.7K
$2.4M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-19- 10.5% |
$1.76K - $1.88K
|
162
$15.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-20- 51.28% |
$1.85K - $1.98K
|
19
$1.77K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-22- 0.41% |
$2.04K - $2.18K
|
5.4K
$504K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-30- 0.86% |
$2.78K - $2.97K
|
3.44K
$321K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-30- 3.52% |
$2.78K - $2.97K
|
823
$76.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-33- 6.32% |
$3.06K - $3.27K
|
489
$45.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-34- 2.07% |
$3.15K - $3.37K
|
1.61K
$150K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-41- 3.13% |
$3.8K - $4.06K
|
1.27K
$119K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-42- 1.71% |
$3.89K - $4.16K
|
2.41K
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-44- 0.25% |
$4.08K - $4.36K
|
17.8K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-48- 0.15% |
$4.45K - $4.76K
|
32.9K
$3.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-50- 1.32% |
$4.63K - $4.96K
|
3.74K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-51- 1.7% |
$4.73K - $5.06K
|
2.94K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-52- 2.2% |
$4.82K - $5.16K
|
2.31K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-64- 6.07% |
$5.93K - $6.34K
|
990
$92.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-64- 2.84% |
$5.93K - $6.34K
|
2.19K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-65- 0.44% |
$6.02K - $6.44K
|
14.8K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-67- 2.8% |
$6.21K - $6.64K
|
2.32K
$217K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-68- 15.96% |
$6.3K - $6.74K
|
358
$33.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-70- 98.59% |
$6.49K - $6.94K
|
1
$93.3
|