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 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-79- 0.24% |
$7.32K - $7.83K
|
32.7K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-79- 2.84% |
$7.32K - $7.83K
|
2.7K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-85- 2.49% |
$7.88K - $8.43K
|
3.33K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-86- 1.1% |
$7.97K - $8.53K
|
7.76K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-97- 1.38% |
$8.99K - $9.62K
|
6.92K
$646K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-99- 3.73% |
$9.17K - $9.81K
|
2.55K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-156- 5.38% |
$14.5K - $15.5K
|
2.74K
$256K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-157- 2.36% |
$14.5K - $15.6K
|
6.49K
$606K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-161- 0.23% |
$14.9K - $16K
|
69K
$6.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-169- 8.15% |
$15.7K - $16.8K
|
1.9K
$178K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-173- 1.09% |
$16K - $17.2K
|
15.7K
$1.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-177- 44.25% |
$16.4K - $17.5K
|
223
$20.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-193- 0.9% |
$17.9K - $19.1K
|
21.2K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-194- 14.24% |
$18K - $19.2K
|
1.17K
$109K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 1.86% |
$18.5K - $19.8K
|
10.6K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-204- 2.56% |
$18.9K - $20.2K
|
7.75K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-209- 1.45% |
$19.4K - $20.7K
|
14.2K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
SELL
|
- |
-212- 1.93% |
$19.6K - $21K
|
10.8K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-216- 0.82% |
$20K - $21.4K
|
26K
$2.43M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-216- 41.86% |
$20K - $21.4K
|
300
$28K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-230- 0.78% |
$21.3K - $22.8K
|
29.4K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-238- 15.34% |
$22.1K - $23.6K
|
1.31K
$123K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-245- 8.99% |
$22.7K - $24.3K
|
2.48K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-245- 1.0% |
$22.7K - $24.3K
|
24.3K
$2.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-247- 1.22% |
$22.9K - $24.5K
|
19.9K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-249- 58.45% |
$23.1K - $24.7K
|
177
$16.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-250- 9.67% |
$23.2K - $24.8K
|
2.34K
$218K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-254- 3.34% |
$23.5K - $25.2K
|
7.35K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-267- 9.91% |
$24.7K - $26.5K
|
2.43K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-268- 4.05% |
$24.8K - $26.6K
|
6.35K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-278- 5.45% |
$25.8K - $27.6K
|
4.82K
$450K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-299- 0.85% |
$27.7K - $29.6K
|
34.8K
$3.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-301- 6.95% |
$27.9K - $29.8K
|
4.03K
$376K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-303- 3.47% |
$28.1K - $30K
|
8.42K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-304- 5.15% |
$28.2K - $30.1K
|
5.59K
$522K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-307- 1.05% |
$28.4K - $30.4K
|
28.9K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-318- 3.34% |
$29.5K - $31.5K
|
9.21K
$860K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-320- 0.82% |
$29.7K - $31.7K
|
38.5K
$3.59M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-323- 6.6% |
$29.9K - $32K
|
4.57K
$427K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-332- 3.51% |
$30.8K - $32.9K
|
9.13K
$852K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-346- 20.6% |
$32.1K - $34.3K
|
1.33K
$124K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-365- 8.72% |
$33.8K - $36.2K
|
3.82K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-369- 3.47% |
$34.2K - $36.6K
|
10.3K
$958K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-371- 1.16% |
$34.4K - $36.8K
|
31.6K
$2.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-377- 55.69% |
$34.9K - $37.4K
|
300
$28K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-380- 2.46% |
$35.2K - $37.7K
|
15.1K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-392- 4.76% |
$36.3K - $38.9K
|
7.85K
$732K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-395- 2.09% |
$36.6K - $39.2K
|
18.5K
$1.72M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-400- 6.22% |
$37.1K - $39.7K
|
6.03K
$563K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-400- 8.14% |
$37.1K - $39.7K
|
4.52K
$421K
|