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 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-401- 8.39% |
$37.2K - $39.8K
|
4.38K
$409K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-403- 14.21% |
$37.3K - $40K
|
2.43K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-415- 3.06% |
$38.5K - $41.1K
|
13.1K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-421- 0.8% |
$39K - $41.7K
|
52.1K
$4.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-422- 11.35% |
$39.1K - $41.8K
|
3.3K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-442- 8.36% |
$41K - $43.8K
|
4.84K
$452K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-450- 1.41% |
$41.7K - $44.6K
|
31.5K
$2.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-451- 12.52% |
$41.8K - $44.7K
|
3.15K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-473- 22.43% |
$43.8K - $46.9K
|
1.64K
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-488- 93.49% |
$45.2K - $48.4K
|
34
$3.17K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-489- 9.39% |
$45.3K - $48.5K
|
4.72K
$441K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-509- 4.75% |
$47.2K - $50.5K
|
10.2K
$953K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-534- 1.11% |
$49.5K - $52.9K
|
47.5K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-536- 5.24% |
$49.7K - $53.1K
|
9.69K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-553- 13.09% |
$51.2K - $54.8K
|
3.67K
$343K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-561- 43.73% |
$52K - $55.6K
|
722
$67.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-601- 21.72% |
$55.7K - $59.6K
|
2.17K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-603- 7.06% |
$55.9K - $59.8K
|
7.94K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-606- 5.95% |
$56.2K - $60.1K
|
9.59K
$895K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-609- 8.9% |
$56.4K - $60.4K
|
6.23K
$582K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-642- 7.35% |
$59.5K - $63.6K
|
8.09K
$755K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-664- 4.09% |
$61.5K - $65.8K
|
15.6K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-673- 21.63% |
$62.4K - $66.7K
|
2.44K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-691- 13.14% |
$64K - $68.5K
|
4.57K
$426K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-719- 11.43% |
$66.6K - $71.3K
|
5.57K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-764- 85.94% |
$70.8K - $75.7K
|
125
$11.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-768- 10.93% |
$71.2K - $76.1K
|
6.26K
$584K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-779- 16.22% |
$72.2K - $77.2K
|
4.02K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-779- 25.48% |
$72.2K - $77.2K
|
2.28K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-783- 0.18% |
$72.6K - $77.6K
|
444K
$41.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-808- 1.25% |
$74.9K - $80.1K
|
64K
$5.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-822- 6.25% |
$76.2K - $81.5K
|
12.3K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-831- 2.66% |
$77K - $82.4K
|
30.4K
$2.84M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-850- 2.2% |
$78.8K - $84.3K
|
37.8K
$3.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-892- 6.22% |
$82.7K - $88.4K
|
13.4K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-937- 2.04% |
$86.8K - $92.9K
|
45.1K
$4.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-992- 24.01% |
$91.9K - $98.3K
|
3.14K
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.02K- 1.38% |
$94.1K - $101K
|
72.7K
$6.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.02K- 1.42% |
$94.2K - $101K
|
70.4K
$6.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.05K- 5.3% |
$96.9K - $104K
|
18.7K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.07K- 29.04% |
$99.5K - $106K
|
2.62K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.1K- 3.87% |
$102K - $109K
|
27.4K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.12K- 3.28% |
$103K - $111K
|
32.9K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.15K- 30.69% |
$107K - $114K
|
2.6K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.19K- 75.53% |
$110K - $117K
|
384
$35.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.19K- 6.91% |
$110K - $118K
|
16K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.23K- 11.04% |
$114K - $122K
|
9.92K
$925K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.23K- 22.75% |
$114K - $122K
|
4.19K
$391K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.24K- 11.02% |
$115K - $123K
|
10K
$937K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.26K- 7.18% |
$117K - $125K
|
16.3K
$1.52M
|