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 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.27K- 26.39% |
$117K - $125K
|
3.53K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.28K- 8.3% |
$119K - $127K
|
14.2K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.44K- 63.16% |
$133K - $142K
|
838
$78.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.46K- 35.09% |
$135K - $144K
|
2.69K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.5K- 1.88% |
$139K - $149K
|
78.4K
$7.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.74K- 56.62% |
$161K - $172K
|
1.33K
$124K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.77K- 1.68% |
$164K - $175K
|
103K
$9.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.8K- 9.71% |
$167K - $179K
|
16.8K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.85K- 16.94% |
$171K - $183K
|
9.05K
$844K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.85K- 11.17% |
$172K - $184K
|
14.7K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.86K- 28.87% |
$172K - $184K
|
4.58K
$427K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.01K- 7.17% |
$186K - $199K
|
25.9K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.03K- 11.5% |
$188K - $201K
|
15.6K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.08K- 23.97% |
$193K - $206K
|
6.6K
$616K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.13K- 2.01% |
$197K - $211K
|
104K
$9.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.19K- 3.07% |
$203K - $217K
|
69.3K
$6.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.48K- 13.81% |
$230K - $246K
|
15.5K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.48K- 46.04% |
$230K - $246K
|
2.91K
$272K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 49.24% |
$235K - $251K
|
2.61K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.64K- 5.39% |
$244K - $261K
|
46.3K
$4.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.72K- 4.55% |
$252K - $270K
|
57.1K
$5.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.75K- 7.4% |
$255K - $273K
|
34.4K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.8K- 1.89% |
$259K - $277K
|
145K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.92K- 19.55% |
$270K - $289K
|
12K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.92K- 72.78% |
$271K - $290K
|
1.09K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.1K- 3.12% |
$287K - $307K
|
96.3K
$8.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.12K- 16.78% |
$290K - $310K
|
15.5K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.6K- 33.9% |
$334K - $357K
|
7.02K
$655K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.62K- 26.58% |
$336K - $359K
|
10K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-3.81K- 52.72% |
$353K - $378K
|
3.42K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.85K- 1.47% |
$357K - $381K
|
258K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.89K- 36.42% |
$360K - $385K
|
6.79K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-4.19K- 58.09% |
$388K - $415K
|
3.02K
$282K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.2K- 11.16% |
$389K - $416K
|
33.4K
$3.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-4.81K- 16.25% |
$446K - $477K
|
24.8K
$2.32M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-4.89K- 24.36% |
$453K - $485K
|
15.2K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.93K- 65.28% |
$457K - $489K
|
2.62K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5.07K- 1.45% |
$470K - $502K
|
345K
$32.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.42K- 23.37% |
$502K - $537K
|
17.8K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-5.58K- 17.22% |
$517K - $553K
|
26.8K
$2.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.97K- 10.63% |
$554K - $592K
|
50.2K
$4.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-6.28K- 12.99% |
$582K - $622K
|
42.1K
$3.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.66K- 15.42% |
$617K - $660K
|
36.5K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-6.67K- 69.48% |
$618K - $661K
|
2.93K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.74K- 11.0% |
$624K - $668K
|
54.5K
$5.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.79K- 28.55% |
$629K - $673K
|
17K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.03K- 1.9% |
$651K - $697K
|
363K
$33.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.36K- 33.78% |
$682K - $730K
|
14.4K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-7.36K- 17.12% |
$682K - $730K
|
35.6K
$3.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.44K- 13.39% |
$689K - $737K
|
48.1K
$4.49M
|