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 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
8.98K+ 6.08% |
$832K - $891K
|
157K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.98K+ 437.26% |
$832K - $890K
|
11K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
8.7KNew |
$807K - $863K
|
8.7K
$815K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8.55K+ 17.47% |
$792K - $847K
|
57.5K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
8.28K+ 8.42% |
$767K - $821K
|
107K
$9.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.04K+ 42.61% |
$745K - $797K
|
26.9K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.95K+ 1.04% |
$736K - $788K
|
774K
$72.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7.87KNew |
$729K - $780K
|
7.87K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
7.7K+ 3.17% |
$714K - $763K
|
251K
$23.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
7.64K+ 6.37% |
$708K - $757K
|
128K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
7.64K+ 54.64% |
$708K - $757K
|
21.6K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.6K+ 436.51% |
$705K - $754K
|
9.35K
$875K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.51K+ 62.62% |
$696K - $744K
|
19.5K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.44KNew |
$690K - $738K
|
7.44K
$697K
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
7.41K+ 154.85% |
$686K - $734K
|
12.2K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.34K+ 17.22% |
$680K - $727K
|
49.9K
$4.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.22K+ 50.86% |
$669K - $716K
|
21.4K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7.13K+ 15.98% |
$661K - $707K
|
51.7K
$4.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
7.01K+ 40.0% |
$649K - $695K
|
24.5K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.98KNew |
$647K - $692K
|
6.98K
$653K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.97K+ 9.42% |
$646K - $691K
|
81K
$7.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.96K+ 27.17% |
$645K - $690K
|
32.6K
$3.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.9K+ 2.17% |
$639K - $684K
|
324K
$30.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.86K+ 19.71% |
$636K - $680K
|
41.7K
$3.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.85KNew |
$635K - $679K
|
6.85K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.84K+ 119.43% |
$633K - $678K
|
12.6K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.84KNew |
$633K - $678K
|
6.84K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.84KNew |
$633K - $678K
|
6.84K
$640K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.8KNew |
$630K - $674K
|
6.8K
$637K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.72K+ 8.66% |
$623K - $666K
|
84.4K
$7.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6.67K+ 2.79% |
$618K - $662K
|
246K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.64K+ 24.4% |
$615K - $658K
|
33.8K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
6.43KNew |
$596K - $638K
|
6.43K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.34K+ 12.97% |
$587K - $628K
|
55.2K
$5.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6.32KNew |
$586K - $627K
|
6.32K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
6.32K+ 167.95% |
$585K - $626K
|
10.1K
$943K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.26K+ 16.68% |
$580K - $621K
|
43.8K
$4.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
6.25K+ 5.25% |
$580K - $620K
|
125K
$11.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.24K+ 4.61% |
$578K - $618K
|
142K
$13.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.16KNew |
$571K - $611K
|
6.16K
$577K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.04KNew |
$560K - $599K
|
6.04K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.02K+ 38.17% |
$558K - $597K
|
21.8K
$2.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
5.96K+ 26.5% |
$552K - $591K
|
28.4K
$2.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.92K+ 34.26% |
$548K - $587K
|
23.2K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.85K+ 7.72% |
$542K - $580K
|
81.5K
$7.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.78K+ 10.89% |
$535K - $573K
|
58.8K
$5.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.72K+ 9.01% |
$530K - $567K
|
69.2K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
5.71K+ 28.43% |
$529K - $566K
|
25.8K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69K+ 126.39% |
$527K - $564K
|
10.2K
$954K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.69K+ 2.81% |
$527K - $564K
|
208K
$19.5M
|