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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.24K+ 5.28% |
$300K - $321K
|
64.5K
$6.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.19KNew |
$296K - $317K
|
3.19K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.17KNew |
$294K - $314K
|
3.17K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.16KNew |
$293K - $313K
|
3.16K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.15KNew |
$292K - $313K
|
3.15K
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.13KNew |
$290K - $310K
|
3.13K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3K+ 1.71% |
$278K - $297K
|
179K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
2.99K+ 105.5% |
$277K - $296K
|
5.82K
$545K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
2.9KNew |
$268K - $287K
|
2.9K
$271K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.86K+ 14.25% |
$265K - $284K
|
23K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.86K+ 30.07% |
$265K - $284K
|
12.4K
$1.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.83KNew |
$262K - $280K
|
2.83K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.8K+ 40.22% |
$259K - $277K
|
9.76K
$913K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.71KNew |
$251K - $268K
|
2.71K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.62K+ 98.83% |
$243K - $260K
|
5.28K
$494K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.61K+ 19.48% |
$242K - $259K
|
16K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.59KNew |
$240K - $257K
|
2.59K
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.58KNew |
$239K - $256K
|
2.58K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.56K+ 61.12% |
$237K - $254K
|
6.75K
$632K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
2.54K+ 5.47% |
$235K - $252K
|
49K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.54K+ 84.02% |
$235K - $252K
|
5.56K
$521K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.51KNew |
$232K - $249K
|
2.51K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.49K+ 50.82% |
$230K - $246K
|
7.38K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.43KNew |
$225K - $241K
|
2.43K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.43K+ 102.97% |
$225K - $241K
|
4.78K
$448K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.42KNew |
$225K - $240K
|
2.42K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.42K+ 3.46% |
$224K - $240K
|
72.3K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.37K+ 5.03% |
$220K - $235K
|
49.4K
$4.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.36KNew |
$219K - $234K
|
2.36K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.35K+ 31.78% |
$218K - $233K
|
9.76K
$913K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.33K+ 94.91% |
$216K - $231K
|
4.78K
$448K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.32K+ 52.18% |
$215K - $230K
|
6.77K
$634K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.31K+ 2.41% |
$214K - $229K
|
97.9K
$9.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.3K+ 22.74% |
$213K - $228K
|
12.4K
$1.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.25KNew |
$209K - $223K
|
2.25K
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.25K+ 20.1% |
$209K - $223K
|
13.4K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.22K+ 5.34% |
$206K - $220K
|
43.7K
$4.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$202K - $216K
|
2.18K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.17K+ 5.39% |
$201K - $215K
|
42.5K
$3.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.17KNew |
$201K - $215K
|
2.17K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 0.53% |
$198K - $211K
|
402K
$37.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.13KNew |
$197K - $211K
|
2.13K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.12KNew |
$197K - $210K
|
2.12K
$199K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.12KNew |
$196K - $210K
|
2.12K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.12KNew |
$196K - $210K
|
2.12K
$198K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.08KNew |
$193K - $206K
|
2.08K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.07KNew |
$192K - $206K
|
2.07K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.07K+ 34.31% |
$192K - $205K
|
8.1K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.06KNew |
$191K - $204K
|
2.06K
$193K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.05K+ 2.81% |
$190K - $203K
|
74.9K
$7.01M
|