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
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.02K+ 6.64% |
$187K - $200K
|
32.4K
$3.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.99K+ 1.29% |
$185K - $197K
|
156K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.98K+ 3.56% |
$183K - $196K
|
57.5K
$5.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.97K+ 81.64% |
$183K - $196K
|
4.39K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.96K+ 70.52% |
$182K - $195K
|
4.75K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.88K+ 56.18% |
$174K - $186K
|
5.22K
$489K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.86K+ 56.78% |
$172K - $184K
|
5.13K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.84K+ 1.92% |
$171K - $183K
|
97.7K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.83K+ 4.29% |
$170K - $181K
|
44.5K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.83K+ 4.62% |
$170K - $181K
|
41.5K
$3.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
1.82K+ 1.76% |
$169K - $181K
|
106K
$9.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
1.81K+ 10.05% |
$168K - $180K
|
19.9K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.81K+ 3.75% |
$168K - $180K
|
50.1K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.78K+ 0.97% |
$165K - $177K
|
186K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.78K+ 0.47% |
$165K - $176K
|
382K
$35.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.77K+ 2.07% |
$164K - $175K
|
86.9K
$8.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.76K+ 1.93% |
$163K - $174K
|
92.7K
$8.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.75K+ 4.15% |
$162K - $173K
|
43.9K
$4.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.71K+ 5.38% |
$158K - $170K
|
33.5K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.65KNew |
$153K - $163K
|
1.65K
$154K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 3.82% |
$147K - $157K
|
43.2K
$4.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.58K+ 13.15% |
$147K - $157K
|
13.6K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.58K+ 29.19% |
$147K - $157K
|
7K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.58K+ 40.94% |
$146K - $156K
|
5.43K
$508K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.56K+ 1.89% |
$145K - $155K
|
84.1K
$7.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.51K+ 3.13% |
$140K - $150K
|
49.8K
$4.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.49K+ 52.54% |
$138K - $148K
|
4.32K
$404K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.49K+ 1.4% |
$138K - $147K
|
107K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.4K+ 54.85% |
$129K - $138K
|
3.94K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.39K+ 4.13% |
$128K - $137K
|
34.9K
$3.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.33K+ 7.0% |
$123K - $132K
|
20.3K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.32K+ 5.77% |
$122K - $131K
|
24.2K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.3K+ 85.89% |
$121K - $129K
|
2.82K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.29K+ 1.38% |
$120K - $128K
|
95K
$8.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.27K+ 10.61% |
$118K - $126K
|
13.2K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.26K+ 18.48% |
$116K - $125K
|
8.06K
$754K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.25K+ 2.04% |
$116K - $124K
|
62.5K
$5.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.22K+ 27.51% |
$113K - $121K
|
5.64K
$527K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.21K+ 11.46% |
$112K - $120K
|
11.8K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.21K+ 6.21% |
$112K - $120K
|
20.6K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.13K+ 34.61% |
$105K - $112K
|
4.4K
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.13K+ 36.35% |
$105K - $112K
|
4.24K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.11K+ 10.1% |
$103K - $110K
|
12.1K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.1K+ 5.1% |
$102K - $109K
|
22.7K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 0.94% |
$100K - $107K
|
116K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05K+ 22.03% |
$97.1K - $104K
|
5.81K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.03K+ 41.71% |
$95.6K - $102K
|
3.51K
$328K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.03K+ 5.74% |
$95.5K - $102K
|
19K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.03K+ 16.91% |
$95.3K - $102K
|
7.11K
$665K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.02K+ 2.3% |
$94.2K - $101K
|
45.3K
$4.24M
|