Purchases and Sales Made in Q2 2024 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-341- 10.58% |
$31.1K - $32.3K
|
2.88K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-343- 16.96% |
$31.3K - $32.4K
|
1.68K
$157K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-345- 82.93% |
$31.5K - $32.6K
|
71
$6.65K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-350- 11.23% |
$31.9K - $33.1K
|
2.77K
$259K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-361- 9.4% |
$32.9K - $34.2K
|
3.48K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-363- 7.13% |
$33.1K - $34.3K
|
4.73K
$443K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-368- 12.62% |
$33.6K - $34.8K
|
2.55K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-374- 2.23% |
$34.1K - $35.4K
|
16.4K
$1.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-379- 64.68% |
$34.6K - $35.9K
|
207
$19.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-383- 3.61% |
$34.9K - $36.2K
|
10.2K
$958K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-385- 9.98% |
$35.1K - $36.4K
|
3.47K
$325K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-389- 0.9% |
$35.5K - $36.8K
|
42.6K
$3.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-400- 2.95% |
$36.5K - $37.8K
|
13.2K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-401- 4.39% |
$36.6K - $37.9K
|
8.73K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-404- 8.53% |
$36.9K - $38.2K
|
4.33K
$406K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-412- 2.71% |
$37.6K - $39K
|
14.8K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-433- 4.38% |
$39.5K - $41K
|
9.46K
$886K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-441- 0.96% |
$40.2K - $41.7K
|
45.5K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-450- 1.35% |
$41.1K - $42.6K
|
32.9K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-476- 0.65% |
$43.4K - $45K
|
72.9K
$6.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-482- 85.31% |
$44K - $45.6K
|
83
$7.78K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-483- 29.58% |
$44.1K - $45.7K
|
1.15K
$108K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-496- 4.42% |
$45.3K - $46.9K
|
10.7K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-542- 0.21% |
$49.5K - $51.3K
|
263K
$24.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-542- 2.93% |
$49.5K - $51.3K
|
18K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-545- 8.46% |
$49.7K - $51.6K
|
5.9K
$553K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-582- 12.66% |
$53.1K - $55.1K
|
4.02K
$376K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-615- 11.4% |
$56.1K - $58.2K
|
4.78K
$448K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-627- 1.12% |
$57.2K - $59.3K
|
55.3K
$5.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-627- 5.84% |
$57.2K - $59.3K
|
10.1K
$948K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-630- 5.35% |
$57.5K - $59.6K
|
11.1K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-648- 13.39% |
$59.1K - $61.3K
|
4.19K
$393K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-685- 3.76% |
$62.5K - $64.8K
|
17.5K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-709- 24.26% |
$64.7K - $67.1K
|
2.21K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-750- 10.04% |
$68.4K - $71K
|
6.72K
$630K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-788- 2.4% |
$71.9K - $74.5K
|
32K
$3M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-790- 11.58% |
$72.1K - $74.7K
|
6.03K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-822- 2.03% |
$75K - $77.8K
|
39.6K
$3.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-897- 1.11% |
$81.8K - $84.9K
|
79.7K
$7.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-939- 7.28% |
$85.7K - $88.8K
|
12K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-953- 18.46% |
$87K - $90.2K
|
4.21K
$394K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-994- 6.04% |
$90.7K - $94K
|
15.5K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-995- 32.43% |
$90.8K - $94.1K
|
2.07K
$194K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1K- 19.71% |
$91.6K - $95K
|
4.09K
$383K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.01K- 10.23% |
$92.2K - $95.5K
|
8.86K
$831K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.03K- 28.65% |
$93.5K - $97K
|
2.55K
$239K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.04K- 6.34% |
$95.3K - $98.8K
|
15.4K
$1.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.07K- 0.33% |
$97.6K - $101K
|
328K
$30.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 10.25% |
$106K - $109K
|
10.1K
$949K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.21K- 9.67% |
$110K - $114K
|
11.3K
$1.06M
|