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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.64K+ 6.82% |
$150K - $155K
|
25.7K
$2.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.63K+ 7.55% |
$148K - $154K
|
23.2K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
1.62K+ 1.55% |
$147K - $153K
|
106K
$9.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.61K+ 20.34% |
$147K - $152K
|
9.53K
$893K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 4.7% |
$144K - $149K
|
35.1K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.54K+ 88.92% |
$141K - $146K
|
3.27K
$307K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.53K+ 7660.0% |
$140K - $145K
|
1.55K
$145K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.53K+ 0.82% |
$139K - $144K
|
188K
$17.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.5K+ 5.19% |
$137K - $142K
|
30.4K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 2.8% |
$137K - $142K
|
55.1K
$5.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.49K+ 5.63% |
$136K - $141K
|
28K
$2.62M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
1.42K+ 3.31% |
$130K - $134K
|
44.3K
$4.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.42K+ 5.66% |
$129K - $134K
|
26.5K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.42K+ 9.34% |
$129K - $134K
|
16.6K
$1.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.4K+ 15.81% |
$128K - $132K
|
10.3K
$961K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.4K+ 3.48% |
$128K - $132K
|
41.5K
$3.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 10.92% |
$128K - $132K
|
14.2K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.39K+ 3.11% |
$127K - $131K
|
46.1K
$4.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.37K+ 4.42% |
$125K - $129K
|
32.3K
$3.02M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.37K+ 9.39% |
$125K - $129K
|
15.9K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34K+ 4.14% |
$122K - $126K
|
33.5K
$3.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.27KNew |
$116K - $120K
|
1.27K
$119K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.22K+ 20.95% |
$111K - $115K
|
7.03K
$659K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.2K+ 11.21% |
$109K - $113K
|
11.9K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.95% |
$109K - $113K
|
62.3K
$5.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.19K+ 13.03% |
$108K - $112K
|
10.3K
$963K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.15K+ 4.65% |
$105K - $109K
|
25.9K
$2.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.12K+ 2.85% |
$102K - $106K
|
40.3K
$3.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 57.01% |
$102K - $105K
|
3.07K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.11K+ 33.33% |
$101K - $105K
|
4.44K
$416K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.11K+ 16.66% |
$101K - $105K
|
7.74K
$725K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 0.95% |
$98.7K - $102K
|
115K
$10.7M
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.07K+ 1.27% |
$97.4K - $101K
|
85.2K
$7.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.07K+ 3.23% |
$97.2K - $101K
|
34K
$3.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 7.02% |
$97.2K - $101K
|
16.2K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.05K+ 4.89% |
$95.5K - $99K
|
22.5K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.04K+ 46.29% |
$94.4K - $97.9K
|
3.27K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.03K+ 11.19% |
$93.6K - $97.1K
|
10.2K
$955K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 19.02% |
$93.3K - $96.8K
|
6.4K
$600K
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.01K+ 17.37% |
$91.9K - $95.3K
|
6.8K
$638K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.6% |
$91.8K - $95.2K
|
19K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
968+ 30.06% |
$88.3K - $91.6K
|
4.19K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
958+ 2.48% |
$87.4K - $90.6K
|
39.6K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
921+ 9.49% |
$84K - $87.1K
|
10.6K
$995K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
900New |
$82.1K - $85.1K
|
900
$84.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
861+ 2.89% |
$78.6K - $81.5K
|
30.6K
$2.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
842+ 24.48% |
$76.8K - $79.7K
|
4.28K
$401K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
824+ 0.6% |
$75.2K - $78K
|
138K
$12.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
799+ 11414.29% |
$72.9K - $75.6K
|
806
$75.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
797+ 1.42% |
$72.7K - $75.4K
|
56.9K
$5.33M
|