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
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
761+ 7.84% |
$69.4K - $72K
|
10.5K
$981K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
742+ 2.87% |
$67.7K - $70.2K
|
26.6K
$2.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
674+ 21.73% |
$61.5K - $63.8K
|
3.78K
$354K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
636+ 25.7% |
$58K - $60.2K
|
3.11K
$292K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
614+ 1.77% |
$56K - $58.1K
|
35.3K
$3.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
582+ 2.53% |
$53.1K - $55.1K
|
23.6K
$2.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
581+ 2.25% |
$53K - $55K
|
26.4K
$2.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
575+ 36.74% |
$52.5K - $54.4K
|
2.14K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
550+ 4.56% |
$50.2K - $52K
|
12.6K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
549+ 11.27% |
$50.1K - $51.9K
|
5.42K
$508K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
544New |
$49.6K - $51.5K
|
544
$51K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
536+ 0.15% |
$48.9K - $50.7K
|
363K
$34.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
522New |
$47.6K - $49.4K
|
522
$48.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
522New |
$47.6K - $49.4K
|
522
$48.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
517+ 20.97% |
$47.2K - $48.9K
|
2.98K
$280K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
514+ 10.56% |
$46.9K - $48.6K
|
5.38K
$504K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
500+ 55.56% |
$45.6K - $47.3K
|
1.4K
$131K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
494+ 12.33% |
$45.1K - $46.7K
|
4.5K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
492+ 23.22% |
$44.9K - $46.5K
|
2.61K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
490+ 3.88% |
$44.7K - $46.4K
|
13.1K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
472+ 28.83% |
$43.1K - $44.7K
|
2.11K
$198K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
465+ 40.65% |
$42.4K - $44K
|
1.61K
$151K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
464+ 1.23% |
$42.3K - $43.9K
|
38.2K
$3.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
460+ 10.14% |
$42K - $43.5K
|
5K
$468K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
458New |
$41.8K - $43.3K
|
458
$42.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
430+ 141.91% |
$39.2K - $40.7K
|
733
$68.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
388+ 16.2% |
$35.4K - $36.7K
|
2.78K
$261K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
380New |
$34.7K - $35.9K
|
380
$35.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
377+ 125.67% |
$34.4K - $35.7K
|
677
$63.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
371+ 0.5% |
$33.9K - $35.1K
|
74.4K
$6.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
364+ 239.47% |
$33.2K - $34.4K
|
516
$48.4K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
363+ 4.98% |
$33.1K - $34.3K
|
7.65K
$717K
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
361+ 6.59% |
$32.9K - $34.2K
|
5.84K
$547K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
352+ 306.09% |
$32.1K - $33.3K
|
467
$43.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
350+ 13.74% |
$31.9K - $33.1K
|
2.9K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
329+ 27.91% |
$30K - $31.1K
|
1.51K
$141K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
315+ 1312.5% |
$28.7K - $29.8K
|
339
$31.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
294New |
$26.8K - $27.8K
|
294
$27.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
292+ 9.17% |
$26.6K - $27.6K
|
3.48K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
286+ 2.76% |
$26.1K - $27.1K
|
10.6K
$997K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
278+ 5.76% |
$25.4K - $26.3K
|
5.1K
$478K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
266New |
$24.3K - $25.2K
|
266
$24.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
261+ 38.84% |
$23.8K - $24.7K
|
933
$87.4K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
260+ 1.78% |
$23.7K - $24.6K
|
14.9K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
259+ 5.73% |
$23.6K - $24.5K
|
4.78K
$448K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
248New |
$22.6K - $23.5K
|
248
$23.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
240+ 2.65% |
$21.9K - $22.7K
|
9.28K
$870K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
238+ 11.5% |
$21.7K - $22.5K
|
2.31K
$216K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
233+ 4.32% |
$21.3K - $22K
|
5.63K
$527K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
223+ 20.35% |
$20.3K - $21.1K
|
1.32K
$124K
|