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 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
248New |
$22.6K - $23.5K
|
248
$23.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
240+ 2.65% |
$21.9K - $22.7K
|
9.28K
$884K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
238+ 11.5% |
$21.7K - $22.5K
|
2.31K
$220K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
233+ 4.32% |
$21.3K - $22K
|
5.63K
$536K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
223+ 20.35% |
$20.3K - $21.1K
|
1.32K
$126K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
220+ 3.21% |
$20.1K - $20.8K
|
7.08K
$674K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
212+ 1.09% |
$19.3K - $20.1K
|
19.7K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
- |
210New |
$19.2K - $19.9K
|
210
$20K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
206+ 0.65% |
$18.8K - $19.5K
|
32K
$3.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
204+ 9.47% |
$18.6K - $19.3K
|
2.36K
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
196+ 0.04% |
$17.9K - $18.5K
|
445K
$42.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
190+ 2.55% |
$17.3K - $18K
|
7.64K
$728K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
189New |
$17.2K - $17.9K
|
189
$18K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
189New |
$17.2K - $17.9K
|
189
$18K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
182+ 0.64% |
$16.6K - $17.2K
|
28.7K
$2.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
181New |
$16.5K - $17.1K
|
181
$17.2K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
179+ 1.35% |
$16.3K - $16.9K
|
13.4K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
177+ 453.85% |
$16.1K - $16.7K
|
216
$20.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
172New |
$15.7K - $16.3K
|
172
$16.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
167+ 6.72% |
$15.2K - $15.8K
|
2.65K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
148+ 2.17% |
$13.5K - $14K
|
6.98K
$665K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
147+ 6.03% |
$13.4K - $13.9K
|
2.59K
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
137New |
$12.5K - $13K
|
137
$13.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
133+ 2.24% |
$12.1K - $12.6K
|
6.08K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
130+ 0.49% |
$11.9K - $12.3K
|
26.8K
$2.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
128+ 2.74% |
$11.7K - $12.1K
|
4.8K
$458K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
126+ 1.06% |
$11.5K - $11.9K
|
12K
$1.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
120+ 3.92% |
$10.9K - $11.4K
|
3.18K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
119New |
$10.9K - $11.3K
|
119
$11.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
117+ 0.09% |
$10.7K - $11.1K
|
128K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
117+ 2.73% |
$10.7K - $11.1K
|
4.4K
$419K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
111+ 4.46% |
$10.1K - $10.5K
|
2.6K
$248K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
107+ 2.07% |
$9.76K - $10.1K
|
5.29K
$504K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
106New |
$9.67K - $10K
|
106
$10.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
105+ 1.24% |
$9.58K - $9.93K
|
8.55K
$814K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
102+ 77.27% |
$9.31K - $9.65K
|
234
$22.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
101+ 1.96% |
$9.22K - $9.55K
|
5.26K
$501K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
99+ 1.13% |
$9.03K - $9.37K
|
8.87K
$845K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
99+ 2.73% |
$9.03K - $9.37K
|
3.73K
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
92+ 13.41% |
$8.39K - $8.7K
|
778
$74.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
87+ 3.25% |
$7.94K - $8.23K
|
2.77K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
66New |
$6.02K - $6.24K
|
66
$6.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
64+ 2.66% |
$5.84K - $6.05K
|
2.47K
$236K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
64+ 6.46% |
$5.84K - $6.05K
|
1.05K
$100K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
60+ 146.34% |
$5.47K - $5.68K
|
101
$9.62K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
59New |
$5.38K - $5.58K
|
59
$5.62K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
51+ 1.67% |
$4.65K - $4.82K
|
3.11K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
51New |
$4.65K - $4.82K
|
51
$4.86K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
46+ 1.77% |
$4.2K - $4.35K
|
2.65K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
46+ 230.0% |
$4.2K - $4.35K
|
66
$6.29K
|