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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
137+ 4.23% |
$12.7K - $13.6K
|
3.37K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
135+ 1.03% |
$12.5K - $13.4K
|
13.2K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
119+ 97.54% |
$11K - $11.8K
|
241
$22.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
118New |
$10.9K - $11.7K
|
118
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
112+ 0.88% |
$10.4K - $11.1K
|
12.8K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
109+ 20.04% |
$10.1K - $10.8K
|
653
$61.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
105+ 0.64% |
$9.73K - $10.4K
|
16.5K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
104+ 0.07% |
$9.64K - $10.3K
|
153K
$14.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
102+ 0.76% |
$9.45K - $10.1K
|
13.5K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
100+ 0.76% |
$9.27K - $9.91K
|
13.3K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
90+ 2.72% |
$8.34K - $8.92K
|
3.4K
$319K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
89+ 1.15% |
$8.25K - $8.82K
|
7.83K
$733K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
87+ 0.37% |
$8.06K - $8.63K
|
23.7K
$2.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
86New |
$7.97K - $8.53K
|
86
$8.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
86+ 0.89% |
$7.97K - $8.53K
|
9.73K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
85New |
$7.88K - $8.43K
|
85
$7.97K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
75New |
$6.95K - $7.44K
|
75
$7.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
74+ 16.97% |
$6.86K - $7.34K
|
510
$47.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
70+ 2.96% |
$6.49K - $6.94K
|
2.44K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
66+ 0.86% |
$6.12K - $6.54K
|
7.71K
$723K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
64+ 2.47% |
$5.93K - $6.34K
|
2.66K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
63+ 2.37% |
$5.84K - $6.25K
|
2.72K
$255K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
61New |
$5.65K - $6.05K
|
61
$5.72K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60+ 0.45% |
$5.56K - $5.95K
|
13.4K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
58New |
$5.37K - $5.75K
|
58
$5.44K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
56+ 6.0% |
$5.19K - $5.55K
|
989
$92.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
53+ 1.07% |
$4.91K - $5.25K
|
5K
$468K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
52+ 1.38% |
$4.82K - $5.16K
|
3.83K
$359K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
51New |
$4.73K - $5.06K
|
51
$4.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
46+ 8.68% |
$4.26K - $4.56K
|
576
$54K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
45+ 0.36% |
$4.17K - $4.46K
|
12.6K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
44+ 0.78% |
$4.08K - $4.36K
|
5.67K
$532K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
44New |
$4.08K - $4.36K
|
44
$4.12K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
43+ 0.31% |
$3.98K - $4.26K
|
13.9K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
40+ 17.09% |
$3.71K - $3.97K
|
274
$25.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
39+ 0.92% |
$3.61K - $3.87K
|
4.3K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
38+ 4.36% |
$3.52K - $3.77K
|
910
$85.3K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
33+ 0.58% |
$3.06K - $3.27K
|
5.76K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
32+ 0.25% |
$2.97K - $3.17K
|
12.6K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
32New |
$2.97K - $3.17K
|
32
$3K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
30+ 1.36% |
$2.78K - $2.97K
|
2.24K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
27+ 0.93% |
$2.5K - $2.68K
|
2.94K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 4.94% |
$2.41K - $2.58K
|
552
$51.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$2.22K - $2.38K
|
24
$2.25K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
23+ 0.52% |
$2.13K - $2.28K
|
4.42K
$415K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
23+ 0.33% |
$2.13K - $2.28K
|
7K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
22+ 0.24% |
$2.04K - $2.18K
|
9.3K
$872K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
20+ 0.7% |
$1.85K - $1.98K
|
2.87K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20+ 0.49% |
$1.85K - $1.98K
|
4.11K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.21% |
$1.67K - $1.78K
|
8.43K
$790K
|