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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.44K- 13.39% |
$689K - $737K
|
48.1K
$4.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-7.58K- 2.49% |
$702K - $751K
|
296K
$27.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.15K- 20.37% |
$755K - $808K
|
31.9K
$2.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-8.28K- 17.12% |
$767K - $820K
|
40.1K
$3.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.28K- 4.8% |
$767K - $821K
|
164K
$15.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.22K- 38.76% |
$854K - $914K
|
14.6K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.83K- 32.73% |
$911K - $974K
|
20.2K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-10.2K- 49.75% |
$948K - $1.01M
|
10.3K
$968K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.4K- 70.71% |
$968K - $1.04M
|
4.33K
$405K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-10.5K- 21.86% |
$976K - $1.04M
|
37.7K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-10.7K- 63.06% |
$990K - $1.06M
|
6.26K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.1K- 45.66% |
$1.03M - $1.11M
|
13.3K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.5K- 20.24% |
$1.07M - $1.14M
|
45.5K
$4.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-11.7K- 11.59% |
$1.08M - $1.16M
|
89.1K
$8.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-12.2K- 6.52% |
$1.13M - $1.21M
|
175K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.9K- 7.56% |
$1.2M - $1.28M
|
158K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-13K- 6.7% |
$1.2M - $1.29M
|
181K
$16.9M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-13.3K- 7.65% |
$1.23M - $1.32M
|
161K
$15.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.9K- 4.95% |
$1.29M - $1.38M
|
267K
$25M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16.5K- 7.98% |
$1.53M - $1.64M
|
191K
$17.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.6K- 8.44% |
$1.63M - $1.74M
|
191K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18.8K- 70.31% |
$1.75M - $1.87M
|
7.96K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-20K- 89.23% |
$1.85M - $1.98M
|
2.41K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.7K- 1.07% |
$1.91M - $2.05M
|
1.91M
$179M
|
|
|
Nov 14, 2024
Q3 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-21.1K- 44.17% |
$1.96M - $2.09M
|
26.7K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-22.2K- 90.41% |
$2.06M - $2.2M
|
2.36K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-24K- 53.64% |
$2.23M - $2.38M
|
20.8K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-25.2K- 20.39% |
$2.33M - $2.5M
|
98.4K
$9.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-25.3K- 82.45% |
$2.34M - $2.51M
|
5.38K
$504K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26.9K- 16.03% |
$2.49M - $2.66M
|
141K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-28.2K- 9.47% |
$2.61M - $2.79M
|
269K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-28.3K- 51.45% |
$2.62M - $2.8M
|
26.7K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28.5K- 20.1% |
$2.64M - $2.83M
|
113K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-32.6K- 44.02% |
$3.03M - $3.24M
|
41.5K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-34.3K- 64.68% |
$3.18M - $3.4M
|
18.7K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-34.8K- 43.3% |
$3.22M - $3.45M
|
45.5K
$4.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36.4K- 28.41% |
$3.37M - $3.61M
|
91.7K
$8.59M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-41K- 36.74% |
$3.8M - $4.06M
|
70.6K
$6.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-46.7K- 87.81% |
$4.33M - $4.63M
|
6.48K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-46.8K- 29.27% |
$4.34M - $4.64M
|
113K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-49.1K- 15.93% |
$4.55M - $4.86M
|
259K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-49.9K- 94.36% |
$4.62M - $4.94M
|
2.98K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-55K- 51.96% |
$5.09M - $5.45M
|
50.8K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-56.8K- 51.18% |
$5.27M - $5.63M
|
54.2K
$5.08M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-59.2K- 4.96% |
$5.49M - $5.87M
|
1.14M
$106M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-60K- 56.15% |
$5.56M - $5.95M
|
46.8K
$4.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-61.2K- 2.22% |
$5.67M - $6.06M
|
2.7M
$253M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-61.2K- 84.93% |
$5.67M - $6.06M
|
10.9K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-62.9K- 51.09% |
$5.83M - $6.23M
|
60.2K
$5.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-67.9KClosed |
$6.29M - $6.73M
|
0
$0
|