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 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
110K+ 56.99% |
$10.2M - $10.9M
|
303K
$28.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
107KNew |
$9.89M - $10.6M
|
107K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
107K+ 59.82% |
$9.89M - $10.6M
|
285K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
99.6KNew |
$9.23M - $9.87M
|
99.6K
$9.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
94.5K+ 7.15% |
$8.76M - $9.37M
|
1.42M
$133M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
93.2K+ 4208.72% |
$8.64M - $9.24M
|
95.4K
$8.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
90K+ 150.0% |
$8.34M - $8.92M
|
150K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
88.8K+ 15.92% |
$8.23M - $8.8M
|
646K
$60.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85.3K+ 90.31% |
$7.9M - $8.46M
|
180K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.6K+ 4.84% |
$7.84M - $8.38M
|
1.83M
$172M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82K+ 15.62% |
$7.6M - $8.13M
|
607K
$56.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
81.3K+ 85.9% |
$7.54M - $8.06M
|
176K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
79.2K+ 265.31% |
$7.34M - $7.85M
|
109K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79K+ 2.29% |
$7.33M - $7.84M
|
3.53M
$331M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
78.8K+ 139.8% |
$7.3M - $7.81M
|
135K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
76.8K+ 9.66% |
$7.11M - $7.61M
|
871K
$81.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
73.9K+ 45.65% |
$6.85M - $7.32M
|
236K
$22.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
71.3K+ 33.36% |
$6.61M - $7.07M
|
285K
$26.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
70.7K+ 109.46% |
$6.55M - $7.01M
|
135K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
69.8K+ 16.72% |
$6.47M - $6.92M
|
488K
$45.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
65.1K+ 34.93% |
$6.03M - $6.46M
|
252K
$23.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
63.7K+ 16759.74% |
$5.9M - $6.31M
|
64.1K
$6M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63.2KNew |
$5.86M - $6.27M
|
63.2K
$5.92M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
62.7KNew |
$5.81M - $6.22M
|
62.7K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
60.6K+ 391.65% |
$5.62M - $6.01M
|
76.1K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
59.3KNew |
$5.5M - $5.88M
|
59.3K
$5.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
58.5K+ 78.67% |
$5.42M - $5.8M
|
133K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
58.4K+ 35.88% |
$5.41M - $5.79M
|
221K
$20.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
57.1K+ 24.16% |
$5.29M - $5.66M
|
293K
$27.5M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
54.6KNew |
$5.06M - $5.41M
|
54.6K
$5.12M
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
54K+ 59.73% |
$5.01M - $5.35M
|
144K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
52.9K+ 27.08% |
$4.91M - $5.25M
|
248K
$23.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51KNew |
$4.73M - $5.06M
|
51K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.8K+ 299.56% |
$4.62M - $4.94M
|
66.5K
$6.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
49.5K+ 56.41% |
$4.59M - $4.91M
|
137K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
48.2KNew |
$4.46M - $4.77M
|
48.2K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.1K+ 15.85% |
$4.36M - $4.67M
|
344K
$32.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
45.1K+ 83.9% |
$4.18M - $4.47M
|
98.9K
$9.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
44.3K+ 102.7% |
$4.1M - $4.39M
|
87.4K
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.6K+ 12.8% |
$4.04M - $4.32M
|
384K
$36M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
43.6KNew |
$4.04M - $4.32M
|
43.6K
$4.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
43.4K+ 581.09% |
$4.02M - $4.31M
|
50.9K
$4.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
43KNew |
$3.98M - $4.26M
|
43K
$4.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
41.9K+ 592.51% |
$3.89M - $4.16M
|
49K
$4.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
39.8K+ 99.33% |
$3.69M - $3.95M
|
80K
$7.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
39.2K+ 72662.96% |
$3.64M - $3.89M
|
39.3K
$3.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
38.8KNew |
$3.6M - $3.85M
|
38.8K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
38.5K+ 1.6% |
$3.57M - $3.82M
|
2.45M
$229M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
36.7KNew |
$3.4M - $3.64M
|
36.7K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
36.6K+ 1462.14% |
$3.39M - $3.63M
|
39.1K
$3.66M
|