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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
35.7K+ 301.11% |
$3.31M - $3.54M
|
47.5K
$4.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
33.3K+ 54.97% |
$3.09M - $3.3M
|
93.9K
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
33.1K+ 112.7% |
$3.07M - $3.28M
|
62.5K
$5.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31.7K+ 31.61% |
$2.94M - $3.15M
|
132K
$12.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
31.5K+ 24.57% |
$2.91M - $3.12M
|
159K
$14.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
31.2K+ 10.47% |
$2.89M - $3.1M
|
329K
$30.9M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
31.2K+ 578.98% |
$2.89M - $3.09M
|
36.5K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
31.1KNew |
$2.88M - $3.09M
|
31.1K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
30.1K+ 1135.04% |
$2.79M - $2.98M
|
32.7K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30K+ 1076.67% |
$2.78M - $2.97M
|
32.8K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
29.8KNew |
$2.76M - $2.96M
|
29.8K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
29.6KNew |
$2.75M - $2.94M
|
29.6K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
28KNew |
$2.59M - $2.77M
|
28K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
27.7K+ 131.18% |
$2.57M - $2.75M
|
48.9K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
27.2KNew |
$2.52M - $2.7M
|
27.2K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
26.7K+ 89.71% |
$2.47M - $2.65M
|
56.5K
$5.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
26.6K+ 124.25% |
$2.47M - $2.64M
|
48.1K
$4.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
26.5K+ 618.22% |
$2.45M - $2.62M
|
30.7K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
26.3KNew |
$2.44M - $2.61M
|
26.3K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
25.4K+ 1.4% |
$2.35M - $2.52M
|
1.84M
$172M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
24.7K+ 17.14% |
$2.29M - $2.45M
|
169K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.3K+ 10.81% |
$2.25M - $2.41M
|
249K
$23.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
24.2KNew |
$2.24M - $2.4M
|
24.2K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
23.6KNew |
$2.19M - $2.34M
|
23.6K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
23KNew |
$2.13M - $2.28M
|
23K
$2.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.2K+ 17.61% |
$2.06M - $2.2M
|
148K
$13.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
21K+ 6.32% |
$1.95M - $2.08M
|
353K
$33.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
20.7K+ 93.97% |
$1.92M - $2.05M
|
42.7K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.4K+ 0.48% |
$1.89M - $2.02M
|
4.26M
$399M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20.3KNew |
$1.88M - $2.02M
|
20.3K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
19.8K+ 2.87% |
$1.84M - $1.97M
|
712K
$66.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
19.5K+ 6.12% |
$1.81M - $1.93M
|
338K
$31.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.9K+ 230.35% |
$1.75M - $1.87M
|
27.1K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.9K+ 11.47% |
$1.75M - $1.87M
|
183K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 34.15% |
$1.74M - $1.86M
|
73.9K
$6.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
18.6K+ 2.33% |
$1.73M - $1.85M
|
817K
$76.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
18.6KNew |
$1.72M - $1.84M
|
18.6K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
18.6K+ 305.28% |
$1.72M - $1.84M
|
24.6K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18.1K+ 8.1% |
$1.68M - $1.8M
|
242K
$22.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
17.6K+ 107.66% |
$1.63M - $1.75M
|
34K
$3.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5K+ 53.68% |
$1.62M - $1.74M
|
50.2K
$4.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
17.5K+ 6.63% |
$1.62M - $1.74M
|
282K
$26.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
17.2K+ 5.88% |
$1.6M - $1.71M
|
310K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
17.2K+ 5.82% |
$1.59M - $1.71M
|
313K
$29.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.2K+ 10.52% |
$1.59M - $1.7M
|
180K
$16.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17.1K+ 19.54% |
$1.58M - $1.7M
|
105K
$9.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17K+ 399.95% |
$1.57M - $1.68M
|
21.2K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
16.5K+ 3.69% |
$1.53M - $1.63M
|
462K
$43.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 39.66% |
$1.52M - $1.63M
|
57.8K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.4KNew |
$1.52M - $1.63M
|
16.4K
$1.54M
|