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 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.3K+ 8636.51% |
$1.51M - $1.62M
|
16.5K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
16.2K+ 4.46% |
$1.5M - $1.61M
|
380K
$35.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
16.2K+ 1.79% |
$1.5M - $1.6M
|
917K
$85.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
16K+ 24.69% |
$1.48M - $1.59M
|
80.9K
$7.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
16K+ 2.12% |
$1.48M - $1.59M
|
770K
$72.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.9K+ 626.65% |
$1.48M - $1.58M
|
18.5K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.9K+ 11.56% |
$1.47M - $1.58M
|
153K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
15.9K+ 16.04% |
$1.47M - $1.57M
|
115K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
15.7K+ 314.99% |
$1.46M - $1.56M
|
20.7K
$1.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
15.7K+ 3.39% |
$1.45M - $1.55M
|
478K
$44.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
15.7KNew |
$1.45M - $1.55M
|
15.7K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 1.4% |
$1.39M - $1.49M
|
1.09M
$102M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
14.9K+ 27.65% |
$1.38M - $1.48M
|
68.8K
$6.45M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.5K+ 274.63% |
$1.34M - $1.43M
|
19.7K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.4K+ 71.43% |
$1.34M - $1.43M
|
34.6K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
14.4K+ 4.13% |
$1.33M - $1.42M
|
362K
$34M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14.3K+ 8.26% |
$1.33M - $1.42M
|
188K
$17.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
14.3K+ 3.79% |
$1.32M - $1.41M
|
391K
$36.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
13.9K+ 27.33% |
$1.29M - $1.38M
|
64.9K
$6.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 5.09% |
$1.27M - $1.36M
|
283K
$26.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
13.7KNew |
$1.27M - $1.36M
|
13.7K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13.5K+ 8.36% |
$1.25M - $1.34M
|
176K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.25M - $1.34M
|
13.5K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
13.5KNew |
$1.25M - $1.34M
|
13.5K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
13.3K+ 1.28% |
$1.24M - $1.32M
|
1.05M
$98.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 3.81% |
$1.23M - $1.32M
|
362K
$34M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.2KNew |
$1.22M - $1.31M
|
13.2K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13KNew |
$1.21M - $1.29M
|
13K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
12.8K+ 16.54% |
$1.19M - $1.27M
|
90.3K
$8.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
12.7K+ 209.26% |
$1.17M - $1.26M
|
18.7K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.6K+ 40.35% |
$1.16M - $1.24M
|
43.7K
$4.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12.3K+ 461.48% |
$1.14M - $1.22M
|
14.9K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.9KNew |
$1.11M - $1.18M
|
11.9K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.9K+ 9.12% |
$1.1M - $1.18M
|
142K
$13.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.9K+ 4.1% |
$1.1M - $1.17M
|
301K
$28.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
11.8K+ 21.87% |
$1.1M - $1.17M
|
65.9K
$6.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.08M - $1.16M
|
11.7K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11.6K+ 32.11% |
$1.08M - $1.15M
|
47.9K
$4.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
11.4KNew |
$1.06M - $1.13M
|
11.4K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 111.92% |
$1.05M - $1.12M
|
21.5K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
10.8KNew |
$1M - $1.07M
|
10.8K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
10.7K+ 4.82% |
$993K - $1.06M
|
233K
$21.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.7K+ 114.66% |
$988K - $1.06M
|
20K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10.5K+ 39.56% |
$973K - $1.04M
|
37.1K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10.3K+ 59.11% |
$959K - $1.03M
|
27.8K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10.2KNew |
$945K - $1.01M
|
10.2K
$956K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
10.1K+ 20.94% |
$938K - $1M
|
58.5K
$5.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
9.98K+ 111.39% |
$924K - $989K
|
18.9K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.9K+ 14.46% |
$917K - $981K
|
78.3K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.89KNew |
$917K - $981K
|
9.89K
$927K
|