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
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.85K+ 7.72% |
$542K - $580K
|
81.5K
$7.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.78K+ 10.89% |
$535K - $573K
|
58.8K
$5.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.72K+ 9.01% |
$530K - $567K
|
69.2K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
5.71K+ 28.43% |
$529K - $566K
|
25.8K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69K+ 126.39% |
$527K - $564K
|
10.2K
$955K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.69K+ 2.81% |
$527K - $564K
|
208K
$19.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.63KNew |
$522K - $558K
|
5.63K
$528K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.57KNew |
$516K - $552K
|
5.57K
$521K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.49K+ 1.98% |
$509K - $544K
|
283K
$26.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.43K+ 11.84% |
$503K - $538K
|
51.3K
$4.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.38K+ 44.83% |
$498K - $533K
|
17.4K
$1.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.35KNew |
$496K - $530K
|
5.35K
$501K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.34K+ 7.36% |
$495K - $529K
|
77.9K
$7.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.33K+ 22.1% |
$494K - $528K
|
29.4K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.32KNew |
$493K - $527K
|
5.32K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.31KNew |
$492K - $527K
|
5.31K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.29K+ 152.23% |
$490K - $524K
|
8.77K
$821K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.28K+ 32.47% |
$489K - $523K
|
21.5K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.27K+ 1.02% |
$488K - $522K
|
521K
$48.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.21K+ 10.47% |
$483K - $517K
|
55K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.94K+ 13.29% |
$458K - $490K
|
42.1K
$3.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
4.89K+ 36.05% |
$453K - $484K
|
18.4K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.82K+ 18.22% |
$447K - $478K
|
31.3K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4.81K+ 6.04% |
$446K - $477K
|
84.5K
$7.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4.81K+ 1.67% |
$446K - $477K
|
292K
$27.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.75KNew |
$440K - $471K
|
4.75K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.74K+ 5.74% |
$439K - $470K
|
87.3K
$8.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.74K+ 7.61% |
$439K - $470K
|
67K
$6.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.68K+ 12.82% |
$434K - $464K
|
41.2K
$3.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.57K+ 43.88% |
$423K - $453K
|
15K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.48K+ 7.19% |
$415K - $444K
|
66.8K
$6.26M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.47KNew |
$414K - $443K
|
4.47K
$419K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.46KNew |
$413K - $442K
|
4.46K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.42KNew |
$409K - $438K
|
4.42K
$414K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.38K+ 91.65% |
$406K - $434K
|
9.16K
$859K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.28K+ 1.63% |
$397K - $425K
|
267K
$25M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.21K+ 41.08% |
$390K - $418K
|
14.5K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.11K+ 5.6% |
$381K - $408K
|
77.6K
$7.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.01K+ 5.26% |
$371K - $397K
|
80.2K
$7.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.82K+ 6.79% |
$354K - $379K
|
60.2K
$5.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.79K+ 11.08% |
$352K - $376K
|
38K
$3.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
3.71K+ 0.95% |
$344K - $368K
|
395K
$37M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.63K+ 9.48% |
$336K - $360K
|
41.9K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.6KNew |
$334K - $357K
|
3.6K
$337K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.55KNew |
$329K - $352K
|
3.55K
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.55KNew |
$329K - $352K
|
3.55K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.5K+ 46.34% |
$325K - $347K
|
11.1K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.5K+ 131.67% |
$324K - $347K
|
6.16K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.49K+ 184.28% |
$324K - $346K
|
5.39K
$505K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.49K+ 13.13% |
$323K - $346K
|
30K
$2.82M
|