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
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.1K+ 5.1% |
$102K - $109K
|
22.7K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 0.94% |
$100K - $107K
|
116K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05K+ 22.03% |
$97.1K - $104K
|
5.81K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.03K+ 41.71% |
$95.6K - $102K
|
3.51K
$329K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.03K+ 5.74% |
$95.5K - $102K
|
19K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.03K+ 16.91% |
$95.3K - $102K
|
7.11K
$666K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.02K+ 2.3% |
$94.2K - $101K
|
45.3K
$4.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 15.65% |
$92.9K - $99.3K
|
7.4K
$694K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 16.86% |
$92.7K - $99.1K
|
6.93K
$649K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
989+ 36.33% |
$91.7K - $98K
|
3.71K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
986+ 0.53% |
$91.4K - $97.8K
|
188K
$17.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
982+ 62.27% |
$91K - $97.4K
|
2.56K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
965+ 2.1% |
$89.4K - $95.7K
|
47K
$4.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
945+ 2.93% |
$87.6K - $93.7K
|
33.2K
$3.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
945+ 3.65% |
$87.6K - $93.7K
|
26.9K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
929+ 2.7% |
$86.1K - $92.1K
|
35.3K
$3.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
861New |
$79.8K - $85.4K
|
861
$80.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
861+ 65.28% |
$79.8K - $85.4K
|
2.18K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
819New |
$75.9K - $81.2K
|
819
$76.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
800+ 57.14% |
$74.1K - $79.3K
|
2.2K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
778+ 2.7% |
$72.1K - $77.1K
|
29.6K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
751+ 8.87% |
$69.6K - $74.5K
|
9.21K
$863K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
750+ 5.97% |
$69.5K - $74.4K
|
13.3K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
713New |
$66.1K - $70.7K
|
713
$66.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
672+ 2.39% |
$62.3K - $66.6K
|
28.8K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
656+ 4.38% |
$60.8K - $65K
|
15.6K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
650+ 6.39% |
$60.2K - $64.4K
|
10.8K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
600New |
$55.6K - $59.5K
|
600
$56.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
592+ 2.06% |
$54.9K - $58.7K
|
29.3K
$2.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
585+ 20.3% |
$54.2K - $58K
|
3.47K
$325K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
571New |
$52.9K - $56.6K
|
571
$53.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
569New |
$52.7K - $56.4K
|
569
$53.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
567+ 10.07% |
$52.5K - $56.2K
|
6.2K
$581K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
564New |
$52.3K - $55.9K
|
564
$52.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
501New |
$46.4K - $49.7K
|
501
$46.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
477+ 15.78% |
$44.2K - $47.3K
|
3.5K
$328K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
471+ 5.05% |
$43.6K - $46.7K
|
9.79K
$918K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
455+ 0.61% |
$42.2K - $45.1K
|
74.8K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
451+ 5.0% |
$41.8K - $44.7K
|
9.47K
$888K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
449+ 12.9% |
$41.6K - $44.5K
|
3.93K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
441+ 13.49% |
$40.9K - $43.7K
|
3.71K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
437+ 2.95% |
$40.5K - $43.3K
|
15.3K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
431+ 9.58% |
$39.9K - $42.7K
|
4.93K
$462K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
420+ 0.76% |
$38.9K - $41.6K
|
55.7K
$5.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
414+ 0.18% |
$38.4K - $41K
|
230K
$21.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
413+ 0.81% |
$38.3K - $40.9K
|
51.5K
$4.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
400+ 1.2% |
$37.1K - $39.7K
|
33.7K
$3.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
389New |
$36K - $38.6K
|
389
$36.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
388+ 14.93% |
$36K - $38.5K
|
2.99K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
384+ 1.47% |
$35.6K - $38.1K
|
26.5K
$2.49M
|