Purchases and Sales Made in Q2 2024 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34New |
$3.1K - $3.22K
|
34
$3.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
32+ 7.92% |
$2.92K - $3.03K
|
436
$40.6K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
27+ 0.2% |
$2.46K - $2.55K
|
13.4K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27New |
$2.46K - $2.55K
|
27
$2.51K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
23New |
$2.1K - $2.18K
|
23
$2.14K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22+ 5.18% |
$2.01K - $2.08K
|
447
$41.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.89% |
$1.92K - $1.99K
|
2.39K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
20+ 0.91% |
$1.82K - $1.89K
|
2.21K
$205K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
20+ 0.71% |
$1.82K - $1.89K
|
2.85K
$265K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
18New |
$1.64K - $1.7K
|
18
$1.68K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14New |
$1.28K - $1.32K
|
14
$1.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 4.69% |
$1.09K - $1.14K
|
268
$25K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
11New |
$1K - $1.04K
|
11
$1.02K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.07% |
$639 - $662
|
10.2K
$950K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
7New |
$639 - $662
|
7
$652
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.8% |
$547 - $568
|
752
$70K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.2% |
$456 - $473
|
2.56K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.21% |
$456 - $473
|
2.34K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.65% |
$365 - $378
|
617
$57.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.27% |
$274 - $284
|
1.11K
$104K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$274 - $284
|
3
$279
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.31% |
$182 - $189
|
648
$60.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.75% |
$182 - $189
|
267
$24.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.06% |
$91.2 - $94.6
|
95
$8.85K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1- 1.2% |
$91.2 - $94.6
|
82
$7.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2- 0.05% |
$182 - $189
|
3.79K
$353K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 0.88% |
$456 - $473
|
564
$52.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-11- 0.37% |
$1K - $1.04K
|
2.99K
$279K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 1.89% |
$1K - $1.04K
|
570
$53.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12- 60.0% |
$1.09K - $1.14K
|
8
$745
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-16- 0.48% |
$1.46K - $1.51K
|
3.34K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-16- 48.48% |
$1.46K - $1.51K
|
17
$1.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-18- 2.2% |
$1.64K - $1.7K
|
801
$74.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-23- 0.24% |
$2.1K - $2.18K
|
9.59K
$894K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 55.81% |
$2.19K - $2.27K
|
19
$1.77K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-27- 1.19% |
$2.46K - $2.55K
|
2.25K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-28- 0.06% |
$2.55K - $2.65K
|
47.8K
$4.45M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.12% |
$2.65K - $2.74K
|
23.8K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-32- 0.56% |
$2.92K - $3.03K
|
5.73K
$534K
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-32- 1.47% |
$2.92K - $3.03K
|
2.14K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-50- 0.42% |
$4.56K - $4.73K
|
11.9K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-50- 0.63% |
$4.56K - $4.73K
|
7.84K
$730K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 33.33% |
$4.56K - $4.73K
|
100
$9.31K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-50- 1.28% |
$4.56K - $4.73K
|
3.85K
$359K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-55- 1.39% |
$5.02K - $5.2K
|
3.91K
$365K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-62- 0.92% |
$5.66K - $5.87K
|
6.65K
$619K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-63- 22.58% |
$5.75K - $5.96K
|
216
$20.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-65- 0.2% |
$5.93K - $6.15K
|
32.7K
$3.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-69- 2.14% |
$6.3K - $6.53K
|
3.15K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-70- 1.55% |
$6.39K - $6.62K
|
4.45K
$415K
|