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 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$490K - $508K
|
5.37K
$500K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
5.37K+ 12.5% |
$490K - $508K
|
48.3K
$4.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.3K+ 307.25% |
$483K - $501K
|
7.02K
$653K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.26K+ 223.94% |
$480K - $497K
|
7.61K
$708K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.23K+ 158.26% |
$477K - $495K
|
8.53K
$794K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.18K+ 14.83% |
$473K - $490K
|
40.1K
$3.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
4.94K+ 20.97% |
$451K - $468K
|
28.5K
$2.65M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.87K+ 6.8% |
$444K - $461K
|
76.5K
$7.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.74K+ 9.18% |
$432K - $448K
|
56.3K
$5.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.61K+ 51.18% |
$421K - $436K
|
13.6K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.51K+ 3.45% |
$411K - $426K
|
135K
$12.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.46K+ 2.44% |
$407K - $422K
|
187K
$17.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.42KNew |
$403K - $418K
|
4.42K
$411K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.39KNew |
$400K - $415K
|
4.39K
$408K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
4.29K+ 9.73% |
$391K - $405K
|
48.3K
$4.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.25K+ 13.17% |
$388K - $402K
|
36.5K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.24KNew |
$387K - $401K
|
4.24K
$394K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.15KNew |
$378K - $392K
|
4.15K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.13K+ 33.02% |
$377K - $391K
|
16.6K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.06K+ 2.72% |
$370K - $384K
|
153K
$14.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.95K+ 4.54% |
$360K - $373K
|
90.9K
$8.46M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.85K+ 8.68% |
$351K - $364K
|
48.2K
$4.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.79KNew |
$346K - $359K
|
3.79K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.76KNew |
$343K - $355K
|
3.76K
$349K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.74K+ 17.93% |
$341K - $354K
|
24.6K
$2.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
3.72KNew |
$339K - $352K
|
3.72K
$346K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.63K+ 2.63% |
$331K - $343K
|
142K
$13.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.55K+ 6.15% |
$324K - $336K
|
61.3K
$5.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
3.45KNew |
$315K - $326K
|
3.45K
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.38K+ 3.47% |
$308K - $320K
|
101K
$9.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.32KNew |
$303K - $314K
|
3.32K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.26K+ 17.36% |
$297K - $308K
|
22K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.24K+ 9.44% |
$296K - $307K
|
37.5K
$3.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.12K+ 6.51% |
$285K - $295K
|
51.1K
$4.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.09KNew |
$282K - $293K
|
3.09K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
3.06K+ 1.67% |
$279K - $290K
|
187K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.04KNew |
$277K - $287K
|
3.04K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.03K+ 24.45% |
$277K - $287K
|
15.4K
$1.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3K+ 15.96% |
$274K - $284K
|
21.8K
$2.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3K+ 58.27% |
$273K - $283K
|
8.14K
$757K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.97KNew |
$271K - $280K
|
2.97K
$276K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.92KNew |
$267K - $277K
|
2.92K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.91K+ 4.25% |
$266K - $276K
|
71.5K
$6.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.91K+ 6.34% |
$266K - $276K
|
48.9K
$4.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.91KNew |
$265K - $275K
|
2.91K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.88KNew |
$263K - $273K
|
2.88K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.86K+ 61.86% |
$261K - $270K
|
7.47K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.84KNew |
$259K - $268K
|
2.84K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.79KNew |
$254K - $264K
|
2.79K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.78K+ 23.91% |
$254K - $263K
|
14.4K
$1.34M
|