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 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.56K- 66.78% |
$873K - $905K
|
4.76K
$446K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-9.62K- 2.69% |
$878K - $910K
|
348K
$32.6M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-9.79K- 0.81% |
$893K - $926K
|
1.19M
$112M
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-9.89K- 31.56% |
$902K - $936K
|
21.4K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-10.6K- 9.64% |
$968K - $1M
|
99.4K
$9.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.2K- 1.44% |
$1.02M - $1.06M
|
766K
$71.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.3K- 20.98% |
$1.03M - $1.07M
|
42.6K
$4M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11.4K- 13.31% |
$1.04M - $1.08M
|
74.4K
$6.97M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-11.7K- 45.65% |
$1.07M - $1.11M
|
14K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-12.2K- 47.6% |
$1.11M - $1.16M
|
13.4K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.5K- 6.79% |
$1.14M - $1.18M
|
171K
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12.8K- 40.74% |
$1.17M - $1.21M
|
18.6K
$1.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.6K- 83.88% |
$1.24M - $1.29M
|
2.61K
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-14.9K- 33.51% |
$1.36M - $1.41M
|
29.6K
$2.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15.1K- 13.05% |
$1.38M - $1.43M
|
100K
$9.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15.3K- 53.53% |
$1.4M - $1.45M
|
13.3K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.4K- 2.31% |
$1.41M - $1.46M
|
650K
$60.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-15.6K- 40.96% |
$1.42M - $1.47M
|
22.4K
$2.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16.3K- 7.28% |
$1.49M - $1.54M
|
208K
$19.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-16.6K- 5.26% |
$1.51M - $1.57M
|
298K
$27.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-18.1K- 25.36% |
$1.65M - $1.71M
|
53.2K
$4.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-19.4K- 26.1% |
$1.77M - $1.84M
|
54.9K
$5.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-20.3K- 58.62% |
$1.85M - $1.92M
|
14.3K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.7K- 37.24% |
$2.17M - $2.25M
|
40K
$3.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-24K- 0.86% |
$2.19M - $2.27M
|
2.76M
$259M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-24.2K- 8.92% |
$2.21M - $2.29M
|
247K
$23.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.5K- 3.7% |
$2.23M - $2.31M
|
637K
$59.7M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-24.6K- 45.39% |
$2.25M - $2.33M
|
29.6K
$2.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-25.9K- 16.63% |
$2.37M - $2.45M
|
130K
$12.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.5K- 38.07% |
$2.42M - $2.51M
|
43.2K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27K- 4.39% |
$2.47M - $2.56M
|
589K
$55.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29.1K- 35.0% |
$2.65M - $2.75M
|
54K
$5.06M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.7K- 90.18% |
$2.71M - $2.81M
|
3.24K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-29.8K- 35.66% |
$2.72M - $2.82M
|
53.8K
$5.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-30.9K- 44.46% |
$2.82M - $2.93M
|
38.6K
$3.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-31.9K- 43.08% |
$2.91M - $3.02M
|
42.1K
$3.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-32.4K- 49.34% |
$2.96M - $3.07M
|
33.3K
$3.12M
|
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-34.3K- 27.51% |
$3.13M - $3.25M
|
90.4K
$8.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-35.2K- 93.37% |
$3.22M - $3.33M
|
2.5K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-40.8K- 80.19% |
$3.73M - $3.86M
|
10.1K
$945K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-45.4K- 20.86% |
$4.15M - $4.3M
|
172K
$16.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45.9K- 0.84% |
$4.19M - $4.35M
|
5.45M
$511M
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-47.3K- 42.19% |
$4.32M - $4.48M
|
64.8K
$6.08M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-54.3K- 3.29% |
$4.96M - $5.14M
|
1.6M
$150M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-56K- 41.95% |
$5.11M - $5.29M
|
77.5K
$7.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-60K- 44.86% |
$5.47M - $5.67M
|
73.7K
$6.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-66.4K- 95.75% |
$6.05M - $6.28M
|
2.95K
$276K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67K- 1.37% |
$6.11M - $6.33M
|
4.83M
$453M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-78.9K- 84.52% |
$7.2M - $7.46M
|
14.5K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-80.3K- 23.51% |
$7.33M - $7.6M
|
261K
$24.5M
|