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 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
9.94K+ 5.13% |
$907K - $940K
|
204K
$19.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
9.79K+ 124.58% |
$893K - $926K
|
17.6K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
9.64KNew |
$880K - $912K
|
9.64K
$903K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.64K+ 10.08% |
$879K - $911K
|
105K
$9.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9.28K+ 6.64% |
$847K - $878K
|
149K
$14M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.25K+ 4.68% |
$844K - $875K
|
207K
$19.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
8.98K+ 18.95% |
$820K - $850K
|
56.4K
$5.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
8.96K+ 6.18% |
$817K - $847K
|
154K
$14.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
8.96KNew |
$817K - $847K
|
8.96K
$839K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.95K+ 46.61% |
$817K - $847K
|
28.2K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.81K+ 21.97% |
$804K - $834K
|
48.9K
$4.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.68KNew |
$792K - $821K
|
8.68K
$813K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.48K+ 350.58% |
$773K - $802K
|
10.9K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.45K+ 7.63% |
$771K - $799K
|
119K
$11.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
8.44K+ 5.01% |
$770K - $799K
|
177K
$16.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.38K+ 46.15% |
$765K - $793K
|
26.6K
$2.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.33K+ 2.9% |
$760K - $788K
|
295K
$27.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.21KNew |
$749K - $776K
|
8.21K
$769K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.19KNew |
$747K - $774K
|
8.19K
$767K
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
8.17K+ 17.87% |
$746K - $773K
|
53.9K
$5.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.04K+ 81.58% |
$733K - $760K
|
17.9K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.79K+ 82.21% |
$711K - $737K
|
17.3K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.58K+ 13.55% |
$691K - $717K
|
63.5K
$5.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.55KNew |
$689K - $714K
|
7.55K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
7.5K+ 21.74% |
$684K - $710K
|
42K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.48KNew |
$682K - $707K
|
7.48K
$701K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.39K+ 18.64% |
$674K - $699K
|
47.1K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7.36K+ 10.69% |
$671K - $696K
|
76.2K
$7.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
7.31K+ 26.98% |
$667K - $691K
|
34.4K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.08K+ 534.64% |
$646K - $670K
|
8.41K
$788K
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
7K+ 66.67% |
$639K - $662K
|
17.5K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
6.94K+ 161.12% |
$633K - $656K
|
11.2K
$1.05M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.92K+ 3.86% |
$631K - $655K
|
186K
$17.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
6.87K+ 102.9% |
$627K - $650K
|
13.6K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.72KNew |
$613K - $636K
|
6.72K
$630K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.72K+ 18.47% |
$613K - $636K
|
43.1K
$4.04M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.5K+ 3.0% |
$593K - $615K
|
224K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
6.44KNew |
$587K - $609K
|
6.44K
$603K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.27K+ 9.26% |
$572K - $593K
|
74K
$6.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.23K+ 9.26% |
$568K - $589K
|
73.5K
$6.88M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
6.2KNew |
$566K - $587K
|
6.2K
$581K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.17K+ 36.95% |
$562K - $583K
|
22.9K
$2.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.09K+ 230.27% |
$555K - $576K
|
8.73K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
6.06KNew |
$553K - $573K
|
6.06K
$568K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
5.97K+ 928.46% |
$545K - $565K
|
6.61K
$620K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.96K+ 676.73% |
$544K - $564K
|
6.84K
$641K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.79K+ 358.11% |
$528K - $547K
|
7.4K
$694K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
5.64K+ 6.88% |
$515K - $534K
|
87.7K
$8.22M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
5.43KNew |
$495K - $513K
|
5.43K
$508K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.39K+ 7.38% |
$492K - $510K
|
78.5K
$7.36M
|