Purchases and Sales Made in Q1 2024 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.84M+ 101.45% |
$920M - $952M
|
19.5M
$1.8B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.17M+ 44.76% |
$296M - $307M
|
10.2M
$946M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.33M+ 82.44% |
$218M - $226M
|
5.16M
$477M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.35M+ 176.68% |
$126M - $130M
|
2.11M
$195M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.22M+ 18.77% |
$114M - $118M
|
7.69M
$710M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
860KNew |
$80.5M - $83.3M
|
860K
$79.5M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
817K+ 218.7% |
$76.5M - $79.1M
|
1.19M
$110M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
675K+ 144.23% |
$63.2M - $65.4M
|
1.14M
$106M
|
|
|
May 15, 2024
Q1 2024
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
668KNew |
$62.5M - $64.7M
|
668K
$61.7M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
662K+ 11.76% |
$62M - $64.1M
|
6.29M
$581M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
577K+ 25.53% |
$54M - $55.9M
|
2.84M
$262M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
460K+ 33.44% |
$43M - $44.5M
|
1.83M
$169M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
434K+ 9.72% |
$40.6M - $42M
|
4.9M
$452M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
403K+ 1542.15% |
$37.6M - $39M
|
429K
$39.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
393K+ 330.63% |
$36.7M - $38M
|
511K
$47.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
389K+ 3940.64% |
$36.4M - $37.7M
|
399K
$36.9M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
386KNew |
$36.1M - $37.4M
|
386K
$35.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
381K+ 14.91% |
$35.6M - $36.9M
|
2.94M
$271M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
354K+ 41.67% |
$33.1M - $34.3M
|
1.2M
$111M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
300K+ 891.63% |
$28M - $29M
|
333K
$30.8M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
297K+ 642.4% |
$27.7M - $28.7M
|
343K
$31.6M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
291KNew |
$27.2M - $28.1M
|
291K
$26.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
264KNew |
$24.7M - $25.6M
|
264K
$24.4M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
249K+ 191.76% |
$23.3M - $24.1M
|
378K
$34.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
248K+ 2.05% |
$23.2M - $24M
|
12.3M
$1.14B
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
247K+ 944.05% |
$23.1M - $23.9M
|
273K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
223K+ 12.95% |
$20.9M - $21.6M
|
1.95M
$180M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
222K+ 309.01% |
$20.8M - $21.5M
|
294K
$27.1M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
216K+ 681.19% |
$20.2M - $20.9M
|
248K
$22.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
212K+ 8.09% |
$19.9M - $20.5M
|
2.83M
$262M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
212K+ 3353.45% |
$19.8M - $20.5M
|
218K
$20.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202K+ 20.91% |
$18.9M - $19.6M
|
1.17M
$108M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
198KNew |
$18.5M - $19.1M
|
198K
$18.3M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
183KNew |
$17.1M - $17.7M
|
183K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
177K+ 48.29% |
$16.6M - $17.2M
|
544K
$50.2M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
177KNew |
$16.5M - $17.1M
|
177K
$16.3M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
176KNew |
$16.4M - $17M
|
176K
$16.2M
|
|
|
May 07, 2024
Q1 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
152KNew |
$14.2M - $14.7M
|
152K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
151K+ 350.4% |
$14.1M - $14.6M
|
194K
$17.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
143KNew |
$13.3M - $13.8M
|
143K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
136K+ 7.74% |
$12.7M - $13.2M
|
1.89M
$175M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
132KNew |
$12.3M - $12.7M
|
132K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
BUY
|
- |
125KNew |
$11.7M - $12.1M
|
125K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
118K+ 302.55% |
$11.1M - $11.5M
|
158K
$14.5M
|
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
111K+ 73.77% |
$10.4M - $10.7M
|
261K
$24.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
111KNew |
$10.4M - $10.7M
|
111K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
108K+ 208.49% |
$10.1M - $10.4M
|
159K
$14.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
104K+ 18.66% |
$9.73M - $10.1M
|
662K
$61.1M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
100K+ 423.74% |
$9.35M - $9.68M
|
124K
$11.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
99.9K+ 13.87% |
$9.35M - $9.68M
|
820K
$75.8M
|