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 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-101K- 98.65% |
$9.45M - $9.78M
|
1.38K
$128K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-108K- 25.58% |
$10.1M - $10.4M
|
313K
$28.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-110K- 5.31% |
$10.3M - $10.7M
|
1.96M
$182M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-123K- 90.9% |
$11.5M - $11.9M
|
12.3K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-123K- 74.96% |
$11.5M - $11.9M
|
41.2K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-132K- 92.81% |
$12.3M - $12.8M
|
10.2K
$946K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-137K- 99.55% |
$12.8M - $13.3M
|
626
$57.9K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-140K- 29.01% |
$13.1M - $13.5M
|
342K
$31.6M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-148K- 96.83% |
$13.8M - $14.3M
|
4.85K
$449K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-164K- 87.24% |
$15.3M - $15.9M
|
24K
$2.22M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-185K- 61.19% |
$17.3M - $17.9M
|
118K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-205K- 51.84% |
$19.2M - $19.8M
|
190K
$17.6M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-251K- 60.65% |
$23.5M - $24.3M
|
163K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-272K- 42.02% |
$25.5M - $26.4M
|
376K
$34.8M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-272K- 98.71% |
$25.5M - $26.4M
|
3.55K
$328K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-310K- 4.86% |
$29M - $30M
|
6.07M
$561M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-324K- 3.28% |
$30.3M - $31.4M
|
9.56M
$884M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-346K- 33.08% |
$32.4M - $33.5M
|
700K
$64.8M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-353K- 15.98% |
$33.1M - $34.2M
|
1.86M
$172M
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-357K- 98.79% |
$33.4M - $34.5M
|
4.37K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-361K- 27.81% |
$33.8M - $35M
|
938K
$86.8M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-374K- 64.04% |
$35M - $36.2M
|
210K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-397K- 39.23% |
$37.2M - $38.5M
|
616K
$57M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-403K- 62.37% |
$37.7M - $39M
|
243K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-416K- 93.58% |
$38.9M - $40.3M
|
28.5K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-487K- 27.06% |
$45.6M - $47.2M
|
1.31M
$121M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-522K- 15.79% |
$48.8M - $50.5M
|
2.78M
$258M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-614K- 7.84% |
$57.5M - $59.5M
|
7.23M
$668M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-619K- 99.0% |
$57.9M - $59.9M
|
6.23K
$576K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-851K- 96.13% |
$79.6M - $82.4M
|
34.2K
$3.17M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-958K- 99.75% |
$89.6M - $92.8M
|
2.37K
$219K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-963K- 9.81% |
$90M - $93.2M
|
8.85M
$819M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-963K- 9.81% |
$90M - $93.2M
|
8.85M
$819M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-987K- 96.06% |
$92.3M - $95.5M
|
40.5K
$3.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.02M- 36.55% |
$95.5M - $98.9M
|
1.77M
$164M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.21M- 96.95% |
$113M - $117M
|
38K
$3.51M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.47M- 36.72% |
$137M - $142M
|
2.53M
$234M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.07M- 25.27% |
$474M - $491M
|
15M
$1.39B
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.5M- 56.56% |
$1.08B - $1.12B
|
8.85M
$819M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.8M- 46.03% |
$1.2B - $1.24B
|
15M
$1.39B
|