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
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5M+ 130.2% |
$1.05B - $1.09B
|
20.4M
$1.91B
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5M+ 130.2% |
$1.05B - $1.09B
|
20.4M
$1.91B
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.2M+ 34.7% |
$474M - $492M
|
20.2M
$1.89B
|
|
Aug 12, 2024
Q2 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
4.95M+ 5925.76% |
$452M - $469M
|
5.04M
$472M
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
1.61M+ 200.31% |
$147M - $152M
|
2.41M
$226M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.18M+ 46.82% |
$108M - $112M
|
3.71M
$347M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.13MNew |
$103M - $107M
|
1.13M
$106M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.08M+ 10.57% |
$98.8M - $102M
|
11.3M
$1.06B
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
836K+ 4.28% |
$76.3M - $79.1M
|
20.4M
$1.91B
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
658K+ 10.46% |
$60.1M - $62.3M
|
6.95M
$651M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
611K+ 4.95% |
$55.7M - $57.8M
|
12.9M
$1.21B
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
518K+ 17.63% |
$47.2M - $49M
|
3.45M
$323M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
503K+ 5.26% |
$45.9M - $47.6M
|
10.1M
$942M
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
352KNew |
$32.1M - $33.3M
|
352K
$33M
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
300K+ 40.5% |
$27.3M - $28.4M
|
1.04M
$97.4M
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
293KNew |
$26.7M - $27.7M
|
293K
$27.4M
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
289K+ 406.06% |
$26.4M - $27.4M
|
361K
$33.8M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
282K+ 4.64% |
$25.7M - $26.6M
|
6.35M
$594M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
241K+ 3868.62% |
$22M - $22.8M
|
247K
$23.2M
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
201K+ 114.49% |
$18.3M - $19M
|
377K
$35.3M
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
199KNew |
$18.2M - $18.9M
|
199K
$18.7M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
170K+ 5360.37% |
$15.5M - $16.1M
|
173K
$16.2M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
167KNew |
$15.3M - $15.8M
|
167K
$15.7M
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
167K+ 239.78% |
$15.2M - $15.8M
|
236K
$22.1M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150K+ 102.64% |
$13.7M - $14.2M
|
297K
$27.8M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
150K+ 78.96% |
$13.7M - $14.2M
|
341K
$31.9M
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
148KNew |
$13.5M - $14M
|
148K
$13.9M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
148KNew |
$13.5M - $14M
|
148K
$13.9M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
144K+ 12.29% |
$13.1M - $13.6M
|
1.31M
$123M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
140K+ 634.26% |
$12.8M - $13.2M
|
162K
$15.2M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
134K+ 19.11% |
$12.2M - $12.7M
|
834K
$78.1M
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
133K+ 291.92% |
$12.1M - $12.6M
|
178K
$16.7M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
130K+ 10.93% |
$11.9M - $12.3M
|
1.32M
$124M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
129K+ 44.79% |
$11.8M - $12.2M
|
418K
$39.1M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
126K+ 66.31% |
$11.5M - $11.9M
|
315K
$29.5M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
119KNew |
$10.9M - $11.3M
|
119K
$11.1M
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
115K+ 887.98% |
$10.5M - $10.9M
|
128K
$12M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 5.77% |
$10.3M - $10.7M
|
2.08M
$195M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
107K+ 203.25% |
$9.79M - $10.1M
|
160K
$15M
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
104K+ 63.24% |
$9.53M - $9.88M
|
270K
$25.3M
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
95.2K+ 49.14% |
$8.68M - $9M
|
289K
$27M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94.7KNew |
$8.64M - $8.96M
|
94.7K
$8.87M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
94.3K+ 8.25% |
$8.61M - $8.92M
|
1.24M
$116M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.8K+ 9.35% |
$8.37M - $8.68M
|
1.07M
$100M
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
91.3K+ 61.58% |
$8.33M - $8.64M
|
240K
$22.4M
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
85.5K+ 56.78% |
$7.8M - $8.09M
|
236K
$22.1M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
80.9K+ 85.4% |
$7.39M - $7.66M
|
176K
$16.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.7K+ 4.66% |
$7.09M - $7.35M
|
1.75M
$163M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
77.6KNew |
$7.08M - $7.34M
|
77.6K
$7.26M
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
76.7K+ 118.94% |
$7M - $7.26M
|
141K
$13.2M
|