Purchases and Sales Made in Q3 2024 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.3M+ 104.48% |
$1.97B - $2.11B
|
41.7M
$3.9B
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.58M+ 37.55% |
$702M - $751M
|
27.8M
$2.6B
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.39M+ 233.73% |
$500M - $535M
|
7.7M
$721M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.57MNew |
$238M - $255M
|
2.57M
$240M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2MNew |
$186M - $199M
|
2M
$187M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.84M+ 16.22% |
$170M - $182M
|
13.2M
$1.23B
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.61M+ 23.19% |
$149M - $160M
|
8.56M
$801M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.26M+ 214.47% |
$117M - $125M
|
1.85M
$173M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.1M+ 4713.43% |
$102M - $110M
|
1.13M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01M+ 13.6% |
$93.9M - $100M
|
8.46M
$792M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
985K+ 607.91% |
$91.3M - $97.6M
|
1.15M
$107M
|
|
|
Nov 14, 2024
Q3 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
801KNew |
$74.2M - $79.4M
|
801K
$75M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
648K+ 77.72% |
$60.1M - $64.3M
|
1.48M
$139M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
603K+ 17.32% |
$55.9M - $59.8M
|
4.08M
$382M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
516K+ 117.29% |
$47.9M - $51.2M
|
957K
$89.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
510KNew |
$47.3M - $50.6M
|
510K
$47.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
351K+ 17.46% |
$32.5M - $34.8M
|
2.36M
$221M
|
|
|
Oct 23, 2024
Q3 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
343K+ 12.04% |
$31.7M - $34M
|
3.19M
$298M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
314K+ 99.66% |
$29.1M - $31.1M
|
629K
$58.8M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
304K+ 458.75% |
$28.1M - $30.1M
|
370K
$34.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
296K+ 228.13% |
$27.4M - $29.3M
|
426K
$39.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
270K+ 114.25% |
$25M - $26.7M
|
506K
$47.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
257K+ 62.8% |
$23.9M - $25.5M
|
668K
$62.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
255K+ 180.95% |
$23.7M - $25.3M
|
397K
$37.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
255KNew |
$23.6M - $25.3M
|
255K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
242K+ 198.82% |
$22.5M - $24M
|
364K
$34.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
240K+ 3.79% |
$22.3M - $23.8M
|
6.59M
$616M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
222K+ 343.19% |
$20.5M - $22M
|
286K
$26.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
211K+ 141.89% |
$19.6M - $21M
|
360K
$33.7M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
209K+ 8393.12% |
$19.3M - $20.7M
|
211K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
198KNew |
$18.3M - $19.6M
|
198K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
195KNew |
$18M - $19.3M
|
195K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
192KNew |
$17.8M - $19.1M
|
192K
$18M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
190KNew |
$17.6M - $18.8M
|
190K
$17.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
179KNew |
$16.6M - $17.8M
|
179K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
178K+ 1256.36% |
$16.5M - $17.7M
|
192K
$18M
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
170K+ 51.77% |
$15.7M - $16.8M
|
497K
$46.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
168K+ 3.48% |
$15.6M - $16.7M
|
5M
$468M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
166K+ 45.99% |
$15.4M - $16.4M
|
526K
$49.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
166K+ 36.72% |
$15.3M - $16.4M
|
617K
$57.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
160K+ 89.78% |
$14.8M - $15.9M
|
339K
$31.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
151K+ 11.52% |
$14M - $15M
|
1.46M
$137M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
141KNew |
$13.1M - $14M
|
141K
$13.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
138K+ 21.21% |
$12.8M - $13.7M
|
788K
$73.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
129KNew |
$12M - $12.8M
|
129K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
127K+ 80.95% |
$11.8M - $12.6M
|
285K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
123K+ 7.33% |
$11.4M - $12.2M
|
1.8M
$169M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
120KNew |
$11.1M - $11.9M
|
120K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
119KNew |
$11M - $11.8M
|
119K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
110K+ 56.99% |
$10.2M - $10.9M
|
303K
$28.3M
|