Purchases and Sales Made in Q4 2023 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-209K- 2.07% |
$18.6M - $20.2M
|
9.88M
$926M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-218K- 34.39% |
$19.4M - $21.2M
|
417K
$39.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-226K- 84.24% |
$20.1M - $21.9M
|
42.3K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-246K- 15.93% |
$21.9M - $23.9M
|
1.3M
$122M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-254K- 83.07% |
$22.6M - $24.6M
|
51.7K
$4.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-315K- 20.08% |
$28M - $30.5M
|
1.25M
$117M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-320K- 28.74% |
$28.4M - $31M
|
793K
$74.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-324K- 43.91% |
$28.8M - $31.4M
|
413K
$38.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-342K- 10.92% |
$30.5M - $33.2M
|
2.79M
$262M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-364K- 98.28% |
$32.4M - $35.3M
|
6.39K
$599K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-370K- 98.81% |
$32.9M - $35.9M
|
4.46K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-417K- 52.71% |
$37.1M - $40.4M
|
374K
$35M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-428K- 29.71% |
$38.1M - $41.5M
|
1.01M
$95M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-468K- 37.92% |
$41.6M - $45.4M
|
766K
$71.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-535K- 11.82% |
$47.6M - $51.9M
|
3.99M
$374M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-569K- 4.5% |
$50.6M - $55.2M
|
12.1M
$1.13B
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-783K- 74.21% |
$69.6M - $75.9M
|
272K
$25.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-945K- 66.86% |
$84M - $91.6M
|
468K
$43.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.13M- 95.2% |
$101M - $110M
|
57K
$5.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.26M- 30.79% |
$112M - $122M
|
2.83M
$265M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.27M- 89.17% |
$113M - $123M
|
154K
$14.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.28M- 78.65% |
$114M - $124M
|
348K
$32.6M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.32M- 98.96% |
$117M - $128M
|
13.8K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.7M- 29.4% |
$240M - $262M
|
6.48M
$607M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.01M- 27.76% |
$268M - $292M
|
7.84M
$735M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.62M- 39.76% |
$322M - $351M
|
5.48M
$513M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.63M- 36.45% |
$501M - $546M
|
9.82M
$920M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.6M- 51.84% |
$940M - $1.02B
|
9.82M
$920M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.2M- 44.69% |
$1.44B - $1.57B
|
20.1M
$1.88B
|