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 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-74.9K- 68.71% |
$6.94M - $7.42M
|
34.1K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-75.4K- 4.73% |
$6.99M - $7.47M
|
1.52M
$142M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-80.4K- 22.77% |
$7.45M - $7.97M
|
273K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-91.1K- 35.7% |
$8.44M - $9.03M
|
164K
$15.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-106K- 6.07% |
$9.83M - $10.5M
|
1.64M
$154M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-108K- 4.82% |
$10M - $10.7M
|
2.13M
$200M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-112K- 9.09% |
$10.4M - $11.2M
|
1.13M
$105M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-117K- 98.27% |
$10.8M - $11.6M
|
2.06K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-153K- 62.83% |
$14.2M - $15.1M
|
90.3K
$8.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-154K- 98.42% |
$14.2M - $15.2M
|
2.47K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-162K- 91.54% |
$15M - $16M
|
15K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-164K- 25.68% |
$15.2M - $16.2M
|
474K
$44.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-172K- 29.94% |
$15.9M - $17M
|
402K
$37.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-173K- 81.76% |
$16.1M - $17.2M
|
38.7K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-181K- 73.13% |
$16.8M - $17.9M
|
66.4K
$6.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-181K- 1.4% |
$16.8M - $17.9M
|
12.8M
$1.2B
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-193K- 94.71% |
$17.9M - $19.1M
|
10.8K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-200K- 80.86% |
$18.5M - $19.8M
|
47.3K
$4.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-213K- 25.3% |
$19.7M - $21.1M
|
628K
$58.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-256K- 12.31% |
$23.7M - $25.4M
|
1.82M
$171M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-267K- 91.64% |
$24.8M - $26.5M
|
24.4K
$2.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-305K- 3.03% |
$28.2M - $30.2M
|
9.76M
$914M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-340K- 34.84% |
$31.5M - $33.7M
|
635K
$59.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.26M- 30.72% |
$580M - $621M
|
14.1M
$1.32B
|