Purchases and Sales Made in Q4 2024 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.6M+ 333731.31% |
$1.44B - $1.53B
|
15.6M
$1.46B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.85MNew |
$723M - $770M
|
7.85M
$731M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.57M+ 18.17% |
$697M - $743M
|
49.2M
$4.58B
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
514KNew |
$47.3M - $50.4M
|
514K
$47.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
508K+ 79.91% |
$46.8M - $49.8M
|
1.14M
$106M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
269KNew |
$24.7M - $26.4M
|
269K
$25M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
249K+ 4.98% |
$22.9M - $24.4M
|
5.25M
$489M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
248K+ 4.73% |
$22.9M - $24.4M
|
5.5M
$512M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
211K+ 9.92% |
$19.5M - $20.7M
|
2.34M
$218M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
161KNew |
$14.9M - $15.8M
|
161K
$15M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 9.47% |
$12.8M - $13.6M
|
1.6M
$149M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
110K+ 308.44% |
$10.1M - $10.8M
|
146K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
106K+ 2856.03% |
$9.75M - $10.4M
|
110K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
102KNew |
$9.36M - $9.98M
|
102K
$9.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
97.7K+ 5.31% |
$9M - $9.6M
|
1.94M
$180M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
80.5K+ 428.88% |
$7.42M - $7.91M
|
99.3K
$9.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
77.8KNew |
$7.17M - $7.64M
|
77.8K
$7.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
67.1K+ 363.28% |
$6.18M - $6.59M
|
85.6K
$7.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
BUY
|
- |
66K+ 272.62% |
$6.08M - $6.48M
|
90.2K
$8.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60K+ 40.0% |
$5.52M - $5.89M
|
210K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
55.6KNew |
$5.12M - $5.46M
|
55.6K
$5.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
55.4K+ 111.3% |
$5.1M - $5.44M
|
105K
$9.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
52.5KNew |
$4.83M - $5.15M
|
52.5K
$4.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.3K+ 9.09% |
$4.36M - $4.64M
|
568K
$52.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44.6K+ 12.37% |
$4.1M - $4.38M
|
405K
$37.7M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
44.2K+ 5.07% |
$4.07M - $4.34M
|
915K
$85.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
41.7KNew |
$3.84M - $4.1M
|
41.7K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
41.4K+ 17.75% |
$3.81M - $4.06M
|
274K
$25.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
36.9KNew |
$3.4M - $3.62M
|
36.9K
$3.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
36KNew |
$3.32M - $3.54M
|
36K
$3.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
35.1K+ 40.33% |
$3.23M - $3.44M
|
122K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
34.6K+ 5.51% |
$3.18M - $3.4M
|
662K
$61.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32.8K+ 1162.62% |
$3.02M - $3.22M
|
35.7K
$3.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
32K+ 4.79% |
$2.95M - $3.14M
|
700K
$65.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
31.4KNew |
$2.89M - $3.08M
|
31.4K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
31.1K+ 3.39% |
$2.86M - $3.05M
|
948K
$88.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
30KNew |
$2.77M - $2.95M
|
30K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
30K+ 10.11% |
$2.76M - $2.94M
|
326K
$30.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
29.1K+ 50.65% |
$2.68M - $2.86M
|
86.6K
$8.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26.2K+ 388.34% |
$2.41M - $2.57M
|
33K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.2K+ 34.96% |
$2.41M - $2.57M
|
101K
$9.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
26.2K+ 3.4% |
$2.41M - $2.57M
|
796K
$74.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
25.8KNew |
$2.38M - $2.54M
|
25.8K
$2.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
25.8K+ 18.17% |
$2.38M - $2.53M
|
168K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
25.8KNew |
$2.37M - $2.53M
|
25.8K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
24.4K+ 0.76% |
$2.24M - $2.39M
|
3.21M
$299M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.1KNew |
$2.22M - $2.37M
|
24.1K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
24.1K+ 962.81% |
$2.22M - $2.36M
|
26.6K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24KNew |
$2.21M - $2.35M
|
24K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
23.6K+ 5.73% |
$2.17M - $2.32M
|
436K
$40.6M
|