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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-21.3K- 51.0% |
$1.96M - $2.09M
|
20.4K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-22.3K- 13.86% |
$2.05M - $2.19M
|
139K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-22.5K- 58.34% |
$2.07M - $2.21M
|
16K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-23K- 17.0% |
$2.12M - $2.26M
|
112K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.2K- 71.77% |
$2.41M - $2.57M
|
10.3K
$960K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27K- 29.43% |
$2.49M - $2.65M
|
64.7K
$6.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-30.6K- 54.27% |
$2.82M - $3.01M
|
25.8K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-32.3K- 98.56% |
$2.97M - $3.17M
|
473
$44.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-33K- 72.58% |
$3.04M - $3.24M
|
12.5K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-37.5K- 15.89% |
$3.45M - $3.68M
|
198K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-39.2K- 99.86% |
$3.61M - $3.85M
|
54
$5.03K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-39.8K- 30.74% |
$3.67M - $3.91M
|
89.7K
$8.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.5K- 29.01% |
$4.1M - $4.37M
|
109K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44.6K- 25.32% |
$4.1M - $4.38M
|
131K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-44.7K- 15.32% |
$4.12M - $4.39M
|
247K
$23M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-47.4K- 16.84% |
$4.37M - $4.66M
|
234K
$21.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-49.1K- 19.08% |
$4.52M - $4.82M
|
208K
$19.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-60K- 18.22% |
$5.53M - $5.89M
|
269K
$25.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-68.9K- 2.55% |
$6.35M - $6.77M
|
2.63M
$245M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-69.9K- 60.82% |
$6.43M - $6.86M
|
45K
$4.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-78.5K- 96.92% |
$7.23M - $7.7M
|
2.49K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80.1K- 16.92% |
$7.38M - $7.87M
|
393K
$36.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-85.6K- 47.61% |
$7.88M - $8.4M
|
94.2K
$8.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-90.2K- 19.52% |
$8.31M - $8.86M
|
372K
$34.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-98K- 81.7% |
$9.02M - $9.62M
|
21.9K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-119K- 44.46% |
$10.9M - $11.7M
|
148K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-119K- 1.22% |
$11M - $11.7M
|
9.64M
$898M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-135K- 46.16% |
$12.5M - $13.3M
|
158K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-143K- 72.51% |
$13.2M - $14.1M
|
54.3K
$5.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-146K- 85.63% |
$13.4M - $14.3M
|
24.5K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-262K- 71.8% |
$24.1M - $25.7M
|
103K
$9.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-296K- 69.56% |
$27.3M - $29.1M
|
130K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-307K- 47.45% |
$28.2M - $30.1M
|
340K
$31.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-323K- 21.24% |
$29.7M - $31.7M
|
1.2M
$111M
|
|
|
Feb 04, 2025
Q4 2024
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-359K- 32.57% |
$33.1M - $35.3M
|
744K
$69.3M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-379K- 33.38% |
$34.9M - $37.2M
|
756K
$70.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-393K- 99.12% |
$36.2M - $38.6M
|
3.49K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-486K- 46.18% |
$44.8M - $47.8M
|
567K
$52.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-542K- 33.07% |
$49.9M - $53.2M
|
1.1M
$102M
|