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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.95K- 33.62% |
$180K - $192K
|
3.85K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.96K- 1.84% |
$181K - $193K
|
105K
$9.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.98K- 16.53% |
$183K - $195K
|
10K
$953K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2K- 19.41% |
$185K - $197K
|
8.32K
$791K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.01K- 0.87% |
$185K - $197K
|
228K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.04K- 12.14% |
$187K - $200K
|
14.7K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.11K- 33.33% |
$194K - $207K
|
4.22K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.15KClosed |
$198K - $211K
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.26K- 88.24% |
$208K - $222K
|
301
$28.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.33K- 4.19% |
$215K - $229K
|
53.3K
$5.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.37K- 45.3% |
$218K - $232K
|
2.86K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.38K- 23.67% |
$219K - $233K
|
7.67K
$729K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.4K- 3.2% |
$221K - $235K
|
72.4K
$6.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.43K- 5.12% |
$224K - $239K
|
45.1K
$4.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-2.51K- 2.38% |
$231K - $247K
|
103K
$9.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.52K- 6.68% |
$232K - $247K
|
35.1K
$3.34M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.52K- 0.16% |
$232K - $248K
|
1.6M
$152M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.66K- 53.13% |
$244K - $261K
|
2.34K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.71K- 8.91% |
$249K - $266K
|
27.7K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.81K- 19.3% |
$259K - $276K
|
11.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.95K- 6.44% |
$271K - $289K
|
42.8K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.96K- 1.9% |
$273K - $291K
|
153K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.99K- 27.0% |
$275K - $293K
|
8.08K
$768K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3K- 48.69% |
$276K - $294K
|
3.16K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3K- 13.94% |
$276K - $295K
|
18.5K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.07K- 1.09% |
$282K - $301K
|
279K
$26.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.08K- 8.93% |
$283K - $302K
|
31.4K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.11K- 9.18% |
$286K - $305K
|
30.7K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-3.3K- 13.3% |
$304K - $324K
|
21.5K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.41K- 66.02% |
$314K - $335K
|
1.76K
$167K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.52K- 5.08% |
$324K - $346K
|
65.8K
$6.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.54K- 3.42% |
$326K - $347K
|
99.9K
$9.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.57K- 1.25% |
$329K - $350K
|
282K
$26.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.6K- 23.13% |
$331K - $353K
|
12K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.73K- 8.53% |
$344K - $367K
|
40K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.74K- 53.39% |
$344K - $367K
|
3.26K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.74K- 5.84% |
$344K - $367K
|
60.3K
$5.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.93K- 63.73% |
$362K - $385K
|
2.23K
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-3.95K- 5.6% |
$364K - $388K
|
66.6K
$6.34M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-4.03K- 11.33% |
$371K - $395K
|
31.5K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.05K- 5.21% |
$373K - $398K
|
73.8K
$7.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-4.2K- 15.32% |
$387K - $412K
|
23.2K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-4.21K- 57.85% |
$387K - $413K
|
3.07K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.31K- 59.27% |
$397K - $423K
|
2.96K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.38K- 64.62% |
$403K - $430K
|
2.4K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.47K- 9.29% |
$412K - $439K
|
43.6K
$4.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 26.88% |
$420K - $448K
|
12.4K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.6K- 34.73% |
$423K - $451K
|
8.64K
$821K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.65K- 14.6% |
$428K - $457K
|
27.2K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.71K- 11.21% |
$434K - $463K
|
37.3K
$3.55M
|