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 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-4.73K- 35.48% |
$435K - $464K
|
8.6K
$817K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.8K- 64.17% |
$442K - $471K
|
2.68K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.86K- 10.11% |
$448K - $477K
|
43.2K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-5.23K- 6.56% |
$482K - $514K
|
74.6K
$7.09M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.24K- 1.33% |
$482K - $514K
|
390K
$37.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.3K- 50.24% |
$488K - $520K
|
5.25K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.35K- 26.5% |
$493K - $525K
|
14.8K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.37K- 14.62% |
$494K - $527K
|
31.4K
$2.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.61K- 12.13% |
$517K - $551K
|
40.7K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.61K- 12.85% |
$517K - $551K
|
38.1K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.95K- 1.22% |
$548K - $584K
|
482K
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.98K- 3.54% |
$550K - $587K
|
163K
$15.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.02K- 68.66% |
$554K - $591K
|
2.75K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.02K- 38.42% |
$555K - $591K
|
9.65K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.05K- 45.58% |
$557K - $594K
|
7.22K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6.05K- 40.49% |
$557K - $594K
|
8.89K
$846K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.05K- 2.74% |
$557K - $594K
|
215K
$20.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.06K- 28.28% |
$558K - $595K
|
15.4K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.12K- 5.9% |
$564K - $601K
|
97.7K
$9.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-6.25K- 1.85% |
$575K - $613K
|
332K
$31.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.29K- 39.36% |
$579K - $617K
|
9.69K
$922K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.57K- 8.39% |
$605K - $645K
|
71.7K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-6.59K- 13.49% |
$607K - $647K
|
42.3K
$4.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-6.81K- 50.56% |
$627K - $669K
|
6.66K
$633K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.19K- 61.52% |
$662K - $706K
|
4.5K
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.3K- 54.27% |
$672K - $717K
|
6.15K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.35K- 1.94% |
$677K - $722K
|
372K
$35.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.36K- 25.02% |
$678K - $723K
|
22.1K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.38K- 66.31% |
$680K - $725K
|
3.75K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.4K- 92.96% |
$681K - $726K
|
560
$53.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-7.58K- 78.17% |
$698K - $744K
|
2.12K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.85K- 63.41% |
$723K - $770K
|
4.53K
$431K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-7.87K- 30.34% |
$725K - $773K
|
18.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.3K- 98.5% |
$764K - $815K
|
126
$12K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.36K- 55.44% |
$770K - $820K
|
6.72K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-8.43K- 45.02% |
$777K - $828K
|
10.3K
$979K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.54K- 8.99% |
$787K - $839K
|
86.5K
$8.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.62K- 6.13% |
$794K - $846K
|
132K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.81K- 94.3% |
$812K - $865K
|
533
$50.7K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-9.03K- 30.47% |
$831K - $886K
|
20.6K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-9.19K- 35.6% |
$846K - $902K
|
16.6K
$1.58M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.25K- 31.5% |
$852K - $909K
|
20.1K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.38K- 4.92% |
$863K - $921K
|
181K
$17.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.38K- 24.31% |
$864K - $921K
|
29.2K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-9.48K- 28.55% |
$873K - $931K
|
23.7K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.6K- 5.85% |
$884K - $942K
|
154K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.92K- 36.85% |
$913K - $974K
|
17K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-10.2K- 16.29% |
$938K - $1M
|
52.3K
$4.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-10.3K- 5.37% |
$951K - $1.01M
|
182K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.7K- 27.5% |
$989K - $1.05M
|
28.3K
$2.69M
|