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 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11K- 16.43% |
$1.01M - $1.08M
|
56K
$5.32M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11K- 58.55% |
$1.02M - $1.08M
|
7.82K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-11.2K- 23.85% |
$1.03M - $1.1M
|
35.8K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-12.5K- 5.06% |
$1.15M - $1.22M
|
234K
$22.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.6K- 36.17% |
$1.16M - $1.24M
|
22.2K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-12.6K- 24.82% |
$1.16M - $1.24M
|
38.2K
$3.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-12.7K- 29.33% |
$1.17M - $1.24M
|
30.5K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.7K- 19.72% |
$1.17M - $1.25M
|
51.8K
$4.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-13K- 5.25% |
$1.2M - $1.28M
|
235K
$22.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-13.2K- 4.38% |
$1.21M - $1.29M
|
288K
$27.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-13.4K- 12.51% |
$1.24M - $1.32M
|
93.9K
$8.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-13.7K- 17.46% |
$1.26M - $1.34M
|
64.7K
$6.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-14.4K- 20.97% |
$1.33M - $1.42M
|
54.4K
$5.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.5K- 4.0% |
$1.33M - $1.42M
|
348K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.5K- 53.99% |
$1.34M - $1.42M
|
12.4K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.7K- 70.71% |
$1.35M - $1.44M
|
6.07K
$577K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-15.7K- 40.32% |
$1.44M - $1.54M
|
23.2K
$2.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-16.3K- 43.25% |
$1.51M - $1.6M
|
21.5K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-16.4K- 59.04% |
$1.51M - $1.61M
|
11.4K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-16.7K- 18.55% |
$1.54M - $1.64M
|
73.5K
$6.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-17K- 69.37% |
$1.57M - $1.67M
|
7.51K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-17.2K- 8.84% |
$1.58M - $1.69M
|
177K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-17.5K- 72.58% |
$1.62M - $1.72M
|
6.63K
$630K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-17.9K- 96.37% |
$1.65M - $1.76M
|
676
$64.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-18.7K- 88.29% |
$1.72M - $1.83M
|
2.48K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-18.8K- 5.08% |
$1.73M - $1.84M
|
351K
$33.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-19.2K- 12.28% |
$1.77M - $1.89M
|
137K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-19.3K- 78.46% |
$1.78M - $1.9M
|
5.31K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19.3K- 21.4% |
$1.78M - $1.9M
|
71K
$6.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-20.4K- 22.03% |
$1.88M - $2M
|
72.3K
$6.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-20.9K- 3.38% |
$1.92M - $2.05M
|
596K
$56.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-20.9K- 7.66% |
$1.92M - $2.05M
|
252K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-21.1K- 21.32% |
$1.94M - $2.07M
|
77.8K
$7.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-21.3K- 51.0% |
$1.96M - $2.09M
|
20.4K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-22.1K- 27.09% |
$2.03M - $2.17M
|
59.5K
$5.65M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-22.3K- 13.86% |
$2.05M - $2.19M
|
139K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-22.5K- 58.34% |
$2.07M - $2.21M
|
16K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-23K- 17.0% |
$2.12M - $2.26M
|
112K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-25.7K- 34.72% |
$2.36M - $2.52M
|
48.2K
$4.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.2K- 71.77% |
$2.41M - $2.57M
|
10.3K
$980K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.4K- 72.24% |
$2.43M - $2.59M
|
10.1K
$965K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27K- 29.43% |
$2.49M - $2.65M
|
64.7K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27.7K- 38.16% |
$2.55M - $2.72M
|
45K
$4.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-30.6K- 54.27% |
$2.82M - $3.01M
|
25.8K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-32.3K- 98.56% |
$2.97M - $3.17M
|
473
$45K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-33K- 72.58% |
$3.04M - $3.24M
|
12.5K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-33.1K- 63.89% |
$3.04M - $3.25M
|
18.7K
$1.78M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.2K- 34.59% |
$3.06M - $3.26M
|
62.8K
$5.97M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-35.2K- 73.46% |
$3.24M - $3.45M
|
12.7K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.3K- 10.26% |
$3.25M - $3.46M
|
309K
$29.4M
|