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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23K+ 20.3% |
$2.12M - $2.26M
|
136K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
22.7KNew |
$2.09M - $2.23M
|
22.7K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22.3K+ 66.61% |
$2.05M - $2.18M
|
55.7K
$5.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22.2KNew |
$2.04M - $2.18M
|
22.2K
$2.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 127.91% |
$1.94M - $2.07M
|
37.6K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
20.7K+ 8.02% |
$1.91M - $2.04M
|
280K
$26M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 6.08% |
$1.89M - $2.01M
|
358K
$33.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
19.5K+ 46.99% |
$1.8M - $1.92M
|
61K
$5.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
19.5KNew |
$1.79M - $1.91M
|
19.5K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.6K+ 68.51% |
$1.71M - $1.82M
|
45.7K
$4.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
18.5KNew |
$1.7M - $1.81M
|
18.5K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
18.4KNew |
$1.69M - $1.8M
|
18.4K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
17.8K+ 53.6% |
$1.64M - $1.75M
|
51K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
17.3K+ 30.11% |
$1.59M - $1.7M
|
74.8K
$6.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.6K+ 50.72% |
$1.53M - $1.63M
|
49.4K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16.6KNew |
$1.53M - $1.63M
|
16.6K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
16.6K+ 89.76% |
$1.52M - $1.62M
|
35K
$3.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.5K+ 67.84% |
$1.52M - $1.62M
|
40.9K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
16.5KNew |
$1.52M - $1.62M
|
16.5K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.1K+ 408.16% |
$1.39M - $1.49M
|
18.9K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
14.8KNew |
$1.36M - $1.45M
|
14.8K
$1.38M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.6KNew |
$1.34M - $1.43M
|
14.6K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$1.32M - $1.41M
|
14.4K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$1.22M - $1.3M
|
13.3K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$1.21M - $1.29M
|
13.2K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
12.1K+ 3.9% |
$1.11M - $1.19M
|
322K
$30M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.3K+ 56.79% |
$1.04M - $1.11M
|
31.3K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
10.4K+ 38.04% |
$959K - $1.02M
|
37.8K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.3K+ 23.42% |
$945K - $1.01M
|
54.1K
$5.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.3KNew |
$944K - $1.01M
|
10.3K
$955K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.2K+ 36.12% |
$943K - $1.01M
|
38.6K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
10K+ 7.42% |
$924K - $985K
|
145K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.39KNew |
$865K - $922K
|
9.39K
$875K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.06K+ 4.81% |
$834K - $890K
|
197K
$18.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
8.95KNew |
$824K - $879K
|
8.95K
$834K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
8.8K+ 17.98% |
$811K - $864K
|
57.8K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
8.75K+ 46.22% |
$806K - $859K
|
27.7K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.72K+ 54.41% |
$803K - $856K
|
24.8K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
8.48K+ 1.66% |
$781K - $832K
|
519K
$48.3M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.4KNew |
$774K - $825K
|
8.4K
$783K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
8.16KNew |
$751K - $801K
|
8.16K
$760K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.04KNew |
$740K - $789K
|
8.04K
$749K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.97K+ 44.86% |
$734K - $782K
|
25.7K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.87K+ 36.66% |
$725K - $773K
|
29.3K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.76K+ 15.46% |
$714K - $762K
|
58K
$5.4M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.25K+ 2.53% |
$667K - $712K
|
293K
$27.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.13KNew |
$656K - $700K
|
7.13K
$664K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.12KNew |
$655K - $699K
|
7.12K
$663K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.91KNew |
$636K - $679K
|
6.91K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.91K+ 8.18% |
$636K - $678K
|
91.3K
$8.5M
|