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 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
6.9K+ 5.62% |
$635K - $677K
|
130K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.82K+ 1.74% |
$628K - $669K
|
398K
$37M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.79KNew |
$626K - $667K
|
6.79K
$633K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.46K+ 2.57% |
$595K - $634K
|
258K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.32K+ 133.14% |
$582K - $621K
|
11.1K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.25K+ 45.67% |
$576K - $614K
|
19.9K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.1K+ 32.1% |
$561K - $598K
|
25.1K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
6.08K+ 13.4% |
$559K - $596K
|
51.4K
$4.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.95K+ 3.17% |
$548K - $584K
|
193K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.71K+ 14.23% |
$526K - $560K
|
45.8K
$4.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.6K+ 14.67% |
$516K - $550K
|
43.8K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.44KNew |
$501K - $534K
|
5.44K
$507K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.34K+ 67.77% |
$491K - $524K
|
13.2K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.29KNew |
$487K - $519K
|
5.29K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.23K+ 16.04% |
$481K - $513K
|
37.8K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.99K+ 15.94% |
$459K - $490K
|
36.3K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
4.98K+ 1.04% |
$459K - $489K
|
483K
$45M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.77K+ 20.76% |
$439K - $468K
|
27.7K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.73KNew |
$436K - $465K
|
4.73K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.64K+ 38.89% |
$427K - $455K
|
16.6K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
4.64KNew |
$427K - $455K
|
4.64K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.55K+ 10.7% |
$419K - $446K
|
47K
$4.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
4.5K+ 2.82% |
$415K - $442K
|
164K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.5K+ 126.65% |
$414K - $442K
|
8.06K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.49K+ 184.66% |
$413K - $441K
|
6.92K
$645K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.44K+ 17.06% |
$409K - $436K
|
30.5K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.33K+ 1.34% |
$399K - $425K
|
329K
$30.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.28K+ 10.38% |
$394K - $420K
|
45.5K
$4.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.28K+ 12.36% |
$394K - $420K
|
38.9K
$3.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
4.15KNew |
$382K - $407K
|
4.15K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.07K+ 6.36% |
$375K - $400K
|
68.1K
$6.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.02K+ 83.93% |
$370K - $394K
|
8.8K
$820K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.82KNew |
$352K - $375K
|
3.82K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.8K+ 11.71% |
$350K - $373K
|
36.2K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.75KNew |
$345K - $368K
|
3.75K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.69KNew |
$339K - $362K
|
3.69K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.59K+ 11.94% |
$330K - $352K
|
33.6K
$3.13M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
3.55KNew |
$327K - $349K
|
3.55K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.51K+ 4.53% |
$324K - $345K
|
81.1K
$7.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.27KNew |
$301K - $321K
|
3.27K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.25K+ 14.01% |
$299K - $319K
|
26.4K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.13K+ 34.01% |
$288K - $308K
|
12.3K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.09K+ 30.84% |
$284K - $303K
|
13.1K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$278K - $296K
|
3.02K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.93KNew |
$269K - $287K
|
2.93K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$258K - $275K
|
2.81K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.69KNew |
$248K - $264K
|
2.69K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.67KNew |
$246K - $263K
|
2.67K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.62KNew |
$241K - $257K
|
2.62K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.53KNew |
$233K - $248K
|
2.53K
$235K
|