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 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$230K - $245K
|
2.5K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.49K+ 5.33% |
$230K - $245K
|
49.3K
$4.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.46KNew |
$226K - $241K
|
2.46K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.44KNew |
$225K - $240K
|
2.44K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.42K+ 14.86% |
$223K - $238K
|
18.7K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.41KNew |
$222K - $237K
|
2.41K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.4KNew |
$221K - $236K
|
2.4K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.38K+ 26.35% |
$220K - $234K
|
11.4K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.36K+ 5.89% |
$217K - $232K
|
42.4K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.33KNew |
$215K - $229K
|
2.33K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.3KNew |
$211K - $225K
|
2.3K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.28KNew |
$210K - $223K
|
2.28K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.25KNew |
$207K - $221K
|
2.25K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.22KNew |
$205K - $218K
|
2.22K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.07K+ 4.02% |
$191K - $203K
|
53.6K
$4.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.02K+ 1.61% |
$186K - $199K
|
127K
$11.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 3.17% |
$185K - $197K
|
65.2K
$6.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.98K+ 50.47% |
$183K - $195K
|
5.91K
$551K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.96KNew |
$181K - $193K
|
1.96K
$183K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.9K+ 86.36% |
$175K - $187K
|
4.1K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.81K+ 3.17% |
$167K - $178K
|
58.9K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.74K+ 1.32% |
$160K - $171K
|
134K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.69K+ 0.94% |
$156K - $166K
|
182K
$17M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.67K+ 11.34% |
$154K - $164K
|
16.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.66K+ 101.59% |
$153K - $163K
|
3.3K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.49K+ 35.31% |
$137K - $146K
|
5.7K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.48K+ 1.8% |
$136K - $145K
|
83.5K
$7.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42K+ 9.38% |
$130K - $139K
|
16.5K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.39K+ 12.61% |
$128K - $137K
|
12.4K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.32KNew |
$121K - $129K
|
1.32K
$123K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
1.32K+ 14.3% |
$121K - $129K
|
10.5K
$981K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.3K+ 3.69% |
$120K - $128K
|
36.6K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.3K+ 0.29% |
$119K - $127K
|
445K
$41.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$109K - $116K
|
1.18K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 47.73% |
$107K - $114K
|
3.58K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.05KNew |
$96.7K - $103K
|
1.05K
$97.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
1.03K+ 37.95% |
$94.6K - $101K
|
3.73K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.01K+ 41.34% |
$93.4K - $99.6K
|
3.47K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1KNew |
$92.1K - $98.2K
|
1K
$93.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
741+ 6.85% |
$68.2K - $72.8K
|
11.6K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
737+ 25.28% |
$67.9K - $72.4K
|
3.65K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
693+ 1.04% |
$63.8K - $68K
|
67.5K
$6.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
665+ 59.22% |
$61.2K - $65.3K
|
1.79K
$167K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
656+ 1.49% |
$60.4K - $64.4K
|
44.5K
$4.15M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
648+ 3410.53% |
$59.7K - $63.6K
|
667
$62.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
620+ 22.83% |
$57.1K - $60.9K
|
3.34K
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
542+ 3.5% |
$49.9K - $53.2K
|
16K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
537+ 11.76% |
$49.4K - $52.7K
|
5.1K
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
459+ 13.24% |
$42.3K - $45.1K
|
3.93K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
456+ 1.06% |
$42K - $44.8K
|
43.4K
$4.04M
|