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 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
447+ 1.32% |
$41.2K - $43.9K
|
34.4K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
443+ 14.9% |
$40.8K - $43.5K
|
3.42K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
433New |
$39.9K - $42.5K
|
433
$40.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
410+ 5.05% |
$37.8K - $40.3K
|
8.54K
$795K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
401+ 15.08% |
$36.9K - $39.4K
|
3.06K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
384+ 4.13% |
$35.4K - $37.7K
|
9.69K
$902K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
383+ 12.16% |
$35.3K - $37.6K
|
3.53K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
347+ 4.95% |
$32K - $34.1K
|
7.35K
$685K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
340+ 92.9% |
$31.3K - $33.4K
|
706
$65.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
335New |
$30.8K - $32.9K
|
335
$31.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
334+ 0.42% |
$30.8K - $32.8K
|
80.3K
$7.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
329+ 8.18% |
$30.3K - $32.3K
|
4.35K
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
312+ 23.74% |
$28.7K - $30.6K
|
1.63K
$151K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
301+ 13.21% |
$27.7K - $29.6K
|
2.58K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
283+ 8.58% |
$26.1K - $27.8K
|
3.58K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
280+ 4.97% |
$25.8K - $27.5K
|
5.92K
$551K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
252+ 6.25% |
$23.2K - $24.7K
|
4.28K
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
241+ 1.06% |
$22.2K - $23.7K
|
23K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
240+ 1.88% |
$22.1K - $23.6K
|
13K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
239+ 8.84% |
$22K - $23.5K
|
2.94K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
231+ 0.98% |
$21.3K - $22.7K
|
23.9K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
230+ 7.75% |
$21.2K - $22.6K
|
3.2K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
223+ 1.76% |
$20.5K - $21.9K
|
12.9K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
214New |
$19.7K - $21K
|
214
$19.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
195+ 3.65% |
$18K - $19.1K
|
5.54K
$516K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
192+ 1600.0% |
$17.7K - $18.9K
|
204
$19K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
178+ 0.88% |
$16.4K - $17.5K
|
20.5K
$1.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
164+ 5.18% |
$15.1K - $16.1K
|
3.33K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
160+ 113.48% |
$14.7K - $15.7K
|
301
$28K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
147+ 0.27% |
$13.5K - $14.4K
|
55.1K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
146+ 6.19% |
$13.4K - $14.3K
|
2.5K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
139+ 3.22% |
$12.8K - $13.6K
|
4.46K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
139New |
$12.8K - $13.6K
|
139
$12.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
125New |
$11.5K - $12.3K
|
125
$11.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
120+ 0.15% |
$11K - $11.8K
|
77.6K
$7.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 333.33% |
$9.21K - $9.82K
|
130
$12.1K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
90+ 1.17% |
$8.29K - $8.84K
|
7.8K
$727K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
84+ 1.07% |
$7.73K - $8.25K
|
7.91K
$737K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
82+ 12.56% |
$7.55K - $8.05K
|
735
$68.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
81+ 2.17% |
$7.46K - $7.95K
|
3.82K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
73New |
$6.72K - $7.17K
|
73
$6.8K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
63+ 1.11% |
$5.8K - $6.19K
|
5.74K
$534K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
62+ 1.15% |
$5.71K - $6.09K
|
5.44K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
56+ 0.52% |
$5.16K - $5.5K
|
10.8K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
53+ 1.23% |
$4.88K - $5.2K
|
4.35K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
53New |
$4.88K - $5.2K
|
53
$4.94K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
50+ 1.83% |
$4.6K - $4.91K
|
2.79K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 555.56% |
$4.6K - $4.91K
|
59
$5.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
42New |
$3.87K - $4.12K
|
42
$3.91K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
39+ 0.93% |
$3.59K - $3.83K
|
4.23K
$394K
|