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 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
32+ 1.25% |
$2.95K - $3.14K
|
2.58K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32New |
$2.95K - $3.14K
|
32
$2.98K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
29+ 1.01% |
$2.67K - $2.85K
|
2.9K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$2.21K - $2.36K
|
24
$2.24K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.12K - $2.26K
|
23
$2.14K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
23+ 0.34% |
$2.12K - $2.26K
|
6.82K
$635K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20+ 0.63% |
$1.84K - $1.96K
|
3.17K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.78% |
$1.75K - $1.87K
|
2.45K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
16+ 0.61% |
$1.47K - $1.57K
|
2.64K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$1.1K - $1.18K
|
12
$1.12K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
11+ 6.67% |
$1.01K - $1.08K
|
176
$16.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.1% |
$921 - $982
|
10.2K
$952K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.19% |
$829 - $884
|
767
$71.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9+ 0.13% |
$829 - $884
|
7.08K
$660K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 1.23% |
$645 - $687
|
576
$53.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6+ 0.14% |
$552 - $589
|
4.43K
$413K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6+ 1.56% |
$552 - $589
|
390
$36.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$92.1 - $98.2
|
269
$25.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.08% |
$92.1 - $98.2
|
94
$8.76K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.16% |
$92.1 - $98.2
|
87
$8.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 2.94% |
$92.1 - $98.2
|
33
$3.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 4.44% |
$368 - $393
|
86
$8.01K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-5- 0.11% |
$460 - $491
|
4.57K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-6- 0.07% |
$552 - $589
|
8.84K
$824K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-7- 0.24% |
$645 - $687
|
2.89K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-8- 0.97% |
$737 - $785
|
815
$75.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-24- 0.31% |
$2.21K - $2.36K
|
7.73K
$720K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26- 0.06% |
$2.39K - $2.55K
|
42.1K
$3.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-26- 12.04% |
$2.39K - $2.55K
|
190
$17.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-28- 0.31% |
$2.58K - $2.75K
|
8.87K
$826K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-35- 0.62% |
$3.22K - $3.44K
|
5.6K
$521K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-40- 0.21% |
$3.68K - $3.93K
|
18.6K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-42- 25.93% |
$3.87K - $4.12K
|
120
$11.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-58- 28.02% |
$5.34K - $5.69K
|
149
$13.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-64- 2.27% |
$5.89K - $6.28K
|
2.76K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-71- 38.59% |
$6.54K - $6.97K
|
113
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-90- 2.65% |
$8.29K - $8.84K
|
3.31K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-96- 1.51% |
$8.84K - $9.43K
|
6.25K
$582K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-101- 0.51% |
$9.3K - $9.92K
|
19.8K
$1.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-103- 14.27% |
$9.48K - $10.1K
|
619
$57.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-105- 18.23% |
$9.67K - $10.3K
|
471
$43.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-109- 0.07% |
$10K - $10.7K
|
145K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-111- 1.84% |
$10.2K - $10.9K
|
5.93K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-116- 0.87% |
$10.7K - $11.4K
|
13.3K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-122- 50.62% |
$11.2K - $12K
|
119
$11.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-131- 0.35% |
$12.1K - $12.9K
|
36.9K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-142- 51.82% |
$13.1K - $13.9K
|
132
$12.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-149- 5.07% |
$13.7K - $14.6K
|
2.79K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-151- 1.46% |
$13.9K - $14.8K
|
10.2K
$948K
|