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 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
4.11K+ 40.81% |
$379K - $404K
|
14.2K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.11K+ 5.96% |
$378K - $404K
|
73.1K
$6.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.08KNew |
$375K - $400K
|
4.08K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.07K+ 6.36% |
$375K - $400K
|
68.1K
$6.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4.04K+ 5.58% |
$372K - $396K
|
76.4K
$7.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.02K+ 83.93% |
$370K - $394K
|
8.8K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.88K+ 2.15% |
$358K - $381K
|
185K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.84K+ 4.39% |
$353K - $377K
|
91.2K
$8.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.82KNew |
$352K - $375K
|
3.82K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.8K+ 11.71% |
$350K - $373K
|
36.2K
$3.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.75KNew |
$345K - $368K
|
3.75K
$355K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.69KNew |
$339K - $362K
|
3.69K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.68K+ 9.66% |
$338K - $361K
|
41.7K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.59K+ 22.97% |
$330K - $352K
|
19.2K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.59K+ 11.94% |
$330K - $352K
|
33.6K
$3.18M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
3.55KNew |
$327K - $349K
|
3.55K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.51K+ 4.53% |
$324K - $345K
|
81.1K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.37K+ 7.57% |
$310K - $331K
|
47.8K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.36KNew |
$309K - $329K
|
3.36K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.3K+ 26.54% |
$303K - $324K
|
15.7K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.27KNew |
$301K - $321K
|
3.27K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.25K+ 14.91% |
$299K - $319K
|
25.1K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.25K+ 14.01% |
$299K - $319K
|
26.4K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.24K+ 5.18% |
$298K - $318K
|
65.8K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.21K+ 0.89% |
$296K - $315K
|
366K
$34.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.2K+ 1.68% |
$294K - $314K
|
193K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.14K+ 6.36% |
$289K - $309K
|
52.6K
$4.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.13K+ 34.01% |
$288K - $308K
|
12.3K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.13KNew |
$288K - $307K
|
3.13K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.09K+ 30.84% |
$284K - $303K
|
13.1K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$278K - $296K
|
3.02K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.93KNew |
$269K - $287K
|
2.93K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.9K+ 7.0% |
$267K - $285K
|
44.4K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.83K+ 171.42% |
$260K - $277K
|
4.47K
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$258K - $275K
|
2.81K
$266K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$258K - $275K
|
2.8K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.78KNew |
$256K - $273K
|
2.78K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.69KNew |
$248K - $264K
|
2.69K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.67KNew |
$246K - $263K
|
2.67K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.65KNew |
$244K - $260K
|
2.65K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.62KNew |
$241K - $257K
|
2.62K
$248K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.6K+ 34.13% |
$240K - $256K
|
10.2K
$969K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.57KNew |
$236K - $252K
|
2.57K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.55KNew |
$235K - $251K
|
2.55K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.55KNew |
$235K - $250K
|
2.55K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.53KNew |
$233K - $248K
|
2.53K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.51K+ 26.12% |
$231K - $246K
|
12.1K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5KNew |
$230K - $245K
|
2.5K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$230K - $245K
|
2.5K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.49K+ 5.33% |
$230K - $245K
|
49.3K
$4.67M
|