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
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.06K- 15.99% |
$97.1K - $104K
|
5.54K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.08K- 29.38% |
$99.4K - $106K
|
2.59K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.08K- 15.8% |
$99.4K - $106K
|
5.76K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.08K- 1.01% |
$99.6K - $106K
|
106K
$9.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.11K- 17.05% |
$102K - $109K
|
5.39K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.17K- 4.18% |
$108K - $115K
|
26.8K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.25K- 29.58% |
$115K - $123K
|
2.99K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.27K- 13.83% |
$117K - $124K
|
7.9K
$735K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.27K- 7.31% |
$117K - $125K
|
16.1K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.32K- 14.88% |
$121K - $129K
|
7.54K
$702K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.33K- 38.03% |
$123K - $131K
|
2.17K
$202K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.41K- 0.28% |
$129K - $138K
|
496K
$46.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.43K- 35.82% |
$132K - $141K
|
2.57K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.45K- 7.29% |
$134K - $143K
|
18.5K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.47K- 15.0% |
$135K - $144K
|
8.32K
$775K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.47K- 18.18% |
$136K - $145K
|
6.63K
$617K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.65K- 23.19% |
$152K - $162K
|
5.46K
$508K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.74K- 58.99% |
$160K - $171K
|
1.21K
$113K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.85K- 29.78% |
$170K - $181K
|
4.35K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.88K- 3.0% |
$173K - $185K
|
60.9K
$5.67M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.95K- 33.62% |
$180K - $192K
|
3.85K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2K- 19.41% |
$185K - $197K
|
8.32K
$775K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.01K- 0.87% |
$185K - $197K
|
228K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.04K- 12.14% |
$187K - $200K
|
14.7K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.15KClosed |
$198K - $211K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.33K- 4.19% |
$215K - $229K
|
53.3K
$4.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.37K- 45.3% |
$218K - $232K
|
2.86K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.38K- 23.67% |
$219K - $233K
|
7.67K
$714K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.4K- 3.2% |
$221K - $235K
|
72.4K
$6.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.43K- 5.12% |
$224K - $239K
|
45.1K
$4.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-2.51K- 2.38% |
$231K - $247K
|
103K
$9.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.52K- 6.68% |
$232K - $247K
|
35.1K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.66K- 53.13% |
$244K - $261K
|
2.34K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.81K- 19.3% |
$259K - $276K
|
11.8K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.96K- 1.9% |
$273K - $291K
|
153K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3K- 48.69% |
$276K - $294K
|
3.16K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3K- 13.94% |
$276K - $295K
|
18.5K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.07K- 1.09% |
$282K - $301K
|
279K
$26M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.08K- 8.93% |
$283K - $302K
|
31.4K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-3.3K- 13.3% |
$304K - $324K
|
21.5K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.52K- 5.08% |
$324K - $346K
|
65.8K
$6.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.54K- 3.42% |
$326K - $347K
|
99.9K
$9.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.57K- 1.25% |
$329K - $350K
|
282K
$26.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.6K- 23.13% |
$331K - $353K
|
12K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.73K- 8.53% |
$344K - $367K
|
40K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.74K- 5.84% |
$344K - $367K
|
60.3K
$5.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.93K- 63.73% |
$362K - $385K
|
2.23K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-3.95K- 5.6% |
$364K - $388K
|
66.6K
$6.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-4.2K- 15.32% |
$387K - $412K
|
23.2K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.31K- 59.27% |
$397K - $423K
|
2.96K
$276K
|