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 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.6M+ 333731.31% |
$1.44B - $1.53B
|
15.6M
$1.46B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.85MNew |
$723M - $770M
|
7.85M
$735M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.57M+ 18.17% |
$697M - $743M
|
49.2M
$4.61B
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.27M+ 589.87% |
$209M - $223M
|
2.65M
$248M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.26MNew |
$116M - $123M
|
1.26M
$118M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
622K+ 3365.92% |
$57.3M - $61.1M
|
641K
$60M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
514KNew |
$47.3M - $50.4M
|
514K
$48.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
508K+ 79.91% |
$46.8M - $49.8M
|
1.14M
$107M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
481K+ 33.99% |
$44.3M - $47.3M
|
1.9M
$178M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
436KNew |
$40.2M - $42.8M
|
436K
$40.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
329K+ 34.41% |
$30.3M - $32.3M
|
1.29M
$121M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
269KNew |
$24.7M - $26.4M
|
269K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
269K+ 534.72% |
$24.7M - $26.4M
|
319K
$29.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
249K+ 4.98% |
$22.9M - $24.4M
|
5.25M
$492M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
248K+ 4.73% |
$22.9M - $24.4M
|
5.5M
$515M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
233K+ 5.47% |
$21.4M - $22.9M
|
4.49M
$421M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
228K+ 6225.42% |
$21M - $22.4M
|
232K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
224K+ 116.31% |
$20.6M - $22M
|
416K
$39M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
215KNew |
$19.8M - $21.1M
|
215K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
211K+ 9.92% |
$19.5M - $20.7M
|
2.34M
$220M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
195K+ 503.02% |
$17.9M - $19.1M
|
233K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
191K+ 191.63% |
$17.6M - $18.7M
|
290K
$27.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
179K+ 9.82% |
$16.5M - $17.6M
|
2M
$188M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 4.84% |
$15.8M - $16.8M
|
3.7M
$347M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
170K+ 44.48% |
$15.6M - $16.7M
|
552K
$51.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
161KNew |
$14.9M - $15.8M
|
161K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
160K+ 13.93% |
$14.7M - $15.7M
|
1.31M
$122M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
148K+ 96.26% |
$13.6M - $14.5M
|
301K
$28.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 9.47% |
$12.8M - $13.6M
|
1.6M
$150M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
130K+ 239.93% |
$12M - $12.8M
|
184K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
120K+ 47.8% |
$11M - $11.8M
|
371K
$34.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
114K+ 115.55% |
$10.5M - $11.2M
|
212K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
111K+ 35.52% |
$10.2M - $10.9M
|
424K
$39.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
110KNew |
$10.2M - $10.8M
|
110K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
110K+ 308.44% |
$10.1M - $10.8M
|
146K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
106K+ 2856.03% |
$9.75M - $10.4M
|
110K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
103KNew |
$9.48M - $10.1M
|
103K
$9.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
102KNew |
$9.36M - $9.98M
|
102K
$9.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
97.7K+ 5.31% |
$9M - $9.6M
|
1.94M
$182M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
97.6K+ 596.57% |
$8.99M - $9.59M
|
114K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
97.3K+ 947.54% |
$8.96M - $9.55M
|
108K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
94.5K+ 12.21% |
$8.7M - $9.28M
|
869K
$81.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
92K+ 15.16% |
$8.47M - $9.03M
|
699K
$65.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
89.1K+ 377.0% |
$8.21M - $8.75M
|
113K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
86.4KNew |
$7.96M - $8.48M
|
86.4K
$8.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
80.5K+ 428.88% |
$7.42M - $7.91M
|
99.3K
$9.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
78.5K+ 118.07% |
$7.22M - $7.7M
|
145K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
77.8KNew |
$7.17M - $7.64M
|
77.8K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
68KNew |
$6.26M - $6.68M
|
68K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
67.2K+ 2.85% |
$6.19M - $6.6M
|
2.43M
$227M
|