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 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
189+ 70.52% |
$17.4K - $18.6K
|
457
$43.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
178+ 0.88% |
$16.4K - $17.5K
|
20.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
176+ 70.12% |
$16.2K - $17.3K
|
427
$40.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
169New |
$15.6K - $16.6K
|
169
$16.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
164+ 5.18% |
$15.1K - $16.1K
|
3.33K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
160+ 113.48% |
$14.7K - $15.7K
|
301
$28.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
157New |
$14.5K - $15.4K
|
157
$15K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
150New |
$13.8K - $14.7K
|
150
$14.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
147+ 0.27% |
$13.5K - $14.4K
|
55.1K
$5.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
146+ 6.19% |
$13.4K - $14.3K
|
2.5K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
139+ 3.22% |
$12.8K - $13.6K
|
4.46K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
139New |
$12.8K - $13.6K
|
139
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
138+ 1.03% |
$12.7K - $13.5K
|
13.6K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
125New |
$11.5K - $12.3K
|
125
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
122+ 1.25% |
$11.2K - $12K
|
9.85K
$938K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
120+ 0.15% |
$11K - $11.8K
|
77.6K
$7.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
114New |
$10.5K - $11.2K
|
114
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
112+ 4.2% |
$10.3K - $11K
|
2.78K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 333.33% |
$9.21K - $9.82K
|
130
$12.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
98+ 32.67% |
$9.02K - $9.62K
|
398
$37.9K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
90+ 1.17% |
$8.29K - $8.84K
|
7.8K
$744K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
86New |
$7.92K - $8.44K
|
86
$8.19K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
84+ 1.07% |
$7.73K - $8.25K
|
7.91K
$754K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
82+ 12.56% |
$7.55K - $8.05K
|
735
$70K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
81+ 2.17% |
$7.46K - $7.95K
|
3.82K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
76+ 2.77% |
$7K - $7.46K
|
2.82K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
73New |
$6.72K - $7.17K
|
73
$6.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
65+ 1.48% |
$5.99K - $6.38K
|
4.47K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
63+ 1.11% |
$5.8K - $6.19K
|
5.74K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
62+ 1.15% |
$5.71K - $6.09K
|
5.44K
$518K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
56+ 0.52% |
$5.16K - $5.5K
|
10.8K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
53+ 1.23% |
$4.88K - $5.2K
|
4.35K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
53New |
$4.88K - $5.2K
|
53
$5.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
52+ 5.32% |
$4.79K - $5.11K
|
1.03K
$98.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 555.56% |
$4.6K - $4.91K
|
59
$5.62K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
50+ 1.83% |
$4.6K - $4.91K
|
2.79K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
43+ 6.58% |
$3.96K - $4.22K
|
696
$66.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
42New |
$3.87K - $4.12K
|
42
$4K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$3.78K - $4.03K
|
41
$3.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
41+ 0.7% |
$3.78K - $4.03K
|
5.87K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
39+ 0.93% |
$3.59K - $3.83K
|
4.23K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
37+ 1.26% |
$3.41K - $3.63K
|
2.97K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
36New |
$3.31K - $3.53K
|
36
$3.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 6.86% |
$3.22K - $3.44K
|
545
$51.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32New |
$2.95K - $3.14K
|
32
$3.05K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
32+ 1.25% |
$2.95K - $3.14K
|
2.58K
$246K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
29+ 1.01% |
$2.67K - $2.85K
|
2.9K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$2.21K - $2.36K
|
24
$2.29K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.12K - $2.26K
|
23
$2.19K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
23+ 0.34% |
$2.12K - $2.26K
|
6.82K
$650K
|