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 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-8- 0.97% |
$737 - $785
|
815
$76.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 36.0% |
$829 - $884
|
16
$1.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-17- 0.25% |
$1.57K - $1.67K
|
6.7K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-22- 28.57% |
$2.03K - $2.16K
|
55
$5.15K
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-24- 0.31% |
$2.21K - $2.36K
|
7.73K
$725K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26- 0.06% |
$2.39K - $2.55K
|
42.1K
$3.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-26- 12.04% |
$2.39K - $2.55K
|
190
$17.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-27- 0.18% |
$2.49K - $2.65K
|
15.2K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-28- 0.31% |
$2.58K - $2.75K
|
8.87K
$831K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-35- 0.62% |
$3.22K - $3.44K
|
5.6K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-36- 0.64% |
$3.31K - $3.53K
|
5.56K
$521K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-40- 0.21% |
$3.68K - $3.93K
|
18.6K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-42- 25.93% |
$3.87K - $4.12K
|
120
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-51- 1.6% |
$4.7K - $5.01K
|
3.14K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-58- 28.02% |
$5.34K - $5.69K
|
149
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-59- 70.24% |
$5.43K - $5.79K
|
25
$2.34K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-60- 0.23% |
$5.52K - $5.89K
|
25.7K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-64- 2.27% |
$5.89K - $6.28K
|
2.76K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-71- 38.59% |
$6.54K - $6.97K
|
113
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-73- 41.24% |
$6.72K - $7.17K
|
104
$9.75K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-90- 2.65% |
$8.29K - $8.84K
|
3.31K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-93- 0.86% |
$8.56K - $9.13K
|
10.7K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-96- 1.51% |
$8.84K - $9.43K
|
6.25K
$586K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-101- 0.51% |
$9.3K - $9.92K
|
19.8K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-102- 8.03% |
$9.39K - $10K
|
1.17K
$109K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-103- 14.27% |
$9.48K - $10.1K
|
619
$58K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-105- 18.23% |
$9.67K - $10.3K
|
471
$44.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-107- 20.9% |
$9.85K - $10.5K
|
405
$38K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-109- 0.07% |
$10K - $10.7K
|
145K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-111- 1.84% |
$10.2K - $10.9K
|
5.93K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-112- 2.37% |
$10.3K - $11K
|
4.61K
$432K
|
|
|
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
$11.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-131- 0.35% |
$12.1K - $12.9K
|
36.9K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-142- 51.82% |
$13.1K - $13.9K
|
132
$12.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-149- 5.07% |
$13.7K - $14.6K
|
2.79K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-151- 1.46% |
$13.9K - $14.8K
|
10.2K
$954K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-157- 6.5% |
$14.5K - $15.4K
|
2.26K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-158- 2.6% |
$14.5K - $15.5K
|
5.92K
$555K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-161- 6.6% |
$14.8K - $15.8K
|
2.28K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-167- 1.55% |
$15.4K - $16.4K
|
10.6K
$995K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-176- 1.12% |
$16.2K - $17.3K
|
15.6K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-199- 4.55% |
$18.3K - $19.5K
|
4.18K
$391K
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-200- 7.84% |
$18.4K - $19.6K
|
2.35K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-200- 10.47% |
$18.4K - $19.6K
|
1.71K
$160K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-204- 41.46% |
$18.8K - $20K
|
288
$27K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-205- 4.99% |
$18.9K - $20.1K
|
3.9K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-207- 2.61% |
$19.1K - $20.3K
|
7.74K
$725K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-210- 23.08% |
$19.3K - $20.6K
|
700
$65.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-218- 2.3% |
$20.1K - $21.4K
|
9.26K
$867K
|