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 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-237- 0.12% |
$21.8K - $23.3K
|
190K
$17.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-245- 3.87% |
$22.6K - $24.1K
|
6.08K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-246- 3.32% |
$22.7K - $24.2K
|
7.16K
$671K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-253- 19.01% |
$23.3K - $24.8K
|
1.08K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-267- 54.6% |
$24.6K - $26.2K
|
222
$20.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-285- 6.08% |
$26.2K - $28K
|
4.4K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-289- 0.16% |
$26.6K - $28.4K
|
178K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-297- 4.76% |
$27.3K - $29.2K
|
5.94K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-299- 11.44% |
$27.5K - $29.4K
|
2.32K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-302- 2.57% |
$27.8K - $29.7K
|
11.5K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-323- 12.4% |
$29.7K - $31.7K
|
2.28K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-333- 5.03% |
$30.7K - $32.7K
|
6.28K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-347- 0.59% |
$32K - $34.1K
|
58.1K
$5.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-349- 63.22% |
$32.1K - $34.3K
|
203
$19K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-351Closed |
$32.3K - $34.5K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-354- 0.85% |
$32.6K - $34.8K
|
41.5K
$3.89M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-358- 6.43% |
$33K - $35.1K
|
5.21K
$488K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-362- 2.2% |
$33.3K - $35.5K
|
16.1K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-365- 12.47% |
$33.6K - $35.8K
|
2.56K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-371- 0.26% |
$34.2K - $36.4K
|
144K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-371- 1.28% |
$34.2K - $36.4K
|
28.5K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-375- 7.25% |
$34.5K - $36.8K
|
4.8K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-383- 4.2% |
$35.3K - $37.6K
|
8.74K
$819K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-392- 1.16% |
$36.1K - $38.5K
|
33.3K
$3.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-393- 1.19% |
$36.2K - $38.6K
|
32.5K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-395- 2.98% |
$36.4K - $38.8K
|
12.8K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-396- 33.9% |
$36.5K - $38.9K
|
772
$72.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-398- 3.27% |
$36.6K - $39.1K
|
11.8K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-402- 47.97% |
$37K - $39.5K
|
436
$40.9K
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-413- 7.17% |
$38K - $40.5K
|
5.35K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-414- 10.83% |
$38.1K - $40.6K
|
3.41K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-417- 25.9% |
$38.4K - $40.9K
|
1.19K
$112K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-429- 10.96% |
$39.5K - $42.1K
|
3.49K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-432- 1.27% |
$39.8K - $42.4K
|
33.7K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-463- 0.4% |
$42.6K - $45.5K
|
115K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-471- 6.75% |
$43.4K - $46.2K
|
6.51K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-475- 3.07% |
$43.7K - $46.6K
|
15K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-476- 4.8% |
$43.8K - $46.7K
|
9.44K
$885K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-541- 73.81% |
$49.8K - $53.1K
|
192
$18K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-548- 7.45% |
$50.5K - $53.8K
|
6.8K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-596- 1.32% |
$54.9K - $58.5K
|
44.5K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-627- 3.04% |
$57.7K - $61.6K
|
20K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-638- 9.92% |
$58.7K - $62.6K
|
5.8K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-651- 4.35% |
$59.9K - $63.9K
|
14.3K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-673- 17.06% |
$62K - $66.1K
|
3.27K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-687- 5.04% |
$63.3K - $67.4K
|
12.9K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-762- 17.25% |
$70.2K - $74.8K
|
3.66K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-775- 25.95% |
$71.4K - $76.1K
|
2.21K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-785- 24.18% |
$72.3K - $77.1K
|
2.46K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-794- 96.95% |
$73.1K - $78K
|
25
$2.34K
|