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 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-101- 0.51% |
$9.3K - $9.92K
|
19.8K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-102- 8.03% |
$9.39K - $10K
|
1.17K
$111K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-103- 14.27% |
$9.48K - $10.1K
|
619
$59K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-103- 4.15% |
$9.48K - $10.1K
|
2.38K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-105- 18.23% |
$9.67K - $10.3K
|
471
$44.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-107- 20.9% |
$9.85K - $10.5K
|
405
$38.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-109- 0.07% |
$10K - $10.7K
|
145K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-111- 1.84% |
$10.2K - $10.9K
|
5.93K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-112- 2.37% |
$10.3K - $11K
|
4.61K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-116- 0.87% |
$10.7K - $11.4K
|
13.3K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-122- 50.62% |
$11.2K - $12K
|
119
$11.3K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-131- 0.8% |
$12.1K - $12.9K
|
16.3K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-131- 0.35% |
$12.1K - $12.9K
|
36.9K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-142- 51.82% |
$13.1K - $13.9K
|
132
$12.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-149- 5.07% |
$13.7K - $14.6K
|
2.79K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-151- 1.46% |
$13.9K - $14.8K
|
10.2K
$970K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-157- 6.5% |
$14.5K - $15.4K
|
2.26K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-158- 2.6% |
$14.5K - $15.5K
|
5.92K
$564K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-161- 6.6% |
$14.8K - $15.8K
|
2.28K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-167- 1.55% |
$15.4K - $16.4K
|
10.6K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-176- 1.12% |
$16.2K - $17.3K
|
15.6K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-199- 4.55% |
$18.3K - $19.5K
|
4.18K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-200- 10.47% |
$18.4K - $19.6K
|
1.71K
$163K
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-200- 7.84% |
$18.4K - $19.6K
|
2.35K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-204- 41.46% |
$18.8K - $20K
|
288
$27.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-205- 4.99% |
$18.9K - $20.1K
|
3.9K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-207- 2.61% |
$19.1K - $20.3K
|
7.74K
$737K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-210- 23.08% |
$19.3K - $20.6K
|
700
$66.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-218- 2.3% |
$20.1K - $21.4K
|
9.26K
$882K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-237- 0.12% |
$21.8K - $23.3K
|
190K
$18.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-245- 3.87% |
$22.6K - $24.1K
|
6.08K
$579K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-246- 3.32% |
$22.7K - $24.2K
|
7.16K
$682K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-253- 19.01% |
$23.3K - $24.8K
|
1.08K
$103K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-267- 54.6% |
$24.6K - $26.2K
|
222
$21.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-285- 6.08% |
$26.2K - $28K
|
4.4K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-289- 0.16% |
$26.6K - $28.4K
|
178K
$17M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-297- 4.76% |
$27.3K - $29.2K
|
5.94K
$566K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-299- 11.44% |
$27.5K - $29.4K
|
2.32K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-302- 2.57% |
$27.8K - $29.7K
|
11.5K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-323- 12.4% |
$29.7K - $31.7K
|
2.28K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-333- 5.03% |
$30.7K - $32.7K
|
6.28K
$599K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-347- 0.59% |
$32K - $34.1K
|
58.1K
$5.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-349- 63.22% |
$32.1K - $34.3K
|
203
$19.3K
|
|
|
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
$3.96M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-358- 6.43% |
$33K - $35.1K
|
5.21K
$496K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-362- 2.2% |
$33.3K - $35.5K
|
16.1K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-365- 12.47% |
$33.6K - $35.8K
|
2.56K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-371- 1.28% |
$34.2K - $36.4K
|
28.5K
$2.72M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-371- 0.26% |
$34.2K - $36.4K
|
144K
$13.7M
|