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
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.73K- 8.53% |
$344K - $367K
|
40K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.74K- 53.39% |
$344K - $367K
|
3.26K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.74K- 5.84% |
$344K - $367K
|
60.3K
$5.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.93K- 63.73% |
$362K - $385K
|
2.23K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-3.95K- 5.6% |
$364K - $388K
|
66.6K
$6.35M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-4.03K- 11.33% |
$371K - $395K
|
31.5K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.05K- 5.21% |
$373K - $398K
|
73.8K
$7.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-4.2K- 15.32% |
$387K - $412K
|
23.2K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-4.21K- 57.85% |
$387K - $413K
|
3.07K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.31K- 59.27% |
$397K - $423K
|
2.96K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.38K- 64.62% |
$403K - $430K
|
2.4K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.47K- 9.29% |
$412K - $439K
|
43.6K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 26.88% |
$420K - $448K
|
12.4K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.6K- 34.73% |
$423K - $451K
|
8.64K
$823K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.65K- 14.6% |
$428K - $457K
|
27.2K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.71K- 11.21% |
$434K - $463K
|
37.3K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-4.73K- 35.48% |
$435K - $464K
|
8.6K
$819K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.8K- 64.17% |
$442K - $471K
|
2.68K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.86K- 10.11% |
$448K - $477K
|
43.2K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-5.23K- 6.56% |
$482K - $514K
|
74.6K
$7.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.24K- 1.33% |
$482K - $514K
|
390K
$37.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.3K- 50.24% |
$488K - $520K
|
5.25K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.35K- 26.5% |
$493K - $525K
|
14.8K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.37K- 14.62% |
$494K - $527K
|
31.4K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.61K- 12.85% |
$517K - $551K
|
38.1K
$3.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.61K- 12.13% |
$517K - $551K
|
40.7K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.95K- 1.22% |
$548K - $584K
|
482K
$45.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.98K- 3.54% |
$550K - $587K
|
163K
$15.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.02K- 68.66% |
$554K - $591K
|
2.75K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.02K- 38.42% |
$555K - $591K
|
9.65K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.05K- 45.58% |
$557K - $594K
|
7.22K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6.05K- 40.49% |
$557K - $594K
|
8.89K
$847K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.05K- 2.74% |
$557K - $594K
|
215K
$20.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.06K- 28.28% |
$558K - $595K
|
15.4K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.12K- 5.9% |
$564K - $601K
|
97.7K
$9.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-6.25K- 1.85% |
$575K - $613K
|
332K
$31.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.29K- 39.36% |
$579K - $617K
|
9.69K
$923K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.57K- 8.39% |
$605K - $645K
|
71.7K
$6.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-6.59K- 13.49% |
$607K - $647K
|
42.3K
$4.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-6.81K- 50.56% |
$627K - $669K
|
6.66K
$635K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.19K- 61.52% |
$662K - $706K
|
4.5K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.3K- 54.27% |
$672K - $717K
|
6.15K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.35K- 1.94% |
$677K - $722K
|
372K
$35.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.36K- 25.02% |
$678K - $723K
|
22.1K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.38K- 66.31% |
$680K - $725K
|
3.75K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.4K- 92.96% |
$681K - $726K
|
560
$53.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-7.58K- 78.17% |
$698K - $744K
|
2.12K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.85K- 63.41% |
$723K - $770K
|
4.53K
$431K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-7.87K- 30.34% |
$725K - $773K
|
18.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.3K- 98.5% |
$764K - $815K
|
126
$12K
|