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 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6.05K- 40.49% |
$557K - $594K
|
8.89K
$833K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.05K- 2.74% |
$557K - $594K
|
215K
$20.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.06K- 28.28% |
$558K - $595K
|
15.4K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.12K- 5.9% |
$564K - $601K
|
97.7K
$9.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-6.25K- 1.85% |
$575K - $613K
|
332K
$31.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.29K- 39.36% |
$579K - $617K
|
9.69K
$908K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.57K- 8.39% |
$605K - $645K
|
71.7K
$6.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-6.59K- 13.49% |
$607K - $647K
|
42.3K
$3.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-6.81K- 50.56% |
$627K - $669K
|
6.66K
$624K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.19K- 61.52% |
$662K - $706K
|
4.5K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.3K- 54.27% |
$672K - $717K
|
6.15K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.35K- 1.94% |
$677K - $722K
|
372K
$34.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.36K- 25.02% |
$678K - $723K
|
22.1K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.38K- 66.31% |
$680K - $725K
|
3.75K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.4K- 92.96% |
$681K - $726K
|
560
$52.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-7.58K- 78.17% |
$698K - $744K
|
2.12K
$198K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.85K- 63.41% |
$723K - $770K
|
4.53K
$424K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-7.87K- 30.34% |
$725K - $773K
|
18.1K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.3K- 98.5% |
$764K - $815K
|
126
$11.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.36K- 55.44% |
$770K - $820K
|
6.72K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-8.43K- 45.02% |
$777K - $828K
|
10.3K
$965K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.54K- 8.99% |
$787K - $839K
|
86.5K
$8.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.62K- 6.13% |
$794K - $846K
|
132K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.81K- 94.3% |
$812K - $865K
|
533
$49.9K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-9.03K- 30.47% |
$831K - $886K
|
20.6K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-9.19K- 35.6% |
$846K - $902K
|
16.6K
$1.56M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.25K- 31.5% |
$852K - $909K
|
20.1K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.38K- 4.92% |
$863K - $921K
|
181K
$17M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.38K- 24.31% |
$864K - $921K
|
29.2K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-9.48K- 28.55% |
$873K - $931K
|
23.7K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.6K- 5.85% |
$884K - $942K
|
154K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.92K- 36.85% |
$913K - $974K
|
17K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-10.2K- 16.29% |
$938K - $1M
|
52.3K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-10.3K- 5.37% |
$951K - $1.01M
|
182K
$17M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.7K- 27.5% |
$989K - $1.05M
|
28.3K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11K- 16.43% |
$1.01M - $1.08M
|
56K
$5.25M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11K- 58.55% |
$1.02M - $1.08M
|
7.82K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-11.2K- 23.85% |
$1.03M - $1.1M
|
35.8K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-12.5K- 5.06% |
$1.15M - $1.22M
|
234K
$21.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.6K- 36.17% |
$1.16M - $1.24M
|
22.2K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-12.6K- 24.82% |
$1.16M - $1.24M
|
38.2K
$3.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-12.7K- 29.33% |
$1.17M - $1.24M
|
30.5K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.7K- 19.72% |
$1.17M - $1.25M
|
51.8K
$4.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-13K- 5.25% |
$1.2M - $1.28M
|
235K
$22.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-13.2K- 4.38% |
$1.21M - $1.29M
|
288K
$26.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-13.4K- 12.51% |
$1.24M - $1.32M
|
93.9K
$8.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-13.7K- 17.46% |
$1.26M - $1.34M
|
64.7K
$6.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-14.4K- 20.97% |
$1.33M - $1.42M
|
54.4K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.5K- 4.0% |
$1.33M - $1.42M
|
348K
$32.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.5K- 53.99% |
$1.34M - $1.42M
|
12.4K
$1.16M
|