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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.36K- 55.44% |
$770K - $820K
|
6.72K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-8.43K- 45.02% |
$777K - $828K
|
10.3K
$981K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.54K- 8.99% |
$787K - $839K
|
86.5K
$8.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.62K- 6.13% |
$794K - $846K
|
132K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.81K- 94.3% |
$812K - $865K
|
533
$50.8K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-9.03K- 30.47% |
$831K - $886K
|
20.6K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-9.19K- 35.6% |
$846K - $902K
|
16.6K
$1.58M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.25K- 31.5% |
$852K - $909K
|
20.1K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.38K- 4.92% |
$863K - $921K
|
181K
$17.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.38K- 24.31% |
$864K - $921K
|
29.2K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-9.48K- 28.55% |
$873K - $931K
|
23.7K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.6K- 5.85% |
$884K - $942K
|
154K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.92K- 36.85% |
$913K - $974K
|
17K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-10.2K- 16.29% |
$938K - $1M
|
52.3K
$4.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-10.3K- 5.37% |
$951K - $1.01M
|
182K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.7K- 27.5% |
$989K - $1.05M
|
28.3K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11K- 16.43% |
$1.01M - $1.08M
|
56K
$5.33M
|
|
|
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
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-11.2K- 23.85% |
$1.03M - $1.1M
|
35.8K
$3.41M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-11.7K- 14.79% |
$1.07M - $1.14M
|
67.2K
$6.4M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-11.7K- 14.79% |
$1.07M - $1.14M
|
67.2K
$6.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-12.5K- 5.06% |
$1.15M - $1.22M
|
234K
$22.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.6K- 36.17% |
$1.16M - $1.24M
|
22.2K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-12.6K- 24.82% |
$1.16M - $1.24M
|
38.2K
$3.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-12.7K- 29.33% |
$1.17M - $1.24M
|
30.5K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.7K- 19.72% |
$1.17M - $1.25M
|
51.8K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-13K- 5.25% |
$1.2M - $1.28M
|
235K
$22.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-13.2K- 4.38% |
$1.21M - $1.29M
|
288K
$27.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-13.4K- 12.51% |
$1.24M - $1.32M
|
93.9K
$8.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-13.7K- 17.46% |
$1.26M - $1.34M
|
64.7K
$6.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-14.4K- 20.97% |
$1.33M - $1.42M
|
54.4K
$5.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.5K- 4.0% |
$1.33M - $1.42M
|
348K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.5K- 53.99% |
$1.34M - $1.42M
|
12.4K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.7K- 70.71% |
$1.35M - $1.44M
|
6.07K
$579K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-15.7K- 40.32% |
$1.44M - $1.54M
|
23.2K
$2.21M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-16.3K- 43.25% |
$1.51M - $1.6M
|
21.5K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-16.4K- 59.04% |
$1.51M - $1.61M
|
11.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-16.7K- 18.55% |
$1.54M - $1.64M
|
73.5K
$7.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-17K- 69.37% |
$1.57M - $1.67M
|
7.51K
$716K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-17.2K- 8.84% |
$1.58M - $1.69M
|
177K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-17.5K- 72.58% |
$1.62M - $1.72M
|
6.63K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-17.9K- 96.37% |
$1.65M - $1.76M
|
676
$64.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-18.7K- 88.29% |
$1.72M - $1.83M
|
2.48K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-18.8K- 5.08% |
$1.73M - $1.84M
|
351K
$33.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-19.2K- 12.28% |
$1.77M - $1.89M
|
137K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-19.3K- 78.46% |
$1.78M - $1.9M
|
5.31K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19.3K- 21.4% |
$1.78M - $1.9M
|
71K
$6.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-20.4K- 22.03% |
$1.88M - $2M
|
72.3K
$6.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-20.9K- 3.38% |
$1.92M - $2.05M
|
596K
$56.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-20.9K- 7.66% |
$1.92M - $2.05M
|
252K
$24M
|