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 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-21.1K- 21.32% |
$1.94M - $2.07M
|
77.8K
$7.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-21.3K- 51.0% |
$1.96M - $2.09M
|
20.4K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-22.1K- 27.09% |
$2.03M - $2.17M
|
59.5K
$5.67M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-22.3K- 13.86% |
$2.05M - $2.19M
|
139K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-22.5K- 58.34% |
$2.07M - $2.21M
|
16K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-23K- 17.0% |
$2.12M - $2.26M
|
112K
$10.7M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-23.4K- 18.57% |
$2.16M - $2.3M
|
103K
$9.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-25.7K- 34.72% |
$2.36M - $2.52M
|
48.2K
$4.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.2K- 71.77% |
$2.41M - $2.57M
|
10.3K
$983K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.4K- 72.24% |
$2.43M - $2.59M
|
10.1K
$967K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27K- 29.43% |
$2.49M - $2.65M
|
64.7K
$6.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27.7K- 38.16% |
$2.55M - $2.72M
|
45K
$4.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-30.6K- 54.27% |
$2.82M - $3.01M
|
25.8K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-32.3K- 98.56% |
$2.97M - $3.17M
|
473
$45.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-33K- 72.58% |
$3.04M - $3.24M
|
12.5K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-33.1K- 63.89% |
$3.04M - $3.25M
|
18.7K
$1.78M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.2K- 34.59% |
$3.06M - $3.26M
|
62.8K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-35.2K- 73.46% |
$3.24M - $3.45M
|
12.7K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.3K- 10.26% |
$3.25M - $3.46M
|
309K
$29.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-37.5K- 15.89% |
$3.45M - $3.68M
|
198K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-37.9K- 1.99% |
$3.49M - $3.72M
|
1.87M
$178M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-38K- 47.42% |
$3.5M - $3.73M
|
42.2K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-38.5K- 90.01% |
$3.54M - $3.78M
|
4.27K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-39.2K- 99.86% |
$3.61M - $3.85M
|
54
$5.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-39.8K- 30.74% |
$3.67M - $3.91M
|
89.7K
$8.55M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.3K- 12.07% |
$3.8M - $4.05M
|
301K
$28.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-41.9K- 51.8% |
$3.86M - $4.11M
|
39K
$3.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.5K- 29.01% |
$4.1M - $4.37M
|
109K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44.6K- 25.32% |
$4.1M - $4.38M
|
131K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-44.7K- 15.32% |
$4.12M - $4.39M
|
247K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.2K- 5.86% |
$4.25M - $4.53M
|
742K
$70.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.4K- 4.27% |
$4.28M - $4.56M
|
1.04M
$99.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-46.9K- 91.94% |
$4.32M - $4.61M
|
4.11K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-47.4K- 16.84% |
$4.37M - $4.66M
|
234K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.6K- 82.34% |
$4.38M - $4.67M
|
10.2K
$973K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-49.1K- 19.08% |
$4.52M - $4.82M
|
208K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-50.5K- 8.04% |
$4.65M - $4.96M
|
578K
$55.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-51.8K- 95.07% |
$4.77M - $5.09M
|
2.69K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-54.9K- 10.85% |
$5.05M - $5.39M
|
451K
$43M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-60K- 18.22% |
$5.53M - $5.89M
|
269K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-61.6K- 81.01% |
$5.67M - $6.05M
|
14.4K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-68.9K- 2.55% |
$6.35M - $6.77M
|
2.63M
$251M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-69.4K- 24.36% |
$6.39M - $6.82M
|
216K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-69.9K- 60.82% |
$6.43M - $6.86M
|
45K
$4.29M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-70.3K- 80.46% |
$6.48M - $6.9M
|
17.1K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-71.1KClosed |
$6.55M - $6.98M
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-78.5K- 96.92% |
$7.23M - $7.7M
|
2.49K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80.1K- 16.92% |
$7.38M - $7.87M
|
393K
$37.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-85.6K- 47.61% |
$7.88M - $8.4M
|
94.2K
$8.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-90.2K- 19.52% |
$8.31M - $8.86M
|
372K
$35.4M
|