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 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
67.1K+ 363.28% |
$6.18M - $6.59M
|
85.6K
$8.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
67.1KNew |
$6.18M - $6.59M
|
67.1K
$6.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
BUY
|
- |
66K+ 272.62% |
$6.08M - $6.48M
|
90.2K
$8.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
62.4K+ 3.46% |
$5.75M - $6.13M
|
1.86M
$175M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60K+ 40.0% |
$5.52M - $5.89M
|
210K
$19.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
58.8K+ 241.22% |
$5.42M - $5.78M
|
83.2K
$7.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
58.6K+ 97.41% |
$5.4M - $5.76M
|
119K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.3KNew |
$5.18M - $5.53M
|
56.3K
$5.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
55.6KNew |
$5.12M - $5.46M
|
55.6K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
55.6K+ 29.88% |
$5.12M - $5.46M
|
242K
$22.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
55.4K+ 111.3% |
$5.1M - $5.44M
|
105K
$9.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
52.9KNew |
$4.87M - $5.19M
|
52.9K
$4.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
52.5KNew |
$4.83M - $5.15M
|
52.5K
$4.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.6KNew |
$4.57M - $4.87M
|
49.6K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
49.4K+ 6.05% |
$4.55M - $4.85M
|
866K
$81.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.3K+ 9.09% |
$4.36M - $4.64M
|
568K
$53.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
47KNew |
$4.33M - $4.61M
|
47K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
46.4K+ 1555.51% |
$4.27M - $4.56M
|
49.4K
$4.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44.6K+ 12.37% |
$4.1M - $4.38M
|
405K
$38M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
44.2K+ 5.07% |
$4.07M - $4.34M
|
915K
$85.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
43.3KNew |
$3.98M - $4.25M
|
43.3K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
43.2K+ 230.57% |
$3.98M - $4.24M
|
61.9K
$5.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
41.7KNew |
$3.84M - $4.1M
|
41.7K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
41.4K+ 17.75% |
$3.81M - $4.06M
|
274K
$25.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
41.4K+ 5.81% |
$3.81M - $4.06M
|
754K
$70.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
40.3KNew |
$3.71M - $3.96M
|
40.3K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
39.3KNew |
$3.62M - $3.86M
|
39.3K
$3.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
37KNew |
$3.41M - $3.63M
|
37K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
36.9KNew |
$3.4M - $3.62M
|
36.9K
$3.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
36KNew |
$3.32M - $3.54M
|
36K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
35.1K+ 40.33% |
$3.23M - $3.44M
|
122K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
34.6K+ 5.51% |
$3.18M - $3.4M
|
662K
$62.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32.8K+ 1162.62% |
$3.02M - $3.22M
|
35.7K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
32K+ 4.79% |
$2.95M - $3.14M
|
700K
$65.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
31.6K+ 18.03% |
$2.91M - $3.11M
|
207K
$19.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
31.4KNew |
$2.89M - $3.08M
|
31.4K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
31.1K+ 3.39% |
$2.86M - $3.05M
|
948K
$88.8M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30.7K+ 981.54% |
$2.83M - $3.01M
|
33.8K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
30KNew |
$2.77M - $2.95M
|
30K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
30KNew |
$2.76M - $2.95M
|
30K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
30K+ 10.11% |
$2.76M - $2.94M
|
326K
$30.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
29.1K+ 50.65% |
$2.68M - $2.86M
|
86.6K
$8.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
28.1K+ 532.08% |
$2.59M - $2.76M
|
33.4K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26.2K+ 388.34% |
$2.41M - $2.57M
|
33K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.2K+ 34.96% |
$2.41M - $2.57M
|
101K
$9.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
26.2K+ 3.4% |
$2.41M - $2.57M
|
796K
$74.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
25.8KNew |
$2.38M - $2.54M
|
25.8K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
25.8K+ 18.17% |
$2.38M - $2.53M
|
168K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
25.8KNew |
$2.37M - $2.53M
|
25.8K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
25.1KNew |
$2.31M - $2.46M
|
25.1K
$2.35M
|