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 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
24.4K+ 0.76% |
$2.24M - $2.39M
|
3.21M
$301M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.2K+ 9.09% |
$2.23M - $2.38M
|
291K
$27.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.1KNew |
$2.22M - $2.37M
|
24.1K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
24.1K+ 962.81% |
$2.22M - $2.36M
|
26.6K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24KNew |
$2.21M - $2.35M
|
24K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
23.7K+ 22.68% |
$2.19M - $2.33M
|
128K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
23.6K+ 5.73% |
$2.17M - $2.32M
|
436K
$40.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23K+ 20.3% |
$2.12M - $2.26M
|
136K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
23K+ 0.94% |
$2.11M - $2.25M
|
2.47M
$232M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
22.9KNew |
$2.11M - $2.25M
|
22.9K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
22.8K+ 32.37% |
$2.1M - $2.24M
|
93.2K
$8.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
22.7KNew |
$2.09M - $2.23M
|
22.7K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
22.6K+ 26.76% |
$2.08M - $2.22M
|
107K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
22.5KNew |
$2.07M - $2.21M
|
22.5K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.3K+ 6.14% |
$2.05M - $2.19M
|
385K
$36.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22.3K+ 66.61% |
$2.05M - $2.18M
|
55.7K
$5.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22.2KNew |
$2.04M - $2.18M
|
22.2K
$2.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 127.91% |
$1.94M - $2.07M
|
37.6K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.1K+ 902.66% |
$1.94M - $2.07M
|
23.4K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
20.7K+ 8.02% |
$1.91M - $2.04M
|
280K
$26.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 6.08% |
$1.89M - $2.01M
|
358K
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
20.3K+ 22.79% |
$1.87M - $1.99M
|
109K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.1K+ 41.75% |
$1.85M - $1.97M
|
68.3K
$6.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
19.9K+ 127.02% |
$1.83M - $1.95M
|
35.5K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19.8K+ 5.74% |
$1.82M - $1.95M
|
365K
$34.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
19.7KNew |
$1.82M - $1.94M
|
19.7K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.7K+ 39.5% |
$1.82M - $1.94M
|
69.7K
$6.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.6K+ 312.35% |
$1.8M - $1.92M
|
25.8K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
19.5K+ 46.99% |
$1.8M - $1.92M
|
61K
$5.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
19.5KNew |
$1.79M - $1.91M
|
19.5K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.6K+ 68.51% |
$1.71M - $1.82M
|
45.7K
$4.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
18.5KNew |
$1.7M - $1.81M
|
18.5K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
18.4KNew |
$1.69M - $1.8M
|
18.4K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
18.3K+ 8.79% |
$1.68M - $1.79M
|
226K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
17.8K+ 53.6% |
$1.64M - $1.75M
|
51K
$4.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
17.3K+ 30.11% |
$1.59M - $1.7M
|
74.8K
$7.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
16.9K+ 11.01% |
$1.56M - $1.66M
|
170K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
16.9K+ 6.97% |
$1.55M - $1.65M
|
259K
$24.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16.8K+ 57.38% |
$1.55M - $1.65M
|
46.1K
$4.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.6K+ 50.72% |
$1.53M - $1.63M
|
49.4K
$4.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16.6KNew |
$1.53M - $1.63M
|
16.6K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
16.6K+ 89.76% |
$1.52M - $1.62M
|
35K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.5K+ 67.84% |
$1.52M - $1.62M
|
40.9K
$3.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
16.5KNew |
$1.52M - $1.62M
|
16.5K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.6K+ 8.53% |
$1.44M - $1.54M
|
199K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.1K+ 408.16% |
$1.39M - $1.49M
|
18.9K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
15.1K+ 50.55% |
$1.39M - $1.48M
|
44.9K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
14.8KNew |
$1.36M - $1.45M
|
14.8K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
14.7K+ 625.04% |
$1.36M - $1.45M
|
17.1K
$1.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.6KNew |
$1.34M - $1.43M
|
14.6K
$1.37M
|