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 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$1.32M - $1.41M
|
14.4K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$1.22M - $1.3M
|
13.3K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$1.21M - $1.29M
|
13.2K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
12.1K+ 3.9% |
$1.11M - $1.19M
|
322K
$30.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
12K+ 484.05% |
$1.11M - $1.18M
|
14.5K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
11.4K+ 42.49% |
$1.05M - $1.12M
|
38.2K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.3K+ 56.79% |
$1.04M - $1.11M
|
31.3K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 38.98% |
$1.04M - $1.1M
|
40.1K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11KNew |
$1.01M - $1.08M
|
11K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
10.8KNew |
$998K - $1.06M
|
10.8K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.8KNew |
$990K - $1.06M
|
10.8K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.7K+ 321.63% |
$986K - $1.05M
|
14K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
10.4K+ 38.04% |
$959K - $1.02M
|
37.8K
$3.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.4KNew |
$957K - $1.02M
|
10.4K
$974K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.3K+ 23.42% |
$945K - $1.01M
|
54.1K
$5.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.3KNew |
$944K - $1.01M
|
10.3K
$961K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.2K+ 36.12% |
$943K - $1.01M
|
38.6K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
10K+ 7.42% |
$924K - $985K
|
145K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10K+ 25.28% |
$922K - $983K
|
49.6K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
9.5K+ 7.31% |
$875K - $933K
|
140K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.39KNew |
$865K - $922K
|
9.39K
$880K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
9.26K+ 5.31% |
$853K - $910K
|
184K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.11KNew |
$839K - $894K
|
9.11K
$854K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.06K+ 4.81% |
$834K - $890K
|
197K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
8.95KNew |
$824K - $879K
|
8.95K
$839K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
8.8K+ 17.98% |
$811K - $864K
|
57.8K
$5.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
8.75K+ 46.22% |
$806K - $859K
|
27.7K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.72K+ 54.41% |
$803K - $856K
|
24.8K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.69K+ 69.2% |
$800K - $853K
|
21.3K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
8.48K+ 1.66% |
$781K - $832K
|
519K
$48.6M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.4KNew |
$774K - $825K
|
8.4K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
8.19K+ 118.99% |
$754K - $804K
|
15.1K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
8.16KNew |
$751K - $801K
|
8.16K
$764K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.04KNew |
$740K - $789K
|
8.04K
$754K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.03K+ 2.98% |
$739K - $788K
|
277K
$26M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.97K+ 44.86% |
$734K - $782K
|
25.7K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.87K+ 36.66% |
$725K - $773K
|
29.3K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.76K+ 15.46% |
$714K - $762K
|
58K
$5.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.56K+ 5.34% |
$696K - $742K
|
149K
$14M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.25K+ 2.53% |
$667K - $712K
|
293K
$27.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.13KNew |
$656K - $700K
|
7.13K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.12KNew |
$655K - $699K
|
7.12K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.91KNew |
$636K - $679K
|
6.91K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.91K+ 8.18% |
$636K - $678K
|
91.3K
$8.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
6.9K+ 5.62% |
$635K - $677K
|
130K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.82K+ 1.74% |
$628K - $669K
|
398K
$37.3M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.79KNew |
$626K - $667K
|
6.79K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.7K+ 13.16% |
$617K - $658K
|
57.6K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
6.62KNew |
$610K - $650K
|
6.62K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.51K+ 45.0% |
$599K - $639K
|
21K
$1.97M
|