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 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.46K+ 2.57% |
$595K - $634K
|
258K
$24.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.32K+ 133.14% |
$582K - $621K
|
11.1K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.25K+ 45.67% |
$576K - $614K
|
19.9K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.1K+ 32.1% |
$561K - $598K
|
25.1K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
6.08K+ 13.4% |
$559K - $596K
|
51.4K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.04K+ 61.06% |
$556K - $593K
|
15.9K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
6.02K+ 12.66% |
$554K - $591K
|
53.6K
$5.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.95K+ 3.17% |
$548K - $584K
|
193K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.9KNew |
$543K - $579K
|
5.9K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.78KNew |
$532K - $567K
|
5.78K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.71K+ 14.23% |
$526K - $560K
|
45.8K
$4.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.6K+ 14.67% |
$516K - $550K
|
43.8K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.59K+ 2.24% |
$514K - $548K
|
254K
$23.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
5.58K+ 8.47% |
$514K - $548K
|
71.4K
$6.69M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.53K+ 35.52% |
$509K - $543K
|
21.1K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.44KNew |
$501K - $534K
|
5.44K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.35K+ 88.23% |
$492K - $525K
|
11.4K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.34K+ 67.77% |
$491K - $524K
|
13.2K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.29KNew |
$487K - $519K
|
5.29K
$495K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
5.24KNew |
$482K - $514K
|
5.24K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.23K+ 4.61% |
$482K - $514K
|
119K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.23K+ 16.04% |
$481K - $513K
|
37.8K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.99K+ 15.94% |
$459K - $490K
|
36.3K
$3.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
4.98K+ 1.04% |
$459K - $489K
|
483K
$45.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
4.94K+ 34.9% |
$455K - $485K
|
19.1K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.91KNew |
$452K - $482K
|
4.91K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.77K+ 20.76% |
$439K - $468K
|
27.7K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.73KNew |
$436K - $465K
|
4.73K
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.64K+ 38.89% |
$427K - $455K
|
16.6K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
4.64KNew |
$427K - $455K
|
4.64K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.55K+ 10.7% |
$419K - $446K
|
47K
$4.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
4.5K+ 2.82% |
$415K - $442K
|
164K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.5K+ 126.65% |
$414K - $442K
|
8.06K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.5KNew |
$414K - $441K
|
4.5K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.49K+ 184.66% |
$413K - $441K
|
6.92K
$648K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.44K+ 17.06% |
$409K - $436K
|
30.5K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.33K+ 1.34% |
$399K - $425K
|
329K
$30.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.28K+ 10.38% |
$394K - $420K
|
45.5K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.28K+ 12.36% |
$394K - $420K
|
38.9K
$3.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.2KNew |
$387K - $413K
|
4.2K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.18K+ 40.97% |
$385K - $410K
|
14.4K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
4.15KNew |
$382K - $407K
|
4.15K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
4.11K+ 40.81% |
$379K - $404K
|
14.2K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.11K+ 5.96% |
$378K - $404K
|
73.1K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.08KNew |
$375K - $400K
|
4.08K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.07K+ 6.36% |
$375K - $400K
|
68.1K
$6.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4.04K+ 5.58% |
$372K - $396K
|
76.4K
$7.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.02K+ 83.93% |
$370K - $394K
|
8.8K
$825K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.88K+ 2.15% |
$358K - $381K
|
185K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.84K+ 4.39% |
$353K - $377K
|
91.2K
$8.54M
|