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
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.48K+ 1.8% |
$136K - $145K
|
83.5K
$7.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42K+ 9.38% |
$130K - $139K
|
16.5K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.41K+ 2.81% |
$129K - $138K
|
51.5K
$4.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.39K+ 12.61% |
$128K - $137K
|
12.4K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.38K+ 0.39% |
$127K - $135K
|
355K
$33.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.36K+ 9.1% |
$125K - $134K
|
16.3K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 1409.38% |
$125K - $133K
|
1.45K
$138K
|
|
|
Feb 12, 2025
Q4 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
1.33K+ 10.92% |
$123K - $131K
|
13.5K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.32KNew |
$121K - $129K
|
1.32K
$126K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
1.32K+ 14.3% |
$121K - $129K
|
10.5K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.31KNew |
$121K - $129K
|
1.31K
$125K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.3K+ 3.69% |
$120K - $128K
|
36.6K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.3K+ 0.29% |
$119K - $127K
|
445K
$42.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 17.76% |
$115K - $122K
|
8.27K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$109K - $116K
|
1.18K
$113K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.16K+ 42.34% |
$107K - $114K
|
3.91K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 47.73% |
$107K - $114K
|
3.58K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.15K+ 20.61% |
$106K - $113K
|
6.72K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.12K+ 20.71% |
$103K - $110K
|
6.51K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.06K+ 3.98% |
$97.3K - $104K
|
27.6K
$2.63M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.05KNew |
$96.7K - $103K
|
1.05K
$100K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.05KNew |
$96.7K - $103K
|
1.05K
$100K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
1.03K+ 37.95% |
$94.6K - $101K
|
3.73K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.01K+ 41.34% |
$93.4K - $99.6K
|
3.47K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1KNew |
$92.1K - $98.2K
|
1K
$95.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
986+ 5.06% |
$90.8K - $96.8K
|
20.5K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
977+ 0.5% |
$90K - $95.9K
|
198K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
892+ 2.71% |
$82.1K - $87.6K
|
33.8K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
854New |
$78.6K - $83.8K
|
854
$81.4K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
801+ 23.75% |
$73.8K - $78.6K
|
4.17K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
768+ 14.55% |
$70.7K - $75.4K
|
6.05K
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
741+ 6.85% |
$68.2K - $72.8K
|
11.6K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
737+ 25.28% |
$67.9K - $72.4K
|
3.65K
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
723+ 54.2% |
$66.6K - $71K
|
2.06K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
693+ 1.04% |
$63.8K - $68K
|
67.5K
$6.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
665+ 59.22% |
$61.2K - $65.3K
|
1.79K
$170K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
656+ 1.49% |
$60.4K - $64.4K
|
44.5K
$4.24M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
648+ 3410.53% |
$59.7K - $63.6K
|
667
$63.6K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
633+ 2.93% |
$58.3K - $62.1K
|
22.2K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
625+ 1.87% |
$57.6K - $61.4K
|
34.1K
$3.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
620+ 22.83% |
$57.1K - $60.9K
|
3.34K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
550+ 7.94% |
$50.6K - $54K
|
7.47K
$712K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
542+ 5.56% |
$49.9K - $53.2K
|
10.3K
$981K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
542+ 3.5% |
$49.9K - $53.2K
|
16K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
537+ 11.76% |
$49.4K - $52.7K
|
5.1K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
516+ 132.65% |
$47.5K - $50.7K
|
905
$86.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
500+ 12.3% |
$46K - $49.1K
|
4.57K
$435K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
481+ 16.52% |
$44.3K - $47.2K
|
3.39K
$323K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
477+ 15.25% |
$43.9K - $46.8K
|
3.6K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
459+ 13.24% |
$42.3K - $45.1K
|
3.93K
$374K
|