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 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.05KNew |
$96.7K - $103K
|
1.05K
$98.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
1.03K+ 37.95% |
$94.6K - $101K
|
3.73K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.01K+ 41.34% |
$93.4K - $99.6K
|
3.47K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1KNew |
$92.1K - $98.2K
|
1K
$93.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
986+ 5.06% |
$90.8K - $96.8K
|
20.5K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
977+ 0.5% |
$90K - $95.9K
|
198K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
892+ 2.71% |
$82.1K - $87.6K
|
33.8K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
854New |
$78.6K - $83.8K
|
854
$80K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
801+ 23.75% |
$73.8K - $78.6K
|
4.17K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
768+ 14.55% |
$70.7K - $75.4K
|
6.05K
$567K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
741+ 6.85% |
$68.2K - $72.8K
|
11.6K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
737+ 25.28% |
$67.9K - $72.4K
|
3.65K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
723+ 54.2% |
$66.6K - $71K
|
2.06K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
693+ 1.04% |
$63.8K - $68K
|
67.5K
$6.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
665+ 59.22% |
$61.2K - $65.3K
|
1.79K
$168K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
656+ 1.49% |
$60.4K - $64.4K
|
44.5K
$4.17M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
648+ 3410.53% |
$59.7K - $63.6K
|
667
$62.5K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
633+ 2.93% |
$58.3K - $62.1K
|
22.2K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
625+ 1.87% |
$57.6K - $61.4K
|
34.1K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
620+ 22.83% |
$57.1K - $60.9K
|
3.34K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
550+ 7.94% |
$50.6K - $54K
|
7.47K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
542+ 3.5% |
$49.9K - $53.2K
|
16K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
542+ 5.56% |
$49.9K - $53.2K
|
10.3K
$965K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
537+ 11.76% |
$49.4K - $52.7K
|
5.1K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
516+ 132.65% |
$47.5K - $50.7K
|
905
$84.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
500+ 12.3% |
$46K - $49.1K
|
4.57K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
481+ 16.52% |
$44.3K - $47.2K
|
3.39K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
459+ 13.24% |
$42.3K - $45.1K
|
3.93K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
456+ 1.06% |
$42K - $44.8K
|
43.4K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
453New |
$41.7K - $44.5K
|
453
$42.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
447+ 1.32% |
$41.2K - $43.9K
|
34.4K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
443+ 14.9% |
$40.8K - $43.5K
|
3.42K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
440+ 4.31% |
$40.5K - $43.2K
|
10.7K
$998K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
433New |
$39.9K - $42.5K
|
433
$40.6K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
430+ 13.56% |
$39.6K - $42.2K
|
3.6K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
423+ 1.21% |
$38.9K - $41.5K
|
35.4K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
410+ 5.05% |
$37.8K - $40.3K
|
8.54K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
403+ 2.83% |
$37.1K - $39.6K
|
14.6K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
401+ 15.08% |
$36.9K - $39.4K
|
3.06K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
384+ 4.13% |
$35.4K - $37.7K
|
9.69K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
383+ 12.16% |
$35.3K - $37.6K
|
3.53K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
370+ 2.93% |
$34.1K - $36.3K
|
13K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
366+ 22.75% |
$33.7K - $35.9K
|
1.98K
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
352+ 4.18% |
$32.4K - $34.6K
|
8.78K
$823K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
347New |
$32K - $34.1K
|
347
$32.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
347+ 4.95% |
$32K - $34.1K
|
7.35K
$689K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
343+ 13.45% |
$31.6K - $33.7K
|
2.89K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
340+ 92.9% |
$31.3K - $33.4K
|
706
$66.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
338+ 15.5% |
$31.1K - $33.2K
|
2.52K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
335New |
$30.8K - $32.9K
|
335
$31.4K
|