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 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
334+ 0.42% |
$30.8K - $32.8K
|
80.3K
$7.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
329+ 8.18% |
$30.3K - $32.3K
|
4.35K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
329+ 15.54% |
$30.3K - $32.3K
|
2.45K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
312+ 23.74% |
$28.7K - $30.6K
|
1.63K
$152K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
301+ 13.21% |
$27.7K - $29.6K
|
2.58K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
298+ 0.94% |
$27.4K - $29.3K
|
31.9K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
286New |
$26.3K - $28.1K
|
286
$26.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
283+ 8.58% |
$26.1K - $27.8K
|
3.58K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
282+ 11.24% |
$26K - $27.7K
|
2.79K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
280+ 4.97% |
$25.8K - $27.5K
|
5.92K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
252+ 6.25% |
$23.2K - $24.7K
|
4.28K
$401K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
241+ 1.06% |
$22.2K - $23.7K
|
23K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
240+ 1.88% |
$22.1K - $23.6K
|
13K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
239+ 8.84% |
$22K - $23.5K
|
2.94K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
231+ 0.98% |
$21.3K - $22.7K
|
23.9K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
230+ 7.75% |
$21.2K - $22.6K
|
3.2K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
223+ 1.76% |
$20.5K - $21.9K
|
12.9K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
217+ 13.22% |
$20K - $21.3K
|
1.86K
$174K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
214New |
$19.7K - $21K
|
214
$20.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
203+ 9.08% |
$18.7K - $19.9K
|
2.44K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
195+ 3.65% |
$18K - $19.1K
|
5.54K
$520K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
195New |
$18K - $19.1K
|
195
$18.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
192+ 1600.0% |
$17.7K - $18.9K
|
204
$19.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
189+ 70.52% |
$17.4K - $18.6K
|
457
$42.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
178+ 0.88% |
$16.4K - $17.5K
|
20.5K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
176+ 70.12% |
$16.2K - $17.3K
|
427
$40K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
169New |
$15.6K - $16.6K
|
169
$15.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
164+ 5.18% |
$15.1K - $16.1K
|
3.33K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
160+ 113.48% |
$14.7K - $15.7K
|
301
$28.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
157New |
$14.5K - $15.4K
|
157
$14.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
150New |
$13.8K - $14.7K
|
150
$14.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
147+ 0.27% |
$13.5K - $14.4K
|
55.1K
$5.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
146+ 6.19% |
$13.4K - $14.3K
|
2.5K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
139+ 3.22% |
$12.8K - $13.6K
|
4.46K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
139New |
$12.8K - $13.6K
|
139
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
138+ 1.03% |
$12.7K - $13.5K
|
13.6K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
125New |
$11.5K - $12.3K
|
125
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
122+ 1.25% |
$11.2K - $12K
|
9.85K
$923K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
120+ 0.15% |
$11K - $11.8K
|
77.6K
$7.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
114New |
$10.5K - $11.2K
|
114
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
112+ 4.2% |
$10.3K - $11K
|
2.78K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 333.33% |
$9.21K - $9.82K
|
130
$12.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
98+ 32.67% |
$9.02K - $9.62K
|
398
$37.3K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
90+ 1.17% |
$8.29K - $8.84K
|
7.8K
$731K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
86New |
$7.92K - $8.44K
|
86
$8.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
84+ 1.07% |
$7.73K - $8.25K
|
7.91K
$741K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
82+ 12.56% |
$7.55K - $8.05K
|
735
$68.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
81+ 2.17% |
$7.46K - $7.95K
|
3.82K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
76+ 2.77% |
$7K - $7.46K
|
2.82K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
73New |
$6.72K - $7.17K
|
73
$6.84K
|