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 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
508K+ 79.91% |
$46.8M - $49.8M
|
1.14M
$106M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
269KNew |
$24.7M - $26.4M
|
269K
$25M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
249K+ 4.98% |
$22.9M - $24.4M
|
5.25M
$488M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
248K+ 4.73% |
$22.9M - $24.4M
|
5.5M
$511M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 9.47% |
$12.8M - $13.6M
|
1.6M
$149M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
106K+ 2856.03% |
$9.75M - $10.4M
|
110K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
102KNew |
$9.36M - $9.98M
|
102K
$9.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
97.7K+ 5.31% |
$9M - $9.6M
|
1.94M
$180M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
80.5K+ 428.88% |
$7.42M - $7.91M
|
99.3K
$9.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
77.8KNew |
$7.17M - $7.64M
|
77.8K
$7.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
67.1K+ 363.28% |
$6.18M - $6.59M
|
85.6K
$7.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
BUY
|
- |
66K+ 272.62% |
$6.08M - $6.48M
|
90.2K
$8.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60K+ 40.0% |
$5.52M - $5.89M
|
210K
$19.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
55.4K+ 111.3% |
$5.1M - $5.44M
|
105K
$9.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.3K+ 9.09% |
$4.36M - $4.64M
|
568K
$52.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44.6K+ 12.37% |
$4.1M - $4.38M
|
405K
$37.7M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
44.2K+ 5.07% |
$4.07M - $4.34M
|
915K
$85.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
36.9KNew |
$3.4M - $3.62M
|
36.9K
$3.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
36KNew |
$3.32M - $3.54M
|
36K
$3.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
35.1K+ 40.33% |
$3.23M - $3.44M
|
122K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
34.6K+ 5.51% |
$3.18M - $3.4M
|
662K
$61.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32.8K+ 1162.62% |
$3.02M - $3.22M
|
35.7K
$3.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
32K+ 4.79% |
$2.95M - $3.14M
|
700K
$65.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
30K+ 10.11% |
$2.76M - $2.94M
|
326K
$30.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
29.1K+ 50.65% |
$2.68M - $2.86M
|
86.6K
$8.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26.2K+ 388.34% |
$2.41M - $2.57M
|
33K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
26.2K+ 3.4% |
$2.41M - $2.57M
|
796K
$74M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
25.8KNew |
$2.38M - $2.54M
|
25.8K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
25.8KNew |
$2.37M - $2.53M
|
25.8K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
24.4K+ 0.76% |
$2.24M - $2.39M
|
3.21M
$299M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.1KNew |
$2.22M - $2.37M
|
24.1K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24KNew |
$2.21M - $2.35M
|
24K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
23.6K+ 5.73% |
$2.17M - $2.32M
|
436K
$40.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
22.7KNew |
$2.09M - $2.23M
|
22.7K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22.3K+ 66.61% |
$2.05M - $2.18M
|
55.7K
$5.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 127.91% |
$1.94M - $2.07M
|
37.6K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
20.7K+ 8.02% |
$1.91M - $2.04M
|
280K
$26M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 6.08% |
$1.89M - $2.01M
|
358K
$33.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
18.5KNew |
$1.7M - $1.81M
|
18.5K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
18.4KNew |
$1.69M - $1.8M
|
18.4K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
17.8K+ 53.6% |
$1.64M - $1.75M
|
51K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
17.3K+ 30.11% |
$1.59M - $1.7M
|
74.8K
$6.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16.6KNew |
$1.53M - $1.63M
|
16.6K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
16.6K+ 89.76% |
$1.52M - $1.62M
|
35K
$3.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.5K+ 67.84% |
$1.52M - $1.62M
|
40.9K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
16.5KNew |
$1.52M - $1.62M
|
16.5K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.1K+ 408.16% |
$1.39M - $1.49M
|
18.9K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
14.8KNew |
$1.36M - $1.45M
|
14.8K
$1.38M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.6KNew |
$1.34M - $1.43M
|
14.6K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$1.32M - $1.41M
|
14.4K
$1.34M
|