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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-475- 3.07% |
$43.7K - $46.6K
|
15K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-476- 4.8% |
$43.8K - $46.7K
|
9.44K
$897K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-541- 73.81% |
$49.8K - $53.1K
|
192
$18.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-548- 7.45% |
$50.5K - $53.8K
|
6.8K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-596- 1.32% |
$54.9K - $58.5K
|
44.5K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-627- 3.04% |
$57.7K - $61.6K
|
20K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-638- 9.92% |
$58.7K - $62.6K
|
5.8K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-651- 4.35% |
$59.9K - $63.9K
|
14.3K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-673- 17.06% |
$62K - $66.1K
|
3.27K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-687- 5.04% |
$63.3K - $67.4K
|
12.9K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-762- 17.25% |
$70.2K - $74.8K
|
3.66K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-775- 25.95% |
$71.4K - $76.1K
|
2.21K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-785- 24.18% |
$72.3K - $77.1K
|
2.46K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-794- 96.95% |
$73.1K - $78K
|
25
$2.38K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-799- 99.13% |
$73.6K - $78.4K
|
7
$665
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-853- 4.33% |
$78.5K - $83.7K
|
18.9K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-867- 19.8% |
$79.8K - $85.1K
|
3.51K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-871- 16.12% |
$80.2K - $85.5K
|
4.53K
$431K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-884- 80.88% |
$81.4K - $86.8K
|
209
$19.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-900- 19.93% |
$82.9K - $88.4K
|
3.62K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-927- 6.42% |
$85.4K - $91K
|
13.5K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-997- 20.84% |
$91.8K - $97.9K
|
3.79K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.06K- 15.99% |
$97.1K - $104K
|
5.54K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.08K- 29.38% |
$99.4K - $106K
|
2.59K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.08K- 15.8% |
$99.4K - $106K
|
5.76K
$547K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.08K- 1.01% |
$99.6K - $106K
|
106K
$10M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.11K- 17.05% |
$102K - $109K
|
5.39K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.11K- 32.25% |
$102K - $109K
|
2.33K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.13K- 20.86% |
$104K - $111K
|
4.3K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.17K- 2.15% |
$107K - $115K
|
53K
$5.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.17K- 4.18% |
$108K - $115K
|
26.8K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.19K- 9.99% |
$109K - $117K
|
10.7K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.25K- 29.58% |
$115K - $123K
|
2.99K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.27K- 13.83% |
$117K - $124K
|
7.9K
$750K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.27K- 7.31% |
$117K - $125K
|
16.1K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.32K- 14.88% |
$121K - $129K
|
7.54K
$716K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.33K- 38.03% |
$123K - $131K
|
2.17K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.39K- 6.67% |
$128K - $136K
|
19.4K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.41K- 0.28% |
$129K - $138K
|
496K
$47.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.43K- 39.4% |
$132K - $140K
|
2.2K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.43K- 35.82% |
$132K - $141K
|
2.57K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.44K- 11.65% |
$132K - $141K
|
10.9K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.45K- 7.29% |
$134K - $143K
|
18.5K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.47K- 15.0% |
$135K - $144K
|
8.32K
$791K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.47K- 18.18% |
$136K - $145K
|
6.63K
$630K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.65K- 23.19% |
$152K - $162K
|
5.46K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.74K- 58.99% |
$160K - $171K
|
1.21K
$115K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.85K- 29.78% |
$170K - $181K
|
4.35K
$413K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.88K- 3.0% |
$173K - $185K
|
60.9K
$5.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.92K- 6.1% |
$177K - $189K
|
29.6K
$2.81M
|