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
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-37.9K- 1.99% |
$3.49M - $3.72M
|
1.87M
$178M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-38.5K- 90.01% |
$3.54M - $3.78M
|
4.27K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-39.2K- 99.86% |
$3.61M - $3.85M
|
54
$5.13K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-39.8K- 30.74% |
$3.67M - $3.91M
|
89.7K
$8.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-41.9K- 51.8% |
$3.86M - $4.11M
|
39K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.5K- 29.01% |
$4.1M - $4.37M
|
109K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44.6K- 25.32% |
$4.1M - $4.38M
|
131K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-44.7K- 15.32% |
$4.12M - $4.39M
|
247K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.2K- 5.86% |
$4.25M - $4.53M
|
742K
$70.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.4K- 4.27% |
$4.28M - $4.56M
|
1.04M
$99M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-46.9K- 91.94% |
$4.32M - $4.61M
|
4.11K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-47.4K- 16.84% |
$4.37M - $4.66M
|
234K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.6K- 82.34% |
$4.38M - $4.67M
|
10.2K
$970K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-49.1K- 19.08% |
$4.52M - $4.82M
|
208K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-50.5K- 8.04% |
$4.65M - $4.96M
|
578K
$54.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-51.8K- 95.07% |
$4.77M - $5.09M
|
2.69K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-54.9K- 10.85% |
$5.05M - $5.39M
|
451K
$42.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-60K- 18.22% |
$5.53M - $5.89M
|
269K
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-61.6K- 81.01% |
$5.67M - $6.05M
|
14.4K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-68.9K- 2.55% |
$6.35M - $6.77M
|
2.63M
$250M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-69.4K- 24.36% |
$6.39M - $6.82M
|
216K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-69.9K- 60.82% |
$6.43M - $6.86M
|
45K
$4.28M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-70.3K- 80.46% |
$6.48M - $6.9M
|
17.1K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-71.1KClosed |
$6.55M - $6.98M
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-78.5K- 96.92% |
$7.23M - $7.7M
|
2.49K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80.1K- 16.92% |
$7.38M - $7.87M
|
393K
$37.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-85.6K- 47.61% |
$7.88M - $8.4M
|
94.2K
$8.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-90.2K- 19.52% |
$8.31M - $8.86M
|
372K
$35.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-90.8K- 95.16% |
$8.36M - $8.91M
|
4.61K
$438K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-98K- 81.7% |
$9.02M - $9.62M
|
21.9K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-98.7K- 24.58% |
$9.09M - $9.69M
|
303K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-108K- 37.92% |
$9.95M - $10.6M
|
177K
$16.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-110K- 36.3% |
$10.1M - $10.8M
|
193K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-114K- 63.33% |
$10.5M - $11.1M
|
65.7K
$6.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-119K- 44.46% |
$10.9M - $11.7M
|
148K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-119K- 1.22% |
$11M - $11.7M
|
9.64M
$916M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-135K- 46.16% |
$12.5M - $13.3M
|
158K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-140K- 94.29% |
$12.9M - $13.7M
|
8.47K
$805K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-143K- 72.51% |
$13.2M - $14.1M
|
54.3K
$5.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-145K- 91.86% |
$13.4M - $14.2M
|
12.9K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-146K- 85.63% |
$13.4M - $14.3M
|
24.5K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-199K- 2.32% |
$18.3M - $19.5M
|
8.36M
$795M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-206K- 97.39% |
$18.9M - $20.2M
|
5.51K
$523K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-262K- 71.8% |
$24.1M - $25.7M
|
103K
$9.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-269K- 67.04% |
$24.8M - $26.4M
|
132K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-296K- 69.56% |
$27.3M - $29.1M
|
130K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-307K- 47.45% |
$28.2M - $30.1M
|
340K
$32.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-323K- 21.24% |
$29.7M - $31.7M
|
1.2M
$114M
|
|
|
Feb 04, 2025
Q4 2024
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-359K- 32.57% |
$33.1M - $35.3M
|
744K
$70.7M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-379K- 33.38% |
$34.9M - $37.2M
|
756K
$71.9M
|