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 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-785- 24.18% |
$72.3K - $77.1K
|
2.46K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-799- 99.13% |
$73.6K - $78.4K
|
7
$651
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-871- 16.12% |
$80.2K - $85.5K
|
4.53K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-884- 80.88% |
$81.4K - $86.8K
|
209
$19.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-900- 19.93% |
$82.9K - $88.4K
|
3.62K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-997- 20.84% |
$91.8K - $97.9K
|
3.79K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.06K- 15.99% |
$97.1K - $104K
|
5.54K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.08K- 29.38% |
$99.4K - $106K
|
2.59K
$241K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.11K- 17.05% |
$102K - $109K
|
5.39K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.25K- 29.58% |
$115K - $123K
|
2.99K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.27K- 7.31% |
$117K - $125K
|
16.1K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.32K- 14.88% |
$121K - $129K
|
7.54K
$701K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.33K- 38.03% |
$123K - $131K
|
2.17K
$202K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.41K- 0.28% |
$129K - $138K
|
496K
$46.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.43K- 35.82% |
$132K - $141K
|
2.57K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.45K- 7.29% |
$134K - $143K
|
18.5K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.47K- 15.0% |
$135K - $144K
|
8.32K
$774K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.47K- 18.18% |
$136K - $145K
|
6.63K
$616K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.74K- 58.99% |
$160K - $171K
|
1.21K
$113K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.85K- 29.78% |
$170K - $181K
|
4.35K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.88K- 3.0% |
$173K - $185K
|
60.9K
$5.66M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.95K- 33.62% |
$180K - $192K
|
3.85K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.01K- 0.87% |
$185K - $197K
|
228K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.04K- 12.14% |
$187K - $200K
|
14.7K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.33K- 4.19% |
$215K - $229K
|
53.3K
$4.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.38K- 23.67% |
$219K - $233K
|
7.67K
$713K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-2.51K- 2.38% |
$231K - $247K
|
103K
$9.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.52K- 6.68% |
$232K - $247K
|
35.1K
$3.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.96K- 1.9% |
$273K - $291K
|
153K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3K- 48.69% |
$276K - $294K
|
3.16K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3K- 13.94% |
$276K - $295K
|
18.5K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.07K- 1.09% |
$282K - $301K
|
279K
$26M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.08K- 8.93% |
$283K - $302K
|
31.4K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.52K- 5.08% |
$324K - $346K
|
65.8K
$6.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.54K- 3.42% |
$326K - $347K
|
99.9K
$9.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.57K- 1.25% |
$329K - $350K
|
282K
$26.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.6K- 23.13% |
$331K - $353K
|
12K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.73K- 8.53% |
$344K - $367K
|
40K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.74K- 5.84% |
$344K - $367K
|
60.3K
$5.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.31K- 59.27% |
$397K - $423K
|
2.96K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.38K- 64.62% |
$403K - $430K
|
2.4K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 26.88% |
$420K - $448K
|
12.4K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.6K- 34.73% |
$423K - $451K
|
8.64K
$804K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.71K- 11.21% |
$434K - $463K
|
37.3K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.86K- 10.11% |
$448K - $477K
|
43.2K
$4.02M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.24K- 1.33% |
$482K - $514K
|
390K
$36.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.3K- 50.24% |
$488K - $520K
|
5.25K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.61K- 12.13% |
$517K - $551K
|
40.7K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6.05K- 40.49% |
$557K - $594K
|
8.89K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.12K- 5.9% |
$564K - $601K
|
97.7K
$9.09M
|