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 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
65+ 1.48% |
$5.99K - $6.38K
|
4.47K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
63+ 1.11% |
$5.8K - $6.19K
|
5.74K
$538K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
62+ 1.15% |
$5.71K - $6.09K
|
5.44K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
56+ 0.52% |
$5.16K - $5.5K
|
10.8K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
53New |
$4.88K - $5.2K
|
53
$4.97K
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
53+ 1.23% |
$4.88K - $5.2K
|
4.35K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
52+ 5.32% |
$4.79K - $5.11K
|
1.03K
$96.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 555.56% |
$4.6K - $4.91K
|
59
$5.53K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
50+ 1.83% |
$4.6K - $4.91K
|
2.79K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
43+ 6.58% |
$3.96K - $4.22K
|
696
$65.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
42New |
$3.87K - $4.12K
|
42
$3.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
41+ 0.7% |
$3.78K - $4.03K
|
5.87K
$550K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$3.78K - $4.03K
|
41
$3.84K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
39+ 0.93% |
$3.59K - $3.83K
|
4.23K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
37+ 1.26% |
$3.41K - $3.63K
|
2.97K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
36New |
$3.31K - $3.53K
|
36
$3.37K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 6.86% |
$3.22K - $3.44K
|
545
$51.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32New |
$2.95K - $3.14K
|
32
$3K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
32+ 1.25% |
$2.95K - $3.14K
|
2.58K
$242K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
29+ 1.01% |
$2.67K - $2.85K
|
2.9K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$2.21K - $2.36K
|
24
$2.25K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.12K - $2.26K
|
23
$2.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
23+ 0.34% |
$2.12K - $2.26K
|
6.82K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
21New |
$1.93K - $2.06K
|
21
$1.97K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20+ 0.63% |
$1.84K - $1.96K
|
3.17K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.78% |
$1.75K - $1.87K
|
2.45K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.04% |
$1.75K - $1.87K
|
45.5K
$4.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
16+ 0.61% |
$1.47K - $1.57K
|
2.64K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$1.1K - $1.18K
|
12
$1.12K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
11+ 6.67% |
$1.01K - $1.08K
|
176
$16.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.1% |
$921 - $982
|
10.2K
$958K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.19% |
$829 - $884
|
767
$71.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9+ 0.13% |
$829 - $884
|
7.08K
$664K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7+ 0.07% |
$645 - $687
|
10.7K
$1M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 1.23% |
$645 - $687
|
576
$54K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6+ 0.14% |
$552 - $589
|
4.43K
$415K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6+ 1.56% |
$552 - $589
|
390
$36.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3+ 2.07% |
$276 - $295
|
148
$13.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3+ 0.02% |
$276 - $295
|
13.1K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$92.1 - $98.2
|
269
$25.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.08% |
$92.1 - $98.2
|
94
$8.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 5.0% |
$92.1 - $98.2
|
21
$1.97K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.16% |
$92.1 - $98.2
|
87
$8.15K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 2.94% |
$92.1 - $98.2
|
33
$3.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 4.44% |
$368 - $393
|
86
$8.06K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-5- 0.11% |
$460 - $491
|
4.57K
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-6- 0.07% |
$552 - $589
|
8.84K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-7- 0.24% |
$645 - $687
|
2.89K
$271K
|