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 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.7K- 70.71% |
$1.35M - $1.44M
|
6.07K
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-15.7K- 40.32% |
$1.44M - $1.54M
|
23.2K
$2.17M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-16.3K- 43.25% |
$1.51M - $1.6M
|
21.5K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-16.4K- 59.04% |
$1.51M - $1.61M
|
11.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-16.7K- 18.55% |
$1.54M - $1.64M
|
73.5K
$6.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-17K- 69.37% |
$1.57M - $1.67M
|
7.51K
$704K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-17.2K- 8.84% |
$1.58M - $1.69M
|
177K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-17.5K- 72.58% |
$1.62M - $1.72M
|
6.63K
$621K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-17.9K- 96.37% |
$1.65M - $1.76M
|
676
$63.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-18.7K- 88.29% |
$1.72M - $1.83M
|
2.48K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-18.8K- 5.08% |
$1.73M - $1.84M
|
351K
$32.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-19.2K- 12.28% |
$1.77M - $1.89M
|
137K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-19.3K- 78.46% |
$1.78M - $1.9M
|
5.31K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19.3K- 21.4% |
$1.78M - $1.9M
|
71K
$6.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-20.4K- 22.03% |
$1.88M - $2M
|
72.3K
$6.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-20.9K- 3.38% |
$1.92M - $2.05M
|
596K
$55.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-20.9K- 7.66% |
$1.92M - $2.05M
|
252K
$23.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-21.1K- 21.32% |
$1.94M - $2.07M
|
77.8K
$7.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-21.3K- 51.0% |
$1.96M - $2.09M
|
20.4K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-22.1K- 27.09% |
$2.03M - $2.17M
|
59.5K
$5.57M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-22.3K- 13.86% |
$2.05M - $2.19M
|
139K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-22.5K- 58.34% |
$2.07M - $2.21M
|
16K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-23K- 17.0% |
$2.12M - $2.26M
|
112K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-25.7K- 34.72% |
$2.36M - $2.52M
|
48.2K
$4.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.2K- 71.77% |
$2.41M - $2.57M
|
10.3K
$966K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27K- 29.43% |
$2.49M - $2.65M
|
64.7K
$6.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27.7K- 38.16% |
$2.55M - $2.72M
|
45K
$4.21M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-30.6K- 54.27% |
$2.82M - $3.01M
|
25.8K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-32.3K- 98.56% |
$2.97M - $3.17M
|
473
$44.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-33K- 72.58% |
$3.04M - $3.24M
|
12.5K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-33.1K- 63.89% |
$3.04M - $3.25M
|
18.7K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-35.2K- 73.46% |
$3.24M - $3.45M
|
12.7K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.3K- 10.26% |
$3.25M - $3.46M
|
309K
$28.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-37.5K- 15.89% |
$3.45M - $3.68M
|
198K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-37.9K- 1.99% |
$3.49M - $3.72M
|
1.87M
$175M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-38.5K- 90.01% |
$3.54M - $3.78M
|
4.27K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-39.2K- 99.86% |
$3.61M - $3.85M
|
54
$5.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-39.8K- 30.74% |
$3.67M - $3.91M
|
89.7K
$8.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-41.9K- 51.8% |
$3.86M - $4.11M
|
39K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.5K- 29.01% |
$4.1M - $4.37M
|
109K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44.6K- 25.32% |
$4.1M - $4.38M
|
131K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-44.7K- 15.32% |
$4.12M - $4.39M
|
247K
$23.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.2K- 5.86% |
$4.25M - $4.53M
|
742K
$69.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.4K- 4.27% |
$4.28M - $4.56M
|
1.04M
$97.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-46.9K- 91.94% |
$4.32M - $4.61M
|
4.11K
$385K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-47.4K- 16.84% |
$4.37M - $4.66M
|
234K
$21.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.6K- 82.34% |
$4.38M - $4.67M
|
10.2K
$956K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-49.1K- 19.08% |
$4.52M - $4.82M
|
208K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-50.5K- 8.04% |
$4.65M - $4.96M
|
578K
$54.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-51.8K- 95.07% |
$4.77M - $5.09M
|
2.69K
$252K
|