Purchases and Sales Made in Q1 2025 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
580KNew |
$52.8M - $55.3M
|
580K
$54.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
550K+ 6139.32% |
$50.1M - $52.4M
|
559K
$52.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
195KNew |
$17.8M - $18.6M
|
195K
$18.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
191K+ 2682.71% |
$17.4M - $18.2M
|
198K
$18.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
160KNew |
$14.6M - $15.2M
|
160K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
145K+ 1163.71% |
$13.2M - $13.8M
|
157K
$14.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
134K+ 54.2% |
$12.2M - $12.8M
|
381K
$36.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
133K+ 3525.81% |
$12.2M - $12.7M
|
137K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
66.7K+ 51.45% |
$6.08M - $6.36M
|
196K
$18.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
66.1K+ 88.46% |
$6.03M - $6.31M
|
141K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
56.3K+ 55.39% |
$5.13M - $5.37M
|
158K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
50.3K+ 8.85% |
$4.58M - $4.8M
|
618K
$58.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
49.6K+ 2.56% |
$4.53M - $4.74M
|
1.99M
$188M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
46.3K+ 449.2% |
$4.22M - $4.41M
|
56.6K
$5.35M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
45.7K+ 227.06% |
$4.17M - $4.36M
|
65.8K
$6.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
45.5K+ 147.9% |
$4.15M - $4.34M
|
76.2K
$7.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
41.2KNew |
$3.76M - $3.93M
|
41.2K
$3.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
40.9K+ 190.66% |
$3.73M - $3.9M
|
62.4K
$5.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
37.1K+ 7.23% |
$3.38M - $3.54M
|
551K
$52.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
35.1K+ 12.58% |
$3.2M - $3.35M
|
315K
$29.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
32.3K+ 9.02% |
$2.95M - $3.08M
|
391K
$37M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
28.4K+ 102.75% |
$2.59M - $2.71M
|
56.1K
$5.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25KNew |
$2.28M - $2.39M
|
25K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
21.5KNew |
$1.96M - $2.05M
|
21.5K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18K+ 145.49% |
$1.64M - $1.71M
|
30.3K
$2.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
17.2K+ 13.52% |
$1.57M - $1.64M
|
145K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 464.78% |
$1.23M - $1.28M
|
16.3K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13KNew |
$1.19M - $1.24M
|
13K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
11.7K+ 352.73% |
$1.07M - $1.12M
|
15.1K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
8.89K+ 33.63% |
$810K - $848K
|
35.3K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.89KNew |
$810K - $848K
|
8.89K
$841K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.42K+ 0.46% |
$676K - $708K
|
1.61M
$152M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.99K+ 2.04% |
$546K - $571K
|
299K
$28.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.29K+ 437.08% |
$483K - $505K
|
6.5K
$616K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
4.33K+ 2.64% |
$395K - $413K
|
168K
$15.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4K+ 12.29% |
$364K - $381K
|
36.5K
$3.46M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.92K+ 1.52% |
$357K - $373K
|
262K
$24.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.59K+ 13.94% |
$327K - $342K
|
29.3K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.19K+ 12.34% |
$291K - $304K
|
29K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.15K+ 8.63% |
$287K - $301K
|
39.7K
$3.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.86K+ 24.31% |
$261K - $273K
|
14.6K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
2.81K+ 37.5% |
$256K - $268K
|
10.3K
$974K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.65KNew |
$242K - $253K
|
2.65K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
2.6K+ 0.52% |
$237K - $248K
|
498K
$47.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.45KNew |
$223K - $233K
|
2.45K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.4K+ 2.27% |
$219K - $229K
|
108K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.4K+ 107.21% |
$218K - $228K
|
4.63K
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.28K+ 76.93% |
$208K - $217K
|
5.24K
$496K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$199K - $208K
|
2.18K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.17KNew |
$198K - $207K
|
2.17K
$205K
|