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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-94- 1.77% |
$8.57K - $8.97K
|
5.21K
$506K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-98- 3.2% |
$8.93K - $9.35K
|
2.97K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-99- 4.0% |
$9.03K - $9.44K
|
2.38K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-100- 25.64% |
$9.12K - $9.54K
|
290
$28.2K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-102- 0.96% |
$9.3K - $9.73K
|
10.5K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-104- 2.66% |
$9.48K - $9.92K
|
3.8K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-107- 1.55% |
$9.76K - $10.2K
|
6.81K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-109- 3.21% |
$9.94K - $10.4K
|
3.28K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-119- 2.69% |
$10.8K - $11.4K
|
4.31K
$419K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-120- 1.79% |
$10.9K - $11.4K
|
6.58K
$639K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-122- 0.09% |
$11.1K - $11.6K
|
132K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-122- 11.84% |
$11.1K - $11.6K
|
908
$88.2K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-123- 1.86% |
$11.2K - $11.7K
|
6.5K
$632K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-125- 2.8% |
$11.4K - $11.9K
|
4.34K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-128- 2.8% |
$11.7K - $12.2K
|
4.44K
$431K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-133- 1.46% |
$12.1K - $12.7K
|
8.98K
$872K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-139- 0.13% |
$12.7K - $13.3K
|
110K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-139- 2.24% |
$12.7K - $13.3K
|
6.06K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-144- 0.13% |
$13.1K - $13.7K
|
114K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-148- 6.01% |
$13.5K - $14.1K
|
2.31K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-150- 5.93% |
$13.7K - $14.3K
|
2.38K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-151- 1.39% |
$13.8K - $14.4K
|
10.7K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-164- 3.13% |
$15K - $15.6K
|
5.08K
$493K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-171- 0.25% |
$15.6K - $16.3K
|
67.9K
$6.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-177- 9.3% |
$16.1K - $16.9K
|
1.73K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-179- 9.06% |
$16.3K - $17.1K
|
1.8K
$174K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-189- 1.17% |
$17.2K - $18K
|
15.9K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-194- 3.27% |
$17.7K - $18.5K
|
5.74K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-204- 5.81% |
$18.6K - $19.5K
|
3.31K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-204- 1.41% |
$18.6K - $19.5K
|
14.2K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-209- 2.21% |
$19.1K - $19.9K
|
9.23K
$896K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-217- 26.53% |
$19.8K - $20.7K
|
601
$58.4K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-221- 4.13% |
$20.1K - $21.1K
|
5.13K
$498K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-223- 0.54% |
$20.3K - $21.3K
|
41.3K
$4.01M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-230- 1.43% |
$21K - $21.9K
|
15.8K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-236- 7.82% |
$21.5K - $22.5K
|
2.78K
$270K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-238- 4.32% |
$21.7K - $22.7K
|
5.27K
$511K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-239- 0.45% |
$21.8K - $22.8K
|
52.3K
$5.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-240- 7.25% |
$21.9K - $22.9K
|
3.07K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-243- 61.21% |
$22.2K - $23.2K
|
154
$15K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-266- 2.4% |
$24.3K - $25.4K
|
10.8K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-273- 3.85% |
$24.9K - $26K
|
6.81K
$661K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-290- 43.48% |
$26.4K - $27.7K
|
377
$36.6K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-297- 0.95% |
$27.1K - $28.3K
|
31.1K
$3.02M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-299- 0.22% |
$27.3K - $28.5K
|
138K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-307- 2.91% |
$28K - $29.3K
|
10.2K
$993K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-325- 2.6% |
$29.6K - $31K
|
12.2K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-331- 10.14% |
$30.2K - $31.6K
|
2.93K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-335- 1.59% |
$30.5K - $32K
|
20.8K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-344- 2.67% |
$31.4K - $32.8K
|
12.5K
$1.22M
|