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 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.17% |
$91.2 - $95.4
|
577
$54.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1+ 0.03% |
$91.2 - $95.4
|
3.16K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1- 0.12% |
$91.2 - $95.4
|
814
$77.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 1.52% |
$182 - $191
|
130
$12.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-22- 3.55% |
$2.01K - $2.1K
|
597
$56.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 18.46% |
$2.19K - $2.29K
|
106
$10K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-39- 1.51% |
$3.56K - $3.72K
|
2.55K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-56- 1.88% |
$5.11K - $5.34K
|
2.93K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-58- 0.35% |
$5.29K - $5.53K
|
16.5K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.02% |
$5.38K - $5.63K
|
269K
$25.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-84- 1.11% |
$7.66K - $8.01K
|
7.45K
$706K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-92- 8.33% |
$8.39K - $8.78K
|
1.01K
$95.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-98- 3.2% |
$8.93K - $9.35K
|
2.97K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-100- 25.64% |
$9.12K - $9.54K
|
290
$27.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-164- 3.13% |
$15K - $15.6K
|
5.08K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-177- 9.3% |
$16.1K - $16.9K
|
1.73K
$164K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-189- 1.17% |
$17.2K - $18K
|
15.9K
$1.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-217- 26.53% |
$19.8K - $20.7K
|
601
$56.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-413- 9.49% |
$37.7K - $39.4K
|
3.94K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-428- 10.32% |
$39K - $40.8K
|
3.72K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-484- 3.38% |
$44.1K - $46.2K
|
13.8K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-498- 20.51% |
$45.4K - $47.5K
|
1.93K
$183K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-547- 1.51% |
$49.9K - $52.2K
|
35.7K
$3.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-549- 0.83% |
$50.1K - $52.4K
|
65.2K
$6.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-609- 10.88% |
$55.5K - $58.1K
|
4.99K
$472K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-835- 21.88% |
$76.1K - $79.7K
|
2.98K
$282K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-912- 10.43% |
$83.1K - $87K
|
7.83K
$742K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-938- 0.29% |
$85.5K - $89.5K
|
321K
$30.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-950- 18.1% |
$86.6K - $90.6K
|
4.3K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.03K- 0.23% |
$94.1K - $98.4K
|
444K
$42M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 51.13% |
$112K - $117K
|
1.17K
$111K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.39K- 4.44% |
$127K - $133K
|
30K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.42K- 3.54% |
$129K - $135K
|
38.6K
$3.65M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.67K- 17.25% |
$152K - $159K
|
8.02K
$759K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.77K- 11.0% |
$161K - $169K
|
14.3K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.79K- 30.21% |
$163K - $170K
|
4.13K
$391K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.9K- 10.52% |
$173K - $181K
|
16.2K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.93K- 28.26% |
$176K - $184K
|
4.9K
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.95K- 25.94% |
$178K - $186K
|
5.56K
$527K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.25K- 49.7% |
$205K - $215K
|
2.28K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.27K- 98.95% |
$207K - $216K
|
24
$2.27K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.55K- 0.66% |
$233K - $244K
|
387K
$36.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.81K- 42.87% |
$348K - $364K
|
5.08K
$481K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-4.18K- 11.89% |
$381K - $398K
|
31K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.18K- 4.04% |
$563K - $589K
|
147K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 7.56% |
$1.09M - $1.14M
|
146K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-12.7K- 50.6% |
$1.16M - $1.21M
|
12.4K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.2K- 1.48% |
$1.48M - $1.55M
|
1.08M
$102M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-17.4K- 3.99% |
$1.58M - $1.66M
|
418K
$39.6M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-26.8K- 87.92% |
$2.44M - $2.56M
|
3.68K
$349K
|