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 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
351+ 3.62% |
$32K - $33.5K
|
10K
$957K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
331+ 0.49% |
$30.2K - $31.6K
|
67.8K
$6.46M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
311+ 30.95% |
$28.4K - $29.7K
|
1.32K
$125K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
308+ 4.14% |
$28.1K - $29.4K
|
7.75K
$738K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
299+ 3.5% |
$27.3K - $28.5K
|
8.83K
$842K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
293+ 7.12% |
$26.7K - $27.9K
|
4.41K
$420K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
292+ 10.1% |
$26.6K - $27.9K
|
3.18K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
280+ 1.22% |
$25.5K - $26.7K
|
23.2K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
273+ 6.38% |
$24.9K - $26K
|
4.55K
$434K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
263+ 3.16% |
$24K - $25.1K
|
8.59K
$818K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
255+ 0.69% |
$23.2K - $24.3K
|
37.2K
$3.54M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
254New |
$23.2K - $24.2K
|
254
$24.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
250+ 2.64% |
$22.8K - $23.8K
|
9.71K
$925K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
247+ 13.81% |
$22.5K - $23.6K
|
2.04K
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
246+ 6.57% |
$22.4K - $23.5K
|
3.99K
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
240+ 4.05% |
$21.9K - $22.9K
|
6.16K
$587K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
226New |
$20.6K - $21.6K
|
226
$21.5K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
222+ 4.08% |
$20.2K - $21.2K
|
5.66K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
215+ 19.94% |
$19.6K - $20.5K
|
1.29K
$123K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
210+ 1.83% |
$19.1K - $20K
|
11.7K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
207+ 2.34% |
$18.9K - $19.7K
|
9.05K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
207+ 173.95% |
$18.9K - $19.7K
|
326
$31.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
207+ 0.59% |
$18.9K - $19.7K
|
35.2K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
206+ 4.25% |
$18.8K - $19.7K
|
5.05K
$481K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
205+ 7.62% |
$18.7K - $19.6K
|
2.9K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
203+ 4.72% |
$18.5K - $19.4K
|
4.5K
$429K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
200New |
$18.2K - $19.1K
|
200
$19.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
200+ 3.39% |
$18.2K - $19.1K
|
6.1K
$581K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
187+ 1.0% |
$17K - $17.8K
|
18.8K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
181+ 6.42% |
$16.5K - $17.3K
|
3K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
179+ 0.49% |
$16.3K - $17.1K
|
37.1K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
174+ 4.45% |
$15.9K - $16.6K
|
4.08K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
159+ 0.17% |
$14.5K - $15.2K
|
94.1K
$8.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
143+ 0.78% |
$13K - $13.6K
|
18.5K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
135New |
$12.3K - $12.9K
|
135
$12.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
134+ 1.02% |
$12.2K - $12.8K
|
13.3K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
132+ 825.0% |
$12K - $12.6K
|
148
$14.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 72.16% |
$11.6K - $12.1K
|
303
$28.9K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
123+ 0.52% |
$11.2K - $11.7K
|
23.9K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
120+ 0.08% |
$10.9K - $11.4K
|
148K
$14.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
120+ 4.89% |
$10.9K - $11.4K
|
2.57K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
112New |
$10.2K - $10.7K
|
112
$10.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
99New |
$9.03K - $9.44K
|
99
$9.43K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
91New |
$8.3K - $8.68K
|
91
$8.67K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
81+ 3.56% |
$7.38K - $7.73K
|
2.36K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
80New |
$7.29K - $7.63K
|
80
$7.62K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
78+ 3.47% |
$7.11K - $7.44K
|
2.33K
$222K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
77+ 2.35% |
$7.02K - $7.35K
|
3.35K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
76New |
$6.93K - $7.25K
|
76
$7.24K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
75New |
$6.84K - $7.15K
|
75
$7.15K
|