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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
73+ 0.57% |
$6.66K - $6.96K
|
13K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
70New |
$6.38K - $6.68K
|
70
$6.67K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
70+ 2.51% |
$6.38K - $6.68K
|
2.86K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69+ 0.42% |
$6.29K - $6.58K
|
16.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
65+ 0.48% |
$5.93K - $6.2K
|
13.6K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
62+ 2.54% |
$5.65K - $5.91K
|
2.5K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
60+ 0.18% |
$5.47K - $5.72K
|
34.2K
$3.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
59+ 2.52% |
$5.38K - $5.63K
|
2.4K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
56+ 65.12% |
$5.11K - $5.34K
|
142
$13.5K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
55+ 1.55% |
$5.01K - $5.25K
|
3.61K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 6.18% |
$4.65K - $4.86K
|
876
$83.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
50+ 0.27% |
$4.56K - $4.77K
|
18.8K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
50+ 1.37% |
$4.56K - $4.77K
|
3.7K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
50+ 1.5% |
$4.56K - $4.77K
|
3.39K
$323K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
50+ 0.06% |
$4.56K - $4.77K
|
78.9K
$7.52M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
49+ 0.65% |
$4.47K - $4.67K
|
7.63K
$727K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
48+ 1.93% |
$4.38K - $4.58K
|
2.54K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45+ 21.03% |
$4.1K - $4.29K
|
259
$24.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
41+ 0.01% |
$3.74K - $3.91K
|
288K
$27.4M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36+ 0.25% |
$3.28K - $3.43K
|
14.7K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34New |
$3.1K - $3.24K
|
34
$3.24K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
33New |
$3.01K - $3.15K
|
33
$3.14K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
30+ 0.52% |
$2.74K - $2.86K
|
5.77K
$550K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
29+ 0.63% |
$2.64K - $2.77K
|
4.64K
$442K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$2.46K - $2.58K
|
27
$2.57K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
25+ 8.68% |
$2.28K - $2.38K
|
313
$29.8K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24+ 5.93% |
$2.19K - $2.29K
|
429
$40.9K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
22+ 5.15% |
$2.01K - $2.1K
|
449
$42.8K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
18+ 0.61% |
$1.64K - $1.72K
|
2.99K
$285K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
17New |
$1.55K - $1.62K
|
17
$1.62K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.52% |
$1.37K - $1.43K
|
2.91K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14+ 11.11% |
$1.28K - $1.34K
|
140
$13.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
14+ 0.16% |
$1.28K - $1.34K
|
8.65K
$824K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13+ 0.47% |
$1.19K - $1.24K
|
2.77K
$264K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
13+ 10.92% |
$1.19K - $1.24K
|
132
$12.6K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
10+ 0.57% |
$912 - $954
|
1.75K
$167K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 1.83% |
$912 - $954
|
555
$52.9K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
10+ 0.29% |
$912 - $954
|
3.5K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 8.65% |
$821 - $859
|
113
$10.8K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
8+ 1.15% |
$729 - $763
|
704
$67.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
7+ 0.3% |
$638 - $668
|
2.33K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
6+ 0.1% |
$547 - $572
|
6.26K
$596K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.22% |
$547 - $572
|
2.78K
$265K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
6+ 0.03% |
$547 - $572
|
20.6K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6+ 6.52% |
$547 - $572
|
98
$9.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.52% |
$365 - $382
|
771
$73.5K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2+ 0.28% |
$182 - $191
|
708
$67.5K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.44% |
$182 - $191
|
455
$43.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.46% |
$182 - $191
|
438
$41.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$91.2 - $95.4
|
270
$25.7K
|