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
$55K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.33% |
$91.2 - $95.4
|
302
$28.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1+ 0.03% |
$91.2 - $95.4
|
3.16K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.15% |
$91.2 - $95.4
|
88
$8.39K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1- 0.12% |
$91.2 - $95.4
|
814
$77.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 0.9% |
$182 - $191
|
220
$21K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 1.52% |
$182 - $191
|
130
$12.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2- 0.09% |
$182 - $191
|
2.33K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 20.0% |
$456 - $477
|
20
$1.91K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 0.2% |
$456 - $477
|
2.51K
$239K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-7- 0.06% |
$638 - $668
|
11.3K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-8- 38.1% |
$729 - $763
|
13
$1.24K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-15- 0.59% |
$1.37K - $1.43K
|
2.53K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-16- 76.19% |
$1.46K - $1.53K
|
5
$476
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 2.72% |
$1.82K - $1.91K
|
715
$68.1K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-20- 0.15% |
$1.82K - $1.91K
|
13K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-22- 3.55% |
$2.01K - $2.1K
|
597
$56.9K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-22- 7.69% |
$2.01K - $2.1K
|
264
$25.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 18.46% |
$2.19K - $2.29K
|
106
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-24- 0.72% |
$2.19K - $2.29K
|
3.33K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-28- 0.51% |
$2.55K - $2.67K
|
5.43K
$518K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-37- 8.1% |
$3.37K - $3.53K
|
420
$40K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-39- 1.51% |
$3.56K - $3.72K
|
2.55K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-44- 1.44% |
$4.01K - $4.2K
|
3.02K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-49- 0.29% |
$4.47K - $4.67K
|
17K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-50- 2.03% |
$4.56K - $4.77K
|
2.41K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-50- 0.1% |
$4.56K - $4.77K
|
52K
$4.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-50- 2.1% |
$4.56K - $4.77K
|
2.33K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-56- 0.55% |
$5.11K - $5.34K
|
10.2K
$969K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-56- 1.88% |
$5.11K - $5.34K
|
2.93K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-58- 0.35% |
$5.29K - $5.53K
|
16.5K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.02% |
$5.38K - $5.63K
|
269K
$25.6M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-63- 0.38% |
$5.74K - $6.01K
|
16.5K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-66- 1.93% |
$6.02K - $6.3K
|
3.35K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-68- 0.05% |
$6.2K - $6.49K
|
137K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-69- 0.52% |
$6.29K - $6.58K
|
13.1K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-73- 8.07% |
$6.66K - $6.96K
|
832
$79.3K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-78- 1.84% |
$7.11K - $7.44K
|
4.15K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-79- 16.7% |
$7.2K - $7.54K
|
394
$37.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-82- 0.81% |
$7.48K - $7.82K
|
10.1K
$962K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-84- 1.11% |
$7.66K - $8.01K
|
7.45K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-89- 2.02% |
$8.11K - $8.49K
|
4.32K
$411K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-92- 8.33% |
$8.39K - $8.78K
|
1.01K
$96.5K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-94- 1.69% |
$8.57K - $8.97K
|
5.46K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-94- 1.77% |
$8.57K - $8.97K
|
5.21K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-98- 3.2% |
$8.93K - $9.35K
|
2.97K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-99- 4.0% |
$9.03K - $9.44K
|
2.38K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-100- 25.64% |
$9.12K - $9.54K
|
290
$27.6K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-102- 0.96% |
$9.3K - $9.73K
|
10.5K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-104- 2.66% |
$9.48K - $9.92K
|
3.8K
$362K
|