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 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-388- 3.73% |
$35.4K - $37K
|
10K
$954K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-390- 5.89% |
$35.6K - $37.2K
|
6.24K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-399- 8.95% |
$36.4K - $38.1K
|
4.06K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-408- 34.93% |
$37.2K - $38.9K
|
760
$72.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-413- 9.49% |
$37.7K - $39.4K
|
3.94K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-419- 7.7% |
$38.2K - $40K
|
5.03K
$479K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-428- 10.32% |
$39K - $40.8K
|
3.72K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-450- 80.36% |
$41K - $42.9K
|
110
$10.5K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-470- 1.47% |
$42.8K - $44.8K
|
31.4K
$3M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-478- 18.65% |
$43.6K - $45.6K
|
2.09K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-484- 3.38% |
$44.1K - $46.2K
|
13.8K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-488- 10.91% |
$44.5K - $46.6K
|
3.99K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-491- 1.91% |
$44.8K - $46.8K
|
25.2K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-498- 20.51% |
$45.4K - $47.5K
|
1.93K
$184K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-513- 19.99% |
$46.8K - $48.9K
|
2.05K
$196K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-517- 14.14% |
$47.1K - $49.3K
|
3.14K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-524- 98.31% |
$47.8K - $50K
|
9
$858
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-525- 17.84% |
$47.9K - $50.1K
|
2.42K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-547- 1.51% |
$49.9K - $52.2K
|
35.7K
$3.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-549- 0.83% |
$50.1K - $52.4K
|
65.2K
$6.22M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-551- 2.48% |
$50.2K - $52.6K
|
21.7K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-560- 2.09% |
$51.1K - $53.4K
|
26.2K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-571- 6.49% |
$52.1K - $54.5K
|
8.23K
$784K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-574- 15.03% |
$52.3K - $54.8K
|
3.25K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-609- 10.88% |
$55.5K - $58.1K
|
4.99K
$475K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-629- 6.8% |
$57.3K - $60K
|
8.63K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-640- 91.43% |
$58.3K - $61K
|
60
$5.72K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-643- 10.84% |
$58.6K - $61.3K
|
5.29K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-648- 1.49% |
$59.1K - $61.8K
|
42.8K
$4.08M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-660- 6.18% |
$60.2K - $63K
|
10K
$955K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-711- 34.56% |
$64.8K - $67.8K
|
1.35K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-715- 5.29% |
$65.2K - $68.2K
|
12.8K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-719- 2.14% |
$65.6K - $68.6K
|
32.9K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-735- 2.48% |
$67K - $70.1K
|
28.9K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-744- 16.13% |
$67.8K - $71K
|
3.87K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-765- 0.08% |
$69.7K - $73K
|
947K
$90.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-819- 19.61% |
$74.7K - $78.1K
|
3.36K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-835- 21.88% |
$76.1K - $79.7K
|
2.98K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-903- 15.63% |
$82.3K - $86.1K
|
4.88K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Savior LLC
|
SELL
|
- |
-905- 8.36% |
$82.5K - $86.3K
|
9.92K
$945K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-906- 4.08% |
$82.6K - $86.4K
|
21.3K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-912- 10.43% |
$83.1K - $87K
|
7.83K
$746K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-938- 0.29% |
$85.5K - $89.5K
|
321K
$30.6M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-940- 9.38% |
$85.7K - $89.7K
|
9.08K
$865K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-950- 18.1% |
$86.6K - $90.6K
|
4.3K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-974- 6.49% |
$88.8K - $92.9K
|
14K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-979- 14.41% |
$89.3K - $93.4K
|
5.82K
$554K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-998- 21.08% |
$91K - $95.2K
|
3.74K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1K- 88.5% |
$91.2K - $95.4K
|
130
$12.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.03K- 18.53% |
$93.6K - $98K
|
4.52K
$430K
|