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
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.03K- 0.23% |
$94.1K - $98.4K
|
444K
$42.3M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-1.04K- 3.63% |
$95.1K - $99.5K
|
27.7K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.06K- 17.45% |
$96.2K - $101K
|
4.99K
$476K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.06K- 4.66% |
$96.5K - $101K
|
21.7K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.07K- 9.36% |
$97.6K - $102K
|
10.4K
$987K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.1K- 18.76% |
$100K - $105K
|
4.77K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.11K- 2.85% |
$101K - $106K
|
37.8K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.11K- 2.63% |
$101K - $106K
|
41.2K
$3.92M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.12K- 16.85% |
$102K - $107K
|
5.51K
$525K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.15K- 1.5% |
$104K - $109K
|
75.2K
$7.17M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.2K- 1.66% |
$109K - $114K
|
71.2K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.2K- 14.9% |
$110K - $115K
|
6.87K
$655K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.21K- 8.17% |
$110K - $116K
|
13.6K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.21K- 4.16% |
$111K - $116K
|
28K
$2.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 51.13% |
$112K - $117K
|
1.17K
$112K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.25K- 7.98% |
$114K - $120K
|
14.5K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.26K- 18.74% |
$115K - $120K
|
5.46K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 32.32% |
$116K - $121K
|
2.66K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.3K- 16.85% |
$119K - $124K
|
6.43K
$613K
|
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-1.32K- 0.92% |
$121K - $126K
|
143K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.35K- 49.98% |
$123K - $128K
|
1.35K
$128K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.39K- 4.44% |
$127K - $133K
|
30K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.41K- 12.02% |
$129K - $135K
|
10.3K
$986K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.42K- 3.54% |
$129K - $135K
|
38.6K
$3.68M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-1.42K- 4.59% |
$129K - $135K
|
29.5K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.46K- 9.38% |
$133K - $139K
|
14.1K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.49K- 7.43% |
$135K - $142K
|
18.5K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.49K- 24.2% |
$136K - $142K
|
4.66K
$444K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.57K- 14.76% |
$143K - $149K
|
9.05K
$862K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.67K- 50.58% |
$152K - $159K
|
1.63K
$155K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.67K- 17.25% |
$152K - $159K
|
8.02K
$764K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.68K- 36.69% |
$153K - $160K
|
2.89K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.69K- 21.42% |
$154K - $161K
|
6.21K
$591K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.71K- 0.51% |
$156K - $163K
|
331K
$31.5M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.72K- 13.93% |
$157K - $164K
|
10.6K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-1.73K- 2.0% |
$157K - $165K
|
84.7K
$8.07M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.76K- 9.43% |
$161K - $168K
|
16.9K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.77K- 11.0% |
$161K - $169K
|
14.3K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.79K- 30.21% |
$163K - $170K
|
4.13K
$393K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.9K- 10.52% |
$173K - $181K
|
16.2K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.93K- 28.26% |
$176K - $184K
|
4.9K
$466K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.95K- 25.94% |
$178K - $186K
|
5.56K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2K- 15.56% |
$182K - $191K
|
10.9K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.04K- 3.71% |
$186K - $195K
|
53.1K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.11K- 10.28% |
$192K - $201K
|
18.4K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-2.2K- 2.82% |
$200K - $210K
|
75.6K
$7.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.25K- 49.7% |
$205K - $215K
|
2.28K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.27K- 98.95% |
$207K - $216K
|
24
$2.29K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.27K- 5.94% |
$207K - $216K
|
35.9K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.38K- 12.27% |
$217K - $227K
|
17K
$1.62M
|