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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.45K- 5.75% |
$223K - $234K
|
40.1K
$3.82M
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.55K- 0.66% |
$233K - $244K
|
387K
$36.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.68K- 6.31% |
$244K - $255K
|
39.8K
$3.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.71K- 37.9% |
$247K - $259K
|
4.45K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.78K- 25.94% |
$253K - $265K
|
7.94K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.8K- 25.51% |
$255K - $267K
|
8.18K
$779K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-3.16K- 46.37% |
$288K - $301K
|
3.65K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-3.25K- 1.91% |
$296K - $310K
|
167K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.49K- 28.83% |
$318K - $333K
|
8.62K
$821K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.67K- 3.63% |
$335K - $350K
|
97.4K
$9.28M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.73K- 1.65% |
$340K - $356K
|
222K
$21.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-3.78K- 3.1% |
$345K - $361K
|
118K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.81K- 42.87% |
$348K - $364K
|
5.08K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-4.02K- 2.04% |
$366K - $383K
|
193K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.03K- 10.99% |
$367K - $384K
|
32.6K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-4.18K- 11.89% |
$381K - $398K
|
31K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-4.36K- 26.22% |
$397K - $416K
|
12.3K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.4K- 10.06% |
$401K - $420K
|
39.4K
$3.75M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.58K- 44.84% |
$417K - $437K
|
5.63K
$536K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 7.15% |
$422K - $442K
|
60.1K
$5.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.7K- 25.38% |
$428K - $448K
|
13.8K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.76K- 2.67% |
$434K - $454K
|
174K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.83K- 10.54% |
$440K - $461K
|
41K
$3.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.97K- 20.57% |
$453K - $474K
|
19.2K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.18K- 7.54% |
$472K - $494K
|
63.5K
$6.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.29K- 14.06% |
$482K - $505K
|
32.3K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.41K- 38.53% |
$493K - $516K
|
8.63K
$822K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.56K- 71.27% |
$507K - $531K
|
2.24K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.62K- 20.31% |
$513K - $536K
|
22.1K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.84K- 1.68% |
$533K - $557K
|
342K
$32.6M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-5.86K- 68.16% |
$534K - $559K
|
2.74K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.12K- 13.8% |
$558K - $584K
|
38.2K
$3.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.18K- 4.04% |
$563K - $589K
|
147K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-7.33K- 51.64% |
$668K - $699K
|
6.86K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-7.34K- 0.92% |
$669K - $700K
|
789K
$75.2M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7.38K- 13.95% |
$673K - $704K
|
45.5K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-7.55K- 18.74% |
$688K - $720K
|
32.7K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-7.59K- 22.46% |
$692K - $724K
|
26.2K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-8.12K- 3.51% |
$740K - $775K
|
224K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-8.5K- 14.08% |
$775K - $811K
|
51.8K
$4.94M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-8.9K- 11.93% |
$811K - $849K
|
65.7K
$6.26M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.21K- 19.97% |
$839K - $878K
|
36.9K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.48K- 32.31% |
$864K - $904K
|
19.9K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 2.56% |
$919K - $961K
|
383K
$36.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-10.2K- 23.29% |
$926K - $969K
|
33.5K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-10.2K- 5.52% |
$927K - $970K
|
174K
$16.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-10.7K- 8.66% |
$976K - $1.02M
|
113K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-10.9K- 26.04% |
$991K - $1.04M
|
30.9K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-11.8K- 33.02% |
$1.07M - $1.12M
|
23.9K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 7.56% |
$1.09M - $1.14M
|
146K
$13.9M
|