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 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-12.7K- 57.13% |
$1.16M - $1.21M
|
9.51K
$906K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-12.7K- 50.6% |
$1.16M - $1.21M
|
12.4K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-13.3K- 12.69% |
$1.21M - $1.27M
|
91.3K
$8.7M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-13.5K- 66.28% |
$1.23M - $1.29M
|
6.89K
$656K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.3K- 4.9% |
$1.3M - $1.36M
|
277K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.5K- 31.8% |
$1.32M - $1.38M
|
31K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15K- 11.01% |
$1.37M - $1.43M
|
121K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15K- 92.23% |
$1.37M - $1.43M
|
1.26K
$120K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.2K- 1.48% |
$1.48M - $1.55M
|
1.08M
$103M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-16.9K- 88.5% |
$1.54M - $1.61M
|
2.2K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-17.4K- 3.99% |
$1.58M - $1.66M
|
418K
$39.8M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-17.4K- 2.3% |
$1.59M - $1.66M
|
739K
$70.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-17.8K- 77.0% |
$1.63M - $1.7M
|
5.33K
$508K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-18K- 63.27% |
$1.64M - $1.72M
|
10.5K
$998K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-18.6K- 48.62% |
$1.7M - $1.77M
|
19.7K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-18.8K- 71.81% |
$1.71M - $1.79M
|
7.37K
$702K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19.5K- 47.84% |
$1.78M - $1.86M
|
21.3K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.5K- 21.56% |
$2.14M - $2.24M
|
85.4K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.7K- 7.44% |
$2.16M - $2.26M
|
295K
$28.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-24.5K- 15.88% |
$2.24M - $2.34M
|
130K
$12.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-24.9K- 46.65% |
$2.27M - $2.37M
|
28.5K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-26.3K- 50.09% |
$2.4M - $2.51M
|
26.2K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-26.3K- 24.99% |
$2.4M - $2.51M
|
78.9K
$7.52M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-26.8K- 87.92% |
$2.44M - $2.56M
|
3.68K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-26.9K- 57.34% |
$2.46M - $2.57M
|
20K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28.7K- 45.77% |
$2.62M - $2.74M
|
34K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-28.8K- 21.76% |
$2.63M - $2.75M
|
104K
$9.87M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-29.2K- 10.53% |
$2.66M - $2.79M
|
248K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-36.6K- 15.57% |
$3.34M - $3.5M
|
199K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40.1KClosed |
$3.65M - $3.82M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-41K- 19.07% |
$3.74M - $3.91M
|
174K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-42.7K- 82.38% |
$3.89M - $4.07M
|
9.13K
$870K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-43.4K- 21.79% |
$3.95M - $4.14M
|
156K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-43.9K- 78.0% |
$4M - $4.19M
|
12.4K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-48.2K- 83.75% |
$4.4M - $4.6M
|
9.36K
$892K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-49.1K- 23.72% |
$4.48M - $4.69M
|
158K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-49.8K- 91.64% |
$4.54M - $4.75M
|
4.55K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-53K- 21.91% |
$4.83M - $5.05M
|
189K
$18M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-54.6K- 11.33% |
$4.98M - $5.21M
|
427K
$40.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-70.5K- 65.54% |
$6.43M - $6.72M
|
37.1K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-71.6K- 37.65% |
$6.53M - $6.83M
|
119K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-72K- 84.13% |
$6.56M - $6.87M
|
13.6K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-75.7K- 41.61% |
$6.9M - $7.22M
|
106K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85.6K- 11.54% |
$7.8M - $8.17M
|
656K
$62.5M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96.8K- 81.62% |
$8.83M - $9.24M
|
21.8K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-106K- 73.08% |
$9.65M - $10.1M
|
39K
$3.72M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-109K- 74.77% |
$9.91M - $10.4M
|
36.7K
$3.49M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-125K- 46.58% |
$11.4M - $12M
|
144K
$13.7M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-138K- 60.54% |
$12.6M - $13.2M
|
89.8K
$8.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-179K- 46.49% |
$16.3M - $17.1M
|
206K
$19.6M
|