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 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
153KNew |
$14M - $14.6M
|
153K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
151K+ 4.12% |
$13.7M - $14.4M
|
3.81M
$363M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
149K+ 33.11% |
$13.6M - $14.2M
|
600K
$57.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
145K+ 1163.71% |
$13.2M - $13.8M
|
157K
$15M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
144KNew |
$13.2M - $13.8M
|
144K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
139K+ 31.17% |
$12.7M - $13.3M
|
586K
$55.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137K+ 15.82% |
$12.5M - $13.1M
|
1.01M
$95.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
134K+ 54.2% |
$12.2M - $12.8M
|
381K
$36.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
133K+ 3525.81% |
$12.2M - $12.7M
|
137K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
130KNew |
$11.9M - $12.4M
|
130K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
129KNew |
$11.8M - $12.3M
|
129K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
128K+ 164.8% |
$11.7M - $12.2M
|
206K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 2.85% |
$11.7M - $12.2M
|
4.62M
$440M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
120K+ 213.77% |
$10.9M - $11.4M
|
176K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
116K+ 6.2% |
$10.5M - $11M
|
1.98M
$189M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
111K+ 328.95% |
$10.1M - $10.6M
|
144K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
109KNew |
$9.92M - $10.4M
|
109K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
108KNew |
$9.86M - $10.3M
|
108K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
104K+ 175.21% |
$9.5M - $9.94M
|
164K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
103K+ 4.24% |
$9.39M - $9.83M
|
2.53M
$241M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
98.5K+ 152.36% |
$8.98M - $9.4M
|
163K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
91.1K+ 202.62% |
$8.31M - $8.69M
|
136K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
85.2KNew |
$7.77M - $8.13M
|
85.2K
$8.12M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
83.4K+ 639.67% |
$7.6M - $7.95M
|
96.4K
$9.18M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
80.1K+ 78.02% |
$7.31M - $7.64M
|
183K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
80K+ 38.1% |
$7.29M - $7.63M
|
290K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
77.1KNew |
$7.03M - $7.36M
|
77.1K
$7.35M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
76.2K+ 107.36% |
$6.95M - $7.27M
|
147K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74K+ 3980.25% |
$6.74M - $7.05M
|
75.8K
$7.22M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
73.1K+ 1544.07% |
$6.66M - $6.97M
|
77.8K
$7.41M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
72.8K+ 84.19% |
$6.64M - $6.94M
|
159K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
71.6K+ 19.22% |
$6.52M - $6.83M
|
444K
$42.3M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
69.1KNew |
$6.3M - $6.59M
|
69.1K
$6.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68.7K+ 525.12% |
$6.27M - $6.56M
|
81.8K
$7.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
68.5K+ 224.72% |
$6.25M - $6.54M
|
99K
$9.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
66.7K+ 51.45% |
$6.08M - $6.36M
|
196K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
66.1K+ 88.46% |
$6.03M - $6.31M
|
141K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
64.7KNew |
$5.9M - $6.17M
|
64.7K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
64.5K+ 4.93% |
$5.88M - $6.15M
|
1.37M
$131M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
63.9K+ 30.69% |
$5.83M - $6.1M
|
272K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
62.3KNew |
$5.68M - $5.94M
|
62.3K
$5.93M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
61.5K+ 170.61% |
$5.6M - $5.86M
|
97.5K
$9.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
61.4KNew |
$5.6M - $5.86M
|
61.4K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
59.9K+ 3.16% |
$5.46M - $5.71M
|
1.96M
$186M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
57.7KNew |
$5.26M - $5.5M
|
57.7K
$5.49M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
56.8KNew |
$5.18M - $5.42M
|
56.8K
$5.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
56.3K+ 55.39% |
$5.13M - $5.37M
|
158K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
53.1K+ 68.42% |
$4.84M - $5.07M
|
131K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
52.7K+ 97.51% |
$4.81M - $5.03M
|
107K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
51.1K+ 75.11% |
$4.66M - $4.87M
|
119K
$11.3M
|