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
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
28.3K+ 31.05% |
$2.58M - $2.7M
|
119K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
27.9K+ 17.13% |
$2.54M - $2.66M
|
191K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
27.4K+ 21.31% |
$2.49M - $2.61M
|
156K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27K+ 10.63% |
$2.46M - $2.58M
|
281K
$26.8M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
26.7K+ 40.03% |
$2.43M - $2.54M
|
93.3K
$8.89M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
25.9K+ 54.16% |
$2.36M - $2.47M
|
73.7K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
25.9K+ 240.57% |
$2.36M - $2.47M
|
36.6K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
25.5K+ 3.65% |
$2.33M - $2.44M
|
725K
$69.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25KNew |
$2.28M - $2.39M
|
25K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.9K+ 293.44% |
$2.27M - $2.37M
|
33.3K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
24.1K+ 53.42% |
$2.2M - $2.3M
|
69.2K
$6.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
23.9K+ 6.53% |
$2.18M - $2.28M
|
390K
$37.1M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
23K+ 24.48% |
$2.1M - $2.19M
|
117K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
22.4KNew |
$2.04M - $2.14M
|
22.4K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
22.2K+ 7.37% |
$2.02M - $2.11M
|
323K
$30.8M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
21.8KNew |
$1.99M - $2.08M
|
21.8K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
21.5KNew |
$1.96M - $2.05M
|
21.5K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
21.4K+ 5.75% |
$1.95M - $2.04M
|
393K
$37.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.2K+ 64254.55% |
$1.93M - $2.02M
|
21.2K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.9K+ 8.94% |
$1.91M - $2M
|
255K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20.9K+ 15.61% |
$1.91M - $1.99M
|
155K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
20.2K+ 21.65% |
$1.84M - $1.93M
|
113K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
19.5KNew |
$1.78M - $1.86M
|
19.5K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
19.5K+ 11.62% |
$1.78M - $1.86M
|
187K
$17.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
19.1K+ 55.58% |
$1.74M - $1.83M
|
53.6K
$5.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.1K+ 36.01% |
$1.74M - $1.82M
|
72.1K
$6.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
18.8KNew |
$1.72M - $1.8M
|
18.8K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
18.4K+ 2.13% |
$1.68M - $1.76M
|
885K
$84.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18K+ 145.49% |
$1.64M - $1.71M
|
30.3K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.6K+ 388.25% |
$1.6M - $1.68M
|
22.1K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
17.2K+ 13.52% |
$1.57M - $1.64M
|
145K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
17.1K+ 15.69% |
$1.56M - $1.63M
|
126K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.8K+ 1.61% |
$1.53M - $1.6M
|
1.06M
$101M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.4K+ 111.5% |
$1.5M - $1.57M
|
31.2K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16K+ 47.4% |
$1.46M - $1.53M
|
49.8K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15.6K+ 4.29% |
$1.43M - $1.49M
|
380K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$1.37M - $1.43M
|
15K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.6K+ 14.66% |
$1.34M - $1.4M
|
115K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 7.22% |
$1.3M - $1.36M
|
212K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14.2K+ 42.65% |
$1.3M - $1.36M
|
47.6K
$4.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
14K+ 2.89% |
$1.27M - $1.33M
|
497K
$47.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.8K+ 22.66% |
$1.26M - $1.31M
|
74.6K
$7.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 464.78% |
$1.23M - $1.28M
|
16.3K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
13.4K+ 14.7% |
$1.22M - $1.28M
|
105K
$9.98M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
13.2K+ 509.25% |
$1.2M - $1.26M
|
15.8K
$1.51M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
13.2KNew |
$1.2M - $1.25M
|
13.2K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
13.1KNew |
$1.19M - $1.25M
|
13.1K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13KNew |
$1.19M - $1.24M
|
13K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13K+ 2.35% |
$1.19M - $1.24M
|
565K
$53.8M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.6K+ 20.37% |
$1.15M - $1.2M
|
74.5K
$7.1M
|