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 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.5K+ 6.48% |
$1.14M - $1.2M
|
206K
$19.6M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12.4KNew |
$1.13M - $1.18M
|
12.4K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 7.52% |
$1.11M - $1.16M
|
173K
$16.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
11.7K+ 352.73% |
$1.07M - $1.12M
|
15.1K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11KNew |
$1M - $1.05M
|
11K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11KNew |
$999K - $1.04M
|
11K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 0.91% |
$988K - $1.03M
|
1.21M
$115M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
10.6KNew |
$969K - $1.01M
|
10.6K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
10.3KNew |
$943K - $987K
|
10.3K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.2KNew |
$929K - $972K
|
10.2K
$971K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
9.76K+ 2.99% |
$890K - $931K
|
336K
$32M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
9.71K+ 9.42% |
$885K - $926K
|
113K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
9.4K+ 7.91% |
$857K - $897K
|
128K
$12.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.34KNew |
$851K - $891K
|
9.34K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.16K+ 13.15% |
$835K - $874K
|
78.8K
$7.51M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
9.01K+ 16.83% |
$822K - $860K
|
62.6K
$5.96M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.95K+ 31.61% |
$816K - $854K
|
37.3K
$3.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
8.89K+ 33.63% |
$810K - $848K
|
35.3K
$3.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.89KNew |
$810K - $848K
|
8.89K
$847K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.48K+ 33.82% |
$773K - $809K
|
33.6K
$3.2M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.39K+ 33548.0% |
$765K - $800K
|
8.41K
$802K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8KNew |
$729K - $763K
|
8K
$762K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
7.95K+ 21.91% |
$725K - $758K
|
44.2K
$4.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.71K+ 9.51% |
$703K - $735K
|
88.8K
$8.46M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.66KNew |
$699K - $731K
|
7.66K
$730K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
7.56KNew |
$689K - $721K
|
7.56K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.49K+ 10.44% |
$683K - $715K
|
79.2K
$7.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.42K+ 0.46% |
$676K - $708K
|
1.61M
$153M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
7.41KNew |
$675K - $707K
|
7.41K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.39K+ 51.45% |
$674K - $705K
|
21.8K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.29K+ 10.21% |
$665K - $696K
|
78.7K
$7.5M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.28K+ 31647.83% |
$664K - $694K
|
7.3K
$696K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.25K+ 3.36% |
$661K - $692K
|
223K
$21.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.07K+ 21.45% |
$645K - $675K
|
40K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
7.05K+ 61.81% |
$643K - $672K
|
18.5K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.98K+ 29.1% |
$636K - $665K
|
30.9K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.92K+ 29.57% |
$631K - $660K
|
30.3K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.92KNew |
$631K - $660K
|
6.92K
$659K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.85K+ 55.14% |
$624K - $653K
|
19.3K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.68K+ 17.54% |
$609K - $637K
|
44.7K
$4.26M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
6.62K+ 3.6% |
$604K - $632K
|
190K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
6.62KNew |
$603K - $631K
|
6.62K
$630K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
6.47K+ 23.32% |
$589K - $617K
|
34.2K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
6.36K+ 8.65% |
$580K - $606K
|
79.9K
$7.61M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.24K+ 3.42% |
$569K - $595K
|
188K
$17.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
6.06KNew |
$552K - $578K
|
6.06K
$577K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.99K+ 2.04% |
$546K - $571K
|
299K
$28.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.98K+ 2.37% |
$545K - $570K
|
258K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.85K+ 70.32% |
$534K - $558K
|
14.2K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.61K+ 12.34% |
$512K - $536K
|
51.1K
$4.87M
|