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 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
5.46K+ 28.41% |
$497K - $520K
|
24.7K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
BUY
|
- |
5.39K+ 7.55% |
$492K - $514K
|
76.8K
$7.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.29K+ 437.08% |
$483K - $505K
|
6.5K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.27K+ 32.0% |
$480K - $503K
|
21.7K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.22K+ 12.83% |
$476K - $498K
|
45.9K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.15KNew |
$469K - $491K
|
5.15K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.12K+ 241.78% |
$466K - $488K
|
7.23K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.07K+ 61.28% |
$462K - $483K
|
13.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.78K+ 10.73% |
$435K - $455K
|
49.3K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.76K+ 7.3% |
$434K - $454K
|
70K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.67K+ 2.64% |
$426K - $446K
|
181K
$17.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.63K+ 34.92% |
$422K - $442K
|
17.9K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.61K+ 130.57% |
$421K - $440K
|
8.15K
$776K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.61KNew |
$420K - $439K
|
4.61K
$439K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.58KNew |
$418K - $437K
|
4.58K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
4.58KNew |
$417K - $437K
|
4.58K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.55K+ 19.8% |
$415K - $434K
|
27.5K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.52K+ 28.37% |
$412K - $431K
|
20.5K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.48K+ 40.4% |
$409K - $428K
|
15.6K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.45K+ 2.99% |
$406K - $425K
|
154K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4.37K+ 29.45% |
$399K - $417K
|
19.2K
$1.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
4.33K+ 2.64% |
$395K - $413K
|
168K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.33K+ 96.13% |
$394K - $413K
|
8.83K
$841K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
4.31KNew |
$393K - $411K
|
4.31K
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.21K+ 8.95% |
$384K - $402K
|
51.2K
$4.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.14KNew |
$377K - $394K
|
4.14K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.08K+ 4.89% |
$372K - $390K
|
87.6K
$8.34M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.08K+ 14.98% |
$372K - $389K
|
31.3K
$2.98M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.07K+ 15.81% |
$371K - $388K
|
29.8K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4K+ 12.29% |
$364K - $381K
|
36.5K
$3.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$361K - $378K
|
3.96K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.95K+ 7.1% |
$360K - $377K
|
59.6K
$5.68M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.92K+ 1.52% |
$357K - $373K
|
262K
$25M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.85K+ 12.54% |
$351K - $368K
|
34.6K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
3.72K+ 159.32% |
$339K - $355K
|
6.05K
$577K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.7K+ 3.7% |
$337K - $353K
|
104K
$9.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.61K+ 44.85% |
$329K - $345K
|
11.7K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.59K+ 13.94% |
$327K - $342K
|
29.3K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
3.58K+ 6.96% |
$326K - $341K
|
55K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
3.57KNew |
$326K - $341K
|
3.57K
$340K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.56K+ 18.03% |
$325K - $340K
|
23.3K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.5KNew |
$319K - $334K
|
3.5K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 94.97% |
$310K - $324K
|
6.98K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
3.39K+ 22.96% |
$309K - $324K
|
18.2K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.35KNew |
$305K - $319K
|
3.35K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.32K+ 16.66% |
$303K - $317K
|
23.3K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.19K+ 12.34% |
$291K - $304K
|
29K
$2.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.15K+ 8.63% |
$287K - $301K
|
39.7K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.15K+ 1.71% |
$287K - $300K
|
188K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
3.11K+ 0.75% |
$284K - $297K
|
419K
$40M
|