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
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.1KNew |
$282K - $295K
|
3.1K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.06KNew |
$279K - $291K
|
3.06K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.01KNew |
$274K - $287K
|
3.01K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.99KNew |
$273K - $285K
|
2.99K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.97K+ 2.99% |
$271K - $283K
|
102K
$9.75M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.89K+ 48.94% |
$263K - $276K
|
8.8K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.86K+ 0.99% |
$261K - $273K
|
293K
$28M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.86K+ 24.31% |
$261K - $273K
|
14.6K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.83K+ 1451.28% |
$258K - $270K
|
3.03K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.83KNew |
$258K - $270K
|
2.83K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
2.81K+ 37.5% |
$256K - $268K
|
10.3K
$980K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 5.63% |
$255K - $266K
|
52.4K
$5M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.79K+ 100.0% |
$254K - $266K
|
5.57K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.78KNew |
$254K - $265K
|
2.78K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.76K+ 18.12% |
$252K - $263K
|
18K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.74K+ 7.74% |
$249K - $261K
|
38.1K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.72K+ 21.03% |
$248K - $259K
|
15.7K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.69K+ 34.29% |
$245K - $257K
|
10.5K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.65KNew |
$242K - $253K
|
2.65K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
2.6K+ 4.51% |
$237K - $248K
|
60.4K
$5.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
2.6K+ 0.52% |
$237K - $248K
|
498K
$47.5M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
2.56KNew |
$234K - $244K
|
2.56K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.55K+ 34.1% |
$232K - $243K
|
10K
$955K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.52KNew |
$230K - $241K
|
2.52K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.45KNew |
$223K - $233K
|
2.45K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.41KNew |
$219K - $229K
|
2.41K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.4K+ 2.27% |
$219K - $229K
|
108K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.4K+ 18.42% |
$219K - $229K
|
15.4K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.4K+ 107.21% |
$218K - $228K
|
4.63K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.4KNew |
$218K - $228K
|
2.4K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.32K+ 3.8% |
$212K - $221K
|
63.3K
$6.03M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.32KNew |
$212K - $221K
|
2.32K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.28KNew |
$208K - $218K
|
2.28K
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.28K+ 76.93% |
$208K - $217K
|
5.24K
$499K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$205K - $214K
|
2.25K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.2KNew |
$201K - $210K
|
2.2K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$199K - $208K
|
2.18K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.17KNew |
$198K - $207K
|
2.17K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.15KNew |
$196K - $205K
|
2.15K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.14K+ 15.76% |
$195K - $204K
|
15.7K
$1.5M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.14KNew |
$195K - $204K
|
2.14K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.12KNew |
$193K - $202K
|
2.12K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.09K+ 3.9% |
$190K - $199K
|
55.6K
$5.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.09K+ 4.21% |
$190K - $199K
|
51.7K
$4.93M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.08K+ 974.65% |
$189K - $198K
|
2.29K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.05K+ 47.08% |
$187K - $195K
|
6.4K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.05K+ 69.99% |
$187K - $195K
|
4.97K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.05K+ 72.94% |
$187K - $195K
|
4.85K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.02K+ 0.62% |
$184K - $193K
|
331K
$31.5M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.01K+ 8.12% |
$183K - $192K
|
26.8K
$2.55M
|