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 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.92K+ 4.59% |
$175K - $183K
|
43.6K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.86K+ 8.86% |
$169K - $177K
|
22.8K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.82K+ 55.59% |
$165K - $173K
|
5.08K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.79K+ 38.49% |
$163K - $170K
|
6.42K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.77K+ 3.46% |
$161K - $169K
|
52.8K
$5.03M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.76KNew |
$160K - $167K
|
1.76K
$167K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 9.98% |
$155K - $163K
|
18.8K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.68K+ 48.34% |
$153K - $160K
|
5.14K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 110.28% |
$146K - $152K
|
3.05K
$290K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.59K+ 20.39% |
$145K - $152K
|
9.41K
$897K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.58K+ 43.75% |
$144K - $150K
|
5.18K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.57K+ 14.61% |
$143K - $150K
|
12.3K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.54K+ 14.94% |
$140K - $147K
|
11.8K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.54K+ 9.04% |
$140K - $147K
|
18.5K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.54K+ 70.45% |
$140K - $146K
|
3.71K
$354K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.52K+ 4.06% |
$138K - $145K
|
38.9K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.49KNew |
$136K - $142K
|
1.49K
$142K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.43K+ 3.22% |
$131K - $137K
|
46K
$4.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.43K+ 7.23% |
$130K - $136K
|
21.2K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.42K+ 8.85% |
$129K - $135K
|
17.4K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.35K+ 50.22% |
$123K - $129K
|
4.05K
$386K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.35K+ 3.19% |
$123K - $128K
|
43.5K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.32K+ 21.06% |
$121K - $126K
|
7.61K
$725K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.3K+ 33.78% |
$119K - $124K
|
5.16K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
1.3K+ 2.88% |
$118K - $124K
|
46.3K
$4.41M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.29K+ 14.67% |
$117K - $123K
|
10.1K
$959K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.26K+ 77.55% |
$115K - $120K
|
2.89K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
1.25K+ 1.28% |
$114K - $119K
|
98.9K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.24K+ 15.66% |
$113K - $118K
|
9.15K
$872K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.23K+ 22.24% |
$112K - $118K
|
6.78K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.21K+ 3.4% |
$110K - $115K
|
36.7K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.13K+ 3.59% |
$103K - $108K
|
32.6K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.13K+ 26.92% |
$103K - $108K
|
5.33K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.11K+ 5.22% |
$101K - $106K
|
22.4K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 2.52% |
$98.1K - $103K
|
43.9K
$4.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.07K+ 20.95% |
$97.5K - $102K
|
6.17K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.05KNew |
$96K - $100K
|
1.05K
$100K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.05K+ 39.7% |
$95.5K - $100K
|
3.69K
$351K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 19.79% |
$95.4K - $99.8K
|
6.33K
$603K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.04K+ 43.44% |
$95.1K - $99.5K
|
3.44K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 16.65% |
$95K - $99.4K
|
7.3K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 4.16% |
$95K - $99.4K
|
26.1K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.04K+ 12.35% |
$94.6K - $99K
|
9.44K
$900K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$93.7K - $98.1K
|
1.03K
$98K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.02K+ 0.39% |
$92.8K - $97.1K
|
260K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.02K+ 0.95% |
$92.5K - $96.8K
|
108K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$91.2K - $95.4K
|
1K
$95.3K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
978+ 0.67% |
$89.2K - $93.3K
|
146K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
978+ 0.89% |
$89.2K - $93.3K
|
110K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
967+ 0.74% |
$88.2K - $92.2K
|
132K
$12.6M
|