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
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
932+ 1.81% |
$85K - $88.9K
|
52.4K
$5M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
890+ 39.1% |
$81.1K - $84.9K
|
3.17K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
887+ 424.4% |
$80.9K - $84.6K
|
1.1K
$104K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
833+ 12.51% |
$75.9K - $79.5K
|
7.49K
$714K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
823+ 35.67% |
$75K - $78.5K
|
3.13K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
817+ 1945.24% |
$74.5K - $77.9K
|
859
$81.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
811+ 2.15% |
$73.9K - $77.4K
|
38.6K
$3.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
806+ 0.7% |
$73.5K - $76.9K
|
116K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
800+ 34.04% |
$72.9K - $76.3K
|
3.15K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
786+ 10.72% |
$71.7K - $75K
|
8.12K
$773K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
772+ 897.67% |
$70.4K - $73.6K
|
858
$81.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
763+ 4.13% |
$69.6K - $72.8K
|
19.2K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
752+ 1.68% |
$68.6K - $71.7K
|
45.6K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
748+ 5.2% |
$68.2K - $71.4K
|
15.1K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
746+ 29.79% |
$68K - $71.2K
|
3.25K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
734New |
$66.9K - $70K
|
734
$69.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
729+ 37.16% |
$66.5K - $69.5K
|
2.69K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
672+ 2.6% |
$61.3K - $64.1K
|
26.5K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
672New |
$61.3K - $64.1K
|
672
$64K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
670+ 0.83% |
$61.1K - $63.9K
|
81K
$7.72M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
669+ 13.87% |
$61K - $63.8K
|
5.49K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
665+ 13.86% |
$60.6K - $63.4K
|
5.46K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
660New |
$60.2K - $63K
|
660
$62.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
656+ 0.23% |
$59.8K - $62.6K
|
282K
$26.9M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
648+ 12.44% |
$59.1K - $61.8K
|
5.86K
$558K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
645+ 1.94% |
$58.8K - $61.5K
|
34K
$3.24M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
631+ 5.21% |
$57.5K - $60.2K
|
12.7K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
612+ 0.71% |
$55.8K - $58.4K
|
87.2K
$8.31M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
584+ 0.52% |
$53.2K - $55.7K
|
113K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
517+ 3.91% |
$47.1K - $49.3K
|
13.7K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
517+ 1.23% |
$47.1K - $49.3K
|
42.6K
$4.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
502+ 0.96% |
$45.8K - $47.9K
|
52.8K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
464+ 1.18% |
$42.3K - $44.3K
|
39.8K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
452+ 34.5% |
$41.2K - $43.1K
|
1.76K
$168K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
451+ 2.44% |
$41.1K - $43K
|
18.9K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
441+ 5.48% |
$40.2K - $42.1K
|
8.48K
$808K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
440New |
$40.1K - $42K
|
440
$41.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
414+ 13.17% |
$37.7K - $39.5K
|
3.56K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
410+ 136.67% |
$37.4K - $39.1K
|
710
$67.7K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
404+ 2.77% |
$36.8K - $38.5K
|
15K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
398+ 2.04% |
$36.3K - $38K
|
19.9K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
389+ 10.79% |
$35.5K - $37.1K
|
3.99K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
380+ 2.8% |
$34.6K - $36.2K
|
14K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
377New |
$34.4K - $36K
|
377
$35.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
375+ 6.34% |
$34.2K - $35.8K
|
6.29K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
374+ 2.28% |
$34.1K - $35.7K
|
16.8K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
366+ 4.98% |
$33.4K - $34.9K
|
7.72K
$735K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
361+ 3.53% |
$32.9K - $34.4K
|
10.6K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
360+ 4.7% |
$32.8K - $34.3K
|
8.03K
$765K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
351+ 172.91% |
$32K - $33.5K
|
554
$52.8K
|