Purchases and Sales Made in Q4 2025 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
682K+ 2754.55% |
$65.6M - $66.7M
|
707K
$68.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
210K+ 570.79% |
$20.1M - $20.5M
|
246K
$23.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
208K+ 311.89% |
$20M - $20.3M
|
274K
$26.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
189KNew |
$18.1M - $18.4M
|
189K
$18.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
170K+ 266.34% |
$16.3M - $16.6M
|
233K
$22.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
81.3K+ 11.86% |
$7.82M - $7.95M
|
767K
$74M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
67.2K+ 24.36% |
$6.46M - $6.56M
|
343K
$33.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
44.5K+ 10.77% |
$4.27M - $4.34M
|
457K
$44.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
41.5KNew |
$3.99M - $4.06M
|
41.5K
$4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41K+ 2.49% |
$3.94M - $4M
|
1.68M
$162M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
39K+ 121.31% |
$3.75M - $3.81M
|
71.2K
$6.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
37.3KNew |
$3.58M - $3.64M
|
37.3K
$3.59M
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
36.7K+ 9.12% |
$3.53M - $3.58M
|
439K
$42.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
33.3K+ 8.65% |
$3.21M - $3.26M
|
419K
$40.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.6K+ 7.42% |
$2.46M - $2.5M
|
370K
$35.7M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21.8K+ 6.78% |
$2.1M - $2.13M
|
344K
$33.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
20.6KNew |
$1.98M - $2.01M
|
20.6K
$1.98M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
18.2K+ 3.85% |
$1.75M - $1.78M
|
492K
$47.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
17.8K+ 132.08% |
$1.71M - $1.74M
|
31.3K
$3.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
14.6K+ 3.73% |
$1.4M - $1.42M
|
405K
$39.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
13.8KNew |
$1.33M - $1.35M
|
13.8K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12.4KNew |
$1.19M - $1.21M
|
12.4K
$1.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12.1K+ 11.55% |
$1.16M - $1.18M
|
117K
$11.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.6K+ 10.75% |
$1.12M - $1.14M
|
120K
$11.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
10.5KNew |
$1.01M - $1.02M
|
10.5K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.59K+ 44.42% |
$922K - $937K
|
31.2K
$3.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
8.07K+ 4.21% |
$776K - $789K
|
200K
$19.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
8.01KNew |
$770K - $783K
|
8.01K
$772K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.34K+ 6.32% |
$705K - $717K
|
123K
$11.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.72K+ 7.55% |
$646K - $657K
|
95.7K
$9.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.15KNew |
$591K - $600K
|
6.15K
$593K
|
|
|
Jan 12, 2026
Q4 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5.76K+ 21.38% |
$553K - $563K
|
32.7K
$3.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
5.5KNew |
$529K - $538K
|
5.5K
$531K
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.41K+ 2.9% |
$424K - $431K
|
157K
$15.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.41K+ 9.26% |
$423K - $430K
|
52K
$5.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
4.31K+ 4.16% |
$414K - $421K
|
108K
$10.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
BUY
|
- |
3.79KNew |
$365K - $371K
|
3.79K
$366K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.66KNew |
$352K - $358K
|
3.66K
$353K
|
|
|
Jan 15, 2026
Q4 2025
|
Savior LLC
|
BUY
|
- |
3.27K+ 18.56% |
$314K - $319K
|
20.9K
$2.01M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
2.75K+ 7.17% |
$264K - $268K
|
41K
$3.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.62K+ 8.17% |
$252K - $256K
|
34.7K
$3.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.34KNew |
$225K - $229K
|
2.34K
$226K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.33KNew |
$224K - $228K
|
2.33K
$225K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.26KNew |
$217K - $221K
|
2.26K
$218K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.15KNew |
$206K - $210K
|
2.15K
$207K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
2.1KNew |
$202K - $205K
|
2.1K
$202K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.91K+ 5.96% |
$184K - $187K
|
34K
$3.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Sicart Associates LLC
|
BUY
|
- |
1.83K+ 1.56% |
$176K - $178K
|
119K
$11.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.74K+ 3.39% |
$167K - $170K
|
53.1K
$5.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.68K+ 19.99% |
$161K - $164K
|
10.1K
$970K
|
|