Purchases and Sales Made in Q2 2025 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Peavine Capital, LLC
|
BUY
|
- |
1.68MNew |
$156M - $162M
|
1.68M
$159M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
548K+ 9052.5% |
$51.1M - $53M
|
555K
$52.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
455K+ 37.67% |
$42.4M - $43.9M
|
1.66M
$158M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
326K+ 6.2% |
$30.4M - $31.5M
|
5.59M
$530M
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
291K+ 58.31% |
$27.1M - $28.1M
|
789K
$74.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
246KNew |
$22.9M - $23.8M
|
246K
$23.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
233K+ 162.14% |
$21.7M - $22.5M
|
377K
$35.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
132K+ 42.35% |
$12.3M - $12.7M
|
443K
$42M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
101K+ 203.59% |
$9.41M - $9.76M
|
151K
$14.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
97.1KNew |
$9.04M - $9.38M
|
97.1K
$9.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
80.2KNew |
$7.47M - $7.75M
|
80.2K
$7.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
76KNew |
$7.08M - $7.34M
|
76K
$7.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
61.9KNew |
$5.77M - $5.98M
|
61.9K
$5.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
57.8K+ 1996.65% |
$5.39M - $5.58M
|
60.7K
$5.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
56.6KNew |
$5.27M - $5.46M
|
56.6K
$5.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
56.2KNew |
$5.24M - $5.43M
|
56.2K
$5.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
42.1K+ 7.64% |
$3.92M - $4.06M
|
593K
$56.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.3K+ 18.19% |
$3.57M - $3.7M
|
249K
$23.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
35.7K+ 19.07% |
$3.33M - $3.45M
|
223K
$21.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
33.9K+ 4.3% |
$3.16M - $3.27M
|
823K
$77.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.9K+ 2517.61% |
$2.41M - $2.5M
|
26.9K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.2K+ 6.73% |
$1.97M - $2.05M
|
336K
$31.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19.6KNew |
$1.83M - $1.9M
|
19.6K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.3K+ 63.68% |
$1.8M - $1.87M
|
49.7K
$4.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
18.7K+ 8.94% |
$1.75M - $1.81M
|
228K
$21.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
18.3K+ 4.37% |
$1.7M - $1.77M
|
436K
$41.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.9K+ 2.9% |
$1.67M - $1.73M
|
636K
$60.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.9K+ 7.72% |
$1.48M - $1.54M
|
222K
$21M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14.8K+ 30.18% |
$1.38M - $1.43M
|
63.7K
$6.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 0.85% |
$1.28M - $1.33M
|
1.62M
$153M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
13.2K+ 61.3% |
$1.23M - $1.27M
|
34.6K
$3.28M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.9K+ 349.97% |
$1.2M - $1.24M
|
16.6K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$1.14M - $1.18M
|
12.3K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
12.1K+ 19.34% |
$1.13M - $1.17M
|
74.7K
$7.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 2.94% |
$1.07M - $1.11M
|
402K
$38.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
10.7K+ 3.19% |
$998K - $1.03M
|
347K
$32.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
10.6KNew |
$984K - $1.02M
|
10.6K
$1M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10.1K+ 3.38% |
$942K - $977K
|
309K
$29.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.56K+ 24.77% |
$890K - $923K
|
48.1K
$4.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
7.49K+ 264.71% |
$697K - $723K
|
10.3K
$977K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.43K+ 257.29% |
$692K - $717K
|
10.3K
$977K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.35K+ 23.76% |
$685K - $710K
|
38.3K
$3.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
7.34K+ 40.38% |
$684K - $709K
|
25.5K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7.27K+ 1.91% |
$677K - $702K
|
388K
$36.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
6.6K+ 1.18% |
$615K - $637K
|
565K
$53.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.22K+ 5.55% |
$579K - $600K
|
118K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.14K+ 2.36% |
$572K - $592K
|
266K
$25.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
5.62K+ 37.27% |
$523K - $542K
|
20.7K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.39K+ 2.62% |
$502K - $520K
|
211K
$20M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.13K+ 8.98% |
$478K - $495K
|
62.2K
$5.9M
|