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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
25+ 5.57% |
$2.33K - $2.41K
|
474
$46.1K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
24+ 0.23% |
$2.24K - $2.32K
|
10.5K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
23+ 0.79% |
$2.14K - $2.22K
|
2.93K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 3.96% |
$1.68K - $1.74K
|
473
$46K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
17+ 0.97% |
$1.58K - $1.64K
|
1.77K
$172K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 15.09% |
$1.49K - $1.54K
|
122
$11.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
16+ 0.07% |
$1.49K - $1.54K
|
23.3K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
14New |
$1.3K - $1.35K
|
14
$1.36K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
13+ 0.29% |
$1.21K - $1.26K
|
4.45K
$433K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 0.29% |
$1.21K - $1.26K
|
4.52K
$439K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
12+ 0.53% |
$1.12K - $1.16K
|
2.26K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12+ 0.89% |
$1.12K - $1.16K
|
1.36K
$132K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.04% |
$1.02K - $1.06K
|
29.5K
$2.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
8+ 7.92% |
$745 - $772
|
109
$10.6K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7+ 0.32% |
$652 - $676
|
2.17K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
BUY
|
- |
5+ 0.07% |
$466 - $483
|
6.7K
$652K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.9% |
$466 - $483
|
559
$54.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.01% |
$373 - $386
|
31.3K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.91% |
$373 - $386
|
442
$43K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.55% |
$373 - $386
|
92
$8.94K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3+ 0.01% |
$279 - $290
|
37.1K
$3.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3+ 0.76% |
$279 - $290
|
397
$38.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.79% |
$186 - $193
|
256
$24.9K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.88% |
$186 - $193
|
228
$22.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$93.2 - $96.6
|
13.8K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$93.2 - $96.6
|
271
$26.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.64% |
$93.2 - $96.6
|
158
$15.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 2.94% |
$93.2 - $96.6
|
35
$3.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1New |
$93.2 - $96.6
|
1
$97.2
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.04% |
$93.2 - $96.6
|
2.61K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$93.2 - $96.6
|
2.98K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 0.76% |
$93.2 - $96.6
|
131
$12.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 3.7% |
$93.2 - $96.6
|
26
$2.53K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$93.2 - $96.6
|
10.2K
$988K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.33% |
$93.2 - $96.6
|
301
$29.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.13% |
$93.2 - $96.6
|
770
$74.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.38% |
$186 - $193
|
528
$51.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 25.0% |
$466 - $483
|
15
$1.46K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-6- 0.74% |
$559 - $579
|
808
$78.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 1.21% |
$652 - $676
|
570
$55.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 1.34% |
$745 - $772
|
589
$57.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 0.13% |
$932 - $966
|
7.44K
$724K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-12- 2.86% |
$1.12K - $1.16K
|
408
$39.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-15- 2.7% |
$1.4K - $1.45K
|
540
$52.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 55.56% |
$1.4K - $1.45K
|
12
$1.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16- 0.43% |
$1.49K - $1.54K
|
3.7K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17- 12.14% |
$1.58K - $1.64K
|
123
$12K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-19- 0.57% |
$1.77K - $1.83K
|
3.33K
$324K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-20- 0.14% |
$1.86K - $1.93K
|
13.8K
$1.34M
|