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 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-21- 0.11% |
$1.96K - $2.03K
|
18.5K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-23- 15.54% |
$2.14K - $2.22K
|
125
$12.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-24- 0.94% |
$2.24K - $2.32K
|
2.52K
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-25- 1.02% |
$2.33K - $2.41K
|
2.42K
$235K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-26- 1.09% |
$2.42K - $2.51K
|
2.35K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-27- 3.84% |
$2.52K - $2.61K
|
677
$65.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-28- 0.38% |
$2.61K - $2.7K
|
7.27K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-30- 11.36% |
$2.79K - $2.9K
|
234
$22.7K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-31- 1.21% |
$2.89K - $2.99K
|
2.53K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-35- 0.72% |
$3.26K - $3.38K
|
4.82K
$467K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.5% |
$3.63K - $3.77K
|
7.71K
$747K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-40- 0.99% |
$3.73K - $3.86K
|
4.01K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-40- 20.0% |
$3.73K - $3.86K
|
160
$15.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-42- 42.86% |
$3.91K - $4.06K
|
56
$5.43K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-50- 1.51% |
$4.66K - $4.83K
|
3.26K
$316K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-51- 1.7% |
$4.75K - $4.92K
|
2.95K
$286K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-53- 0.34% |
$4.94K - $5.12K
|
15.6K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-53- 2.28% |
$4.94K - $5.12K
|
2.27K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-54- 11.49% |
$5.03K - $5.21K
|
416
$40.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-58- 12.66% |
$5.4K - $5.6K
|
400
$38.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-59- 0.69% |
$5.5K - $5.7K
|
8.53K
$826K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-60- 2.58% |
$5.59K - $5.79K
|
2.27K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-69- 0.16% |
$6.43K - $6.66K
|
43.5K
$4.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-69- 0.76% |
$6.43K - $6.66K
|
9.01K
$873K
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-72- 0.93% |
$6.71K - $6.95K
|
7.66K
$743K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-74- 3.07% |
$6.89K - $7.15K
|
2.34K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-79- 0.5% |
$7.36K - $7.63K
|
15.9K
$1.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-79- 2.62% |
$7.36K - $7.63K
|
2.94K
$285K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-80- 1.28% |
$7.45K - $7.72K
|
6.18K
$598K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-80- 1.02% |
$7.45K - $7.72K
|
7.75K
$751K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-82- 2.08% |
$7.64K - $7.92K
|
3.86K
$374K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-86- 2.32% |
$8.01K - $8.3K
|
3.62K
$350K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-87Closed |
$8.1K - $8.4K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-88- 77.88% |
$8.2K - $8.5K
|
25
$2.42K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-91- 1.2% |
$8.48K - $8.79K
|
7.52K
$728K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-91- 3.27% |
$8.48K - $8.79K
|
2.69K
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-92- 1.81% |
$8.57K - $8.88K
|
4.98K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-95- 80.51% |
$8.85K - $9.17K
|
23
$2.23K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-96- 50.0% |
$8.94K - $9.27K
|
96
$9.3K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-96- 0.91% |
$8.94K - $9.27K
|
10.5K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-99- 0.87% |
$9.22K - $9.56K
|
11.3K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-100- 3.19% |
$9.32K - $9.66K
|
3.04K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-113- 1.13% |
$10.5K - $10.9K
|
9.93K
$962K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-114- 2.34% |
$10.6K - $11K
|
4.76K
$461K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-119- 36.5% |
$11.1K - $11.5K
|
207
$20.1K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-120- 0.21% |
$11.2K - $11.6K
|
57.6K
$5.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-122- 3.6% |
$11.4K - $11.8K
|
3.26K
$316K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-130- 4.54% |
$12.1K - $12.6K
|
2.73K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-133- 2.13% |
$12.4K - $12.8K
|
6.1K
$591K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-149- 4.44% |
$13.9K - $14.4K
|
3.21K
$311K
|