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 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-150- 5.94% |
$14K - $14.5K
|
2.37K
$230K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-154- 49.2% |
$14.3K - $14.9K
|
159
$15.4K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-165- 4.57% |
$15.4K - $15.9K
|
3.44K
$334K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-170- 0.8% |
$15.8K - $16.4K
|
21K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-172- 2.53% |
$16K - $16.6K
|
6.63K
$643K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-172- 1.32% |
$16K - $16.6K
|
12.8K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-176- 6.43% |
$16.4K - $17K
|
2.56K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-182- 5.54% |
$17K - $17.6K
|
3.1K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-187- 5.35% |
$17.4K - $18.1K
|
3.31K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-192- 3.5% |
$17.9K - $18.5K
|
5.3K
$514K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-200- 12.66% |
$18.6K - $19.3K
|
1.38K
$134K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-203- 4.03% |
$18.9K - $19.6K
|
4.83K
$468K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-205- 0.6% |
$19.1K - $19.8K
|
33.7K
$3.27M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-211- 0.15% |
$19.7K - $20.4K
|
138K
$13.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-214- 1.71% |
$19.9K - $20.7K
|
12.3K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-218- 9.08% |
$20.3K - $21.1K
|
2.18K
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-231- 2.23% |
$21.5K - $22.3K
|
10.1K
$980K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-236- 2.15% |
$22K - $22.8K
|
10.7K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-241- 1.23% |
$22.4K - $23.3K
|
19.3K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-243- 5.38% |
$22.6K - $23.5K
|
4.27K
$414K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-245- 1.71% |
$22.8K - $23.7K
|
14.1K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-246- 0.94% |
$22.9K - $23.8K
|
26K
$2.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-260- 0.98% |
$24.2K - $25.1K
|
26.2K
$2.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-261- 9.97% |
$24.3K - $25.2K
|
2.36K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-261- 0.29% |
$24.3K - $25.2K
|
88.5K
$8.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-278- 23.3% |
$25.9K - $26.8K
|
915
$88.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-282- 2.6% |
$26.3K - $27.2K
|
10.6K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-285- 3.3% |
$26.5K - $27.5K
|
8.34K
$808K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-308- 37.02% |
$28.7K - $29.7K
|
524
$50.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-309- 74.64% |
$28.8K - $29.8K
|
105
$10.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-319- 7.73% |
$29.7K - $30.8K
|
3.81K
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-320- 7.71% |
$29.8K - $30.9K
|
3.83K
$371K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-323- 0.45% |
$30.1K - $31.2K
|
70.9K
$6.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-325- 0.88% |
$30.3K - $31.4K
|
36.7K
$3.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-336- 1.03% |
$31.3K - $32.4K
|
32.4K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-345- 9.45% |
$32.1K - $33.3K
|
3.3K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-351- 0.41% |
$32.7K - $33.9K
|
85.1K
$8.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-352- 3.89% |
$32.8K - $34K
|
8.7K
$843K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-362- 8.34% |
$33.7K - $35K
|
3.98K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-367- 2.63% |
$34.2K - $35.4K
|
13.6K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-377- 10.78% |
$35.1K - $36.4K
|
3.12K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-387- 8.71% |
$36K - $37.4K
|
4.06K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-394- 0.09% |
$36.7K - $38K
|
444K
$43M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-398- 1.71% |
$37.1K - $38.4K
|
22.8K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-400- 66.56% |
$37.3K - $38.6K
|
201
$19.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-404- 5.48% |
$37.6K - $39K
|
6.97K
$675K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-419- 13.21% |
$39K - $40.5K
|
2.75K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-421- 0.39% |
$39.2K - $40.7K
|
106K
$10.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-430- 6.2% |
$40.1K - $41.5K
|
6.5K
$630K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-448- 3.5% |
$41.7K - $43.3K
|
12.3K
$1.2M
|