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 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-453- 2.86% |
$42.2K - $43.7K
|
15.4K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-454- 24.01% |
$42.3K - $43.8K
|
1.44K
$138K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-455- 3.9% |
$42.4K - $43.9K
|
11.2K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-464- 15.64% |
$43.2K - $44.8K
|
2.5K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-475- 70.68% |
$44.2K - $45.9K
|
197
$19K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-475- 36.09% |
$44.2K - $45.9K
|
841
$81.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-508- 2.99% |
$47.3K - $49.1K
|
16.5K
$1.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-509- 1.65% |
$47.4K - $49.1K
|
30.4K
$2.93M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-518- 8.91% |
$48.3K - $50K
|
5.3K
$511K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-518- 3.17% |
$48.3K - $50K
|
15.8K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-537- 0.31% |
$50K - $51.9K
|
173K
$16.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-538- 7.9% |
$50.1K - $51.9K
|
6.27K
$604K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-540- 1.4% |
$50.3K - $52.1K
|
38.1K
$3.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-540- 6.81% |
$50.3K - $52.1K
|
7.4K
$713K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-550- 9.39% |
$51.2K - $53.1K
|
5.31K
$511K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-575- 11.39% |
$53.6K - $55.5K
|
4.47K
$431K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-588- 2.71% |
$54.8K - $56.8K
|
21.1K
$2.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-597- 18.88% |
$55.6K - $57.6K
|
2.57K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-600- 16.67% |
$55.9K - $57.9K
|
3K
$289K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 13.95% |
$55.9K - $57.9K
|
3.7K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-625- 7.22% |
$58.2K - $60.4K
|
8.03K
$774K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-625- 1.83% |
$58.2K - $60.4K
|
33.5K
$3.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-639- 0.68% |
$59.5K - $61.7K
|
93.4K
$9M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-654- 8.83% |
$60.9K - $63.2K
|
6.76K
$651K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-661- 23.87% |
$61.6K - $63.8K
|
2.11K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-664- 6.63% |
$61.9K - $64.1K
|
9.34K
$901K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-684- 0.98% |
$63.7K - $66K
|
69.3K
$6.68M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-724- 13.26% |
$67.4K - $69.9K
|
4.74K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-739- 15.51% |
$68.8K - $71.4K
|
4.03K
$388K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-750- 14.76% |
$69.9K - $72.4K
|
4.33K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-767- 14.95% |
$71.4K - $74.1K
|
4.36K
$421K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-769- 89.63% |
$71.6K - $74.3K
|
89
$8.58K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-791- 4.79% |
$73.7K - $76.4K
|
15.7K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-804- 3.0% |
$74.9K - $77.6K
|
26K
$2.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-812- 34.86% |
$75.6K - $78.4K
|
1.52K
$146K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-822- 4.34% |
$76.6K - $79.4K
|
18.1K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-834- 18.21% |
$77.7K - $80.5K
|
3.75K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-842- 14.66% |
$78.4K - $81.3K
|
4.9K
$472K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-852- 1.61% |
$79.4K - $82.3K
|
51.9K
$5.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-866- 8.58% |
$80.7K - $83.6K
|
9.23K
$890K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-889- 28.12% |
$82.8K - $85.8K
|
2.27K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-889- 22.98% |
$82.8K - $85.8K
|
2.98K
$287K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-898- 9.73% |
$83.6K - $86.7K
|
8.33K
$803K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-901- 10.62% |
$83.9K - $87K
|
7.58K
$731K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-902- 16.61% |
$84K - $87.1K
|
4.53K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-921- 51.28% |
$85.8K - $88.9K
|
875
$84.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-924- 38.21% |
$86.1K - $89.2K
|
1.49K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-959- 54.77% |
$89.3K - $92.6K
|
792
$76.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-983- 21.09% |
$91.6K - $94.9K
|
3.68K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-984- 4.54% |
$91.7K - $95K
|
20.7K
$2M
|