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 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.06K- 3.55% |
$99K - $103K
|
28.9K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.07K- 4.28% |
$99.8K - $103K
|
23.9K
$2.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 3.33% |
$101K - $105K
|
31.5K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.09K- 2.66% |
$102K - $105K
|
39.9K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.1K- 1.37% |
$102K - $106K
|
78.8K
$7.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.1K- 0.83% |
$102K - $106K
|
131K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-1.11K- 0.98% |
$103K - $107K
|
112K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.12K- 4.76% |
$104K - $108K
|
22.4K
$2.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-1.17K- 2.65% |
$109K - $113K
|
43.1K
$4.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.23K- 2.32% |
$114K - $119K
|
51.6K
$4.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.27K- 4.08% |
$118K - $122K
|
29.7K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-1.29K- 6.84% |
$120K - $124K
|
17.6K
$1.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.29K- 0.65% |
$120K - $125K
|
197K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 2.07% |
$122K - $127K
|
62.2K
$5.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.37K- 3.12% |
$128K - $132K
|
42.5K
$4.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.39K- 4.46% |
$130K - $134K
|
29.8K
$2.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.4K- 1.41% |
$130K - $135K
|
97.6K
$9.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.4K- 52.12% |
$130K - $135K
|
1.29K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.41K- 7.67% |
$131K - $136K
|
17K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.43K- 29.19% |
$133K - $138K
|
3.47K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.52K- 2.31% |
$141K - $146K
|
64.2K
$6.18M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.52K- 7.72% |
$141K - $147K
|
18.1K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.61K- 36.59% |
$150K - $156K
|
2.79K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.7K- 5.49% |
$159K - $164K
|
29.3K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.7K- 42.76% |
$159K - $165K
|
2.28K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 56.65% |
$161K - $167K
|
1.32K
$127K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.74K- 11.58% |
$162K - $168K
|
13.2K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.75K- 31.42% |
$163K - $169K
|
3.82K
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.84K- 88.25% |
$171K - $178K
|
245
$23.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.88K- 0.84% |
$175K - $181K
|
220K
$21.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.88K- 1.9% |
$175K - $182K
|
97.1K
$9.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 8.95% |
$178K - $184K
|
19.4K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.97K- 7.54% |
$183K - $190K
|
24.1K
$2.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.99K- 36.38% |
$185K - $192K
|
3.48K
$335K
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-2.07K- 38.73% |
$192K - $199K
|
3.27K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.08K- 22.2% |
$194K - $201K
|
7.28K
$702K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.08K- 12.85% |
$194K - $201K
|
14.1K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.1K- 23.4% |
$196K - $203K
|
6.88K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.25K- 4.57% |
$210K - $217K
|
47K
$4.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.26K- 12.6% |
$210K - $218K
|
15.6K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.29K- 5.34% |
$213K - $221K
|
40.5K
$3.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.51K- 10.52% |
$234K - $243K
|
21.4K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.53K- 7.32% |
$236K - $245K
|
32.1K
$3.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-2.73K- 1.99% |
$254K - $264K
|
135K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.75K- 1.44% |
$256K - $265K
|
188K
$18.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.81K- 54.22% |
$261K - $271K
|
2.37K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.86K- 0.74% |
$266K - $276K
|
384K
$37M
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.88K- 3.21% |
$268K - $278K
|
87K
$8.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.9K- 21.72% |
$270K - $280K
|
10.4K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.93K- 15.82% |
$273K - $283K
|
15.6K
$1.5M
|