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 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.94K- 65.09% |
$274K - $284K
|
1.58K
$152K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.96K- 8.42% |
$276K - $286K
|
32.2K
$3.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.98K- 17.09% |
$277K - $288K
|
14.4K
$1.39M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.05K- 46.89% |
$284K - $295K
|
3.45K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.13K- 21.33% |
$291K - $302K
|
11.5K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.14K- 5.27% |
$293K - $303K
|
56.5K
$5.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.2K- 18.94% |
$298K - $309K
|
13.7K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.21K- 17.07% |
$299K - $309K
|
15.6K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.24K- 2.05% |
$301K - $312K
|
155K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.25K- 35.61% |
$303K - $314K
|
5.88K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-3.3K- 24.32% |
$308K - $319K
|
10.3K
$991K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-3.45K- 8.67% |
$321K - $333K
|
36.3K
$3.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-3.54K- 22.46% |
$329K - $341K
|
12.2K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-3.69K- 29.78% |
$344K - $356K
|
8.7K
$838K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.92K- 27.07% |
$365K - $378K
|
10.5K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-4.07K- 4.1% |
$379K - $393K
|
95.2K
$9.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.09K- 14.62% |
$381K - $395K
|
23.9K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.17K- 11.04% |
$389K - $403K
|
33.6K
$3.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-4.38K- 17.37% |
$408K - $422K
|
20.8K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-4.39K- 22.86% |
$409K - $424K
|
14.8K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.48K- 2.57% |
$417K - $432K
|
170K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.53K- 11.83% |
$422K - $437K
|
33.7K
$3.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.77K- 52.66% |
$444K - $460K
|
4.28K
$413K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.04K- 19.25% |
$470K - $487K
|
21.2K
$2.04M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-5.09K- 5.45% |
$474K - $491K
|
88.2K
$8.5M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-5.2K- 10.41% |
$485K - $502K
|
44.8K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.22K- 3.97% |
$486K - $504K
|
126K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-5.43K- 24.98% |
$506K - $524K
|
16.3K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.48K- 18.06% |
$510K - $529K
|
24.9K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5.49K- 10.58% |
$511K - $530K
|
46.3K
$4.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-5.51K- 29.73% |
$513K - $532K
|
13K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.67K- 5.82% |
$528K - $548K
|
91.8K
$8.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.87K- 71.39% |
$547K - $567K
|
2.35K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-6.3K- 4.31% |
$586K - $608K
|
140K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-6.39K- 93.09% |
$595K - $617K
|
474
$45.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.6K- 5.99% |
$615K - $637K
|
104K
$9.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-6.91K- 26.4% |
$644K - $667K
|
19.3K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.93K- 17.31% |
$646K - $669K
|
33.1K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.01K- 2.05% |
$653K - $677K
|
335K
$32.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.25K- 2.46% |
$676K - $700K
|
288K
$27.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-7.33K- 4.99% |
$683K - $707K
|
139K
$13.4M
|
|
|
Aug 15, 2025
Q2 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-7.35K- 8.68% |
$685K - $710K
|
77.3K
$7.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.46K- 12.41% |
$694K - $720K
|
52.6K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-7.53K- 89.48% |
$701K - $727K
|
885
$85.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
SELL
|
- |
-7.69K- 6.48% |
$716K - $742K
|
111K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.76K- 16.91% |
$723K - $750K
|
38.1K
$3.68M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.77K- 76.59% |
$724K - $750K
|
2.38K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-7.91K- 4.15% |
$737K - $764K
|
183K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.01K- 36.72% |
$746K - $773K
|
13.8K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.22K- 42.85% |
$765K - $793K
|
11K
$1.06M
|