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 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-8.33K- 68.5% |
$776K - $804K
|
3.83K
$371K
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-8.7K- 1.19% |
$810K - $840K
|
725K
$70.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-8.71K- 1.96% |
$811K - $841K
|
435K
$42.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-8.9K- 68.1% |
$829K - $860K
|
4.17K
$404K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-9.12K- 2.76% |
$850K - $881K
|
322K
$31.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-9.13K- 22.11% |
$851K - $882K
|
32.2K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-9.15K- 28.28% |
$852K - $883K
|
23.2K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.21K- 8.89% |
$858K - $889K
|
94.4K
$9.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9.25K- 87.73% |
$861K - $893K
|
1.29K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-9.58K- 0.48% |
$892K - $925K
|
1.97M
$191M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-9.79K- 92.44% |
$912K - $945K
|
801
$77.6K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.92K- 1.89% |
$924K - $958K
|
515K
$49.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.95K- 45.84% |
$927K - $961K
|
11.8K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.2K- 61.59% |
$951K - $986K
|
6.37K
$617K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-10.6K- 15.37% |
$989K - $1.02M
|
58.4K
$5.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10.8K- 6.5% |
$1.01M - $1.04M
|
155K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.9K- 76.78% |
$1.02M - $1.06M
|
3.31K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-11K- 9.68% |
$1.02M - $1.06M
|
102K
$9.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-11.1K- 18.11% |
$1.04M - $1.07M
|
50.3K
$4.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.3K- 30.76% |
$1.06M - $1.1M
|
25.6K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12K- 5.2% |
$1.11M - $1.16M
|
218K
$21.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-12K- 10.37% |
$1.12M - $1.16M
|
104K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.3K- 57.91% |
$1.15M - $1.19M
|
8.97K
$869K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-13.2K- 60.59% |
$1.23M - $1.28M
|
8.6K
$833K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.2K- 11.96% |
$1.32M - $1.37M
|
104K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-16.2K- 45.33% |
$1.51M - $1.57M
|
19.6K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-16.3K- 97.37% |
$1.52M - $1.58M
|
440
$42.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.2K- 60.61% |
$1.6M - $1.66M
|
11.2K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-18.1K- 1.91% |
$1.68M - $1.74M
|
929K
$90.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-18.6K- 10.6% |
$1.73M - $1.79M
|
156K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19.3K- 57.86% |
$1.8M - $1.86M
|
14K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-21K- 13.58% |
$1.96M - $2.03M
|
134K
$13M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-21.2K- 99.99% |
$1.98M - $2.05M
|
2
$194
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-22.1K- 30.78% |
$2.06M - $2.13M
|
49.7K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-22.5K- 34.55% |
$2.1M - $2.18M
|
42.7K
$4.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-22.7K- 14.47% |
$2.12M - $2.19M
|
134K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-23K- 1.17% |
$2.14M - $2.22M
|
1.93M
$187M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-23K- 14.78% |
$2.14M - $2.22M
|
133K
$12.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-25.2K- 83.31% |
$2.34M - $2.43M
|
5.04K
$488K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-27.9K- 42.7% |
$2.6M - $2.69M
|
37.4K
$3.62M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-28.6K- 45.81% |
$2.66M - $2.76M
|
33.8K
$3.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.1K- 24.81% |
$2.71M - $2.81M
|
88K
$8.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-31.2K- 38.59% |
$2.91M - $3.02M
|
49.7K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-32.5K- 25.0% |
$3.03M - $3.14M
|
97.5K
$9.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-32.5K- 21.24% |
$3.03M - $3.14M
|
121K
$11.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-32.6K- 9.87% |
$3.04M - $3.15M
|
298K
$28.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-33.3K- 73.17% |
$3.1M - $3.22M
|
12.2K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-33.7K- 75.86% |
$3.14M - $3.26M
|
10.7K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-33.8K- 41.3% |
$3.15M - $3.26M
|
48K
$4.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-34.8K- 93.72% |
$3.25M - $3.36M
|
2.34K
$226K
|