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 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-35.4K- 83.32% |
$3.29M - $3.41M
|
7.08K
$682K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-36.1K- 98.51% |
$3.36M - $3.49M
|
548
$52.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-38.6K- 74.61% |
$3.59M - $3.72M
|
13.1K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-39.5K- 10.64% |
$3.67M - $3.81M
|
331K
$31.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-39.6K- 76.19% |
$3.69M - $3.83M
|
12.4K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-42.8K- 68.65% |
$3.98M - $4.13M
|
19.5K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.8K- 4.89% |
$4.08M - $4.23M
|
852K
$82.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45.7K- 81.41% |
$4.26M - $4.41M
|
10.4K
$1.01M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-46.3K- 80.69% |
$4.32M - $4.47M
|
11.1K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-46.4K- 9.95% |
$4.32M - $4.48M
|
420K
$40.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-47.9K- 99.92% |
$4.46M - $4.63M
|
36
$3.47K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-48.3K- 49.45% |
$4.49M - $4.66M
|
49.3K
$4.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-49.3K- 38.11% |
$4.59M - $4.76M
|
80.1K
$7.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-49.4K- 31.05% |
$4.61M - $4.77M
|
110K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-52.9K- 24.92% |
$4.93M - $5.11M
|
159K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-54.7K- 94.85% |
$5.09M - $5.28M
|
2.97K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-56.3K- 41.37% |
$5.24M - $5.44M
|
79.8K
$7.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-63.2K- 28.84% |
$5.88M - $6.1M
|
156K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-69.8K- 54.42% |
$6.5M - $6.74M
|
58.4K
$5.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72K- 16.29% |
$6.7M - $6.95M
|
370K
$35.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-73.9K- 33.18% |
$6.89M - $7.14M
|
149K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-74.2K- 63.44% |
$6.91M - $7.16M
|
42.7K
$4.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-74.4K- 50.52% |
$6.93M - $7.18M
|
72.9K
$7.02M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-79.3K- 10.74% |
$7.39M - $7.66M
|
660K
$63.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-80.6K- 45.92% |
$7.51M - $7.79M
|
95K
$9.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-80.7K- 11.95% |
$7.52M - $7.79M
|
595K
$57.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-85.1K- 6.21% |
$7.93M - $8.22M
|
1.29M
$124M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86K- 13.1% |
$8.01M - $8.3M
|
570K
$55M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-87.4K- 80.83% |
$8.14M - $8.44M
|
20.7K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-88.2K- 34.59% |
$8.22M - $8.52M
|
167K
$16.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-90.5K- 8.36% |
$8.43M - $8.74M
|
991K
$95.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-90.8K- 9.03% |
$8.46M - $8.77M
|
915K
$88.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-93.1K- 95.51% |
$8.67M - $8.99M
|
4.38K
$422K
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-96.2K- 67.39% |
$8.96M - $9.29M
|
46.6K
$4.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-99.5K- 91.42% |
$9.26M - $9.6M
|
9.33K
$899K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-101K- 97.56% |
$9.41M - $9.76M
|
2.53K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-104K- 20.93% |
$9.69M - $10M
|
393K
$37.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-105K- 25.12% |
$9.81M - $10.2M
|
314K
$30.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-112K- 77.37% |
$10.4M - $10.8M
|
32.7K
$3.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-112K- 84.61% |
$10.4M - $10.8M
|
20.4K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-113K- 76.32% |
$10.5M - $10.9M
|
34.9K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Sona Asset Management (Us) LLC
New York, NY |
SELL
|
- |
-125K- 14.71% |
$11.6M - $12.1M
|
725K
$69.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-134K- 53.53% |
$12.4M - $12.9M
|
116K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-139K- 96.32% |
$13M - $13.4M
|
5.31K
$511K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-139K- 49.32% |
$13M - $13.4M
|
143K
$13.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-152K- 26.86% |
$14.1M - $14.7M
|
413K
$39.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-163K- 98.14% |
$15.2M - $15.7M
|
3.09K
$298K
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-179K- 51.79% |
$16.6M - $17.2M
|
166K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-181K- 96.52% |
$16.9M - $17.5M
|
6.54K
$631K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-183K- 92.41% |
$17M - $17.7M
|
15K
$1.45M
|