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
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
81.3K+ 68.01% |
$7.57M - $7.85M
|
201K
$19.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
80.2KNew |
$7.47M - $7.75M
|
80.2K
$7.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
79.6K+ 106.78% |
$7.42M - $7.69M
|
154K
$14.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
76KNew |
$7.08M - $7.34M
|
76K
$7.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
68.9K+ 42.2% |
$6.42M - $6.65M
|
232K
$22.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.2K+ 20.07% |
$6.26M - $6.49M
|
402K
$38.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
66.7K+ 2399.6% |
$6.22M - $6.44M
|
69.5K
$6.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63K+ 40.46% |
$5.86M - $6.08M
|
219K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
61.9KNew |
$5.77M - $5.98M
|
61.9K
$5.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
59.7K+ 744.17% |
$5.56M - $5.77M
|
67.8K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
59.5K+ 152.47% |
$5.54M - $5.74M
|
98.5K
$9.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
58.4K+ 1284.95% |
$5.44M - $5.64M
|
63K
$6.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
57.8K+ 1996.65% |
$5.39M - $5.58M
|
60.7K
$5.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
56.6KNew |
$5.27M - $5.46M
|
56.6K
$5.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
56.2KNew |
$5.24M - $5.43M
|
56.2K
$5.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
56KNew |
$5.22M - $5.41M
|
56K
$5.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
55.8KNew |
$5.2M - $5.39M
|
55.8K
$5.38M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
55KNew |
$5.12M - $5.31M
|
55K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55K+ 47.98% |
$5.12M - $5.31M
|
169K
$16.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
54K+ 28.58% |
$5.03M - $5.21M
|
243K
$23.4M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
51.7K+ 124.17% |
$4.82M - $4.99M
|
93.4K
$9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49.8K+ 174.93% |
$4.63M - $4.8M
|
78.2K
$7.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.5K+ 11.11% |
$4.42M - $4.58M
|
475K
$45.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.7K+ 0.38% |
$4.35M - $4.51M
|
12.4M
$1.2B
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
45.7K+ 124.88% |
$4.26M - $4.41M
|
82.3K
$7.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
45.3KNew |
$4.22M - $4.38M
|
45.3K
$4.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
43.9KNew |
$4.09M - $4.24M
|
43.9K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.5KNew |
$3.96M - $4.11M
|
42.5K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.3K+ 23.31% |
$3.94M - $4.08M
|
224K
$21.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
42.1K+ 7.64% |
$3.92M - $4.06M
|
593K
$57.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
40.3K+ 76.84% |
$3.75M - $3.89M
|
92.7K
$8.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
39K+ 36.69% |
$3.63M - $3.76M
|
145K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.4K+ 3.63% |
$3.58M - $3.71M
|
1.1M
$106M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.3K+ 18.19% |
$3.57M - $3.7M
|
249K
$24M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
37.4KNew |
$3.48M - $3.61M
|
37.4K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
36.4KNew |
$3.39M - $3.51M
|
36.4K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
36K+ 77.69% |
$3.35M - $3.47M
|
82.3K
$7.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
35.7K+ 19.07% |
$3.33M - $3.45M
|
223K
$21.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
35.6KNew |
$3.32M - $3.44M
|
35.6K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
34.3KNew |
$3.19M - $3.31M
|
34.3K
$3.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
34K+ 19.5% |
$3.16M - $3.28M
|
208K
$20M
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
33.9K+ 4.3% |
$3.16M - $3.27M
|
823K
$79.3M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
28.5K+ 10.14% |
$2.66M - $2.76M
|
310K
$29.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.7K+ 43.43% |
$2.48M - $2.58M
|
88.1K
$8.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.9K+ 2517.61% |
$2.41M - $2.5M
|
26.9K
$2.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
25.1K+ 32.74% |
$2.34M - $2.43M
|
102K
$9.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
25KNew |
$2.33M - $2.41M
|
25K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25KNew |
$2.32M - $2.41M
|
25K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.1KNew |
$2.25M - $2.33M
|
24.1K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.9K+ 40.54% |
$2.22M - $2.31M
|
82.8K
$7.98M
|