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 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
10.7K+ 3.19% |
$998K - $1.03M
|
347K
$33.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
10.6KNew |
$984K - $1.02M
|
10.6K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
10.5K+ 5.42% |
$975K - $1.01M
|
204K
$19.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
10.3K+ 17.67% |
$963K - $998K
|
68.8K
$6.63M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10.1K+ 3.38% |
$942K - $977K
|
309K
$29.8M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.8K+ 775.24% |
$913K - $946K
|
11.1K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.62K+ 47.01% |
$896K - $928K
|
30.1K
$2.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.56K+ 24.77% |
$890K - $923K
|
48.1K
$4.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.42K+ 17.42% |
$877K - $909K
|
63.5K
$6.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.61K+ 10.94% |
$802K - $831K
|
87.3K
$8.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
8.6KNew |
$801K - $830K
|
8.6K
$829K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.58K+ 7.08% |
$799K - $828K
|
130K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.01K+ 65.04% |
$746K - $774K
|
20.3K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.85K+ 73.91% |
$732K - $758K
|
18.5K
$1.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7.77KNew |
$723K - $750K
|
7.77K
$748K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.76K+ 57.11% |
$722K - $749K
|
21.3K
$2.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
7.49K+ 264.71% |
$697K - $723K
|
10.3K
$994K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.43K+ 257.29% |
$692K - $717K
|
10.3K
$994K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.35K+ 23.76% |
$685K - $710K
|
38.3K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
7.34K+ 40.38% |
$684K - $709K
|
25.5K
$2.46M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.32K+ 18.24% |
$682K - $707K
|
47.4K
$4.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
7.3KNew |
$680K - $705K
|
7.3K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7.27K+ 1.91% |
$677K - $702K
|
388K
$37.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
7.03K+ 2.2% |
$655K - $679K
|
326K
$31.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
6.92KNew |
$644K - $668K
|
6.92K
$666K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.84K+ 121.46% |
$637K - $660K
|
12.5K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
6.6K+ 1.18% |
$615K - $637K
|
565K
$54.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
6.24KNew |
$581K - $603K
|
6.24K
$601K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.22K+ 5.55% |
$579K - $600K
|
118K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.14K+ 2.36% |
$572K - $592K
|
266K
$25.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.09KNew |
$568K - $588K
|
6.09K
$587K
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.88KNew |
$548K - $568K
|
5.88K
$567K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.85KNew |
$545K - $565K
|
5.85K
$564K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
5.62K+ 37.27% |
$523K - $542K
|
20.7K
$1.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.55KNew |
$517K - $536K
|
5.55K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.5K+ 67.52% |
$512K - $531K
|
13.6K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.42KNew |
$505K - $523K
|
5.42K
$522K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.4KNew |
$503K - $521K
|
5.4K
$520K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.39K+ 2.62% |
$502K - $520K
|
211K
$20.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.2KNew |
$484K - $502K
|
5.2K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.17KNew |
$482K - $499K
|
5.17K
$498K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.13K+ 8.98% |
$478K - $495K
|
62.2K
$6M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.02K+ 94.21% |
$468K - $485K
|
10.4K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Q Fund Management (Hong Kong) LTD
Hong Kong, |
BUY
|
- |
5K+ 25.0% |
$466K - $483K
|
25K
$2.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.92K+ 31.59% |
$459K - $475K
|
20.5K
$1.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.91KNew |
$458K - $474K
|
4.91K
$473K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.9K+ 4.68% |
$457K - $473K
|
110K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.82KNew |
$449K - $466K
|
4.82K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.78K+ 9.0% |
$445K - $461K
|
57.9K
$5.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.62K+ 1.61% |
$430K - $446K
|
292K
$28.2M
|