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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.61K+ 4.09% |
$430K - $446K
|
117K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.47K+ 10.85% |
$416K - $432K
|
45.7K
$4.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.42KNew |
$411K - $427K
|
4.42K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.4K+ 6.84% |
$410K - $425K
|
68.7K
$6.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.4K+ 3.86% |
$409K - $424K
|
118K
$11.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.37K+ 3.96% |
$407K - $422K
|
115K
$11.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.35K+ 190.37% |
$405K - $420K
|
6.63K
$639K
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4.33K+ 33.45% |
$404K - $418K
|
17.3K
$1.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.31KNew |
$402K - $416K
|
4.31K
$416K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.25KNew |
$396K - $411K
|
4.25K
$410K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
4.23K+ 7.01% |
$394K - $408K
|
64.6K
$6.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.23KNew |
$394K - $408K
|
4.23K
$407K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.2K+ 12.53% |
$392K - $406K
|
37.8K
$3.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.1K+ 2.91% |
$381K - $395K
|
145K
$14M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.03KNew |
$375K - $389K
|
4.03K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.02K+ 10.56% |
$375K - $388K
|
42.1K
$4.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.02K+ 5.93% |
$374K - $388K
|
71.8K
$6.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
3.96KNew |
$369K - $382K
|
3.96K
$382K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
3.95K+ 38.67% |
$368K - $382K
|
14.2K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.94KNew |
$367K - $380K
|
3.94K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.93K+ 5.05% |
$366K - $379K
|
81.7K
$7.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.83KNew |
$357K - $370K
|
3.83K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.82K+ 25.25% |
$356K - $369K
|
18.9K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.74KNew |
$348K - $361K
|
3.74K
$360K
|
|
|
Jul 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
3.72K+ 37.48% |
$346K - $359K
|
13.6K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.66KNew |
$341K - $353K
|
3.66K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.65K+ 10.67% |
$340K - $352K
|
37.8K
$3.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 18.35% |
$340K - $352K
|
23.5K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.63K+ 6.92% |
$338K - $350K
|
56.1K
$5.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.61K+ 18.72% |
$336K - $348K
|
22.9K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
3.58K+ 6.51% |
$333K - $345K
|
58.6K
$5.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.57KNew |
$332K - $344K
|
3.57K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.54K+ 2.81% |
$330K - $342K
|
130K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.51K+ 104.99% |
$327K - $339K
|
6.86K
$661K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.47KNew |
$324K - $335K
|
3.47K
$335K
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
3.47KNew |
$323K - $335K
|
3.47K
$334K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.47K+ 1.84% |
$323K - $335K
|
192K
$18.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.46K+ 15.14% |
$322K - $334K
|
26.3K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.45K+ 34.44% |
$322K - $333K
|
13.5K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.44K+ 2.38% |
$320K - $332K
|
148K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.4K+ 9.53% |
$317K - $328K
|
39.1K
$3.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.28K+ 31.62% |
$305K - $316K
|
13.6K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.17K+ 5.91% |
$295K - $306K
|
56.7K
$5.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.16K+ 73.23% |
$294K - $305K
|
7.48K
$720K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.12KNew |
$290K - $301K
|
3.12K
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.11KNew |
$290K - $300K
|
3.11K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.09KNew |
$287K - $298K
|
3.09K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.04K+ 48.29% |
$283K - $293K
|
9.33K
$899K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
3.04K+ 2.69% |
$283K - $293K
|
116K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.04K+ 1.98% |
$283K - $293K
|
157K
$15.1M
|