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 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.02KNew |
$281K - $291K
|
3.02K
$291K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.02KNew |
$281K - $291K
|
3.02K
$291K
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$279K - $290K
|
3K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.99KNew |
$278K - $288K
|
2.99K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.99K+ 53.66% |
$278K - $288K
|
8.55K
$824K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
2.98K+ 7.67% |
$278K - $288K
|
41.8K
$4.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.98K+ 0.93% |
$277K - $288K
|
324K
$31.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.96K+ 25.4% |
$276K - $286K
|
14.6K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.96K+ 7.51% |
$275K - $285K
|
42.3K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.95K+ 3.95% |
$274K - $284K
|
77.5K
$7.46M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.93K+ 31.03% |
$273K - $283K
|
12.4K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.84K+ 5.55% |
$264K - $274K
|
54K
$5.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.79KNew |
$260K - $269K
|
2.79K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.78KNew |
$259K - $269K
|
2.78K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.77K+ 12.75% |
$258K - $268K
|
24.5K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.77K+ 92.44% |
$258K - $267K
|
5.76K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.75K+ 9.24% |
$256K - $266K
|
32.6K
$3.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 1.55% |
$250K - $259K
|
176K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.65K+ 7.51% |
$247K - $256K
|
38K
$3.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.63KNew |
$245K - $254K
|
2.63K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.63K+ 7.15% |
$245K - $254K
|
39.3K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.62KNew |
$244K - $253K
|
2.62K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.61KNew |
$243K - $252K
|
2.61K
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.6K+ 0.36% |
$242K - $251K
|
728K
$70.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
2.56KNew |
$239K - $247K
|
2.56K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.51K+ 48.66% |
$234K - $242K
|
7.67K
$739K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.48KNew |
$231K - $239K
|
2.48K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.42K+ 2.24% |
$225K - $233K
|
110K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.41K+ 38.82% |
$224K - $233K
|
8.61K
$830K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.35K+ 0.91% |
$219K - $227K
|
260K
$25.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.31KNew |
$215K - $223K
|
2.31K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.28K+ 1755.38% |
$213K - $220K
|
2.41K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.27K+ 49.21% |
$211K - $219K
|
6.87K
$662K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.26K+ 3.98% |
$211K - $219K
|
59.1K
$5.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.26KNew |
$210K - $218K
|
2.26K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.25K+ 4.04% |
$210K - $217K
|
57.9K
$5.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.23KNew |
$207K - $215K
|
2.23K
$215K
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
2.2K+ 33.2% |
$205K - $212K
|
8.81K
$849K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.18K+ 39.47% |
$203K - $210K
|
7.69K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.16KNew |
$201K - $208K
|
2.16K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
2.13KNew |
$199K - $206K
|
2.13K
$206K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
2.13K+ 5.94% |
$198K - $206K
|
38K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.12K+ 5.77% |
$198K - $205K
|
38.9K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.12KNew |
$197K - $204K
|
2.12K
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.1KNew |
$195K - $202K
|
2.1K
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.05K+ 4.58% |
$191K - $198K
|
46.8K
$4.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.01K+ 29.24% |
$188K - $194K
|
8.9K
$858K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.01K+ 14.25% |
$187K - $194K
|
16.1K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2K+ 6.83% |
$187K - $193K
|
31.3K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.99K+ 16.06% |
$186K - $192K
|
14.4K
$1.39M
|