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 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.99K+ 15.12% |
$185K - $192K
|
15.1K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.99KNew |
$185K - $192K
|
1.99K
$192K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.97K+ 24.59% |
$184K - $190K
|
9.99K
$963K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.94K+ 10.07% |
$180K - $187K
|
21.2K
$2.04M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.84K+ 486.74% |
$171K - $177K
|
2.21K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.8K+ 50.46% |
$167K - $173K
|
5.35K
$516K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.76K+ 7.55% |
$164K - $170K
|
25K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 2.18% |
$160K - $166K
|
80.6K
$7.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.72KNew |
$160K - $166K
|
1.72K
$166K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.71K+ 8.3% |
$159K - $165K
|
22.3K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.69K+ 24.95% |
$158K - $163K
|
8.47K
$816K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.69K+ 24.21% |
$157K - $163K
|
8.67K
$836K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.65K+ 1.89% |
$154K - $159K
|
89.2K
$8.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.62K+ 3.56% |
$151K - $156K
|
47.1K
$4.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.61K+ 3.9% |
$150K - $155K
|
42.9K
$4.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.55K+ 3.02% |
$144K - $149K
|
52.8K
$5.09M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.48K+ 28.66% |
$138K - $143K
|
6.66K
$642K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.46K+ 1.92% |
$136K - $141K
|
77.7K
$7.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.45K+ 1.42% |
$135K - $140K
|
104K
$10M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.43K+ 16.13% |
$133K - $138K
|
10.3K
$989K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.38K+ 0.93% |
$129K - $133K
|
150K
$14.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.36K+ 3.41% |
$126K - $131K
|
41K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.35K+ 6.12% |
$126K - $130K
|
23.4K
$2.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.34K+ 1.54% |
$125K - $129K
|
88.6K
$8.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
1.33K+ 20.66% |
$124K - $128K
|
7.75K
$747K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.3K+ 40.06% |
$121K - $126K
|
4.55K
$439K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.26K+ 18.3% |
$117K - $121K
|
8.13K
$784K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.25K+ 3.84% |
$117K - $121K
|
33.9K
$3.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.23K+ 35.57% |
$114K - $118K
|
4.67K
$450K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.21K+ 4.15% |
$112K - $116K
|
30.2K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.17K+ 7.4% |
$109K - $113K
|
17K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.16K+ 10.8% |
$108K - $112K
|
11.9K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1K+ 37.59% |
$103K - $106K
|
4.03K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
1.1K+ 0.65% |
$102K - $106K
|
169K
$16.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.09K+ 21.99% |
$102K - $106K
|
6.07K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.07K+ 1.45% |
$99.5K - $103K
|
74.8K
$7.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.01K+ 21.8% |
$94K - $97.4K
|
5.64K
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1K+ 32.8% |
$93.3K - $96.8K
|
4.06K
$391K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$93.2K - $96.6K
|
1K
$96.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
999+ 0.22% |
$93.1K - $96.5K
|
464K
$44.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
992+ 1.75% |
$92.4K - $95.8K
|
57.5K
$5.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
979+ 2.93% |
$91.2K - $94.5K
|
34.4K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
950+ 2209.3% |
$88.5K - $91.7K
|
993
$95.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
913+ 7.71% |
$85K - $88.2K
|
12.8K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
893+ 6.11% |
$83.2K - $86.2K
|
15.5K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
867+ 8.61% |
$80.8K - $83.7K
|
10.9K
$1.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
824+ 1.89% |
$76.8K - $79.6K
|
44.3K
$4.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
818+ 24.43% |
$76.2K - $79K
|
4.17K
$402K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
796+ 33.76% |
$74.1K - $76.9K
|
3.15K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
792+ 4.65% |
$73.8K - $76.5K
|
17.8K
$1.72M
|