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 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
200+ 3.28% |
$18.6K - $19.3K
|
6.3K
$607K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
181+ 14.0% |
$16.9K - $17.5K
|
1.47K
$142K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
170+ 0.25% |
$15.8K - $16.4K
|
68.1K
$6.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
169+ 113.42% |
$15.7K - $16.3K
|
318
$30.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
167+ 4.09% |
$15.6K - $16.1K
|
4.25K
$410K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
163+ 8.01% |
$15.2K - $15.7K
|
2.2K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
158+ 6.57% |
$14.7K - $15.3K
|
2.56K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
158New |
$14.7K - $15.3K
|
158
$15.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
156+ 1.56% |
$14.5K - $15.1K
|
10.2K
$981K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
155New |
$14.4K - $15K
|
155
$14.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
150New |
$14K - $14.5K
|
150
$14.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
142New |
$13.2K - $13.7K
|
142
$13.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
137+ 1.8% |
$12.8K - $13.2K
|
7.77K
$748K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
127+ 115.45% |
$11.8K - $12.3K
|
237
$22.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
125+ 10.67% |
$11.6K - $12.1K
|
1.3K
$125K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
123+ 3.08% |
$11.5K - $11.9K
|
4.12K
$397K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
123New |
$11.5K - $11.9K
|
123
$11.9K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
120+ 3.97% |
$11.2K - $11.6K
|
3.15K
$303K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
117New |
$10.9K - $11.3K
|
117
$11.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
111+ 75.0% |
$10.3K - $10.7K
|
259
$25K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
107+ 4.77% |
$9.97K - $10.3K
|
2.35K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
104+ 1.35% |
$9.69K - $10K
|
7.82K
$754K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$9.32K - $9.66K
|
100
$9.64K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
98+ 816.67% |
$9.13K - $9.46K
|
110
$10.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
97+ 3.05% |
$9.04K - $9.37K
|
3.28K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
93+ 3.99% |
$8.66K - $8.98K
|
2.42K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
90+ 0.48% |
$8.38K - $8.69K
|
18.8K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
87New |
$8.1K - $8.4K
|
87
$8.39K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
79New |
$7.36K - $7.63K
|
79
$7.61K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
79+ 1.28% |
$7.36K - $7.63K
|
6.24K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
77+ 0.55% |
$7.17K - $7.44K
|
14.1K
$1.36M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
75New |
$6.99K - $7.24K
|
75
$7.23K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$6.61K - $6.86K
|
71
$6.84K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
64+ 2.39% |
$5.96K - $6.18K
|
2.74K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61New |
$5.68K - $5.89K
|
61
$5.88K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
50+ 0.87% |
$4.66K - $4.83K
|
5.82K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
47+ 1.5% |
$4.38K - $4.54K
|
3.18K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
44+ 28.57% |
$4.1K - $4.25K
|
198
$19.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
44+ 0.95% |
$4.1K - $4.25K
|
4.68K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
42+ 5.93% |
$3.91K - $4.06K
|
750
$72.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
41+ 0.72% |
$3.82K - $3.96K
|
5.7K
$550K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$3.82K - $3.96K
|
41
$3.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
39New |
$3.63K - $3.77K
|
39
$3.76K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
38+ 4.19% |
$3.54K - $3.67K
|
946
$91.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36+ 1.16% |
$3.35K - $3.48K
|
3.13K
$302K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
34+ 0.54% |
$3.17K - $3.28K
|
6.37K
$614K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
33+ 0.87% |
$3.07K - $3.19K
|
3.83K
$369K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
31+ 1.43% |
$2.89K - $2.99K
|
2.2K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 1.02% |
$2.79K - $2.9K
|
2.96K
$285K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
28New |
$2.61K - $2.7K
|
28
$2.7K
|