Purchases and Sales Made in Q3 2025 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
50.9KNew |
$4.78M - $4.95M
|
50.9K
$4.9M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
12.7K+ 4.09% |
$1.19M - $1.23M
|
322K
$31M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
6.54K+ 1.7% |
$614K - $636K
|
391K
$37.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Sicart Associates LLC
|
BUY
|
- |
5.83K+ 5.25% |
$547K - $567K
|
117K
$11.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
5.15K+ 22.52% |
$484K - $501K
|
28K
$2.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
4.25K+ 6.57% |
$399K - $413K
|
68.8K
$6.64M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
2.77KNew |
$260K - $270K
|
2.77K
$267K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.26KNew |
$212K - $219K
|
2.26K
$217K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.04K+ 84.06% |
$191K - $198K
|
4.46K
$429K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.95K+ 6.44% |
$183K - $189K
|
32.2K
$3.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.57K+ 4.65% |
$147K - $153K
|
35.4K
$3.41M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.57K+ 4.63% |
$147K - $153K
|
35.4K
$3.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 14.12% |
$137K - $142K
|
11.8K
$1.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
807+ 2.87% |
$75.8K - $78.5K
|
28.9K
$2.79M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
591+ 16.85% |
$55.5K - $57.5K
|
4.1K
$395K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
391+ 0.23% |
$36.7K - $38K
|
174K
$16.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
350+ 9.19% |
$32.9K - $34K
|
4.16K
$401K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
113New |
$10.6K - $11K
|
113
$10.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
89+ 81.65% |
$8.36K - $8.66K
|
198
$19.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12+ 0.13% |
$1.13K - $1.17K
|
9.25K
$891K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7+ 0.32% |
$657 - $681
|
2.18K
$210K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 2.17% |
$188 - $195
|
90
$8.67K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-37- 0.74% |
$3.47K - $3.6K
|
4.95K
$477K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-60- 0.57% |
$5.63K - $5.84K
|
10.4K
$1M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-98- 1.43% |
$9.2K - $9.53K
|
6.77K
$653K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-130- 0.94% |
$12.2K - $12.6K
|
13.7K
$1.32M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-144- 1.93% |
$13.5K - $14K
|
7.3K
$703K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-172- 1.72% |
$16.2K - $16.7K
|
9.82K
$946K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-269- 0.81% |
$25.3K - $26.2K
|
32.8K
$3.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-425- 11.49% |
$39.9K - $41.3K
|
3.28K
$316K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-643- 7.59% |
$60.4K - $62.5K
|
7.83K
$754K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.06K- 27.48% |
$99.5K - $103K
|
2.8K
$270K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.08K- 7.63% |
$101K - $105K
|
13K
$1.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.2K- 4.05% |
$113K - $117K
|
28.5K
$2.75M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.26K- 9.62% |
$119K - $123K
|
11.9K
$1.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-4.35K- 65.56% |
$408K - $423K
|
2.28K
$220K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-171K- 87.33% |
$16M - $16.6M
|
24.8K
$2.39M
|