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 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
409+ 10.24% |
$38.1K - $39.5K
|
4.4K
$419K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
342+ 10.8% |
$31.9K - $33K
|
3.51K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
233+ 1.24% |
$21.7K - $22.5K
|
19.1K
$1.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
163+ 8.01% |
$15.2K - $15.7K
|
2.2K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
155New |
$14.4K - $15K
|
155
$14.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
104+ 1.35% |
$9.69K - $10K
|
7.82K
$745K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
79+ 1.28% |
$7.36K - $7.63K
|
6.24K
$595K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
50+ 0.87% |
$4.66K - $4.83K
|
5.82K
$554K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
44+ 0.95% |
$4.1K - $4.25K
|
4.68K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
34+ 0.54% |
$3.17K - $3.28K
|
6.37K
$607K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
31+ 1.43% |
$2.89K - $2.99K
|
2.2K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 15.09% |
$1.49K - $1.54K
|
122
$11.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
8+ 7.92% |
$745 - $772
|
109
$10.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.55% |
$373 - $386
|
92
$8.77K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$93.2 - $96.6
|
10.2K
$969K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-6- 0.74% |
$559 - $579
|
808
$77K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 1.34% |
$745 - $772
|
589
$56.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 0.13% |
$932 - $966
|
7.44K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-28- 0.38% |
$2.61K - $2.7K
|
7.27K
$693K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-40- 20.0% |
$3.73K - $3.86K
|
160
$15.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-58- 12.66% |
$5.4K - $5.6K
|
400
$38.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-59- 0.69% |
$5.5K - $5.7K
|
8.53K
$813K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-79- 0.5% |
$7.36K - $7.63K
|
15.9K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-80- 1.02% |
$7.45K - $7.72K
|
7.75K
$739K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-82- 2.08% |
$7.64K - $7.92K
|
3.86K
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-92- 1.81% |
$8.57K - $8.88K
|
4.98K
$475K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-113- 1.13% |
$10.5K - $10.9K
|
9.93K
$946K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-114- 2.34% |
$10.6K - $11K
|
4.76K
$454K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-203- 4.03% |
$18.9K - $19.6K
|
4.83K
$460K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-205- 0.6% |
$19.1K - $19.8K
|
33.7K
$3.22M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-211- 0.15% |
$19.7K - $20.4K
|
138K
$13.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-231- 2.23% |
$21.5K - $22.3K
|
10.1K
$964K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-236- 2.15% |
$22K - $22.8K
|
10.7K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-245- 1.71% |
$22.8K - $23.7K
|
14.1K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-260- 0.98% |
$24.2K - $25.1K
|
26.2K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-455- 3.9% |
$42.4K - $43.9K
|
11.2K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-518- 3.17% |
$48.3K - $50K
|
15.8K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-537- 0.31% |
$50K - $51.9K
|
173K
$16.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-540- 1.4% |
$50.3K - $52.1K
|
38.1K
$3.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 13.95% |
$55.9K - $57.9K
|
3.7K
$353K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-625- 7.22% |
$58.2K - $60.4K
|
8.03K
$765K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-661- 23.87% |
$61.6K - $63.8K
|
2.11K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-750- 14.76% |
$69.9K - $72.4K
|
4.33K
$413K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-791- 4.79% |
$73.7K - $76.4K
|
15.7K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-889- 28.12% |
$82.8K - $85.8K
|
2.27K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-983- 21.09% |
$91.6K - $94.9K
|
3.68K
$351K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.06K- 3.55% |
$99K - $103K
|
28.9K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.1K- 0.83% |
$102K - $106K
|
131K
$12.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.27K- 4.08% |
$118K - $122K
|
29.7K
$2.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.29K- 0.65% |
$120K - $125K
|
197K
$18.8M
|