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 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-59- 0.69% |
$5.5K - $5.7K
|
8.53K
$813K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-60- 2.58% |
$5.59K - $5.79K
|
2.27K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-72- 0.93% |
$6.71K - $6.95K
|
7.66K
$730K
|
|
|
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
|
Patton Fund Management, Inc.
|
SELL
|
- |
-394- 0.09% |
$36.7K - $38K
|
444K
$42.3M
|
|
|
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 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-540- 6.81% |
$50.3K - $52.1K
|
7.4K
$705K
|
|
|
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 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-984- 4.54% |
$91.7K - $95K
|
20.7K
$1.97M
|
|
|
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
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.43K- 29.19% |
$133K - $138K
|
3.47K
$330K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.88K- 1.9% |
$175K - $182K
|
97.1K
$9.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.08K- 12.85% |
$194K - $201K
|
14.1K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.51K- 10.52% |
$234K - $243K
|
21.4K
$2.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.86K- 0.74% |
$266K - $276K
|
384K
$36.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.93K- 15.82% |
$273K - $283K
|
15.6K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.21K- 17.07% |
$299K - $309K
|
15.6K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-5.51K- 29.73% |
$513K - $532K
|
13K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.46K- 12.41% |
$694K - $720K
|
52.6K
$5.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.22K- 42.85% |
$765K - $793K
|
11K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-9.15K- 28.28% |
$852K - $883K
|
23.2K
$2.21M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.92K- 1.89% |
$924K - $958K
|
515K
$49.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.95K- 45.84% |
$927K - $961K
|
11.8K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10.8K- 6.5% |
$1.01M - $1.04M
|
155K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.2K- 11.96% |
$1.32M - $1.37M
|
104K
$9.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.2K- 60.61% |
$1.6M - $1.66M
|
11.2K
$1.06M
|