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 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-21.2K- 99.99% |
$1.98M - $2.05M
|
2
$191
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-28.6K- 45.81% |
$2.66M - $2.76M
|
33.8K
$3.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-34.8K- 93.72% |
$3.25M - $3.36M
|
2.34K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-47.9K- 99.92% |
$4.46M - $4.63M
|
36
$3.43K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-49.3K- 38.11% |
$4.59M - $4.76M
|
80.1K
$7.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-90.5K- 8.36% |
$8.43M - $8.74M
|
991K
$94.4M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-96.2K- 67.39% |
$8.96M - $9.29M
|
46.6K
$4.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-139K- 96.32% |
$13M - $13.4M
|
5.31K
$506K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-139K- 49.32% |
$13M - $13.4M
|
143K
$13.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-229K- 87.38% |
$21.3M - $22.1M
|
33.1K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-529K- 81.56% |
$49.3M - $51.1M
|
120K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-948K- 82.9% |
$88.3M - $91.5M
|
195K
$18.6M
|