Latest Institutional Transactions on Ishares Barclays (IEF)
This table provides information on the latest institutional transactions involving Ishares Barclays (IEF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-131- 0.8% |
$12.1K - $12.9K
|
16.3K
$1.54M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
408New |
$37.6K - $40.1K
|
408
$38.5K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.25KNew |
$207K - $221K
|
2.25K
$213K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.6K+ 34.13% |
$240K - $256K
|
10.2K
$966K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
413New |
$38K - $40.5K
|
413
$39K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
397New |
$36.6K - $39K
|
397
$37.5K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-70.3K- 80.46% |
$6.48M - $6.9M
|
17.1K
$1.61M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
206K+ 1489.56% |
$19M - $20.3M
|
220K
$20.8M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.2K- 34.59% |
$3.06M - $3.26M
|
62.8K
$5.93M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.4K- 72.24% |
$2.43M - $2.59M
|
10.1K
$958K
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
109KNew |
$10M - $10.7M
|
109K
$10.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.24M- 98.92% |
$114M - $122M
|
13.6K
$1.28M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.05KNew |
$96.7K - $103K
|
1.05K
$99.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.98K+ 3.37% |
$182K - $194K
|
60.8K
$5.74M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.4KNew |
$221K - $236K
|
2.4K
$227K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-90.8K- 95.16% |
$8.36M - $8.91M
|
4.61K
$436K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.51K+ 15.78% |
$139K - $149K
|
11.1K
$1.05M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-206K- 97.39% |
$18.9M - $20.2M
|
5.51K
$520K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.53K+ 35.52% |
$509K - $543K
|
21.1K
$1.99M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
19.9K+ 127.02% |
$1.83M - $1.95M
|
35.5K
$3.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
2.32KNew |
$214K - $228K
|
2.32K
$219K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$258K - $275K
|
2.8K
$264K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.26K- 88.24% |
$208K - $222K
|
301
$28.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.19K- 61.52% |
$662K - $706K
|
4.5K
$425K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.02K- 68.66% |
$554K - $591K
|
2.75K
$259K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.36K- 55.44% |
$770K - $820K
|
6.72K
$634K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.03K+ 2.98% |
$739K - $788K
|
277K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.54M- 11.68% |
$142M - $151M
|
11.6M
$1.1B
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-375- 7.25% |
$34.5K - $36.8K
|
4.8K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
43.3KNew |
$3.98M - $4.25M
|
43.3K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
130K+ 239.93% |
$12M - $12.8M
|
184K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.04K+ 61.06% |
$556K - $593K
|
15.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.95K- 1.22% |
$548K - $584K
|
482K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.06K+ 3.98% |
$97.3K - $104K
|
27.6K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-98.7K- 24.58% |
$9.09M - $9.69M
|
303K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
224K+ 116.31% |
$20.6M - $22M
|
416K
$39.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-38.5K- 90.01% |
$3.54M - $3.78M
|
4.27K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.96K- 1.84% |
$181K - $193K
|
105K
$9.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.69K+ 69.2% |
$800K - $853K
|
21.3K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.35K- 1.94% |
$677K - $722K
|
372K
$35.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 3.31% |
$203K - $216K
|
68.7K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-982K- 87.03% |
$90.4M - $96.4M
|
146K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-734K- 52.86% |
$67.5M - $72M
|
654K
$61.8M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-16.4K- 59.04% |
$1.51M - $1.61M
|
11.4K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-25.7K- 34.72% |
$2.36M - $2.52M
|
48.2K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
97.6K+ 596.57% |
$8.99M - $9.59M
|
114K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-9.48K- 28.55% |
$873K - $931K
|
23.7K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-73- 41.24% |
$6.72K - $7.17K
|
104
$9.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
52+ 5.32% |
$4.79K - $5.11K
|
1.03K
$97.3K
|