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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-442- 29.59% |
$41.5K - $43K
|
1.05K
$101K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
20.3K+ 5.07% |
$1.9M - $1.97M
|
420K
$40.5M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.33K+ 1.16% |
$219K - $226K
|
203K
$19.6M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
28.3K+ 5.49% |
$2.66M - $2.75M
|
543K
$52.4M
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
34+ 0.98% |
$3.19K - $3.31K
|
3.5K
$338K
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
8.54K+ 16.79% |
$802K - $830K
|
59.4K
$5.73M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3- 20.0% |
$282 - $292
|
12
$1.16K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
30+ 0.69% |
$2.82K - $2.92K
|
4.41K
$425K
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.39K+ 1.59% |
$224K - $232K
|
152K
$14.7M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.92K+ 7.72% |
$462K - $479K
|
68.6K
$6.62M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.06K+ 72.05% |
$99.7K - $103K
|
2.54K
$245K
|
|
|
Nov 24, 2025
Q3 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.04K+ 2.18% |
$192K - $199K
|
95.5K
$9.21M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
364+ 4044.44% |
$34.2K - $35.4K
|
373
$36K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
297New |
$27.9K - $28.9K
|
297
$28.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-522- 15.61% |
$49K - $50.8K
|
2.82K
$272K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
3.51KNew |
$330K - $341K
|
3.51K
$338K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
76.2K+ 3.94% |
$7.15M - $7.41M
|
2.01M
$194M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.88M- 48.81% |
$458M - $474M
|
5.11M
$493M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.54K- 39.39% |
$427K - $442K
|
6.99K
$674K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.12K+ 371.1% |
$105K - $109K
|
1.42K
$137K
|
|
|
Nov 18, 2025
Q3 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
2.72K+ 8.48% |
$255K - $264K
|
34.8K
$3.35M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.97K- 5.37% |
$467K - $484K
|
87.7K
$8.46M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.55K+ 97.59% |
$239K - $248K
|
5.16K
$498K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.32K+ 38.02% |
$218K - $225K
|
8.41K
$811K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-12- 0.53% |
$1.13K - $1.17K
|
2.25K
$217K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.68KNew |
$251K - $260K
|
2.68K
$258K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-322- 78.92% |
$30.2K - $31.3K
|
86
$8.29K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
37.7KNew |
$3.54M - $3.67M
|
37.7K
$3.64M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
16.4KNew |
$1.54M - $1.59M
|
16.4K
$1.58M
|
|
|
Nov 17, 2025
Q3 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
28.7K+ 37.08% |
$2.69M - $2.79M
|
106K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.76K- 4.34% |
$447K - $463K
|
105K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.14K+ 11.66% |
$295K - $305K
|
30K
$2.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-24- 18.46% |
$2.25K - $2.33K
|
106
$10.2K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-139- 3.12% |
$13.1K - $13.5K
|
4.32K
$416K
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-27.6K- 70.82% |
$2.59M - $2.68M
|
11.4K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ripple Effect Asset Management LP
New York, NY |
BUY
|
PUT |
295KNew |
$27.7M - $28.7M
|
295K
$28.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.11K+ 13.66% |
$386K - $400K
|
34.2K
$3.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
299New |
$28.1K - $29.1K
|
299
$28.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108K+ 2.55% |
$10.2M - $10.5M
|
4.35M
$420M
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
9.26K+ 1954.01% |
$870K - $901K
|
9.74K
$939K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.51K- 8.32% |
$329K - $341K
|
38.6K
$3.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
872+ 41.23% |
$81.9K - $84.8K
|
2.99K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.06K+ 61.81% |
$475K - $492K
|
13.2K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-296- 1.24% |
$27.8K - $28.8K
|
23.6K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
85.3K+ 2872.04% |
$8.01M - $8.29M
|
88.2K
$8.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
31.1KNew |
$2.92M - $3.02M
|
31.1K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.56K+ 2.5% |
$146K - $151K
|
63.8K
$6.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-61- 26.07% |
$5.73K - $5.93K
|
173
$16.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$1.01M - $1.05M
|
10.8K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
SELL
|
- |
-180- 73.47% |
$16.9K - $17.5K
|
65
$6.27K
|
|