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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.58K+ 12.98% |
$151K - $154K
|
13.7K
$1.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-1.29K- 18.14% |
$124K - $126K
|
5.82K
$561K
|
|
|
Jan 23, 2026
Q4 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-704K- 73.63% |
$67.7M - $68.8M
|
252K
$24.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
732+ 21.52% |
$70.4K - $71.5K
|
4.13K
$399K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.18K+ 7.18% |
$210K - $213K
|
32.6K
$3.14M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.89K- 1.09% |
$181K - $184K
|
172K
$16.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.1% |
$961 - $977
|
10.2K
$982K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-125- 2.09% |
$12K - $12.2K
|
5.85K
$564K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 0.2% |
$577 - $586
|
3.07K
$296K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
325New |
$31.2K - $31.8K
|
325
$31.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.26K+ 30.72% |
$505K - $514K
|
22.4K
$2.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.87K+ 1.55% |
$180K - $183K
|
123K
$11.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
910+ 6.24% |
$87.5K - $88.9K
|
15.5K
$1.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.1K- 86.38% |
$1.83M - $1.86M
|
3.01K
$290K
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
126New |
$12.1K - $12.3K
|
126
$12.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-514- 12.29% |
$49.4K - $50.2K
|
3.67K
$354K
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.45KNew |
$235K - $239K
|
2.45K
$236K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
325+ 7.29% |
$31.2K - $31.8K
|
4.78K
$461K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
13.1K+ 1.32% |
$1.26M - $1.28M
|
1.01M
$97.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2- 0.07% |
$192 - $195
|
2.98K
$287K
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
12.1K+ 2.58% |
$1.17M - $1.18M
|
481K
$46.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
166+ 4.44% |
$16K - $16.2K
|
3.9K
$376K
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.57KNew |
$535K - $544K
|
5.57K
$537K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-14.8K- 99.56% |
$1.42M - $1.45M
|
66
$6.37K
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-6.51K- 60.92% |
$626K - $636K
|
4.18K
$403K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.8K+ 8.19% |
$2.29M - $2.33M
|
315K
$30.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 32.52% |
$241K - $245K
|
10.2K
$985K
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6- 0.24% |
$577 - $586
|
2.45K
$236K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
19.8K+ 12.82% |
$1.9M - $1.93M
|
174K
$16.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
11.3K+ 5.12% |
$1.09M - $1.1M
|
232K
$22.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
978+ 7.42% |
$94K - $95.6K
|
14.2K
$1.37M
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
BUY
|
- |
16.1K+ 15.14% |
$1.55M - $1.58M
|
123K
$11.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$288 - $293
|
3
$289
|
|
|
Jan 22, 2026
Q4 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.1K- 12.67% |
$202K - $205K
|
14.5K
$1.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.46K- 4.96% |
$332K - $338K
|
66.3K
$6.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
480+ 55.05% |
$46.1K - $46.9K
|
1.35K
$130K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.08K+ 16.21% |
$680K - $692K
|
50.8K
$4.89M
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
105New |
$10.1K - $10.3K
|
105
$10.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
602New |
$57.9K - $58.8K
|
602
$58.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.22K+ 10.12% |
$406K - $413K
|
46K
$4.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-510- 13.56% |
$49K - $49.8K
|
3.25K
$313K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.58K+ 169.62% |
$728K - $740K
|
12K
$1.16M
|
|
|
Jan 21, 2026
Q4 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
159+ 5.11% |
$15.3K - $15.5K
|
3.27K
$316K
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-702- 4.6% |
$67.5K - $68.6K
|
14.6K
$1.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 3.68% |
$673 - $684
|
197
$19K
|
|
|
Jan 21, 2026
Q4 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
2.06K+ 17.39% |
$198K - $201K
|
13.9K
$1.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-392- 0.89% |
$37.7K - $38.3K
|
43.5K
$4.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 16.65% |
$246K - $250K
|
17.9K
$1.73M
|
|
|
Jan 21, 2026
Q4 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$394K - $401K
|
4.1K
$396K
|
|