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 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
35.7K+ 301.11% |
$3.31M - $3.54M
|
47.5K
$4.39M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
31.2K+ 578.98% |
$2.89M - $3.09M
|
36.5K
$3.37M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-245- 8.99% |
$22.7K - $24.3K
|
2.48K
$229K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.76K+ 5.0% |
$256K - $274K
|
58K
$5.35M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
251New |
$23.3K - $24.9K
|
251
$23.2K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-19- 10.5% |
$1.76K - $1.88K
|
162
$14.9K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-74.9K- 68.71% |
$6.94M - $7.42M
|
34.1K
$3.15M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
62.7KNew |
$5.81M - $6.22M
|
62.7K
$5.79M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.07KNew |
$656K - $701K
|
7.07K
$653K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
157+ 3.72% |
$14.5K - $15.6K
|
4.38K
$404K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
209K+ 8393.12% |
$19.3M - $20.7M
|
211K
$19.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
982+ 62.27% |
$91K - $97.4K
|
2.56K
$236K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
43+ 0.31% |
$3.98K - $4.26K
|
13.9K
$1.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.25KNew |
$209K - $223K
|
2.25K
$208K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26.9K- 16.03% |
$2.49M - $2.66M
|
141K
$13M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-323- 6.6% |
$29.9K - $32K
|
4.57K
$422K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.9K- 4.95% |
$1.29M - $1.38M
|
267K
$24.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-403- 14.21% |
$37.3K - $40K
|
2.43K
$225K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-173K- 81.76% |
$16.1M - $17.2M
|
38.7K
$3.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
CALL |
-40K- 16.67% |
$3.71M - $3.97M
|
200K
$18.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.25K+ 20.1% |
$209K - $223K
|
13.4K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-719- 11.43% |
$66.6K - $71.3K
|
5.57K
$514K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.2K+ 17.61% |
$2.06M - $2.2M
|
148K
$13.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
75New |
$6.95K - $7.44K
|
75
$6.92K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-371- 1.16% |
$34.4K - $36.8K
|
31.6K
$2.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
389New |
$36K - $38.6K
|
389
$35.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
94.5K+ 7.15% |
$8.76M - $9.37M
|
1.42M
$131M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
16K+ 24.69% |
$1.48M - $1.59M
|
80.9K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-46.7K- 87.81% |
$4.33M - $4.63M
|
6.48K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-172K- 29.94% |
$15.9M - $17M
|
402K
$37.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.89KNew |
$917K - $981K
|
9.89K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
74+ 16.97% |
$6.86K - $7.34K
|
510
$47K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
211+ 2.02% |
$19.6K - $20.9K
|
10.7K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
8.28K+ 8.42% |
$767K - $821K
|
107K
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 34.15% |
$1.74M - $1.86M
|
73.9K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
179+ 1.11% |
$16.6K - $17.7K
|
16.4K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-249- 58.45% |
$23.1K - $24.7K
|
177
$16.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
219New |
$20.3K - $21.7K
|
219
$20.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.15KNew |
$292K - $313K
|
3.15K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
603K+ 17.32% |
$55.9M - $59.8M
|
4.08M
$377M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
2.06M+ 853.96% |
$191M - $204M
|
2.3M
$212M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-20K- 89.23% |
$1.85M - $1.98M
|
2.41K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
451+ 5.0% |
$41.8K - $44.7K
|
9.47K
$874K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
20.7K+ 93.97% |
$1.92M - $2.05M
|
42.7K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.78K+ 0.47% |
$165K - $176K
|
382K
$35.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
15.7KNew |
$1.45M - $1.55M
|
15.7K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.8K+ 299.56% |
$4.62M - $4.94M
|
66.5K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10.3K+ 59.11% |
$959K - $1.03M
|
27.8K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-204- 2.56% |
$18.9K - $20.2K
|
7.75K
$715K
|