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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
25+ 8.68% |
$2.28K - $2.38K
|
313
$29.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 51.13% |
$112K - $117K
|
1.17K
$111K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-549- 0.83% |
$50.1K - $52.4K
|
65.2K
$6.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-217- 26.53% |
$19.8K - $20.7K
|
601
$56.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 1.52% |
$182 - $191
|
130
$12.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.4K+ 107.21% |
$218K - $228K
|
4.63K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.95K- 25.94% |
$178K - $186K
|
5.56K
$527K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-223K- 55.99% |
$20.3M - $21.2M
|
175K
$16.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.86K+ 24.31% |
$261K - $273K
|
14.6K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.19K+ 12.34% |
$291K - $304K
|
29K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.79K- 30.21% |
$163K - $170K
|
4.13K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.42K- 3.54% |
$129K - $135K
|
38.6K
$3.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
207+ 0.59% |
$18.9K - $19.7K
|
35.2K
$3.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.2K- 1.48% |
$1.48M - $1.55M
|
1.08M
$102M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.17KNew |
$198K - $207K
|
2.17K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.17% |
$91.2 - $95.4
|
577
$54.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-12.7K- 50.6% |
$1.16M - $1.21M
|
12.4K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-609- 10.88% |
$55.5K - $58.1K
|
4.99K
$472K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.54K+ 9.04% |
$140K - $147K
|
18.5K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25KNew |
$2.28M - $2.39M
|
25K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
660New |
$60.2K - $63K
|
660
$62.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
78+ 3.47% |
$7.11K - $7.44K
|
2.33K
$221K
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.03K- 0.23% |
$94.1K - $98.4K
|
444K
$42M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
299+ 3.5% |
$27.3K - $28.5K
|
8.83K
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
656+ 0.23% |
$59.8K - $62.6K
|
282K
$26.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-498- 20.51% |
$45.4K - $47.5K
|
1.93K
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
967+ 0.74% |
$88.2K - $92.2K
|
132K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1- 0.12% |
$91.2 - $95.4
|
814
$77.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
414+ 13.17% |
$37.7K - $39.5K
|
3.56K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
811+ 2.15% |
$73.9K - $77.4K
|
38.6K
$3.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
160KNew |
$14.6M - $15.2M
|
160K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.42K+ 0.46% |
$676K - $708K
|
1.61M
$152M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.18K- 4.04% |
$563K - $589K
|
147K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
247+ 13.81% |
$22.5K - $23.6K
|
2.04K
$193K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-26.8K- 87.92% |
$2.44M - $2.56M
|
3.68K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.02K+ 0.62% |
$184K - $193K
|
331K
$31.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.39K- 4.44% |
$127K - $133K
|
30K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
226New |
$20.6K - $21.6K
|
226
$21.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
50+ 1.37% |
$4.56K - $4.77K
|
3.7K
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.82K+ 55.59% |
$165K - $173K
|
5.08K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
37.1K+ 7.23% |
$3.38M - $3.54M
|
551K
$52.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 7.56% |
$1.09M - $1.14M
|
146K
$13.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
112New |
$10.2K - $10.7K
|
112
$10.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.81K- 42.87% |
$348K - $364K
|
5.08K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$199K - $208K
|
2.18K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
2.6K+ 0.52% |
$237K - $248K
|
498K
$47.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
145K+ 1163.71% |
$13.2M - $13.8M
|
157K
$14.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
17.2K+ 13.52% |
$1.57M - $1.64M
|
145K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
648+ 12.44% |
$59.1K - $61.8K
|
5.86K
$554K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.89KNew |
$810K - $848K
|
8.89K
$841K
|