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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
37+ 1.26% |
$3.41K - $3.63K
|
2.97K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.2K+ 1.68% |
$294K - $314K
|
193K
$18.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.74K- 53.39% |
$344K - $367K
|
3.26K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-432- 1.27% |
$39.8K - $42.4K
|
33.7K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
977+ 0.5% |
$90K - $95.9K
|
198K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
179K+ 9.82% |
$16.5M - $17.6M
|
2M
$189M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
50KNew |
$4.6M - $4.91M
|
50K
$4.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.35K+ 66.24% |
$217K - $231K
|
5.91K
$559K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-545K- 4.27% |
$50.2M - $53.5M
|
12.2M
$1.16B
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.41K- 66.02% |
$314K - $335K
|
1.76K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
114New |
$10.5K - $11.2K
|
114
$10.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-22.1K- 27.09% |
$2.03M - $2.17M
|
59.5K
$5.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
157New |
$14.5K - $15.4K
|
157
$14.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.11K+ 5.96% |
$378K - $404K
|
73.1K
$6.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-60- 0.23% |
$5.52K - $5.89K
|
25.7K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-102- 8.03% |
$9.39K - $10K
|
1.17K
$111K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$3.78K - $4.03K
|
41
$3.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.4KNew |
$957K - $1.02M
|
10.4K
$984K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
37KNew |
$3.41M - $3.63M
|
37K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.62KNew |
$149K - $159K
|
1.62K
$154K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.62K- 6.13% |
$794K - $846K
|
132K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
86New |
$7.92K - $8.44K
|
86
$8.14K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-4.03K- 11.33% |
$371K - $395K
|
31.5K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-114K- 63.33% |
$10.5M - $11.1M
|
65.7K
$6.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.19M- 79.94% |
$109M - $116M
|
297K
$28.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
2.41M+ 1063.3% |
$222M - $236M
|
2.63M
$249M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.44K- 11.65% |
$132K - $141K
|
10.9K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-365- 12.47% |
$33.6K - $35.8K
|
2.56K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
233K+ 5.47% |
$21.4M - $22.9M
|
4.49M
$425M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 4.84% |
$15.8M - $16.8M
|
3.7M
$351M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
15.1K+ 50.55% |
$1.39M - $1.48M
|
44.9K
$4.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.8K- 64.17% |
$442K - $471K
|
2.68K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-9.03K- 30.47% |
$831K - $886K
|
20.6K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.56K+ 5.34% |
$696K - $742K
|
149K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
6.02K+ 12.66% |
$554K - $591K
|
53.6K
$5.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-17.2K- 8.84% |
$1.58M - $1.69M
|
177K
$16.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.7K+ 39.5% |
$1.82M - $1.94M
|
69.7K
$6.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.59K+ 22.97% |
$330K - $352K
|
19.2K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
622K+ 3365.92% |
$57.3M - $61.1M
|
641K
$60.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
16.9K+ 11.01% |
$1.56M - $1.66M
|
170K
$16.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.57KNew |
$236K - $252K
|
2.57K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.2KNew |
$387K - $413K
|
4.2K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.74KNew |
$160K - $171K
|
1.74K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
169New |
$15.6K - $16.6K
|
169
$16K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.92K- 6.1% |
$177K - $189K
|
29.6K
$2.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
282+ 11.24% |
$26K - $27.7K
|
2.79K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-205- 4.99% |
$18.9K - $20.1K
|
3.9K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.2K- 5.86% |
$4.25M - $4.53M
|
742K
$70.3M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-5.23K- 6.56% |
$482K - $514K
|
74.6K
$7.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
12K+ 484.05% |
$1.11M - $1.18M
|
14.5K
$1.37M
|