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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4K- 10.02% |
$375K - $389K
|
35.9K
$3.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 6.1% |
$1.01M - $1.05M
|
187K
$18M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-20- 0.64% |
$1.88K - $1.95K
|
3.13K
$301K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.77KNew |
$823K - $853K
|
8.77K
$846K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.64K+ 6.43% |
$248K - $256K
|
43.7K
$4.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
683+ 2.12% |
$64.1K - $66.4K
|
32.9K
$3.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
59.5K+ 86.62% |
$5.59M - $5.79M
|
128K
$12.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.36K+ 5.85% |
$785K - $813K
|
151K
$14.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
11.3K+ 14.58% |
$1.06M - $1.1M
|
89K
$8.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
178+ 556.25% |
$16.7K - $17.3K
|
210
$20.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-418- 2.67% |
$39.3K - $40.7K
|
15.2K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2K- 2.83% |
$188K - $195K
|
68.9K
$6.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-171K- 38.65% |
$16.1M - $16.7M
|
272K
$26.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.39K+ 2.64% |
$506K - $524K
|
209K
$20.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.25K+ 9.39% |
$211K - $219K
|
26.2K
$2.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
35.2K+ 817.16% |
$3.31M - $3.43M
|
39.6K
$3.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
40+ 0.76% |
$3.76K - $3.89K
|
5.32K
$513K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
126New |
$11.8K - $12.3K
|
126
$12.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-21- 0.18% |
$1.97K - $2.04K
|
11.9K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
8.14K+ 4.77% |
$764K - $791K
|
179K
$17.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
4.65K+ 8.04% |
$437K - $452K
|
62.5K
$6.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.1K+ 3650.91% |
$1.51M - $1.56M
|
16.5K
$1.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
182+ 2.69% |
$17.1K - $17.7K
|
6.94K
$669K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
15+ 107.14% |
$1.41K - $1.46K
|
29
$2.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.05% |
$470 - $486
|
10.2K
$981K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
167+ 3.93% |
$15.7K - $16.2K
|
4.42K
$426K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$1.41K - $1.46K
|
13.9K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.69K+ 21.79% |
$252K - $261K
|
15K
$1.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.1K+ 62.72% |
$1.98M - $2.05M
|
54.7K
$5.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.14K+ 23.66% |
$107K - $111K
|
5.96K
$575K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-129- 5.15% |
$12.1K - $12.5K
|
2.37K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.31K+ 61.79% |
$217K - $225K
|
6.05K
$584K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
67+ 1.14% |
$6.29K - $6.52K
|
5.92K
$571K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
1.36K+ 31.15% |
$128K - $132K
|
5.72K
$552K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
4.64K+ 12.82% |
$436K - $452K
|
40.9K
$3.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.65K+ 13.64% |
$249K - $258K
|
22.1K
$2.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.8K- 23.41% |
$1.11M - $1.15M
|
38.7K
$3.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
7.26K+ 70.48% |
$682K - $706K
|
17.6K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
117K+ 6.06% |
$11M - $11.4M
|
2.05M
$198M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
741+ 19.34% |
$69.6K - $72.1K
|
4.57K
$441K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-250- 3.77% |
$23.5K - $24.3K
|
6.38K
$616K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.72K+ 328.52% |
$725K - $751K
|
10.1K
$971K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.54K+ 6.27% |
$238K - $247K
|
43K
$4.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
332+ 1.81% |
$31.2K - $32.3K
|
18.7K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 12.24% |
$179K - $186K
|
17.5K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.76K+ 48.02% |
$260K - $269K
|
8.52K
$822K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-356- 22.57% |
$33.4K - $34.6K
|
1.22K
$118K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
184+ 5.93% |
$17.3K - $17.9K
|
3.29K
$317K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-47- 17.34% |
$4.41K - $4.57K
|
224
$21.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.8K+ 27.04% |
$2.24M - $2.32M
|
112K
$10.8M
|
|