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 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.8K+ 27.04% |
$2.24M - $2.32M
|
112K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
243New |
$22.8K - $23.6K
|
243
$23.4K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
35New |
$3.29K - $3.4K
|
35
$3.38K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
64.5KNew |
$6.06M - $6.27M
|
64.5K
$6.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
5.62K+ 7.53% |
$528K - $547K
|
80.3K
$7.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
48.6K+ 38.53% |
$4.57M - $4.73M
|
175K
$16.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.44KNew |
$135K - $140K
|
1.44K
$139K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
823+ 3.86% |
$77.3K - $80K
|
22.2K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 50.0% |
$93.9 - $97.3
|
1
$96.4
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
196+ 0.17% |
$18.4K - $19.1K
|
116K
$11.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
222+ 249.44% |
$20.8K - $21.6K
|
311
$30K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-148- 4.61% |
$13.9K - $14.4K
|
3.06K
$295K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
4.94KNew |
$464K - $481K
|
4.94K
$477K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
373+ 0.42% |
$35K - $36.3K
|
88.9K
$8.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27K+ 97.44% |
$2.53M - $2.62M
|
54.6K
$5.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.12K+ 26.2% |
$106K - $109K
|
5.41K
$522K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
128+ 23.36% |
$12K - $12.4K
|
676
$65.2K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.82K- 36.76% |
$265K - $274K
|
4.85K
$467K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
98+ 0.31% |
$9.2K - $9.53K
|
31.6K
$3.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
375K+ 3.02% |
$35.3M - $36.5M
|
12.8M
$1.24B
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-547- 2.83% |
$51.4K - $53.2K
|
18.8K
$1.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
30+ 0.25% |
$2.82K - $2.92K
|
12.2K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
90+ 6.69% |
$8.45K - $8.75K
|
1.44K
$138K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-37- 0.49% |
$3.47K - $3.6K
|
7.54K
$728K
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
36.7KNew |
$3.45M - $3.57M
|
36.7K
$3.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-5.21K- 30.72% |
$490K - $507K
|
11.8K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2- 0.07% |
$188 - $195
|
2.98K
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
9.61K+ 25.31% |
$903K - $935K
|
47.6K
$4.59M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.45K+ 19.04% |
$324K - $336K
|
21.6K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.66K+ 2.25% |
$249K - $258K
|
121K
$11.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
15.8K+ 13.63% |
$1.48M - $1.54M
|
132K
$12.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
20.4K+ 1.23% |
$1.92M - $1.99M
|
1.68M
$162M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
142+ 2.68% |
$13.3K - $13.8K
|
5.45K
$525K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.99K+ 34.91% |
$187K - $193K
|
7.68K
$741K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
126K+ 50.78% |
$11.9M - $12.3M
|
375K
$36.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2.79KNew |
$262K - $271K
|
2.79K
$269K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 3.33% |
$1.69K - $1.75K
|
558
$53.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-75K- 50.34% |
$7.04M - $7.29M
|
73.9K
$7.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.12K+ 11.32% |
$387K - $401K
|
40.5K
$3.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
24.5K+ 95.93% |
$2.3M - $2.38M
|
50.1K
$4.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
90+ 1.58% |
$8.45K - $8.75K
|
5.79K
$559K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
525New |
$49.3K - $51.1K
|
525
$50.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-466- 19.8% |
$43.8K - $45.3K
|
1.89K
$182K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-90.6K- 52.59% |
$8.51M - $8.81M
|
81.7K
$7.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
110K+ 64.72% |
$10.3M - $10.7M
|
279K
$26.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.19K+ 2.06% |
$111K - $115K
|
58.7K
$5.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13+ 0.96% |
$1.22K - $1.26K
|
1.37K
$132K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-97- 3.62% |
$9.11K - $9.43K
|
2.58K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
BUY
|
- |
9.18K+ 9.01% |
$862K - $893K
|
111K
$10.7M
|
|