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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
516K+ 117.29% |
$47.9M - $51.2M
|
957K
$88.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.2KNew |
$1.22M - $1.31M
|
13.2K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-691- 13.14% |
$64K - $68.5K
|
4.57K
$421K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
21K+ 6.32% |
$1.95M - $2.08M
|
353K
$32.6M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
186New |
$17.2K - $18.4K
|
186
$17.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
205+ 6.96% |
$19K - $20.3K
|
3.15K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-34.8K- 43.3% |
$3.22M - $3.45M
|
45.5K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.41K+ 33.2% |
$316K - $338K
|
13.7K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
33+ 0.58% |
$3.06K - $3.27K
|
5.76K
$532K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.03K+ 16.91% |
$95.3K - $102K
|
7.11K
$656K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-779- 16.22% |
$72.2K - $77.2K
|
4.02K
$371K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-609- 8.9% |
$56.4K - $60.4K
|
6.23K
$575K
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-422- 11.35% |
$39.1K - $41.8K
|
3.3K
$304K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
41.9K+ 592.51% |
$3.89M - $4.16M
|
49K
$4.52M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
10.1K+ 20.94% |
$938K - $1M
|
58.5K
$5.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
861New |
$79.8K - $85.4K
|
861
$79.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.44KNew |
$690K - $738K
|
7.44K
$687K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.99K+ 1.29% |
$185K - $197K
|
156K
$14.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.22K+ 27.51% |
$113K - $121K
|
5.64K
$520K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-42- 1.71% |
$3.89K - $4.16K
|
2.41K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.49K+ 1.4% |
$138K - $147K
|
107K
$9.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
366New |
$33.9K - $36.3K
|
366
$33.8K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.02K+ 2.3% |
$94.2K - $101K
|
45.3K
$4.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-106K- 6.07% |
$9.83M - $10.5M
|
1.64M
$151M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.13K- 2.01% |
$197K - $211K
|
104K
$9.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
571New |
$52.9K - $56.6K
|
571
$52.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.19K- 75.53% |
$110K - $117K
|
384
$35.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
38.8KNew |
$3.6M - $3.85M
|
38.8K
$3.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.56K+ 1.89% |
$145K - $155K
|
84.1K
$7.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
245+ 5.51% |
$22.7K - $24.3K
|
4.69K
$433K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
69.8K+ 16.72% |
$6.47M - $6.92M
|
488K
$45M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-421- 0.8% |
$39K - $41.7K
|
52.1K
$4.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.9K+ 9.12% |
$1.1M - $1.18M
|
142K
$13.1M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-173- 1.09% |
$16K - $17.2K
|
15.7K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
13.9K+ 27.33% |
$1.29M - $1.38M
|
64.9K
$5.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.75KNew |
$440K - $471K
|
4.75K
$438K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-13.3K- 7.65% |
$1.23M - $1.32M
|
161K
$14.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-8.28K- 17.12% |
$767K - $820K
|
40.1K
$3.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
861+ 65.28% |
$79.8K - $85.4K
|
2.18K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-6.28K- 12.99% |
$582K - $622K
|
42.1K
$3.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.26K+ 16.68% |
$580K - $621K
|
43.8K
$4.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.77K- 1.68% |
$164K - $175K
|
103K
$9.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
39+ 0.92% |
$3.61K - $3.87K
|
4.3K
$397K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.49K+ 1.98% |
$509K - $544K
|
283K
$26.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.49K+ 4.44% |
$323K - $346K
|
82K
$7.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
53+ 1.07% |
$4.91K - $5.25K
|
5K
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
23+ 0.52% |
$2.13K - $2.28K
|
4.42K
$408K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
242+ 10.49% |
$22.4K - $24K
|
2.55K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16.5K- 7.98% |
$1.53M - $1.64M
|
191K
$17.6M
|