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 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.86K+ 30.07% |
$265K - $284K
|
12.4K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11+ 0.99% |
$1.02K - $1.09K
|
1.12K
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.62K- 26.58% |
$336K - $359K
|
10K
$923K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.66K- 15.42% |
$617K - $660K
|
36.5K
$3.37M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
44+ 0.78% |
$4.08K - $4.36K
|
5.67K
$523K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
63+ 2.37% |
$5.84K - $6.25K
|
2.72K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-489- 9.39% |
$45.3K - $48.5K
|
4.72K
$436K
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
24.2KNew |
$2.24M - $2.4M
|
24.2K
$2.23M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
244+ 0.69% |
$22.6K - $24.2K
|
35.5K
$3.28M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-59.2K- 4.96% |
$5.49M - $5.87M
|
1.14M
$105M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-44- 0.25% |
$4.08K - $4.36K
|
17.8K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
17+ 25.76% |
$1.58K - $1.69K
|
83
$7.66K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-11.7K- 11.59% |
$1.08M - $1.16M
|
89.1K
$8.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
193+ 1.47% |
$17.9K - $19.1K
|
13.3K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.08K- 23.97% |
$193K - $206K
|
6.6K
$609K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.85K- 16.94% |
$171K - $183K
|
9.05K
$835K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6.32KNew |
$586K - $627K
|
6.32K
$583K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.25K+ 2.04% |
$116K - $124K
|
62.5K
$5.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.75K+ 4.15% |
$162K - $173K
|
43.9K
$4.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-64- 6.07% |
$5.93K - $6.34K
|
990
$91.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.06% |
$556 - $595
|
10.2K
$942K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.9KNew |
$1.11M - $1.18M
|
11.9K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-603- 7.06% |
$55.9K - $59.8K
|
7.94K
$733K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-51- 1.7% |
$4.73K - $5.06K
|
2.94K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-10.2K- 49.75% |
$948K - $1.01M
|
10.3K
$953K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.07K- 29.04% |
$99.5K - $106K
|
2.62K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
63.7K+ 16759.74% |
$5.9M - $6.31M
|
64.1K
$5.91M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05K+ 22.03% |
$97.1K - $104K
|
5.81K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
119+ 97.54% |
$11K - $11.8K
|
241
$22.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-534- 1.11% |
$49.5K - $52.9K
|
47.5K
$4.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
51New |
$4.73K - $5.06K
|
51
$4.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
378+ 1.35% |
$35K - $37.5K
|
28.4K
$2.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
388+ 14.93% |
$36K - $38.5K
|
2.99K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
253+ 0.26% |
$23.4K - $25.1K
|
96K
$8.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-764- 85.94% |
$70.8K - $75.7K
|
125
$11.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.24K- 11.02% |
$115K - $123K
|
10K
$926K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.17K+ 5.39% |
$201K - $215K
|
42.5K
$3.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-400- 8.14% |
$37.1K - $39.7K
|
4.52K
$417K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.21K+ 11.46% |
$112K - $120K
|
11.8K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.02K+ 6.64% |
$187K - $200K
|
32.4K
$2.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
945+ 2.93% |
$87.6K - $93.7K
|
33.2K
$3.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.32K+ 52.18% |
$215K - $230K
|
6.77K
$625K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
239+ 4.09% |
$22.1K - $23.7K
|
6.08K
$561K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
8.98K+ 6.08% |
$832K - $891K
|
157K
$14.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.6K- 8.44% |
$1.63M - $1.74M
|
191K
$17.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
343K+ 12.04% |
$31.7M - $34M
|
3.19M
$294M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.7K+ 114.66% |
$988K - $1.06M
|
20K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-268- 4.05% |
$24.8K - $26.6K
|
6.35K
$585K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.74K- 56.62% |
$161K - $172K
|
1.33K
$123K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.13KNew |
$290K - $310K
|
3.13K
$288K
|