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 03, 2025
Q3 2025
|
Meridian Management CO
|
BUY
|
- |
9.18K+ 9.01% |
$862K - $893K
|
111K
$10.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
116K+ 40.21% |
$10.9M - $11.3M
|
404K
$39M
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-8.11K- 74.45% |
$761K - $788K
|
2.78K
$268K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.42K- 18.47% |
$415K - $430K
|
19.5K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.93K- 1.81% |
$181K - $188K
|
104K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7.96K+ 5.09% |
$748K - $774K
|
164K
$15.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.69K- 35.64% |
$347K - $359K
|
6.67K
$643K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.93K+ 5.17% |
$557K - $577K
|
121K
$11.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
983+ 0.38% |
$92.3K - $95.6K
|
259K
$25M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.42K+ 0.85% |
$133K - $138K
|
169K
$16.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.0% |
$188 - $195
|
43.9K
$4.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.73K+ 66.81% |
$444K - $460K
|
11.8K
$1.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
28.4K+ 7.16% |
$2.67M - $2.76M
|
425K
$40.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
14.2KNew |
$1.33M - $1.38M
|
14.2K
$1.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-430- 1.89% |
$40.4K - $41.8K
|
22.4K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-205- 0.61% |
$19.3K - $19.9K
|
33.3K
$3.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
322+ 3.0% |
$30.2K - $31.3K
|
11.1K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
33.9K+ 390.33% |
$3.19M - $3.3M
|
42.6K
$4.11M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.52K- 25.12% |
$612K - $634K
|
19.4K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.03K+ 4.51% |
$96.9K - $100K
|
23.9K
$2.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
46+ 0.75% |
$4.32K - $4.47K
|
6.15K
$593K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
3.94K+ 6.84% |
$370K - $383K
|
61.5K
$5.94M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-94- 3.96% |
$8.83K - $9.14K
|
2.28K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.14K+ 18.64% |
$670K - $694K
|
45.4K
$4.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
395+ 3.1% |
$37.1K - $38.4K
|
13.1K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
86New |
$8.08K - $8.36K
|
86
$8.29K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
9.67KNew |
$908K - $941K
|
9.67K
$933K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.82K- 8.8% |
$265K - $274K
|
29.2K
$2.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.45K+ 13.68% |
$418K - $433K
|
37K
$3.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
356+ 5.44% |
$33.4K - $34.6K
|
6.9K
$665K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.32K- 25.98% |
$124K - $128K
|
3.76K
$363K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-625- 16.32% |
$58.7K - $60.8K
|
3.21K
$309K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
3.38K+ 1.46% |
$318K - $329K
|
235K
$22.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
61+ 0.37% |
$5.73K - $5.93K
|
16.4K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
71New |
$6.67K - $6.91K
|
71
$6.85K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.8K- 53.98% |
$2.52M - $2.61M
|
22.8K
$2.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.72K+ 44.84% |
$256K - $265K
|
8.79K
$848K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
550+ 3.71% |
$51.7K - $53.5K
|
15.4K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-52- 20.08% |
$4.88K - $5.06K
|
207
$20K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
536+ 6.86% |
$50.3K - $52.1K
|
8.35K
$805K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-741- 15.34% |
$69.6K - $72.1K
|
4.09K
$395K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
17.2K+ 2.37% |
$1.61M - $1.67M
|
742K
$71.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.82K+ 0.32% |
$171K - $177K
|
567K
$54.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7New |
$657 - $681
|
7
$675
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-7.11K- 38.47% |
$668K - $691K
|
11.4K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
46+ 0.98% |
$4.32K - $4.47K
|
4.73K
$456K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
169+ 0.47% |
$15.9K - $16.4K
|
36.5K
$3.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.9K- 6.25% |
$1.3M - $1.35M
|
208K
$20.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
23New |
$2.16K - $2.24K
|
23
$2.22K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
562+ 7.52% |
$52.8K - $54.7K
|
8.04K
$775K
|
|