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 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
709+ 4.85% |
$66.6K - $69K
|
15.3K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-45- 0.22% |
$4.23K - $4.38K
|
20.7K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-258- 4.13% |
$24.2K - $25.1K
|
5.98K
$577K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.4K+ 1.44% |
$2.2M - $2.28M
|
1.64M
$158M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.03K+ 37.57% |
$97.1K - $101K
|
3.79K
$365K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-270- 1.98% |
$25.4K - $26.3K
|
13.4K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-875- 3.9% |
$82.2K - $85.1K
|
21.5K
$2.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-2.98K- 4.32% |
$279K - $289K
|
65.8K
$6.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
403+ 18.33% |
$37.8K - $39.2K
|
2.6K
$251K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
10.8K+ 51.93% |
$1.01M - $1.05M
|
31.5K
$3.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
64New |
$6.01K - $6.22K
|
64
$6.17K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
23.8K+ 429.56% |
$2.24M - $2.32M
|
29.4K
$2.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.6K+ 38.33% |
$1.09M - $1.13M
|
42K
$4.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.6K- 1.19% |
$150K - $155K
|
133K
$12.8M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
5.6K+ 10.18% |
$526K - $545K
|
60.6K
$5.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
277New |
$26K - $26.9K
|
277
$26.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.07K+ 3.44% |
$288K - $299K
|
92.3K
$8.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.09K- 0.7% |
$196K - $203K
|
296K
$28.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.49KNew |
$233K - $242K
|
2.49K
$240K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
44+ 27.67% |
$4.13K - $4.28K
|
203
$19.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.96K+ 40.05% |
$278K - $288K
|
10.4K
$999K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 23.15% |
$28.2K - $29.2K
|
996
$96.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
6.16K+ 4.16% |
$579K - $599K
|
154K
$14.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.35K- 31.54% |
$503K - $521K
|
11.6K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-15.2K- 20.44% |
$1.43M - $1.48M
|
59.1K
$5.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-255- 3.69% |
$23.9K - $24.8K
|
6.66K
$642K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-120- 91.6% |
$11.3K - $11.7K
|
11
$1.06K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.1K+ 17.95% |
$952K - $986K
|
66.6K
$6.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.35K+ 1.7% |
$127K - $132K
|
81.1K
$7.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.21K+ 3.93% |
$207K - $215K
|
58.3K
$5.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$1.07M - $1.1M
|
11.3K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-61- 7.55% |
$5.73K - $5.93K
|
747
$72K
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-535- 16.38% |
$50.2K - $52K
|
2.73K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.4K+ 6.34% |
$225K - $233K
|
40.2K
$3.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.05K- 2.11% |
$193K - $199K
|
95K
$9.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114K+ 11.46% |
$10.7M - $11M
|
1.1M
$107M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7+ 4.93% |
$657 - $681
|
149
$14.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 14.77% |
$8.17K - $8.46K
|
502
$48.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
18.2K+ 4.63% |
$1.71M - $1.77M
|
411K
$39.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
16.1K+ 3.4% |
$1.51M - $1.56M
|
490K
$47.2M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-842- 14.47% |
$79.1K - $81.9K
|
4.98K
$480K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-129- 1.7% |
$12.1K - $12.5K
|
7.45K
$718K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.7K+ 2.83% |
$348K - $360K
|
135K
$13M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.89K- 2.58% |
$365K - $378K
|
147K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
763+ 9.16% |
$71.7K - $74.2K
|
9.1K
$877K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.82K+ 54.62% |
$265K - $275K
|
7.99K
$771K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-1.14K- 1.29% |
$107K - $111K
|
87.1K
$8.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-8.03K- 21.47% |
$754K - $781K
|
29.4K
$2.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
5.35K+ 82.32% |
$503K - $520K
|
11.9K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
886New |
$83.2K - $86.2K
|
886
$85.4K
|
|