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 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-265- 1.75% |
$24.9K - $25.8K
|
14.9K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
768+ 4.75% |
$72.1K - $74.7K
|
16.9K
$1.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-415- 7.15% |
$39K - $40.4K
|
5.39K
$519K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.67K+ 41.11% |
$157K - $162K
|
5.73K
$552K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.05KNew |
$286K - $297K
|
3.05K
$294K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
1.13K+ 1.01% |
$106K - $110K
|
113K
$10.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
954+ 5.04% |
$89.6K - $92.8K
|
19.9K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
16.8K+ 12.99% |
$1.58M - $1.64M
|
147K
$14.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
70.9K+ 58.75% |
$6.66M - $6.9M
|
192K
$18.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 6.5% |
$751 - $778
|
131
$12.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-697- 3.0% |
$65.5K - $67.8K
|
22.5K
$2.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
233+ 1.09% |
$21.9K - $22.7K
|
21.6K
$2.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
68K+ 112.07% |
$6.39M - $6.62M
|
129K
$12.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.85KNew |
$267K - $277K
|
2.85K
$275K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-8.02K- 17.9% |
$753K - $780K
|
36.8K
$3.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-2K- 18.6% |
$188K - $194K
|
8.74K
$843K
|
|
|
Oct 24, 2025
Q3 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.37K- 0.46% |
$411K - $425K
|
956K
$92.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
14.8K+ 808.02% |
$1.39M - $1.44M
|
16.6K
$1.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.94K- 4.09% |
$370K - $383K
|
92.4K
$8.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-322K- 46.81% |
$30.2M - $31.3M
|
366K
$35.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.7K+ 67.62% |
$2.7M - $2.79M
|
71.2K
$6.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.02% |
$93.9 - $97.3
|
4.9K
$473K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.79K+ 46.46% |
$262K - $271K
|
8.8K
$848K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
16K+ 14.55% |
$1.5M - $1.55M
|
126K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.6K+ 25.29% |
$2.31M - $2.39M
|
122K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
504+ 509.09% |
$47.3K - $49K
|
603
$58.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.75K- 25.61% |
$540K - $559K
|
16.7K
$1.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-2.43K- 7.5% |
$228K - $236K
|
30K
$2.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-529- 10.98% |
$49.7K - $51.5K
|
4.29K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-541- 0.52% |
$50.8K - $52.6K
|
104K
$9.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
350+ 2.08% |
$32.9K - $34K
|
17.2K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
883+ 37.19% |
$82.9K - $85.9K
|
3.26K
$314K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45+ 8.29% |
$4.23K - $4.38K
|
588
$56.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-56.1K- 16.91% |
$5.27M - $5.46M
|
276K
$26.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.18K- 21.71% |
$393K - $407K
|
15.1K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.22K+ 17.85% |
$115K - $119K
|
8.08K
$780K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.03K+ 6.42% |
$97.1K - $101K
|
17.1K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
208+ 0.8% |
$19.5K - $20.2K
|
26.2K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.52K+ 1.05% |
$143K - $148K
|
147K
$14.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.54KNew |
$614K - $636K
|
6.54K
$631K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
200K+ 948.87% |
$18.7M - $19.4M
|
221K
$21.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.67% |
$2.07K - $2.14K
|
3.29K
$317K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
481+ 12.0% |
$45.2K - $46.8K
|
4.49K
$433K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
PUT |
7KNew |
$657K - $681K
|
7K
$675K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
13.9K+ 14.65% |
$1.31M - $1.36M
|
109K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-2K- 2.48% |
$188K - $195K
|
78.6K
$7.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.2K+ 10.37% |
$5.56M - $5.75M
|
630K
$60.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.77K+ 18.46% |
$166K - $172K
|
11.3K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-28.2K- 20.21% |
$2.65M - $2.74M
|
111K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
198K+ 7.68% |
$18.6M - $19.3M
|
2.78M
$268M
|
|