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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.36K- 26.4% |
$409K - $424K
|
12.1K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.36K+ 7.35% |
$315K - $326K
|
49K
$4.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-665- 32.39% |
$62.5K - $64.7K
|
1.39K
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
21.1K+ 7.92% |
$1.98M - $2.05M
|
287K
$27.7M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
91.5K+ 13.88% |
$8.6M - $8.9M
|
751K
$72.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-215- 5.95% |
$20.2K - $20.9K
|
3.4K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.23K- 16.48% |
$209K - $217K
|
11.3K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.85K+ 41.24% |
$361K - $374K
|
13.2K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-30.1K- 86.07% |
$2.82M - $2.92M
|
4.87K
$469K
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-440- 2.31% |
$41.3K - $42.8K
|
18.6K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
25+ 0.37% |
$2.35K - $2.43K
|
6.73K
$649K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-274- 2.54% |
$25.7K - $26.6K
|
10.5K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-386- 3.12% |
$36.2K - $37.5K
|
12K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.16K- 6.66% |
$297K - $307K
|
44.3K
$4.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.45K+ 4.0% |
$794K - $822K
|
220K
$21.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-261- 6.09% |
$24.5K - $25.4K
|
4.02K
$388K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-170- 4.7% |
$16K - $16.5K
|
3.45K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
226K+ 1093.07% |
$21.3M - $22M
|
247K
$23.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.7K+ 383.0% |
$1M - $1.04M
|
13.5K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150- 1.76% |
$14.1K - $14.6K
|
8.38K
$808K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-486- 0.86% |
$45.6K - $47.3K
|
56.3K
$5.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.4K- 1.25% |
$1.07M - $1.11M
|
904K
$87.2M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
93.4KNew |
$8.77M - $9.09M
|
93.4K
$9.01M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11.5K- 69.33% |
$1.08M - $1.12M
|
5.08K
$490K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.68K+ 24.47% |
$252K - $261K
|
13.6K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.1KNew |
$197K - $204K
|
2.1K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-166- 5.06% |
$15.6K - $16.1K
|
3.11K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.35K- 12.05% |
$126K - $131K
|
9.81K
$946K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-5.46K- 3.96% |
$513K - $531K
|
133K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Savior LLC
|
BUY
|
- |
3.96K+ 29.05% |
$372K - $385K
|
17.6K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-64- 8.31% |
$6.01K - $6.22K
|
706
$68.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.13K+ 3.31% |
$294K - $304K
|
97.6K
$9.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.22% |
$108K - $112K
|
53.1K
$5.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
12K+ 21.43% |
$1.13M - $1.17M
|
68K
$6.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
202+ 1.87% |
$19K - $19.6K
|
11K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
114New |
$10.7K - $11.1K
|
114
$11K
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
1.31K+ 0.97% |
$123K - $127K
|
135K
$13.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-49.2K- 59.41% |
$4.62M - $4.78M
|
33.6K
$3.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
38.6K+ 11.13% |
$3.63M - $3.75M
|
385K
$37.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-322- 0.85% |
$30.2K - $31.3K
|
37.7K
$3.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Peavine Capital, LLC
|
BUY
|
- |
195K+ 11.59% |
$18.3M - $18.9M
|
1.87M
$181M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.79K+ 38.38% |
$168K - $174K
|
6.46K
$623K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-55- 1.66% |
$5.17K - $5.35K
|
3.25K
$314K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
104New |
$9.77K - $10.1K
|
104
$10K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
315+ 0.08% |
$29.6K - $30.6K
|
402K
$38.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.53K+ 7.44% |
$143K - $148K
|
22K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.98K+ 10.54% |
$374K - $387K
|
41.7K
$4.03M
|
|