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
|
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
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.88K+ 9.56% |
$176K - $183K
|
21.5K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.04K- 51.81% |
$661K - $685K
|
6.55K
$632K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
141+ 1.08% |
$13.2K - $13.7K
|
13.2K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
82+ 0.44% |
$7.7K - $7.98K
|
18.9K
$1.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
22KNew |
$2.07M - $2.14M
|
22K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.09K+ 2.91% |
$196K - $203K
|
73.9K
$7.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-452- 49.4% |
$42.4K - $44K
|
463
$44.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.22KNew |
$208K - $215K
|
2.22K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16KNew |
$1.51M - $1.56M
|
16K
$1.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2K+ 25.86% |
$188K - $195K
|
9.75K
$941K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-839- 15.81% |
$78.8K - $81.6K
|
4.47K
$431K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 12.24% |
$28.2K - $29.2K
|
2.15K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.88% |
$188 - $195
|
230
$22.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
66.6KNew |
$6.26M - $6.48M
|
66.6K
$6.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
544+ 2.37% |
$51.1K - $52.9K
|
23.5K
$2.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.02KNew |
$378K - $391K
|
4.02K
$388K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.13K- 7.84% |
$388K - $401K
|
48.5K
$4.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.2K- 71.84% |
$1.05M - $1.09M
|
4.39K
$424K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-422- 5.8% |
$39.6K - $41K
|
6.85K
$661K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
128K+ 89.29% |
$12M - $12.4M
|
271K
$26.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
56.6KNew |
$5.31M - $5.5M
|
56.6K
$5.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
496+ 2.34% |
$46.6K - $48.2K
|
21.7K
$2.09M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
479+ 9.04% |
$45K - $46.6K
|
5.78K
$557K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
21.5K+ 50.89% |
$2.02M - $2.1M
|
63.9K
$6.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-88- 0.56% |
$8.26K - $8.56K
|
15.8K
$1.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
25+ 0.98% |
$2.35K - $2.43K
|
2.59K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16+ 4.0% |
$1.5K - $1.56K
|
416
$40.1K
|
|