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 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
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
329+ 11.12% |
$30.9K - $32K
|
3.29K
$317K
|
|
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
360K+ 6.43% |
$33.8M - $35M
|
5.95M
$574M
|
|
|
Oct 16, 2025
Q3 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-148K- 75.11% |
$13.9M - $14.4M
|
49.1K
$4.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-278- 6.81% |
$26.1K - $27K
|
3.81K
$367K
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
698+ 2.66% |
$65.5K - $67.9K
|
26.9K
$2.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.83K- 4.15% |
$265K - $275K
|
65.2K
$6.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
593+ 1.39% |
$55.7K - $57.7K
|
43.3K
$4.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
567New |
$53.2K - $55.1K
|
567
$54.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
26.6KNew |
$2.49M - $2.58M
|
26.6K
$2.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-434- 5.66% |
$40.8K - $42.2K
|
7.23K
$697K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-10- 43.48% |
$939 - $973
|
13
$1.25K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-107- 0.7% |
$10K - $10.4K
|
15.3K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1K+ 1.13% |
$94.3K - $97.6K
|
89.6K
$8.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.92K+ 2.81% |
$274K - $284K
|
107K
$10.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.32KNew |
$311K - $323K
|
3.32K
$320K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.93K+ 2.03% |
$557K - $577K
|
298K
$28.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-154- 0.48% |
$14.5K - $15K
|
32.1K
$3.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.24K- 13.8% |
$116K - $120K
|
7.73K
$746K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.22K+ 12.05% |
$584K - $605K
|
57.8K
$5.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-8.2K- 52.83% |
$770K - $797K
|
7.32K
$706K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-515- 3.18% |
$48.4K - $50.1K
|
15.7K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.98KNew |
$280K - $290K
|
2.98K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2K+ 49.19% |
$187K - $194K
|
6.05K
$584K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 1.5% |
$9.39K - $9.73K
|
6.57K
$634K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.6K- 4.91% |
$151K - $156K
|
31.1K
$3M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.02K+ 1.07% |
$95.3K - $98.7K
|
96K
$9.26M
|
|