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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3.19K+ 6.62% |
$299K - $310K
|
51.3K
$4.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-292- 3.39% |
$27.4K - $28.4K
|
8.32K
$803K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
228+ 32.57% |
$21.4K - $22.2K
|
928
$89.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
570+ 8.95% |
$53.5K - $55.4K
|
6.94K
$669K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.7K- 83.2% |
$1M - $1.04M
|
2.15K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-61- 0.13% |
$5.73K - $5.93K
|
46.5K
$4.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
2.54K+ 2.14% |
$239K - $247K
|
121K
$11.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
105+ 1.7% |
$9.86K - $10.2K
|
6.28K
$606K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
31.7K+ 26.98% |
$2.98M - $3.08M
|
149K
$14.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
50+ 2.28% |
$4.7K - $4.86K
|
2.25K
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
9.48K+ 1.2% |
$891K - $922K
|
798K
$77M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
37.5K+ 8.59% |
$3.52M - $3.65M
|
474K
$45.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8- 0.27% |
$751 - $778
|
2.93K
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-23.8K- 34.21% |
$2.23M - $2.31M
|
45.7K
$4.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.54K- 8.5% |
$145K - $150K
|
16.6K
$1.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-601- 0.97% |
$56.4K - $58.5K
|
61.3K
$5.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
8.17K+ 23.58% |
$767K - $795K
|
42.8K
$4.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-302- 3.86% |
$28.4K - $29.4K
|
7.52K
$725K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
11.1KNew |
$1.04M - $1.08M
|
11.1K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4.77K+ 4.88% |
$447K - $463K
|
102K
$9.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-50- 2.2% |
$4.7K - $4.86K
|
2.22K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-156- 4.24% |
$14.6K - $15.2K
|
3.52K
$340K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.3K- 16.14% |
$1.15M - $1.19M
|
63.7K
$6.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
84.6K+ 250.57% |
$7.94M - $8.22M
|
118K
$11.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
183+ 4.6% |
$17.2K - $17.8K
|
4.16K
$402K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
25.7K+ 5.8% |
$2.42M - $2.5M
|
469K
$45.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 9.06% |
$1.14M - $1.18M
|
122K
$11.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
412+ 2.91% |
$38.7K - $40.1K
|
14.6K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
275K+ 1738.35% |
$25.8M - $26.7M
|
291K
$28M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
136+ 2.99% |
$12.8K - $13.2K
|
4.69K
$452K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
16New |
$1.5K - $1.56K
|
16
$1.54K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-1.65K- 7.99% |
$155K - $161K
|
19K
$1.84M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
7.41K+ 12.65% |
$695K - $720K
|
66K
$6.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
612+ 107.37% |
$57.5K - $59.5K
|
1.18K
$114K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.86K- 5.31% |
$551K - $570K
|
105K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-2- 11.76% |
$188 - $195
|
15
$1.45K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.54K- 63.85% |
$145K - $150K
|
872
$84.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.63K- 18.64% |
$247K - $256K
|
11.5K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-711K- 97.71% |
$66.8M - $69.1M
|
16.7K
$1.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-646- 8.33% |
$60.7K - $62.8K
|
7.11K
$685K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.2K+ 4.79% |
$113K - $117K
|
26.2K
$2.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
18.6K+ 3.14% |
$1.75M - $1.81M
|
611K
$59M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.37K+ 5.62% |
$880K - $911K
|
176K
$17M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
23+ 0.78% |
$2.16K - $2.24K
|
2.96K
$285K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
382+ 3.25% |
$35.9K - $37.2K
|
12.1K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 9.83% |
$144K - $149K
|
17.1K
$1.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
527+ 11.97% |
$49.5K - $51.3K
|
4.93K
$475K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
5.15K+ 22.52% |
$484K - $501K
|
28K
$2.7M
|
|