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 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.06K+ 2.7% |
$851K - $881K
|
345K
$33.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 2.17% |
$188 - $195
|
90
$8.68K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-172- 1.72% |
$16.2K - $16.7K
|
9.82K
$947K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.04K+ 84.06% |
$191K - $198K
|
4.46K
$430K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-171K- 87.33% |
$16M - $16.6M
|
24.8K
$2.39M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-643- 7.59% |
$60.4K - $62.5K
|
7.83K
$755K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-144- 1.93% |
$13.5K - $14K
|
7.3K
$704K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.26KNew |
$212K - $219K
|
2.26K
$218K
|
|
|
Oct 07, 2025
Q3 2025
|
Sicart Associates LLC
|
BUY
|
- |
5.83K+ 5.25% |
$547K - $567K
|
117K
$11.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
350+ 9.19% |
$32.9K - $34K
|
4.16K
$401K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.57K+ 4.63% |
$147K - $153K
|
35.4K
$3.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-4.35K- 65.56% |
$408K - $423K
|
2.28K
$220K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.06K- 27.48% |
$99.5K - $103K
|
2.8K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.95K+ 6.44% |
$183K - $189K
|
32.2K
$3.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-37- 0.74% |
$3.47K - $3.6K
|
4.95K
$477K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12+ 0.13% |
$1.13K - $1.17K
|
9.25K
$892K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-425- 11.49% |
$39.9K - $41.3K
|
3.28K
$316K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-98- 1.43% |
$9.2K - $9.53K
|
6.77K
$653K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
4.25K+ 6.57% |
$399K - $413K
|
68.8K
$6.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 14.12% |
$137K - $142K
|
11.8K
$1.14M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7+ 0.32% |
$657 - $681
|
2.18K
$210K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.2K- 4.05% |
$113K - $117K
|
28.5K
$2.75M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-269- 0.81% |
$25.3K - $26.2K
|
32.8K
$3.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
2.77KNew |
$260K - $270K
|
2.77K
$267K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
113New |
$10.6K - $11K
|
113
$10.9K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
591+ 16.85% |
$55.5K - $57.5K
|
4.1K
$395K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.26K- 9.62% |
$119K - $123K
|
11.9K
$1.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
807+ 2.87% |
$75.8K - $78.5K
|
28.9K
$2.79M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-130- 0.94% |
$12.2K - $12.6K
|
13.7K
$1.32M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.08K- 7.63% |
$101K - $105K
|
13K
$1.25M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
89+ 81.65% |
$8.36K - $8.66K
|
198
$19.1K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.57K+ 4.65% |
$147K - $153K
|
35.4K
$3.41M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
6.54K+ 1.7% |
$614K - $636K
|
391K
$37.7M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
12.7K+ 4.09% |
$1.19M - $1.23M
|
322K
$31.1M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
50.9KNew |
$4.78M - $4.95M
|
50.9K
$4.91M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-598K- 44.47% |
$55.7M - $57.8M
|
747K
$72.1M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
71+ 1.58% |
$6.61K - $6.86K
|
4.57K
$441K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-474- 3.8% |
$44.2K - $45.8K
|
12K
$1.16M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.09K+ 20.69% |
$102K - $105K
|
6.36K
$613K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
75New |
$6.99K - $7.24K
|
75
$7.23K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
2.13K+ 5.94% |
$198K - $206K
|
38K
$3.66M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
337New |
$31.4K - $32.5K
|
337
$32.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.8K+ 775.24% |
$913K - $946K
|
11.1K
$1.07M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
79New |
$7.36K - $7.63K
|
79
$7.62K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
28New |
$2.61K - $2.7K
|
28
$2.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
824+ 1.89% |
$76.8K - $79.6K
|
44.3K
$4.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
224+ 1.63% |
$20.9K - $21.6K
|
13.9K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Q Fund Management (Hong Kong) LTD
Hong Kong, |
BUY
|
- |
5K+ 25.0% |
$466K - $483K
|
25K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-88- 77.88% |
$8.2K - $8.5K
|
25
$2.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.16KNew |
$201K - $208K
|
2.16K
$208K
|
|