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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
187+ 1.0% |
$17K - $17.8K
|
18.8K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.59K+ 13.94% |
$327K - $342K
|
29.3K
$2.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
66.7K+ 51.45% |
$6.08M - $6.36M
|
196K
$18.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28.7K- 45.77% |
$2.62M - $2.74M
|
34K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-98- 3.2% |
$8.93K - $9.35K
|
2.97K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-39- 1.51% |
$3.56K - $3.72K
|
2.55K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
143+ 0.78% |
$13K - $13.6K
|
18.5K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
410+ 136.67% |
$37.4K - $39.1K
|
710
$67.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
28.4K+ 102.75% |
$2.59M - $2.71M
|
56.1K
$5.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
99New |
$9.03K - $9.44K
|
99
$9.37K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
195KNew |
$17.8M - $18.6M
|
195K
$18.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
35.1K+ 12.58% |
$3.2M - $3.35M
|
315K
$29.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.93K- 28.26% |
$176K - $184K
|
4.9K
$463K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
191K+ 2682.71% |
$17.4M - $18.2M
|
198K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-428- 10.32% |
$39K - $40.8K
|
3.72K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
645+ 1.94% |
$58.8K - $61.5K
|
34K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
66.1K+ 88.46% |
$6.03M - $6.31M
|
141K
$13.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
612+ 0.71% |
$55.8K - $58.4K
|
87.2K
$8.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 16.65% |
$95K - $99.4K
|
7.3K
$691K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.4K+ 2.27% |
$219K - $229K
|
108K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
580KNew |
$52.8M - $55.3M
|
580K
$54.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-484- 3.38% |
$44.1K - $46.2K
|
13.8K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
890+ 39.1% |
$81.1K - $84.9K
|
3.17K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
179+ 0.49% |
$16.3K - $17.1K
|
37.1K
$3.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-177- 9.3% |
$16.1K - $16.9K
|
1.73K
$164K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.52% |
$365 - $382
|
771
$73K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13KNew |
$1.19M - $1.24M
|
13K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-22- 3.55% |
$2.01K - $2.1K
|
597
$56.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
550K+ 6139.32% |
$50.1M - $52.4M
|
559K
$52.9M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.01K+ 8.12% |
$183K - $192K
|
26.8K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
75New |
$6.84K - $7.15K
|
75
$7.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
56.3K+ 55.39% |
$5.13M - $5.37M
|
158K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.15K+ 8.63% |
$287K - $301K
|
39.7K
$3.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-71.6K- 37.65% |
$6.53M - $6.83M
|
119K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 464.78% |
$1.23M - $1.28M
|
16.3K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
41.2KNew |
$3.76M - $3.93M
|
41.2K
$3.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-100- 25.64% |
$9.12K - $9.54K
|
290
$27.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-835- 21.88% |
$76.1K - $79.7K
|
2.98K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
763+ 4.13% |
$69.6K - $72.8K
|
19.2K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.04K+ 12.35% |
$94.6K - $99K
|
9.44K
$894K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18K+ 145.49% |
$1.64M - $1.71M
|
30.3K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
133K+ 3525.81% |
$12.2M - $12.7M
|
137K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
49.6K+ 2.56% |
$4.53M - $4.74M
|
1.99M
$188M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-547- 1.51% |
$49.9K - $52.2K
|
35.7K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
50.3K+ 8.85% |
$4.58M - $4.8M
|
618K
$58.5M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.02K+ 0.39% |
$92.8K - $97.1K
|
260K
$24.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.27K- 98.95% |
$207K - $216K
|
24
$2.27K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.65KNew |
$242K - $253K
|
2.65K
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
292+ 10.1% |
$26.6K - $27.9K
|
3.18K
$301K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.45KNew |
$223K - $233K
|
2.45K
$232K
|