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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.01K+ 21.8% |
$94K - $97.4K
|
5.64K
$544K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.04% |
$1.02K - $1.06K
|
29.5K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.03KNew |
$375K - $389K
|
4.03K
$389K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23K+ 260.91% |
$2.15M - $2.22M
|
31.9K
$3.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63K+ 40.46% |
$5.86M - $6.08M
|
219K
$21.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$279K - $290K
|
3K
$289K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-23- 15.54% |
$2.14K - $2.22K
|
125
$12.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.4KNew |
$1.99M - $2.07M
|
21.4K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
290+ 2.19% |
$27K - $28K
|
13.5K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-10.6K- 15.37% |
$989K - $1.02M
|
58.4K
$5.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-96- 50.0% |
$8.94K - $9.27K
|
96
$9.26K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-352- 3.89% |
$32.8K - $34K
|
8.7K
$839K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
14.4KNew |
$1.34M - $1.39M
|
14.4K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
371New |
$34.6K - $35.8K
|
371
$35.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
17.5KNew |
$1.63M - $1.69M
|
17.5K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.84K+ 486.74% |
$171K - $177K
|
2.21K
$213K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-19- 0.57% |
$1.77K - $1.83K
|
3.33K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-597- 18.88% |
$55.6K - $57.6K
|
2.57K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
3.96KNew |
$369K - $382K
|
3.96K
$382K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36+ 1.16% |
$3.35K - $3.48K
|
3.13K
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-179K- 51.79% |
$16.6M - $17.2M
|
166K
$16M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.05K- 46.89% |
$284K - $295K
|
3.45K
$333K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
499New |
$46.5K - $48.2K
|
499
$48.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
664+ 87.37% |
$61.9K - $64.1K
|
1.42K
$137K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
93+ 3.99% |
$8.66K - $8.98K
|
2.42K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
87New |
$8.1K - $8.4K
|
87
$8.39K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$93.2K - $96.6K
|
1K
$96.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.66KNew |
$341K - $353K
|
3.66K
$353K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$3.82K - $3.96K
|
41
$3.95K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
77+ 0.55% |
$7.17K - $7.44K
|
14.1K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61New |
$5.68K - $5.89K
|
61
$5.88K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.74K- 11.58% |
$162K - $168K
|
13.2K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-31- 1.21% |
$2.89K - $2.99K
|
2.53K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-600- 16.67% |
$55.9K - $57.9K
|
3K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-218- 9.08% |
$20.3K - $21.1K
|
2.18K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.91KNew |
$458K - $474K
|
4.91K
$474K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-42- 42.86% |
$3.91K - $4.06K
|
56
$5.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-454- 24.01% |
$42.3K - $43.8K
|
1.44K
$139K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-812- 34.86% |
$75.6K - $78.4K
|
1.52K
$146K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
58.4K+ 1284.95% |
$5.44M - $5.64M
|
63K
$6.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.26KNew |
$210K - $218K
|
2.26K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.87K- 71.39% |
$547K - $567K
|
2.35K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-100- 3.19% |
$9.32K - $9.66K
|
3.04K
$293K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-475- 70.68% |
$44.2K - $45.9K
|
197
$19K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$6.61K - $6.86K
|
71
$6.85K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.1K- 24.81% |
$2.71M - $2.81M
|
88K
$8.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3+ 0.76% |
$279 - $290
|
397
$38.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-261- 9.97% |
$24.3K - $25.2K
|
2.36K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
117New |
$10.9K - $11.3K
|
117
$11.3K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-165- 4.57% |
$15.4K - $15.9K
|
3.44K
$332K
|
|