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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-24.5K- 90.73% |
$2.29M - $2.37M
|
2.5K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.05K+ 0.69% |
$98K - $101K
|
153K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100KNew |
$9.35M - $9.68M
|
100K
$9.23M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.2KNew |
$206K - $213K
|
2.2K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.74K+ 2.69% |
$163K - $169K
|
66.4K
$6.13M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-197- 1.74% |
$18.4K - $19.1K
|
11.1K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
15.5K+ 347.51% |
$1.45M - $1.5M
|
20K
$1.84M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
291New |
$27.2K - $28.2K
|
291
$26.9K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
160+ 5.56% |
$15K - $15.5K
|
3.04K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-374K- 64.04% |
$35M - $36.2M
|
210K
$19.4M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-495- 11.04% |
$46.3K - $47.9K
|
3.99K
$368K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30+ 50.0% |
$2.81K - $2.9K
|
90
$8.31K
|
|
|
May 07, 2024
Q1 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
152KNew |
$14.2M - $14.7M
|
152K
$14M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.57K- 22.37% |
$147K - $152K
|
5.44K
$502K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.21K+ 3.33% |
$113K - $117K
|
37.5K
$3.46M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-424- 9.32% |
$39.7K - $41.1K
|
4.13K
$381K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
36New |
$3.37K - $3.49K
|
36
$3.32K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
103+ 38.87% |
$9.63K - $9.97K
|
368
$34K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
130New |
$12.2K - $12.6K
|
130
$12K
|
|
|
May 02, 2024
Q1 2024
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
41.6KNew |
$3.89M - $4.03M
|
41.6K
$3.84M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-958K- 99.75% |
$89.6M - $92.8M
|
2.37K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.1K+ 19.69% |
$944K - $977K
|
61.4K
$5.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
460New |
$43K - $44.5K
|
460
$42.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$281 - $290
|
3
$277
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-667- 19.93% |
$62.4K - $64.6K
|
2.68K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.55% |
$281 - $290
|
553
$51.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-605- 15.44% |
$56.6K - $58.6K
|
3.31K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.31KNew |
$683K - $707K
|
7.31K
$675K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
27New |
$2.53K - $2.61K
|
27
$2.49K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
407+ 20350.0% |
$38.1K - $39.4K
|
409
$37.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$9.35M - $9.68M
|
100K
$9.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-13.9K- 65.46% |
$1.3M - $1.34M
|
7.33K
$677K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-104- 11.19% |
$9.73K - $10.1K
|
825
$76.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-81- 43.55% |
$7.58K - $7.84K
|
105
$9.69K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-9.42K- 76.26% |
$881K - $912K
|
2.93K
$271K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.46K+ 6.08% |
$137K - $142K
|
25.5K
$2.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
581+ 245.15% |
$54.3K - $56.3K
|
818
$75.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.78K- 24.95% |
$166K - $172K
|
5.35K
$493K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-225- 93.36% |
$21K - $21.8K
|
16
$1.48K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.36K- 39.38% |
$314K - $325K
|
5.17K
$477K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
2.43KNew |
$227K - $235K
|
2.43K
$224K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
10+ 0.31% |
$935 - $968
|
3.27K
$302K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
27New |
$2.53K - $2.61K
|
27
$2.49K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
384+ 4.51% |
$35.9K - $37.2K
|
8.9K
$821K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.97KNew |
$558K - $578K
|
5.97K
$551K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.86K- 51.7% |
$735K - $761K
|
7.34K
$677K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-90.7K- 88.23% |
$8.48M - $8.78M
|
12.1K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-83.6K- 95.07% |
$7.82M - $8.09M
|
4.34K
$400K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-8.06K- 75.49% |
$754K - $781K
|
2.62K
$242K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.1KNew |
$1.04M - $1.07M
|
11.1K
$1.02M
|