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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.5% |
$3.63K - $3.77K
|
7.71K
$743K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
169+ 113.42% |
$15.7K - $16.3K
|
318
$30.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-176- 6.43% |
$16.4K - $17K
|
2.56K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
697+ 36.11% |
$64.9K - $67.3K
|
2.63K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.23KNew |
$394K - $408K
|
4.23K
$408K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.62KNew |
$244K - $253K
|
2.62K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
80.2KNew |
$7.47M - $7.75M
|
80.2K
$7.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.1KNew |
$195K - $202K
|
2.1K
$202K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 3.7% |
$93.2 - $96.6
|
26
$2.51K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-130- 4.54% |
$12.1K - $12.6K
|
2.73K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-195K- 99.61% |
$18.1M - $18.8M
|
758
$73.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.43K+ 16.13% |
$133K - $138K
|
10.3K
$989K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.99K+ 53.66% |
$278K - $288K
|
8.55K
$824K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.9% |
$466 - $483
|
559
$53.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
64+ 2.39% |
$5.96K - $6.18K
|
2.74K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-24- 0.94% |
$2.24K - $2.32K
|
2.52K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.43K- 29.19% |
$133K - $138K
|
3.47K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-40- 20.0% |
$3.73K - $3.86K
|
160
$15.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
246KNew |
$22.9M - $23.8M
|
246K
$23.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
18.7K+ 8.94% |
$1.75M - $1.81M
|
228K
$22M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
10.6KNew |
$984K - $1.02M
|
10.6K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
281+ 11.73% |
$26.2K - $27.1K
|
2.68K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
155New |
$14.4K - $15K
|
155
$14.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-34.8K- 93.72% |
$3.25M - $3.36M
|
2.34K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-92- 1.81% |
$8.57K - $8.88K
|
4.98K
$481K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-625- 7.22% |
$58.2K - $60.4K
|
8.03K
$774K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 15.09% |
$1.49K - $1.54K
|
122
$11.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
2.13KNew |
$199K - $206K
|
2.13K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-750- 14.76% |
$69.9K - $72.4K
|
4.33K
$418K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.93K+ 31.03% |
$273K - $283K
|
12.4K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.02KNew |
$281K - $291K
|
3.02K
$291K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.57KNew |
$332K - $344K
|
3.57K
$344K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
79+ 1.28% |
$7.36K - $7.63K
|
6.24K
$602K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.25KNew |
$396K - $411K
|
4.25K
$410K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
560New |
$52.2K - $54.1K
|
560
$54K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10.8K- 6.5% |
$1.01M - $1.04M
|
155K
$15M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$1.14M - $1.18M
|
12.3K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
CALL |
14KNew |
$1.3M - $1.35M
|
14K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.83KNew |
$357K - $370K
|
3.83K
$369K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-791- 4.79% |
$73.7K - $76.4K
|
15.7K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-47.9K- 99.92% |
$4.46M - $4.63M
|
36
$3.47K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.94KNew |
$367K - $380K
|
3.94K
$380K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
548K+ 9052.5% |
$51.1M - $53M
|
555K
$53.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.98K+ 0.93% |
$277K - $288K
|
324K
$31.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-529K- 81.56% |
$49.3M - $51.1M
|
120K
$11.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
56.6KNew |
$5.27M - $5.46M
|
56.6K
$5.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-889- 28.12% |
$82.8K - $85.8K
|
2.27K
$219K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.42KNew |
$411K - $427K
|
4.42K
$426K
|
|
| Q1 2025 | |||||||
|
Nov 12, 2025
Q1 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
SELL
|
- |
-73.5KClosed |
$6.7M - $7.01M
|
0
$0
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-20- 0.37% |
$1.82K - $1.91K
|
5.34K
$515K
|
|