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 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 7.07% |
$655 - $678
|
92
$8.49K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-200- 7.46% |
$18.7K - $19.4K
|
2.48K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.71KNew |
$253K - $262K
|
2.71K
$250K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.16KNew |
$296K - $306K
|
3.16K
$292K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
382+ 3.09% |
$35.7K - $37K
|
12.8K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-42.1K- 88.38% |
$3.94M - $4.08M
|
5.54K
$511K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-20.5K- 73.14% |
$1.92M - $1.99M
|
7.54K
$696K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.46KNew |
$324K - $335K
|
3.46K
$320K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
61New |
$5.71K - $5.91K
|
61
$5.63K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.48KNew |
$512K - $530K
|
5.48K
$505K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
4.2K+ 15.53% |
$392K - $406K
|
31.2K
$2.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.5KNew |
$234K - $242K
|
2.5K
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
709+ 2.72% |
$66.3K - $68.6K
|
26.8K
$2.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-540- 94.74% |
$50.5K - $52.3K
|
30
$2.77K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-64- 1.77% |
$5.99K - $6.2K
|
3.55K
$328K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.21K+ 69.52% |
$113K - $117K
|
2.95K
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
78KNew |
$7.3M - $7.55M
|
78K
$7.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
54K+ 78.55% |
$5.05M - $5.23M
|
123K
$11.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-332- 12.06% |
$31.1K - $32.1K
|
2.42K
$224K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
28.9KNew |
$2.57M - $2.8M
|
28.9K
$2.66M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.1KClosed |
$276K - $301K
|
0
$0
|
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
31.1KNew |
$2.77M - $3.02M
|
31.1K
$2.87M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.11K- 96.95% |
$98.8K - $108K
|
35
$3.23K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
45New |
$4K - $4.37K
|
45
$4.15K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$801 - $873
|
9
$831
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
6+ 600.0% |
$534 - $582
|
7
$646
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
332New |
$29.5K - $32.2K
|
332
$30.7K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-77.7KClosed |
$6.91M - $7.53M
|
0
$0
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
21.3KNew |
$1.89M - $2.07M
|
21.3K
$1.97M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.79KNew |
$248K - $271K
|
2.79K
$258K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
59.7KNew |
$5.31M - $5.79M
|
59.7K
$5.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
77New |
$6.85K - $7.47K
|
77
$7.11K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
103New |
$9.16K - $9.99K
|
103
$9.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-89- 0.76% |
$7.92K - $8.63K
|
11.6K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.95KNew |
$263K - $286K
|
2.95K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-54.5K- 35.42% |
$4.84M - $5.28M
|
99.3K
$9.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.2KNew |
$2.33M - $2.54M
|
26.2K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
51KNew |
$4.54M - $4.95M
|
51K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
22.7KNew |
$2.02M - $2.2M
|
22.7K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
92New |
$8.18K - $8.92K
|
92
$8.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 2.98% |
$8.9K - $9.7K
|
3.45K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
115+ 0.23% |
$10.2K - $11.2K
|
51K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.1KNew |
$4.01M - $4.38M
|
45.1K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
691+ 5.62% |
$61.5K - $67K
|
13K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
70.6KNew |
$6.28M - $6.84M
|
70.6K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78.6K- 99.33% |
$6.99M - $7.62M
|
530
$48.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
56.2KNew |
$5M - $5.45M
|
56.2K
$5.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11K- 55.13% |
$975K - $1.06M
|
8.93K
$824K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-24.4K- 90.42% |
$2.17M - $2.37M
|
2.59K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.74KNew |
$243K - $265K
|
2.74K
$252K
|
|