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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30New |
$2.67K - $2.91K
|
30
$2.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.11K- 24.99% |
$188K - $204K
|
6.33K
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
142KNew |
$12.7M - $13.8M
|
142K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
858+ 86.49% |
$76.3K - $83.2K
|
1.85K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
35New |
$3.11K - $3.4K
|
35
$3.23K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
148+ 28.03% |
$13.2K - $14.4K
|
676
$62.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.21KNew |
$196K - $214K
|
2.21K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-284- 9.68% |
$25.3K - $27.5K
|
2.65K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-13- 28.26% |
$1.16K - $1.26K
|
33
$3.05K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
50KNew |
$4.45M - $4.85M
|
50K
$4.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.17KNew |
$193K - $210K
|
2.17K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.56KNew |
$138K - $151K
|
1.56K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
158KNew |
$14M - $15.3M
|
158K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
3.35KNew |
$298K - $325K
|
3.35K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$89 - $97
|
1
$92.3
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
114New |
$10.1K - $11.1K
|
114
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
17.7KNew |
$1.57M - $1.71M
|
17.7K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.95K- 34.57% |
$262K - $286K
|
5.58K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.47K- 41.94% |
$219K - $239K
|
3.41K
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
418K+ 379.7% |
$37.2M - $40.5M
|
528K
$48.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.82K+ 117.84% |
$518K - $565K
|
10.8K
$993K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.11M - $1.21M
|
12.5K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
5.41KNew |
$482K - $525K
|
5.41K
$500K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
72New |
$6.4K - $6.98K
|
72
$6.65K
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
2.2KNew |
$196K - $214K
|
2.2K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.41K- 16.51% |
$303K - $330K
|
17.2K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
92New |
$8.18K - $8.92K
|
92
$8.49K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-17.9K- 51.09% |
$1.59M - $1.73M
|
17.1K
$1.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.69KNew |
$506K - $552K
|
5.69K
$525K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-623- 93.68% |
$55.4K - $60.4K
|
42
$3.88K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$263K - $287K
|
2.96K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.83KNew |
$430K - $469K
|
4.83K
$446K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
299New |
$26.6K - $29K
|
299
$27.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
9.7KNew |
$863K - $941K
|
9.7K
$896K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15New |
$1.33K - $1.46K
|
15
$1.38K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.77K+ 29.83% |
$158K - $172K
|
7.72K
$713K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$712 - $776
|
8
$739
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
PUT |
-600- 10.71% |
$53.4K - $58.2K
|
5K
$462K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
123New |
$10.9K - $11.9K
|
123
$11.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
76.2KNew |
$6.77M - $7.39M
|
76.2K
$7.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-782- 13.39% |
$69.6K - $75.9K
|
5.06K
$467K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-6.34K- 20.64% |
$564K - $615K
|
24.4K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.71K- 2.74% |
$152K - $166K
|
60.8K
$5.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
9New |
$801 - $873
|
9
$831
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.97KNew |
$798K - $870K
|
8.97K
$828K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
20New |
$1.78K - $1.94K
|
20
$1.85K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-267- 46.35% |
$23.7K - $25.9K
|
309
$28.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
250New |
$22.2K - $24.3K
|
250
$23.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.78% |
$89 - $97
|
129
$11.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.2KNew |
$196K - $213K
|
2.2K
$203K
|