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 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-629- 6.8% |
$57.3K - $60K
|
8.63K
$832K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.21K- 8.17% |
$110K - $116K
|
13.6K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-719- 2.14% |
$65.6K - $68.6K
|
32.9K
$3.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
23.9K+ 6.53% |
$2.18M - $2.28M
|
390K
$37.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.14KNew |
$377K - $394K
|
4.14K
$399K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
250+ 2.64% |
$22.8K - $23.8K
|
9.71K
$936K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
377New |
$34.4K - $36K
|
377
$36.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.12KNew |
$193K - $202K
|
2.12K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$2.46K - $2.58K
|
27
$2.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45+ 21.03% |
$4.1K - $4.29K
|
259
$25K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
5.46K+ 28.41% |
$497K - $520K
|
24.7K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
817+ 1945.24% |
$74.5K - $77.9K
|
859
$82.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-735- 2.48% |
$67K - $70.1K
|
28.9K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
135New |
$12.3K - $12.9K
|
135
$13K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 32.32% |
$116K - $121K
|
2.66K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
734New |
$66.9K - $70K
|
734
$70.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
340KNew |
$31M - $32.4M
|
340K
$32.8M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.28K+ 31647.83% |
$664K - $694K
|
7.3K
$704K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.15K- 1.5% |
$104K - $109K
|
75.2K
$7.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
440New |
$40.1K - $42K
|
440
$42.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.43K+ 3.22% |
$131K - $137K
|
46K
$4.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-574- 15.03% |
$52.3K - $54.8K
|
3.25K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-24.9K- 46.65% |
$2.27M - $2.37M
|
28.5K
$2.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$361K - $378K
|
3.96K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 6.18% |
$4.65K - $4.86K
|
876
$84.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
190KNew |
$17.4M - $18.2M
|
190K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-139- 2.24% |
$12.7K - $13.3K
|
6.06K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.15KNew |
$196K - $205K
|
2.15K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.68K+ 48.34% |
$153K - $160K
|
5.14K
$496K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$205K - $214K
|
2.25K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
48+ 1.93% |
$4.38K - $4.58K
|
2.54K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-240- 7.25% |
$21.9K - $22.9K
|
3.07K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.49KNew |
$136K - $142K
|
1.49K
$144K
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
128K+ 164.8% |
$11.7M - $12.2M
|
206K
$19.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 2.72% |
$1.82K - $1.91K
|
715
$69K
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.3K- 16.85% |
$119K - $124K
|
6.43K
$620K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 72.16% |
$11.6K - $12.1K
|
303
$29.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
53.1K+ 68.42% |
$4.84M - $5.07M
|
131K
$12.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.34KNew |
$851K - $891K
|
9.34K
$900K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
660New |
$60.2K - $63K
|
660
$63.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
112New |
$10.2K - $10.7K
|
112
$10.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.89KNew |
$810K - $848K
|
8.89K
$857K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
410+ 136.67% |
$37.4K - $39.1K
|
710
$68.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-428- 10.32% |
$39K - $40.8K
|
3.72K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-177- 9.3% |
$16.1K - $16.9K
|
1.73K
$167K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13KNew |
$1.19M - $1.24M
|
13K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
75New |
$6.84K - $7.15K
|
75
$7.23K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
56.3K+ 55.39% |
$5.13M - $5.37M
|
158K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
133K+ 3525.81% |
$12.2M - $12.7M
|
137K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.27K- 98.95% |
$207K - $216K
|
24
$2.31K
|
|