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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-335- 3.45% |
$29.8K - $32.5K
|
9.37K
$865K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 6.1% |
$445 - $485
|
77
$7.11K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.37% |
$178 - $194
|
148
$13.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
112New |
$9.96K - $10.9K
|
112
$10.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.25KNew |
$378K - $412K
|
4.25K
$392K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
108New |
$9.61K - $10.5K
|
108
$9.97K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-558- 70.81% |
$49.6K - $54.1K
|
230
$21.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
6.7KNew |
$596K - $650K
|
6.7K
$618K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-711- 11.59% |
$63.2K - $69K
|
5.42K
$500K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13New |
$1.16K - $1.26K
|
13
$1.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
318KNew |
$28.2M - $30.8M
|
318K
$29.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.99K- 74.67% |
$621K - $678K
|
2.37K
$219K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-73.8K- 96.95% |
$6.56M - $7.16M
|
2.32K
$214K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$534 - $582
|
6
$554
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.33KNew |
$296K - $323K
|
3.33K
$307K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
315New |
$28K - $30.6K
|
315
$29.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-200- 2.91% |
$17.8K - $19.4K
|
6.67K
$616K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 85.98% |
$289K - $315K
|
7.03K
$649K
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-15.9K- 21.83% |
$1.41M - $1.54M
|
56.9K
$5.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.21K+ 119.37% |
$285K - $311K
|
5.89K
$544K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.99K- 78.8% |
$710K - $775K
|
2.15K
$198K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-22.8K- 18.7% |
$2.03M - $2.21M
|
99.1K
$9.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-768- 2.38% |
$68.3K - $74.5K
|
31.5K
$2.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
761New |
$67.7K - $73.8K
|
761
$70.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2K- 3.62% |
$178K - $194K
|
53.3K
$4.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 37.97% |
$133K - $146K
|
2.45K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-379- 7.35% |
$33.7K - $36.8K
|
4.78K
$441K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$479K - $522K
|
5.38K
$497K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-13.5K- 43.19% |
$1.2M - $1.31M
|
17.7K
$1.64M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
267New |
$23.7K - $25.9K
|
267
$24.6K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-170- 10.3% |
$15.1K - $16.5K
|
1.48K
$137K
|
|
| Q3 2023 | |||||||
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.57KNew |
$691K - $735K
|
7.57K
$699K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.4KClosed |
$128K - $136K
|
0
$0
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.6KClosed |
$329K - $350K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
75KNew |
$6.85M - $7.28M
|
75K
$6.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-146- 2.78% |
$13.3K - $14.2K
|
5.11K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.5K- 84.05% |
$1.23M - $1.31M
|
2.56K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.11KNew |
$375K - $399K
|
4.11K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.13% |
$365 - $389
|
3.18K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.87K- 70.97% |
$353K - $376K
|
1.58K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-1K- 55.56% |
$91.3K - $97.1K
|
800
$73.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Covalent Partners LLC
Concord, MA |
BUY
|
- |
2.54K+ 5.81% |
$232K - $246K
|
46.2K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
18KNew |
$1.64M - $1.75M
|
18K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
13.7KNew |
$1.25M - $1.33M
|
13.7K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.88K+ 42.84% |
$811K - $862K
|
29.6K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
16+ 0.09% |
$1.46K - $1.55K
|
18.5K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
94New |
$8.58K - $9.13K
|
94
$8.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-379- 2.15% |
$34.6K - $36.8K
|
17.2K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-43- 14.01% |
$3.93K - $4.18K
|
264
$24.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-187- 1.28% |
$17.1K - $18.2K
|
14.4K
$1.33M
|
|