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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
9+ 0.11% |
$822 - $874
|
8.18K
$755K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-11.6K- 49.65% |
$1.06M - $1.13M
|
11.8K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
153K+ 6612.82% |
$13.9M - $14.8M
|
155K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-30.6K- 91.47% |
$2.8M - $2.98M
|
2.86K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
2.37KNew |
$216K - $230K
|
2.37K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26.5KClosed |
$2.42M - $2.58M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.92KNew |
$266K - $283K
|
2.92K
$269K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.21K- 3.56% |
$202K - $215K
|
59.9K
$5.53M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.66KNew |
$334K - $356K
|
3.66K
$338K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
50KNew |
$4.57M - $4.86M
|
50K
$4.62M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.47K+ 3.44% |
$135K - $143K
|
44.3K
$4.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
267New |
$24.4K - $25.9K
|
267
$24.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
852+ 9.67% |
$77.8K - $82.8K
|
9.67K
$892K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
10.6KNew |
$969K - $1.03M
|
10.6K
$980K
|
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.27KNew |
$208K - $221K
|
2.27K
$210K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
102+ 0.76% |
$9.31K - $9.91K
|
13.6K
$1.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
103New |
$9.41K - $10K
|
103
$9.51K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 92.57% |
$96.7K - $103K
|
85
$7.85K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-221K- 69.49% |
$20.2M - $21.5M
|
97.1K
$8.97M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.36KNew |
$216K - $229K
|
2.36K
$218K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
54+ 12.98% |
$4.93K - $5.25K
|
470
$43.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-228- 7.83% |
$20.8K - $22.1K
|
2.68K
$248K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
15+ 0.42% |
$1.37K - $1.46K
|
3.63K
$335K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
11+ 12.36% |
$1K - $1.07K
|
100
$9.23K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$91.3 - $97.1
|
2.96K
$273K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
177New |
$16.2K - $17.2K
|
177
$16.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
13+ 0.38% |
$1.19K - $1.26K
|
3.43K
$317K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
41.5KNew |
$3.79M - $4.03M
|
41.5K
$3.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-431- 4.07% |
$39.4K - $41.9K
|
10.2K
$938K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
308K+ 32.42% |
$28.1M - $29.9M
|
1.26M
$116M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-464- 11.86% |
$42.4K - $45.1K
|
3.45K
$318K
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
33.1K+ 48.21% |
$3.02M - $3.22M
|
102K
$9.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
15New |
$1.37K - $1.46K
|
15
$1.38K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-162K- 96.79% |
$14.8M - $15.7M
|
5.38K
$496K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
18.2K+ 613.58% |
$1.66M - $1.77M
|
21.2K
$1.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
309+ 294.29% |
$28.2K - $30K
|
414
$38.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
271+ 11.53% |
$24.7K - $26.3K
|
2.62K
$242K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$822 - $874
|
9
$831
|
|
|
Oct 19, 2023
Q3 2023
|
Peavine Capital, LLC
|
BUY
|
- |
419K+ 35.11% |
$38.2M - $40.7M
|
1.61M
$149M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.22KNew |
$202K - $215K
|
2.22K
$205K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
87New |
$7.94K - $8.45K
|
87
$8.03K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-201- 5.32% |
$18.4K - $19.5K
|
3.58K
$330K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
385+ 1.85% |
$35.2K - $37.4K
|
21.2K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.31K+ 5.78% |
$211K - $224K
|
42.3K
$3.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.44KNew |
$223K - $237K
|
2.44K
$226K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 5.99% |
$1.83K - $1.94K
|
314
$29K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11K- 66.63% |
$1M - $1.06M
|
5.49K
$507K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.8K- 32.64% |
$165K - $175K
|
3.72K
$344K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$2.65K - $2.82K
|
29
$2.68K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.72K- 33.66% |
$431K - $458K
|
9.3K
$859K
|