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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.19K+ 2.44% |
$748K - $796K
|
344K
$31.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.1KNew |
$831K - $884K
|
9.1K
$840K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
434New |
$39.6K - $42.2K
|
434
$40.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.74KNew |
$433K - $460K
|
4.74K
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.84K- 28.37% |
$260K - $276K
|
7.18K
$663K
|
|
| Q2 2023 | |||||||
|
Nov 27, 2024
Q2 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-73.2KClosed |
$7.06M - $7.36M
|
0
$0
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
829+ 145.69% |
$79.9K - $83.3K
|
1.4K
$129K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.31KNew |
$319K - $333K
|
3.31K
$306K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.67KNew |
$257K - $268K
|
2.67K
$246K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
75KNew |
$7.23M - $7.54M
|
75K
$6.93M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-469Closed |
$45.2K - $47.1K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
130+ 2.76% |
$12.5K - $13.1K
|
4.84K
$447K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-56Closed |
$5.4K - $5.63K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-194- 26.43% |
$18.7K - $19.5K
|
540
$49.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.5K+ 100.0% |
$145K - $151K
|
3K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
46KNew |
$4.43M - $4.62M
|
46K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.03KNew |
$388K - $405K
|
4.03K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.1K- 56.36% |
$299K - $311K
|
2.4K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
7.4KNew |
$713K - $744K
|
7.4K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-820- 14.25% |
$79K - $82.4K
|
4.94K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-66- 50.0% |
$6.36K - $6.63K
|
66
$6.09K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
60New |
$5.78K - $6.03K
|
60
$5.54K
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-50- 6.05% |
$4.82K - $5.02K
|
777
$71.7K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.79KNew |
$366K - $381K
|
3.79K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
165KNew |
$15.9M - $16.6M
|
165K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
14K+ 87.29% |
$1.35M - $1.41M
|
30.1K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
24.6KNew |
$2.38M - $2.48M
|
24.6K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12- 34.29% |
$1.16K - $1.21K
|
23
$2.12K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
23.2K+ 222.11% |
$2.24M - $2.33M
|
33.7K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.47K- 13.12% |
$817K - $851K
|
56.1K
$5.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
541+ 2.35% |
$52.1K - $54.4K
|
23.5K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Bck Capital Management LP
Stamford, CT |
SELL
|
PUT |
-74.5K- 57.26% |
$7.18M - $7.49M
|
55.6K
$5.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
91New |
$8.77K - $9.14K
|
91
$8.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
BUY
|
- |
848K+ 331.85% |
$81.8M - $85.2M
|
1.1M
$102M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.15KNew |
$207K - $216K
|
2.15K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 43.55% |
$244K - $255K
|
3.29K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-365- 13.13% |
$35.2K - $36.7K
|
2.42K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
114+ 0.3% |
$11K - $11.5K
|
37.9K
$3.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
730New |
$70.4K - $73.4K
|
730
$67.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
24.9KNew |
$2.4M - $2.5M
|
24.9K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
30.3KNew |
$2.92M - $3.04M
|
30.3K
$2.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
386New |
$37.2K - $38.8K
|
386
$35.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.23KNew |
$215K - $224K
|
2.23K
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-458- 3.56% |
$44.1K - $46K
|
12.4K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40New |
$3.86K - $4.02K
|
40
$3.69K
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-3K- 54.05% |
$289K - $301K
|
2.55K
$235K
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.15K+ 7.87% |
$497K - $518K
|
70.6K
$6.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2+ 1.32% |
$193 - $201
|
153
$14.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.85KNew |
$371K - $387K
|
3.85K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.24KNew |
$216K - $225K
|
2.24K
$207K
|
|