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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
460New |
$43.4K - $46K
|
460
$42.5K
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.42K- 54.8% |
$323K - $342K
|
2.82K
$260K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.11KNew |
$200K - $211K
|
2.11K
$195K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
365New |
$34.5K - $36.5K
|
365
$33.7K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17.6K- 40.87% |
$1.67M - $1.76M
|
25.5K
$2.36M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5New |
$472 - $500
|
5
$462
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.01KNew |
$284K - $301K
|
3.01K
$278K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.38KNew |
$224K - $238K
|
2.38K
$219K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
36.6KNew |
$3.46M - $3.66M
|
36.6K
$3.38M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-980- 29.31% |
$92.5K - $98K
|
2.36K
$218K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
72.6KNew |
$6.85M - $7.26M
|
72.6K
$6.7M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
113KNew |
$10.6M - $11.3M
|
113K
$10.4M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.87MNew |
$176M - $187M
|
1.87M
$172M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
29.8K+ 511.84% |
$2.81M - $2.98M
|
35.6K
$3.29M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
146New |
$13.8K - $14.6K
|
146
$13.5K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-7.1K- 6.85% |
$670K - $710K
|
96.5K
$8.91M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-5.83K- 50.45% |
$550K - $583K
|
5.73K
$529K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12- 27.27% |
$1.13K - $1.2K
|
32
$2.95K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-230- 16.06% |
$21.7K - $23K
|
1.2K
$111K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$260K - $276K
|
2.76K
$255K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.66K+ 20.62% |
$912K - $966K
|
56.5K
$5.22M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-14.8K- 77.92% |
$1.39M - $1.48M
|
4.19K
$386K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.16KNew |
$298K - $316K
|
3.16K
$291K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.62KNew |
$153K - $162K
|
1.62K
$150K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
358New |
$33.8K - $35.8K
|
358
$33.1K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-21.4K- 90.16% |
$2.02M - $2.14M
|
2.34K
$216K
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
2.02KNew |
$191K - $202K
|
2.02K
$186K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7New |
$661 - $700
|
7
$646
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.52KNew |
$238K - $252K
|
2.52K
$233K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-26.4K- 96.55% |
$2.49M - $2.64M
|
944
$87.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$9.44K - $10K
|
100
$9.23K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
1.6K+ 49.11% |
$151K - $160K
|
4.86K
$448K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
20.6KNew |
$1.95M - $2.07M
|
20.6K
$1.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
325New |
$30.7K - $32.5K
|
325
$30K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 43.52% |
$150K - $159K
|
2.07K
$191K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
839New |
$79.2K - $83.9K
|
839
$77.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
1.08KNew |
$102K - $108K
|
1.08K
$99.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-37- 14.29% |
$3.49K - $3.7K
|
222
$20.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.92KNew |
$464K - $492K
|
4.92K
$454K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
21.5KNew |
$2.03M - $2.15M
|
21.5K
$1.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
35New |
$3.3K - $3.5K
|
35
$3.23K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.56KNew |
$242K - $256K
|
2.56K
$237K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.14KNew |
$202K - $214K
|
2.14K
$197K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.91KNew |
$558K - $591K
|
5.91K
$546K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
13.2KNew |
$1.24M - $1.32M
|
13.2K
$1.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3.66K- 26.08% |
$345K - $366K
|
10.4K
$956K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.1KNew |
$2.08M - $2.21M
|
22.1K
$2.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
250+ 7.88% |
$23.6K - $25K
|
3.42K
$316K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-18- 23.68% |
$1.7K - $1.8K
|
58
$5.35K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
9.92KNew |
$937K - $992K
|
9.92K
$916K
|