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 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
9.92KNew |
$937K - $992K
|
9.92K
$915K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.73KNew |
$353K - $373K
|
3.73K
$344K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25.8KNew |
$2.43M - $2.58M
|
25.8K
$2.38M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.02KNew |
$380K - $402K
|
4.02K
$371K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
2.09KNew |
$198K - $209K
|
2.09K
$193K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.68KClosed |
$249K - $265K
|
0
$0
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-107K- 22.17% |
$9.96M - $10.6M
|
376K
$34.7M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
35.4KNew |
$3.29M - $3.51M
|
35.4K
$3.27M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
313KNew |
$29.1M - $31.1M
|
313K
$28.9M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17New |
$1.58K - $1.69K
|
17
$1.57K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6New |
$558 - $595
|
6
$554
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.54KNew |
$236K - $252K
|
2.54K
$234K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
33New |
$3.07K - $3.27K
|
33
$3.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-47.1K- 3.42% |
$4.37M - $4.67M
|
1.33M
$122M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.66K- 43.44% |
$619K - $660K
|
8.67K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$1.3K - $1.39K
|
14
$1.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
78New |
$7.25K - $7.73K
|
78
$7.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.07K- 65.29% |
$564K - $602K
|
3.23K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
344New |
$32K - $34.1K
|
344
$31.7K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.47KNew |
$136K - $145K
|
1.47K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.45KNew |
$134K - $143K
|
1.45K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
241New |
$22.4K - $23.9K
|
241
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
386New |
$35.9K - $38.3K
|
386
$35.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
505New |
$46.9K - $50.1K
|
505
$46.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
285KNew |
$26.5M - $28.3M
|
285K
$26.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-58- 0.39% |
$5.39K - $5.75K
|
14.8K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.68K+ 100.0% |
$249K - $266K
|
5.37K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
54New |
$5.02K - $5.35K
|
54
$4.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.1KNew |
$195K - $208K
|
2.1K
$194K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
7.27KNew |
$676K - $721K
|
7.27K
$671K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.93K- 1.51% |
$179K - $191K
|
126K
$11.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.84K+ 23.89% |
$264K - $281K
|
14.7K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
2.49KNew |
$231K - $247K
|
2.49K
$229K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-330- 6.45% |
$30.7K - $32.7K
|
4.79K
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
190+ 1900.0% |
$17.7K - $18.8K
|
200
$18.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
881+ 14.26% |
$81.9K - $87.3K
|
7.06K
$651K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.99KNew |
$371K - $396K
|
3.99K
$368K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-10.3K- 6.34% |
$954K - $1.02M
|
152K
$14M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-307- 1.03% |
$28.5K - $30.4K
|
29.5K
$2.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
116+ 236.73% |
$10.8K - $11.5K
|
165
$15.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
16.8KNew |
$1.56M - $1.67M
|
16.8K
$1.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-354- 7.21% |
$32.9K - $35.1K
|
4.55K
$420K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-15K- 43.1% |
$1.4M - $1.49M
|
19.9K
$1.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
305New |
$28.3K - $30.2K
|
305
$28.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-196- 6.31% |
$18.2K - $19.4K
|
2.91K
$268K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-336- 5.47% |
$31.2K - $33.3K
|
5.8K
$535K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$279 - $297
|
9.18K
$847K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20New |
$1.86K - $1.98K
|
20
$1.85K
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10KNew |
$929K - $991K
|
10K
$923K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
123+ 4.99% |
$11.4K - $12.2K
|
2.59K
$239K
|
|