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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-350- 11.23% |
$31.9K - $33.1K
|
2.77K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-483- 29.58% |
$44.1K - $45.7K
|
1.15K
$111K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.64K+ 165.13% |
$241K - $250K
|
4.24K
$409K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
189New |
$17.2K - $17.9K
|
189
$18.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
PUT |
14KNew |
$1.28M - $1.32M
|
14K
$1.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
172New |
$15.7K - $16.3K
|
172
$16.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.47K- 31.0% |
$134K - $139K
|
3.28K
$316K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
23New |
$2.1K - $2.18K
|
23
$2.22K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
11New |
$1K - $1.04K
|
11
$1.06K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
26.2KNew |
$2.39M - $2.48M
|
26.2K
$2.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
18New |
$1.64K - $1.7K
|
18
$1.74K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
10.1KNew |
$921K - $955K
|
10.1K
$974K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3K+ 58.27% |
$273K - $283K
|
8.14K
$785K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-69- 2.14% |
$6.3K - $6.53K
|
3.15K
$304K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.39KNew |
$400K - $415K
|
4.39K
$423K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.6KNew |
$971K - $1.01M
|
10.6K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
87+ 3.25% |
$7.94K - $8.23K
|
2.77K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$274 - $284
|
3
$289
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.39K- 38.28% |
$127K - $131K
|
2.24K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
581+ 2.25% |
$53K - $55K
|
26.4K
$2.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
177+ 453.85% |
$16.1K - $16.7K
|
216
$20.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
294New |
$26.8K - $27.8K
|
294
$28.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 1.89% |
$1K - $1.04K
|
570
$55K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
206+ 0.65% |
$18.8K - $19.5K
|
32K
$3.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.2KNew |
$201K - $208K
|
2.2K
$212K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
7New |
$639 - $662
|
7
$675
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.7K- 7.9% |
$155K - $161K
|
19.8K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
266New |
$24.3K - $25.2K
|
266
$25.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-310- 49.52% |
$28.3K - $29.3K
|
316
$30.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.6K- 83.88% |
$1.24M - $1.29M
|
2.61K
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-8K- 64.41% |
$730K - $757K
|
4.42K
$426K
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
3.45KNew |
$315K - $326K
|
3.45K
$333K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.32KNew |
$303K - $314K
|
3.32K
$320K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
248New |
$22.6K - $23.5K
|
248
$23.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
352KNew |
$32.1M - $33.3M
|
352K
$34M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
352+ 306.09% |
$32.1K - $33.3K
|
467
$45K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.27KNew |
$116K - $120K
|
1.27K
$123K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
900New |
$82.1K - $85.1K
|
900
$86.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.53K+ 0.82% |
$139K - $144K
|
188K
$18.1M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
106New |
$9.67K - $10K
|
106
$10.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2025
Q1 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-68.4KClosed |
$6.4M - $6.62M
|
0
$0
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-697- 76.17% |
$65.2K - $67.5K
|
218
$21K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
18New |
$1.68K - $1.74K
|
18
$1.74K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
630New |
$58.9K - $61K
|
630
$60.8K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-876- 9.63% |
$81.9K - $84.8K
|
8.22K
$793K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
53.2K+ 8.35% |
$4.98M - $5.15M
|
690K
$66.5M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
500+ 100.0% |
$46.8K - $48.4K
|
1K
$96.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1Closed |
$93.5 - $96.8
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10KNew |
$935K - $968K
|
10K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Conversant Capital LLC
Summit, NJ |
BUY
|
PUT |
800KNew |
$74.8M - $77.5M
|
800K
$77.2M
|
|