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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
30New |
$2.94K - $3.2K
|
30
$2.77K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-22Closed |
$2.16K - $2.35K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-252- 5.83% |
$24.7K - $26.9K
|
4.07K
$375K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
116New |
$11.4K - $12.4K
|
116
$10.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-262Closed |
$25.7K - $27.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.7K- 26.23% |
$167K - $182K
|
4.79K
$442K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
298New |
$29.2K - $31.8K
|
298
$27.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-82.2KClosed |
$8.06M - $8.76M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2KClosed |
$196K - $213K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
52New |
$5.1K - $5.55K
|
52
$4.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-30- 1.43% |
$2.94K - $3.2K
|
2.07K
$191K
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.29K- 18.86% |
$323K - $351K
|
14.1K
$1.31M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$290K - $315K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-123Closed |
$12.1K - $13.1K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
89New |
$8.74K - $9.49K
|
89
$8.21K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-125Closed |
$12.3K - $13.3K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.12KNew |
$208K - $226K
|
2.12K
$196K
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-60.1KClosed |
$5.9M - $6.41M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.2K- 19.41% |
$118K - $128K
|
4.97K
$459K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.63KClosed |
$258K - $280K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.04KClosed |
$200K - $217K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-17.6KClosed |
$1.72M - $1.87M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.5KClosed |
$245K - $266K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-952Closed |
$93.4K - $102K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
360KNew |
$35.3M - $38.3M
|
360K
$33.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-85Closed |
$8.34K - $9.07K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
582+ 1212.5% |
$61.7K - $66.3K
|
630
$58.1K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$2.23K - $2.39K
|
21
$1.94K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.95KClosed |
$631K - $677K
|
0
$0
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.34KNew |
$354K - $380K
|
3.34K
$308K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
235+ 10.7% |
$24.9K - $26.8K
|
2.43K
$224K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-94- 32.53% |
$9.97K - $10.7K
|
195
$18K
|
|
|
Jun 17, 2022
Q1 2022
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-1.26M- 98.53% |
$134M - $144M
|
18.8K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-13.1KClosed |
$1.39M - $1.49M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.42KClosed |
$363K - $389K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12.3KClosed |
$1.31M - $1.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$189K - $203K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
10K+ 7.14% |
$1.06M - $1.14M
|
150K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-45Closed |
$4.77K - $5.13K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-93Closed |
$9.87K - $10.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-39Closed |
$4.14K - $4.44K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-17.5KClosed |
$1.86M - $1.99M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-10.6KClosed |
$1.13M - $1.21M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-71.1KClosed |
$7.54M - $8.09M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-21.8K- 34.6% |
$2.31M - $2.48M
|
41.2K
$3.8M
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.2KClosed |
$127K - $137K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-53Closed |
$5.62K - $6.04K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
176New |
$18.7K - $20.1K
|
176
$16.2K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-32.9KClosed |
$3.49M - $3.75M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-92Closed |
$9.76K - $10.5K
|
0
$0
|
|