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 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-58.3KClosed |
$6.59M - $6.75M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-3.02KClosed |
$341K - $350K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-11.3KClosed |
$1.28M - $1.31M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-37.2KClosed |
$4.2M - $4.31M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-25Closed |
$2.83K - $2.89K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.64KClosed |
$299K - $306K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.25KClosed |
$141K - $144K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.12KClosed |
$239K - $245K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-40Closed |
$4.52K - $4.63K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-22.9KClosed |
$2.58M - $2.65M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.13KClosed |
$128K - $131K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.78KClosed |
$314K - $322K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-156Closed |
$17.6K - $18.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-12.7KClosed |
$1.43M - $1.47M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.9KClosed |
$893K - $915K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
32.2KNew |
$3.64M - $3.73M
|
32.2K
$2.97M
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.38KClosed |
$722K - $739K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
5.76KNew |
$651K - $667K
|
5.76K
$531K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
71+ 7100.0% |
$8.03K - $8.22K
|
72
$6.64K
|
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-68Closed |
$7.69K - $7.87K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-7.72KClosed |
$873K - $894K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.89KClosed |
$214K - $219K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-3.3KClosed |
$373K - $382K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-191Closed |
$21.6K - $22.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.68KNew |
$302K - $321K
|
2.68K
$247K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-54Closed |
$6.1K - $6.48K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.21KClosed |
$249K - $265K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-198Closed |
$22.4K - $23.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-8.67KClosed |
$979K - $1.04M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-93.9KClosed |
$10.6M - $11.3M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.8KClosed |
$429K - $456K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-105KClosed |
$11.8M - $12.6M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-103KClosed |
$11.7M - $12.4M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-28Closed |
$3.16K - $3.36K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-164KClosed |
$18.6M - $19.7M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Titan Capital Management, LLC
|
SELL
|
- |
-109KClosed |
$12.3M - $13.1M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
65New |
$7.34K - $7.8K
|
65
$6K
|
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.89K+ 24.22% |
$439K - $467K
|
20K
$1.84M
|
|
|
May 13, 2021
Q1 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-200KClosed |
$22.6M - $24M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-11.8KClosed |
$1.33M - $1.42M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
643New |
$72.6K - $77.1K
|
643
$59.3K
|
|
|
May 12, 2021
Q1 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.78KClosed |
$313K - $333K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-24KClosed |
$2.71M - $2.88M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-62Closed |
$7K - $7.44K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Camden Capital, LLC
|
SELL
|
- |
-2KClosed |
$226K - $240K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Bell Bank
|
SELL
|
- |
-50.2KClosed |
$5.67M - $6.02M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-5.08KClosed |
$574K - $610K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.84KClosed |
$207K - $220K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-31.6KClosed |
$3.56M - $3.79M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-137Closed |
$15.5K - $16.4K
|
0
$0
|
|