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 14, 2020
Q2 2020
|
Blackstone Inc
New York, NY |
SELL
|
PUT |
-945KClosed |
$113M - $116M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-883Closed |
$106K - $108K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-356Closed |
$42.6K - $43.6K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-19.8KClosed |
$2.37M - $2.42M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-156KClosed |
$18.7M - $19.1M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4.72KClosed |
$565K - $577K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.1K+ 16.32% |
$371K - $379K
|
22.1K
$2.09M
|
|
Aug 11, 2020
Q2 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-10.2KClosed |
$1.22M - $1.25M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.89KClosed |
$226K - $231K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-25Closed |
$2.99K - $3.06K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-100Closed |
$12K - $12.2K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.4KClosed |
$407K - $416K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Ledyard National Bank
|
SELL
|
- |
-1.98KClosed |
$238K - $243K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-236Closed |
$28.3K - $28.9K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.7KClosed |
$204K - $209K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-123KClosed |
$14.8M - $15.1M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-2.1KClosed |
$252K - $257K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.26KClosed |
$150K - $154K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.12KClosed |
$254K - $260K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-20.6KClosed |
$2.47M - $2.53M
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.66KClosed |
$319K - $326K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
PUT |
-20KClosed |
$2.21M - $2.43M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-27Closed |
$2.99K - $3.28K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-5.8KClosed |
$642K - $705K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.48KClosed |
$274K - $301K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$111 - $121
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.74KClosed |
$414K - $454K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
PUT |
900New |
$99.7K - $109K
|
900
$85.2K
|
|
May 14, 2020
Q1 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-2.07KClosed |
$229K - $251K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
PUT |
-996- 68.88% |
$110K - $121K
|
450
$42.6K
|
|
May 13, 2020
Q1 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.9KClosed |
$210K - $231K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Private Wealth Group, LLC
|
SELL
|
- |
-16.5KClosed |
$1.82M - $2M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-68Closed |
$7.53K - $8.26K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-250Closed |
$27.7K - $30.4K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-3.22KClosed |
$356K - $391K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-70.3K- 84.53% |
$7.79M - $8.54M
|
12.9K
$1.22M
|
|
May 06, 2020
Q1 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-16.7KClosed |
$1.84M - $2.02M
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-41.4KClosed |
$4.58M - $5.03M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-58Closed |
$6.42K - $7.05K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Cordasco Financial Network
|
SELL
|
- |
-18Closed |
$1.99K - $2.19K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-4.21KClosed |
$466K - $512K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-12.5KClosed |
$1.38M - $1.51M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-355Closed |
$39.3K - $43.1K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Arden Trust CO
|
SELL
|
- |
-1.92KClosed |
$212K - $233K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-120KClosed |
$13.3M - $14.6M
|
0
$0
|
|
Q4 2019 | |||||||
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
7.57KNew |
$834K - $861K
|
7.57K
$716K
|
|
Feb 20, 2020
Q4 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-16.5KClosed |
$1.81M - $1.87M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-478Closed |
$52.7K - $54.4K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
PUT |
-866KClosed |
$95.4M - $98.5M
|
0
$0
|