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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.15% |
$188 - $195
|
1.32K
$127K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 1.63% |
$188 - $195
|
125
$12.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.98K- 74.84% |
$656K - $679K
|
2.35K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
91.4K+ 19.44% |
$8.59M - $8.89M
|
562K
$54.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.13K- 19.64% |
$106K - $110K
|
4.64K
$447K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-161- 2.34% |
$15.1K - $15.7K
|
6.72K
$648K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
925+ 28.4% |
$86.9K - $90K
|
4.18K
$403K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.26K+ 20.1% |
$212K - $219K
|
13.5K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
257KNew |
$24.2M - $25M
|
257K
$24.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.67K+ 6.34% |
$345K - $357K
|
61.5K
$5.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
686+ 6.57% |
$64.4K - $66.7K
|
11.1K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
125+ 2.07% |
$11.7K - $12.2K
|
6.16K
$594K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
543New |
$51K - $52.8K
|
543
$52.4K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.34K- 48.18% |
$502K - $520K
|
5.75K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
79+ 0.35% |
$7.42K - $7.68K
|
22.4K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
7.82K+ 9.57% |
$735K - $761K
|
89.5K
$8.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-21.1K- 42.49% |
$1.98M - $2.05M
|
28.6K
$2.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10+ 0.26% |
$939 - $973
|
3.83K
$369K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
53.7K+ 24.08% |
$5.04M - $5.22M
|
277K
$26.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
354+ 6.74% |
$33.2K - $34.4K
|
5.61K
$541K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
634+ 2.13% |
$59.5K - $61.7K
|
30.4K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-26- 1.47% |
$2.44K - $2.53K
|
1.75K
$168K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.54K+ 2.98% |
$144K - $150K
|
53.1K
$5.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
219K+ 52.17% |
$20.6M - $21.3M
|
639K
$61.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
7.83K+ 10.36% |
$736K - $762K
|
83.5K
$8.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.39K- 32.58% |
$131K - $135K
|
2.88K
$278K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 1.27% |
$188 - $195
|
160
$15.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-233- 29.09% |
$21.9K - $22.7K
|
568
$54.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-188K- 2.19% |
$17.7M - $18.3M
|
8.41M
$812M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.65K+ 3.49% |
$342K - $355K
|
108K
$10.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.39M- 4.96% |
$131M - $136M
|
26.7M
$2.57B
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.67K+ 53.69% |
$157K - $163K
|
4.79K
$462K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
44.2K+ 30.45% |
$4.15M - $4.29M
|
189K
$18.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.11KNew |
$198K - $205K
|
2.11K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
388New |
$36.4K - $37.7K
|
388
$37.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-11- 0.09% |
$1.03K - $1.07K
|
12.3K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-943- 29.68% |
$88.6K - $91.7K
|
2.23K
$215K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
305New |
$28.6K - $29.7K
|
305
$29.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.03K+ 32.23% |
$191K - $197K
|
8.33K
$803K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.79K+ 20.06% |
$168K - $174K
|
10.7K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
91.3K+ 5.15% |
$8.57M - $8.88M
|
1.86M
$180M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
50K+ 7.86% |
$4.7M - $4.87M
|
686K
$66.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29+ 6.56% |
$2.72K - $2.82K
|
471
$45.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.6K+ 7.02% |
$244K - $253K
|
39.7K
$3.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
3.43K+ 13.44% |
$322K - $334K
|
28.9K
$2.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-34- 0.75% |
$3.19K - $3.31K
|
4.5K
$433K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.14K+ 6.31% |
$295K - $305K
|
52.9K
$5.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.16K- 11.5% |
$109K - $113K
|
8.95K
$863K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-176- 7.1% |
$16.5K - $17.1K
|
2.3K
$222K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
76KNew |
$7.14M - $7.39M
|
76K
$7.33M
|
|