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 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.11K+ 745.7% |
$844K - $903K
|
10.3K
$953K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-25.2K- 20.39% |
$2.33M - $2.5M
|
98.4K
$9.07M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-41K- 36.74% |
$3.8M - $4.06M
|
70.6K
$6.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
141New |
$13.1K - $14K
|
141
$13K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.49K+ 13.13% |
$323K - $346K
|
30K
$2.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
13.3K+ 1.28% |
$1.24M - $1.32M
|
1.05M
$97.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.4K+ 71.43% |
$1.34M - $1.43M
|
34.6K
$3.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.28K- 4.8% |
$767K - $821K
|
164K
$15.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-673- 21.63% |
$62.4K - $66.7K
|
2.44K
$225K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.24K+ 4.61% |
$578K - $618K
|
142K
$13.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-4.81K- 16.25% |
$446K - $477K
|
24.8K
$2.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-395- 2.09% |
$36.6K - $39.2K
|
18.5K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.23K- 22.75% |
$114K - $122K
|
4.19K
$387K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-250- 9.67% |
$23.2K - $24.8K
|
2.34K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
16.2K+ 1.79% |
$1.5M - $1.6M
|
917K
$84.6M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.5K+ 274.63% |
$1.34M - $1.43M
|
19.7K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.42K- 23.37% |
$502K - $537K
|
17.8K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.51K+ 62.62% |
$696K - $744K
|
19.5K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.43K+ 102.97% |
$225K - $241K
|
4.78K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
25.4K+ 1.4% |
$2.35M - $2.52M
|
1.84M
$170M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
36.6K+ 1462.14% |
$3.39M - $3.63M
|
39.1K
$3.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.27K+ 1.02% |
$488K - $522K
|
521K
$48M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
58.5K+ 78.67% |
$5.42M - $5.8M
|
133K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.72K+ 8.66% |
$623K - $666K
|
84.4K
$7.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.49K+ 52.54% |
$138K - $148K
|
4.32K
$399K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.16KNew |
$293K - $313K
|
3.16K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
650+ 6.39% |
$60.2K - $64.4K
|
10.8K
$998K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
16.5K+ 3.69% |
$1.53M - $1.63M
|
462K
$42.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.32K+ 5.77% |
$122K - $131K
|
24.2K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
14+ 0.6% |
$1.3K - $1.39K
|
2.34K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
400+ 1.2% |
$37.1K - $39.7K
|
33.7K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
15.9K+ 16.04% |
$1.47M - $1.57M
|
115K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
455+ 0.61% |
$42.2K - $45.1K
|
74.8K
$6.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
11.8K+ 21.87% |
$1.1M - $1.17M
|
65.9K
$6.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.36K- 33.78% |
$682K - $730K
|
14.4K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
335+ 8.98% |
$31K - $33.2K
|
4.07K
$375K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-30- 0.86% |
$2.78K - $2.97K
|
3.44K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
66+ 0.86% |
$6.12K - $6.54K
|
7.71K
$712K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
26.5K+ 618.22% |
$2.45M - $2.62M
|
30.7K
$2.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
17.6K+ 107.66% |
$1.63M - $1.75M
|
34K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-154K- 98.42% |
$14.2M - $15.2M
|
2.47K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.58K+ 40.94% |
$146K - $156K
|
5.43K
$501K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
929+ 2.7% |
$86.1K - $92.1K
|
35.3K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
800+ 57.14% |
$74.1K - $79.3K
|
2.2K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-245- 1.0% |
$22.7K - $24.3K
|
24.3K
$2.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
501New |
$46.4K - $49.7K
|
501
$46.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-68- 15.96% |
$6.3K - $6.74K
|
358
$33K
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
52.9K+ 27.08% |
$4.91M - $5.25M
|
248K
$22.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-64- 2.84% |
$5.93K - $6.34K
|
2.19K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.2K- 11.16% |
$389K - $416K
|
33.4K
$3.08M
|