Latest Institutional Sells of Ishares Barclays (IEF)
This list provides information on the latest institutional transactions involving Ishares Barclays (IEF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-170- 10.3% |
$15.1K - $16.5K
|
1.48K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-89- 0.76% |
$7.92K - $8.63K
|
11.6K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 6.1% |
$445 - $485
|
77
$7.32K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-221K- 69.49% |
$20.2M - $21.5M
|
97.1K
$9.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-162K- 96.79% |
$14.8M - $15.7M
|
5.38K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-30.6K- 91.47% |
$2.8M - $2.98M
|
2.86K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26.5KClosed |
$2.42M - $2.58M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.5K- 84.05% |
$1.23M - $1.31M
|
2.56K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-11.6K- 49.65% |
$1.06M - $1.13M
|
11.8K
$1.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.72K- 33.66% |
$431K - $458K
|
9.3K
$884K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.87K- 70.97% |
$353K - $376K
|
1.58K
$150K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.6KClosed |
$329K - $350K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.21K- 3.56% |
$202K - $215K
|
59.9K
$5.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.8K- 32.64% |
$165K - $175K
|
3.72K
$354K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.4KClosed |
$128K - $136K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 92.57% |
$96.7K - $103K
|
85
$8.08K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-1K- 55.56% |
$91.3K - $97.1K
|
800
$76.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-464- 11.86% |
$42.4K - $45.1K
|
3.45K
$328K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-431- 4.07% |
$39.4K - $41.9K
|
10.2K
$966K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-379- 2.15% |
$34.6K - $36.8K
|
17.2K
$1.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-228- 7.83% |
$20.8K - $22.1K
|
2.68K
$255K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-201- 5.32% |
$18.4K - $19.5K
|
3.58K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-187- 1.28% |
$17.1K - $18.2K
|
14.4K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-146- 2.78% |
$13.3K - $14.2K
|
5.11K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-43- 14.01% |
$3.93K - $4.18K
|
264
$25.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 5.99% |
$1.83K - $1.94K
|
314
$29.9K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-128K- 90.27% |
$12.3M - $12.8M
|
13.7K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Bck Capital Management LP
Stamford, CT |
SELL
|
PUT |
-74.5K- 57.26% |
$7.18M - $7.49M
|
55.6K
$5.29M
|
|
|
Nov 27, 2024
Q2 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-73.2KClosed |
$7.06M - $7.36M
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-10K- 79.8% |
$965K - $1.01M
|
2.54K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.47K- 13.12% |
$817K - $851K
|
56.1K
$5.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.1K- 56.36% |
$299K - $311K
|
2.4K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 43.55% |
$244K - $255K
|
3.29K
$313K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.72K- 44.65% |
$165K - $172K
|
2.13K
$202K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 29.19% |
$131K - $137K
|
3.3K
$314K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.19K- 1.25% |
$115K - $120K
|
94.1K
$8.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-977- 26.6% |
$94.2K - $98.2K
|
2.7K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-820- 14.25% |
$79K - $82.4K
|
4.94K
$469K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-583- 2.9% |
$56.2K - $58.6K
|
19.5K
$1.85M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-469Closed |
$45.2K - $47.1K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-458- 3.56% |
$44.1K - $46K
|
12.4K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-329- 96.76% |
$31.7K - $33.1K
|
11
$1.05K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-302- 95.27% |
$29.1K - $30.3K
|
15
$1.43K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-300- 7.09% |
$28.9K - $30.1K
|
3.93K
$374K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-194- 26.43% |
$18.7K - $19.5K
|
540
$51.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-169- 91.85% |
$16.3K - $17K
|
15
$1.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-66- 50.0% |
$6.36K - $6.63K
|
66
$6.28K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-56Closed |
$5.4K - $5.63K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-50- 6.05% |
$4.82K - $5.02K
|
777
$73.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-44- 50.0% |
$4.24K - $4.42K
|
44
$4.18K
|
|