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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45.9K- 0.84% |
$4.19M - $4.35M
|
5.45M
$516M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-40.8K- 80.19% |
$3.73M - $3.86M
|
10.1K
$955K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.6K- 83.88% |
$1.24M - $1.29M
|
2.61K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.5KClosed |
$867K - $899K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-8K- 64.41% |
$730K - $757K
|
4.42K
$418K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.02K- 18.06% |
$549K - $569K
|
27.3K
$2.58M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-4.37KClosed |
$399K - $413K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.19K- 3.01% |
$291K - $302K
|
103K
$9.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.01K- 40.9% |
$274K - $284K
|
4.34K
$411K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.82K- 43.8% |
$166K - $172K
|
2.33K
$221K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.7K- 7.9% |
$155K - $161K
|
19.8K
$1.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.47K- 31.0% |
$134K - $139K
|
3.28K
$310K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.39K- 38.28% |
$127K - $131K
|
2.24K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.03K- 28.65% |
$93.5K - $97K
|
2.55K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-483- 29.58% |
$44.1K - $45.7K
|
1.15K
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-363- 7.13% |
$33.1K - $34.3K
|
4.73K
$448K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-350- 11.23% |
$31.9K - $33.1K
|
2.77K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-345- 82.93% |
$31.5K - $32.6K
|
71
$6.72K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-310- 49.52% |
$28.3K - $29.3K
|
316
$29.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-105- 70.95% |
$9.58K - $9.93K
|
43
$4.07K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-88- 2.92% |
$8.03K - $8.32K
|
2.92K
$277K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-71- 5.91% |
$6.48K - $6.72K
|
1.13K
$107K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-69- 2.14% |
$6.3K - $6.53K
|
3.15K
$298K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 33.33% |
$4.56K - $4.73K
|
100
$9.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-16- 48.48% |
$1.46K - $1.51K
|
17
$1.61K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 1.89% |
$1K - $1.04K
|
570
$54K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-958K- 99.75% |
$89.6M - $92.8M
|
2.37K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-487K- 27.06% |
$45.6M - $47.2M
|
1.31M
$124M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-353K- 15.98% |
$33.1M - $34.2M
|
1.86M
$176M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-272K- 98.71% |
$25.5M - $26.4M
|
3.55K
$336K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-90.7K- 88.23% |
$8.48M - $8.78M
|
12.1K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-83.6K- 95.07% |
$7.82M - $8.09M
|
4.34K
$410K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-42.1K- 88.38% |
$3.94M - $4.08M
|
5.54K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-40K- 34.78% |
$3.74M - $3.87M
|
75K
$7.1M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-20.5K- 73.14% |
$1.92M - $1.99M
|
7.54K
$714K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-16.4K- 79.61% |
$1.54M - $1.59M
|
4.21K
$399K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-13.9K- 65.46% |
$1.3M - $1.34M
|
7.33K
$694K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-8.06K- 75.49% |
$754K - $781K
|
2.62K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.86K- 51.7% |
$735K - $761K
|
7.34K
$695K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.78K- 24.95% |
$166K - $172K
|
5.35K
$506K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.57K- 22.37% |
$147K - $152K
|
5.44K
$515K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-876- 9.63% |
$81.9K - $84.8K
|
8.22K
$778K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-697- 76.17% |
$65.2K - $67.5K
|
218
$20.6K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-633- 0.13% |
$59.2K - $61.3K
|
470K
$44.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-605- 15.44% |
$56.6K - $58.6K
|
3.31K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-495- 11.04% |
$46.3K - $47.9K
|
3.99K
$378K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-424- 9.32% |
$39.7K - $41.1K
|
4.13K
$391K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-332- 12.06% |
$31.1K - $32.1K
|
2.42K
$229K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-238- 8.64% |
$22.3K - $23K
|
2.52K
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-225- 93.36% |
$21K - $21.8K
|
16
$1.51K
|
|