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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.93K+ 31.03% |
$273K - $283K
|
12.4K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
163+ 8.01% |
$15.2K - $15.7K
|
2.2K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-211- 0.15% |
$19.7K - $20.4K
|
138K
$13.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-139K- 49.32% |
$13M - $13.4M
|
143K
$13.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
31+ 1.43% |
$2.89K - $2.99K
|
2.2K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.2K- 60.61% |
$1.6M - $1.66M
|
11.2K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-518- 3.17% |
$48.3K - $50K
|
15.8K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.46K+ 1.92% |
$136K - $141K
|
77.7K
$7.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.02KNew |
$281K - $291K
|
3.02K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
44+ 0.95% |
$4.1K - $4.25K
|
4.68K
$446K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.65K+ 10.67% |
$340K - $352K
|
37.8K
$3.61M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
50+ 0.87% |
$4.66K - $4.83K
|
5.82K
$554K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 0.85% |
$1.28M - $1.33M
|
1.62M
$154M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.57KNew |
$332K - $344K
|
3.57K
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
76KNew |
$7.08M - $7.34M
|
76K
$7.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
79+ 1.28% |
$7.36K - $7.63K
|
6.24K
$595K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.25KNew |
$396K - $411K
|
4.25K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
560New |
$52.2K - $54.1K
|
560
$53.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
409+ 10.24% |
$38.1K - $39.5K
|
4.4K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10.8K- 6.5% |
$1.01M - $1.04M
|
155K
$14.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$1.14M - $1.18M
|
12.3K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
CALL |
14KNew |
$1.3M - $1.35M
|
14K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.83KNew |
$357K - $370K
|
3.83K
$365K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-791- 4.79% |
$73.7K - $76.4K
|
15.7K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-47.9K- 99.92% |
$4.46M - $4.63M
|
36
$3.43K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-80- 1.02% |
$7.45K - $7.72K
|
7.75K
$739K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.94KNew |
$367K - $380K
|
3.94K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
548K+ 9052.5% |
$51.1M - $53M
|
555K
$52.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.98K+ 0.93% |
$277K - $288K
|
324K
$30.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.69K+ 24.95% |
$158K - $163K
|
8.47K
$807K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
104+ 1.35% |
$9.69K - $10K
|
7.82K
$745K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
410+ 141.38% |
$38.2K - $39.6K
|
700
$66.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.43K+ 257.29% |
$692K - $717K
|
10.3K
$983K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.82KNew |
$449K - $466K
|
4.82K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-529K- 81.56% |
$49.3M - $51.1M
|
120K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.06K- 3.55% |
$99K - $103K
|
28.9K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-82- 2.08% |
$7.64K - $7.92K
|
3.86K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 13.95% |
$55.9K - $57.9K
|
3.7K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.45K+ 1.42% |
$135K - $140K
|
104K
$9.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
233+ 1.24% |
$21.7K - $22.5K
|
19.1K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.2K- 11.96% |
$1.32M - $1.37M
|
104K
$9.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-28- 0.38% |
$2.61K - $2.7K
|
7.27K
$693K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
56.6KNew |
$5.27M - $5.46M
|
56.6K
$5.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-889- 28.12% |
$82.8K - $85.8K
|
2.27K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.2K+ 6.73% |
$1.97M - $2.05M
|
336K
$32M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.35K+ 23.76% |
$685K - $710K
|
38.3K
$3.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.29K- 0.65% |
$120K - $125K
|
197K
$18.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.27K- 4.08% |
$118K - $122K
|
29.7K
$2.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.97K+ 24.59% |
$184K - $190K
|
9.99K
$952K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.9K+ 2517.61% |
$2.41M - $2.5M
|
26.9K
$2.56M
|