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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.69K+ 0.94% |
$156K - $166K
|
182K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-3.3K- 13.3% |
$304K - $324K
|
21.5K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-395- 2.98% |
$36.4K - $38.8K
|
12.8K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.49K+ 5.33% |
$230K - $245K
|
49.3K
$4.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-17.5K- 72.58% |
$1.62M - $1.72M
|
6.63K
$616K
|
|
|
Feb 04, 2025
Q4 2024
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-359K- 32.57% |
$33.1M - $35.3M
|
744K
$69.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.65K- 23.19% |
$152K - $162K
|
5.46K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-23K- 17.0% |
$2.12M - $2.26M
|
112K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-417- 25.9% |
$38.4K - $40.9K
|
1.19K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-402- 47.97% |
$37K - $39.5K
|
436
$40.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.41KNew |
$222K - $237K
|
2.41K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-541- 73.81% |
$49.8K - $53.1K
|
192
$17.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
335New |
$30.8K - $32.9K
|
335
$31.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
4.98K+ 1.04% |
$459K - $489K
|
483K
$45M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.32KNew |
$121K - $129K
|
1.32K
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.34K+ 67.77% |
$491K - $524K
|
13.2K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.33K+ 1.34% |
$399K - $425K
|
329K
$30.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-28- 0.31% |
$2.58K - $2.75K
|
8.87K
$825K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.81K- 19.3% |
$259K - $276K
|
11.8K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.7K- 27.5% |
$989K - $1.05M
|
28.3K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.38K- 66.31% |
$680K - $725K
|
3.75K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-267- 54.6% |
$24.6K - $26.2K
|
222
$20.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.06K- 28.28% |
$558K - $595K
|
15.4K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.9K+ 86.36% |
$175K - $187K
|
4.1K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-3.95K- 5.6% |
$364K - $388K
|
66.6K
$6.2M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
90+ 1.17% |
$8.29K - $8.84K
|
7.8K
$726K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-143K- 72.51% |
$13.2M - $14.1M
|
54.3K
$5.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.6K- 36.17% |
$1.16M - $1.24M
|
22.2K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
1.03K+ 37.95% |
$94.6K - $101K
|
3.73K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
312+ 23.74% |
$28.7K - $30.6K
|
1.63K
$151K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
252+ 6.25% |
$23.2K - $24.7K
|
4.28K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.43K- 5.12% |
$224K - $239K
|
45.1K
$4.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
514KNew |
$47.3M - $50.4M
|
514K
$47.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.6K- 5.85% |
$884K - $942K
|
154K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
648+ 3410.53% |
$59.7K - $63.6K
|
667
$62K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.17K- 4.18% |
$108K - $115K
|
26.8K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.65K- 14.6% |
$428K - $457K
|
27.2K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-42- 25.93% |
$3.87K - $4.12K
|
120
$11.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-775- 25.95% |
$71.4K - $76.1K
|
2.21K
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
161KNew |
$14.9M - $15.8M
|
161K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
6.9K+ 5.62% |
$635K - $677K
|
130K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-69.9K- 60.82% |
$6.43M - $6.86M
|
45K
$4.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-17.9K- 96.37% |
$1.65M - $1.76M
|
676
$62.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.3K- 54.27% |
$672K - $717K
|
6.15K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-414- 10.83% |
$38.1K - $40.6K
|
3.41K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.88K- 3.0% |
$173K - $185K
|
60.9K
$5.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-486K- 46.18% |
$44.8M - $47.8M
|
567K
$52.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
223+ 1.76% |
$20.5K - $21.9K
|
12.9K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.79KNew |
$626K - $667K
|
6.79K
$632K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-323K- 21.24% |
$29.7M - $31.7M
|
1.2M
$111M
|