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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
200New |
$18.2K - $19.1K
|
200
$19K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.9K- 10.52% |
$173K - $181K
|
16.2K
$1.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-938- 0.29% |
$85.5K - $89.5K
|
321K
$30.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.23K+ 22.24% |
$112K - $118K
|
6.78K
$644K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$93.7K - $98.1K
|
1.03K
$97.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.29K+ 437.08% |
$483K - $505K
|
6.5K
$618K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
351+ 3.62% |
$32K - $33.5K
|
10K
$955K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-58- 0.35% |
$5.29K - $5.53K
|
16.5K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.02% |
$5.38K - $5.63K
|
269K
$25.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.77K- 11.0% |
$161K - $169K
|
14.3K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.46% |
$182 - $191
|
438
$41.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-189- 1.17% |
$17.2K - $18K
|
15.9K
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-84- 1.11% |
$7.66K - $8.01K
|
7.45K
$709K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-413- 9.49% |
$37.7K - $39.4K
|
3.94K
$375K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-912- 10.43% |
$83.1K - $87K
|
7.83K
$745K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
45.5K+ 147.9% |
$4.15M - $4.34M
|
76.2K
$7.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
451+ 2.44% |
$41.1K - $43K
|
18.9K
$1.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.52% |
$1.37K - $1.43K
|
2.91K
$277K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 18.46% |
$2.19K - $2.29K
|
106
$10.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.08K+ 974.65% |
$189K - $198K
|
2.29K
$218K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
46.3K+ 449.2% |
$4.22M - $4.41M
|
56.6K
$5.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
77+ 2.35% |
$7.02K - $7.35K
|
3.35K
$318K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.67K- 17.25% |
$152K - $159K
|
8.02K
$763K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-92- 8.33% |
$8.39K - $8.78K
|
1.01K
$96.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.92K+ 1.52% |
$357K - $373K
|
262K
$24.9M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
45.7K+ 227.06% |
$4.17M - $4.36M
|
65.8K
$6.26M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
40.9K+ 190.66% |
$3.73M - $3.9M
|
62.4K
$5.93M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
120+ 4.89% |
$10.9K - $11.4K
|
2.57K
$245K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.55K- 0.66% |
$233K - $244K
|
387K
$36.8M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.99K+ 2.04% |
$546K - $571K
|
299K
$28.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
263+ 3.16% |
$24K - $25.1K
|
8.59K
$817K
|
|
| Q4 2024 | |||||||
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
9.46KNew |
$871K - $928K
|
9.46K
$899K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
16.8KNew |
$1.55M - $1.65M
|
16.8K
$1.6M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
17.4KNew |
$1.6M - $1.71M
|
17.4K
$1.65M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
33.2K+ 25.01% |
$3.06M - $3.26M
|
166K
$15.8M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-15.6M- 99.96% |
$1.44B - $1.53B
|
6.63K
$630K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
49.6K+ 1110.25% |
$4.57M - $4.87M
|
54.1K
$5.14M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
420New |
$38.7K - $41.2K
|
420
$39.9K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
124KNew |
$11.4M - $12.1M
|
124K
$11.8M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
477+ 15.25% |
$43.9K - $46.8K
|
3.6K
$343K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.52K- 0.16% |
$232K - $248K
|
1.6M
$152M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-131- 0.8% |
$12.1K - $12.9K
|
16.3K
$1.55M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
408New |
$37.6K - $40.1K
|
408
$38.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.25KNew |
$207K - $221K
|
2.25K
$214K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.6K+ 34.13% |
$240K - $256K
|
10.2K
$973K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
413New |
$38K - $40.5K
|
413
$39.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
397New |
$36.6K - $39K
|
397
$37.8K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-70.3K- 80.46% |
$6.48M - $6.9M
|
17.1K
$1.62M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
206K+ 1489.56% |
$19M - $20.3M
|
220K
$21M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.2K- 34.59% |
$3.06M - $3.26M
|
62.8K
$5.97M
|
|