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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
337New |
$31.4K - $32.5K
|
337
$32.7K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.2K+ 20.07% |
$6.26M - $6.49M
|
402K
$39M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.04K- 19.25% |
$470K - $487K
|
21.2K
$2.05M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.8K+ 775.24% |
$913K - $946K
|
11.1K
$1.07M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
79New |
$7.36K - $7.63K
|
79
$7.66K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
28New |
$2.61K - $2.7K
|
28
$2.72K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-259K- 83.67% |
$24.1M - $25M
|
50.5K
$4.9M
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
3.47KNew |
$323K - $335K
|
3.47K
$336K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
40.3K+ 76.84% |
$3.75M - $3.89M
|
92.7K
$8.99M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.77K- 76.59% |
$724K - $750K
|
2.38K
$230K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
98+ 816.67% |
$9.13K - $9.46K
|
110
$10.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-924- 38.21% |
$86.1K - $89.2K
|
1.49K
$145K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-26- 1.09% |
$2.42K - $2.51K
|
2.35K
$228K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.09KNew |
$568K - $588K
|
6.09K
$591K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.32K+ 18.24% |
$682K - $707K
|
47.4K
$4.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
136K+ 679.28% |
$12.7M - $13.1M
|
156K
$15.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
123K+ 158.48% |
$11.5M - $11.9M
|
201K
$19.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42M+ 12.78% |
$132M - $137M
|
12.5M
$1.21B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-282- 2.6% |
$26.3K - $27.2K
|
10.6K
$1.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
2.2K+ 33.2% |
$205K - $212K
|
8.81K
$854K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-74.4K- 50.52% |
$6.93M - $7.18M
|
72.9K
$7.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-154- 49.2% |
$14.3K - $14.9K
|
159
$15.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
824+ 1.89% |
$76.8K - $79.6K
|
44.3K
$4.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-9.12K- 2.76% |
$850K - $881K
|
322K
$31.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
224+ 1.63% |
$20.9K - $21.6K
|
13.9K
$1.35M
|
|
|
Aug 15, 2025
Q2 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-7.35K- 8.68% |
$685K - $710K
|
77.3K
$7.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-200- 12.66% |
$18.6K - $19.3K
|
1.38K
$134K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-509- 1.65% |
$47.4K - $49.1K
|
30.4K
$2.94M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-46.3K- 80.69% |
$4.32M - $4.47M
|
11.1K
$1.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
55.8KNew |
$5.2M - $5.39M
|
55.8K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Q Fund Management (Hong Kong) LTD
Hong Kong, |
BUY
|
- |
5K+ 25.0% |
$466K - $483K
|
25K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.62K+ 47.01% |
$896K - $928K
|
30.1K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.12KNew |
$197K - $204K
|
2.12K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
403K+ 10.58% |
$37.5M - $38.9M
|
4.21M
$408M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-75.8K- 18.98% |
$7.06M - $7.32M
|
324K
$31.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-8.71K- 1.96% |
$811K - $841K
|
435K
$42.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.63K+ 6.92% |
$338K - $350K
|
56.1K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.4K+ 3.86% |
$409K - $424K
|
118K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-54.7K- 94.85% |
$5.09M - $5.28M
|
2.97K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-88- 77.88% |
$8.2K - $8.5K
|
25
$2.42K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.22K- 3.97% |
$486K - $504K
|
126K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.16KNew |
$201K - $208K
|
2.16K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.3K+ 23.31% |
$3.94M - $4.08M
|
224K
$21.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
247K+ 89.09% |
$23M - $23.8M
|
523K
$50.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-7.53K- 89.48% |
$701K - $727K
|
885
$85.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
89.1K+ 112.99% |
$8.3M - $8.61M
|
168K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
2.56KNew |
$239K - $247K
|
2.56K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-207K- 6.24% |
$19.3M - $20M
|
3.11M
$301M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-51K- 40.8% |
$4.75M - $4.92M
|
74K
$7.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
23+ 0.79% |
$2.14K - $2.22K
|
2.93K
$285K
|