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 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
721+ 13.64% |
$67.2K - $69.6K
|
6.01K
$569K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.92K- 27.07% |
$365K - $378K
|
10.5K
$998K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3+ 0.76% |
$279 - $290
|
397
$37.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-261- 9.97% |
$24.3K - $25.2K
|
2.36K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14.8K+ 30.18% |
$1.38M - $1.43M
|
63.7K
$6.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-112K- 84.61% |
$10.4M - $10.8M
|
20.4K
$1.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-4.38K- 17.37% |
$408K - $422K
|
20.8K
$1.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-323K- 25.17% |
$30.1M - $31.2M
|
961K
$90.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
1.33K+ 20.66% |
$124K - $128K
|
7.75K
$734K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
326K+ 6.2% |
$30.4M - $31.5M
|
5.59M
$529M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-27.9K- 42.7% |
$2.6M - $2.69M
|
37.4K
$3.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.62K+ 1.61% |
$430K - $446K
|
292K
$27.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-46.4K- 9.95% |
$4.32M - $4.48M
|
420K
$39.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
117New |
$10.9K - $11.3K
|
117
$11.1K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-421- 0.39% |
$39.2K - $40.7K
|
106K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
170+ 0.25% |
$15.8K - $16.4K
|
68.1K
$6.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.5% |
$3.63K - $3.77K
|
7.71K
$729K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
419+ 4.58% |
$39K - $40.5K
|
9.57K
$906K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
156+ 1.56% |
$14.5K - $15.1K
|
10.2K
$964K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
169+ 113.42% |
$15.7K - $16.3K
|
318
$30.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-6.3K- 4.31% |
$586K - $608K
|
140K
$13.2M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-79.3K- 10.74% |
$7.39M - $7.66M
|
660K
$62.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.96K+ 25.4% |
$276K - $286K
|
14.6K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-176- 6.43% |
$16.4K - $17K
|
2.56K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.3K+ 40.06% |
$121K - $126K
|
4.55K
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-319- 7.73% |
$29.7K - $30.8K
|
3.81K
$360K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
291K+ 58.31% |
$27.1M - $28.1M
|
789K
$74.7M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.14K+ 2.36% |
$572K - $592K
|
266K
$25.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
697+ 36.11% |
$64.9K - $67.3K
|
2.63K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.96K- 8.42% |
$276K - $286K
|
32.2K
$3.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-453- 2.86% |
$42.2K - $43.7K
|
15.4K
$1.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.27K+ 49.21% |
$211K - $219K
|
6.87K
$650K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-122- 3.6% |
$11.4K - $11.8K
|
3.26K
$309K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.23KNew |
$394K - $408K
|
4.23K
$400K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
35.7K+ 19.07% |
$3.33M - $3.45M
|
223K
$21.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-241- 1.23% |
$22.4K - $23.3K
|
19.3K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
233K+ 162.14% |
$21.7M - $22.5M
|
377K
$35.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2K+ 6.83% |
$187K - $193K
|
31.3K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.16K+ 73.23% |
$294K - $305K
|
7.48K
$708K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-842- 14.66% |
$78.4K - $81.3K
|
4.9K
$464K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-214K- 10.77% |
$19.9M - $20.7M
|
1.77M
$168M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.9K+ 2.9% |
$1.67M - $1.73M
|
636K
$60.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.13K+ 8.98% |
$478K - $495K
|
62.2K
$5.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3+ 0.01% |
$279 - $290
|
37.1K
$3.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-362- 8.34% |
$33.7K - $35K
|
3.98K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.53K- 7.32% |
$236K - $245K
|
32.1K
$3.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.3K+ 63.68% |
$1.8M - $1.87M
|
49.7K
$4.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.62KNew |
$244K - $253K
|
2.62K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
158+ 6.57% |
$14.7K - $15.3K
|
2.56K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
1.1K+ 0.65% |
$102K - $106K
|
169K
$16M
|