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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.72KNew |
$160K - $166K
|
1.72K
$167K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.17K+ 7.4% |
$109K - $113K
|
17K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.84K+ 486.74% |
$171K - $177K
|
2.21K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.75K+ 9.24% |
$256K - $266K
|
32.6K
$3.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-889- 22.98% |
$82.8K - $85.8K
|
2.98K
$289K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-112K- 77.37% |
$10.4M - $10.8M
|
32.7K
$3.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.47K+ 10.85% |
$416K - $432K
|
45.7K
$4.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.28K+ 31.62% |
$305K - $316K
|
13.6K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-12K- 10.37% |
$1.12M - $1.16M
|
104K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-36.1K- 98.51% |
$3.36M - $3.49M
|
548
$53.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.76K+ 57.11% |
$722K - $749K
|
21.3K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
543New |
$50.6K - $52.4K
|
543
$52.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
430K+ 79.67% |
$40.1M - $41.5M
|
970K
$94.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
295+ 0.82% |
$27.5K - $28.5K
|
36.2K
$3.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
33+ 0.87% |
$3.07K - $3.19K
|
3.83K
$372K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-261- 0.29% |
$24.3K - $25.2K
|
88.5K
$8.59M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-5.09K- 5.45% |
$474K - $491K
|
88.2K
$8.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.67K- 5.82% |
$528K - $548K
|
91.8K
$8.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.75K- 31.42% |
$163K - $169K
|
3.82K
$370K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.37K+ 3.96% |
$407K - $422K
|
115K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
337+ 0.53% |
$31.4K - $32.5K
|
63.7K
$6.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.02KNew |
$281K - $291K
|
3.02K
$292K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.61K+ 10.94% |
$802K - $831K
|
87.3K
$8.47M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-187- 5.35% |
$17.4K - $18.1K
|
3.31K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-834- 18.21% |
$77.7K - $80.5K
|
3.75K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
56KNew |
$5.22M - $5.41M
|
56K
$5.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
752+ 29.92% |
$70K - $72.6K
|
3.27K
$317K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
321+ 8.7% |
$29.9K - $31K
|
4.01K
$389K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-19- 0.57% |
$1.77K - $1.83K
|
3.33K
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-27- 3.84% |
$2.52K - $2.61K
|
677
$65.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-597- 18.88% |
$55.6K - $57.6K
|
2.57K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 3.33% |
$101K - $105K
|
31.5K
$3.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-48.3K- 49.45% |
$4.49M - $4.66M
|
49.3K
$4.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-18.6K- 10.6% |
$1.73M - $1.79M
|
156K
$15.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-4.07K- 4.1% |
$379K - $393K
|
95.2K
$9.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
3.96KNew |
$369K - $382K
|
3.96K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 1.55% |
$250K - $259K
|
176K
$17.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
144K+ 52.89% |
$13.4M - $13.9M
|
416K
$40.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36+ 1.16% |
$3.35K - $3.48K
|
3.13K
$304K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
469+ 4.53% |
$43.7K - $45.3K
|
10.8K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 8.95% |
$178K - $184K
|
19.4K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
999+ 0.22% |
$93.1K - $96.5K
|
464K
$45M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
223KNew |
$20.8M - $21.6M
|
223K
$21.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.61K+ 3.9% |
$150K - $155K
|
42.9K
$4.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
723+ 15.88% |
$67.3K - $69.8K
|
5.28K
$512K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
25+ 5.57% |
$2.33K - $2.41K
|
474
$46K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7.77KNew |
$723K - $750K
|
7.77K
$753K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-120- 0.21% |
$11.2K - $11.6K
|
57.6K
$5.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-179K- 51.79% |
$16.6M - $17.2M
|
166K
$16.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-31.2K- 38.59% |
$2.91M - $3.02M
|
49.7K
$4.82M
|