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
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.38K- 24.31% |
$864K - $921K
|
29.2K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.28K+ 12.36% |
$394K - $420K
|
38.9K
$3.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.08K- 15.8% |
$99.4K - $106K
|
5.76K
$547K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
741+ 6.85% |
$68.2K - $72.8K
|
11.6K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.12KNew |
$655K - $699K
|
7.12K
$676K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.81K- 19.3% |
$259K - $276K
|
11.8K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.7K- 27.5% |
$989K - $1.05M
|
28.3K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.38K- 66.31% |
$680K - $725K
|
3.75K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-267- 54.6% |
$24.6K - $26.2K
|
222
$21.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.06K- 28.28% |
$558K - $595K
|
15.4K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.9K+ 86.36% |
$175K - $187K
|
4.1K
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-3.95K- 5.6% |
$364K - $388K
|
66.6K
$6.33M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
90+ 1.17% |
$8.29K - $8.84K
|
7.8K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-143K- 72.51% |
$13.2M - $14.1M
|
54.3K
$5.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.6K- 36.17% |
$1.16M - $1.24M
|
22.2K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
1.03K+ 37.95% |
$94.6K - $101K
|
3.73K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
312+ 23.74% |
$28.7K - $30.6K
|
1.63K
$155K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
252+ 6.25% |
$23.2K - $24.7K
|
4.28K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.43K- 5.12% |
$224K - $239K
|
45.1K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
514KNew |
$47.3M - $50.4M
|
514K
$48.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.6K- 5.85% |
$884K - $942K
|
154K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
648+ 3410.53% |
$59.7K - $63.6K
|
667
$63.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.17K- 4.18% |
$108K - $115K
|
26.8K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.65K- 14.6% |
$428K - $457K
|
27.2K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-42- 25.93% |
$3.87K - $4.12K
|
120
$11.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-775- 25.95% |
$71.4K - $76.1K
|
2.21K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
161KNew |
$14.9M - $15.8M
|
161K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
6.9K+ 5.62% |
$635K - $677K
|
130K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-69.9K- 60.82% |
$6.43M - $6.86M
|
45K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-17.9K- 96.37% |
$1.65M - $1.76M
|
676
$64.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.3K- 54.27% |
$672K - $717K
|
6.15K
$584K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-414- 10.83% |
$38.1K - $40.6K
|
3.41K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.88K- 3.0% |
$173K - $185K
|
60.9K
$5.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-486K- 46.18% |
$44.8M - $47.8M
|
567K
$53.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
223+ 1.76% |
$20.5K - $21.9K
|
12.9K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.79KNew |
$626K - $667K
|
6.79K
$646K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-323K- 21.24% |
$29.7M - $31.7M
|
1.2M
$114M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-161- 6.6% |
$14.8K - $15.8K
|
2.28K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-39.2K- 99.86% |
$3.61M - $3.85M
|
54
$5.13K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
106K+ 2856.03% |
$9.75M - $10.4M
|
110K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-307K- 47.45% |
$28.2M - $30.1M
|
340K
$32.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.96K- 1.9% |
$273K - $291K
|
153K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11K- 58.55% |
$1.02M - $1.08M
|
7.82K
$743K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-8- 0.97% |
$737 - $785
|
815
$77.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
334+ 0.42% |
$30.8K - $32.8K
|
80.3K
$7.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-638- 9.92% |
$58.7K - $62.6K
|
5.8K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.81K+ 3.17% |
$167K - $178K
|
58.9K
$5.6M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
44.2K+ 5.07% |
$4.07M - $4.34M
|
915K
$87M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.75KNew |
$345K - $368K
|
3.75K
$356K
|