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 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.05K- 46.89% |
$284K - $295K
|
3.45K
$335K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
171KNew |
$15.9M - $16.5M
|
171K
$16.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.5K+ 11.11% |
$4.42M - $4.58M
|
475K
$46M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-53- 0.34% |
$4.94K - $5.12K
|
15.6K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-25.2K- 83.31% |
$2.34M - $2.43M
|
5.04K
$489K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.31KNew |
$402K - $416K
|
4.31K
$418K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
12.3K+ 32.05% |
$1.15M - $1.19M
|
50.8K
$4.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-25- 1.02% |
$2.33K - $2.41K
|
2.42K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-320- 7.71% |
$29.8K - $30.9K
|
3.83K
$372K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-1.17K- 2.65% |
$109K - $113K
|
43.1K
$4.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
288KNew |
$26.8M - $27.8M
|
288K
$27.9M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-8.7K- 1.19% |
$810K - $840K
|
725K
$70.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.26K+ 18.3% |
$117K - $121K
|
8.13K
$789K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
499New |
$46.5K - $48.2K
|
499
$48.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.17K- 11.04% |
$389K - $403K
|
33.6K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-32.6K- 9.87% |
$3.04M - $3.15M
|
298K
$28.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-639- 0.68% |
$59.5K - $61.7K
|
93.4K
$9.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-345- 9.45% |
$32.1K - $33.3K
|
3.3K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.14K- 5.27% |
$293K - $303K
|
56.5K
$5.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
664+ 87.37% |
$61.9K - $64.1K
|
1.42K
$138K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.46K+ 15.14% |
$322K - $334K
|
26.3K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-214- 1.71% |
$19.9K - $20.7K
|
12.3K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-3.45K- 8.67% |
$321K - $333K
|
36.3K
$3.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.18K+ 39.47% |
$203K - $210K
|
7.69K
$746K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.7K+ 0.38% |
$4.35M - $4.51M
|
12.4M
$1.21B
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.5K+ 95.2% |
$1.26M - $1.3M
|
27.7K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
370+ 5.99% |
$34.5K - $35.7K
|
6.54K
$634K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-12- 2.86% |
$1.12K - $1.16K
|
408
$39.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.9K+ 4.68% |
$457K - $473K
|
110K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.61K+ 18.72% |
$336K - $348K
|
22.9K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-822- 4.34% |
$76.6K - $79.4K
|
18.1K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.88K- 3.21% |
$268K - $278K
|
87K
$8.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
93+ 3.99% |
$8.66K - $8.98K
|
2.42K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-50- 1.51% |
$4.66K - $4.83K
|
3.26K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-399K- 24.19% |
$37.1M - $38.5M
|
1.25M
$121M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.77K+ 92.44% |
$258K - $267K
|
5.76K
$558K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-113K- 76.32% |
$10.5M - $10.9M
|
34.9K
$3.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-80.6K- 45.92% |
$7.51M - $7.79M
|
95K
$9.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
87New |
$8.1K - $8.4K
|
87
$8.44K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-898- 9.73% |
$83.6K - $86.7K
|
8.33K
$808K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$93.2K - $96.6K
|
1K
$97K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-804- 3.0% |
$74.9K - $77.6K
|
26K
$2.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.66KNew |
$341K - $353K
|
3.66K
$355K
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
10.3K+ 17.67% |
$963K - $998K
|
68.8K
$6.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-625- 1.83% |
$58.2K - $60.4K
|
33.5K
$3.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-654- 8.83% |
$60.9K - $63.2K
|
6.76K
$655K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
134KNew |
$12.5M - $13M
|
134K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$3.82K - $3.96K
|
41
$3.98K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
77+ 0.55% |
$7.17K - $7.44K
|
14.1K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
344+ 1.56% |
$32K - $33.2K
|
22.5K
$2.18M
|