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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
674K+ 18.19% |
$61.4M - $64.3M
|
4.38M
$417M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-517- 14.14% |
$47.1K - $49.3K
|
3.14K
$299K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-940- 9.38% |
$85.7K - $89.7K
|
9.08K
$865K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
6.62K+ 3.6% |
$604K - $632K
|
190K
$18.1M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
BUY
|
- |
5.39K+ 7.55% |
$492K - $514K
|
76.8K
$7.32M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.44% |
$182 - $191
|
455
$43.4K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
73.1K+ 1544.07% |
$6.66M - $6.97M
|
77.8K
$7.41M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-78- 1.84% |
$7.11K - $7.44K
|
4.15K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
83.4K+ 639.67% |
$7.6M - $7.95M
|
96.4K
$9.18M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
206+ 4.25% |
$18.8K - $19.7K
|
5.05K
$481K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
331+ 0.49% |
$30.2K - $31.6K
|
67.8K
$6.46M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-120- 1.79% |
$10.9K - $11.4K
|
6.58K
$627K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.57K- 14.76% |
$143K - $149K
|
9.05K
$862K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
17New |
$1.55K - $1.62K
|
17
$1.62K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-5.86K- 68.16% |
$534K - $559K
|
2.74K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
80K+ 38.1% |
$7.29M - $7.63M
|
290K
$27.6M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-49.1K- 23.72% |
$4.48M - $4.69M
|
158K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
69.1KNew |
$6.3M - $6.59M
|
69.1K
$6.58M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.4K+ 111.5% |
$1.5M - $1.57M
|
31.2K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
317K+ 13.53% |
$28.9M - $30.2M
|
2.66M
$253M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.24K+ 3.42% |
$569K - $595K
|
188K
$17.9M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.4K- 10.06% |
$401K - $420K
|
39.4K
$3.75M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
13.1KNew |
$1.19M - $1.25M
|
13.1K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
64.7KNew |
$5.9M - $6.17M
|
64.7K
$6.17M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
28.4K+ 94.65% |
$2.59M - $2.71M
|
58.5K
$5.57M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
833+ 12.51% |
$75.9K - $79.5K
|
7.49K
$714K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-41K- 19.07% |
$3.74M - $3.91M
|
174K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
332K+ 370.6% |
$30.3M - $31.7M
|
422K
$40.2M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-660- 6.18% |
$60.2K - $63K
|
10K
$955K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
48.6K+ 209.26% |
$4.43M - $4.63M
|
71.8K
$6.84M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
13+ 10.92% |
$1.19K - $1.24K
|
132
$12.6K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.21K- 19.97% |
$839K - $878K
|
36.9K
$3.52M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.56K+ 18.03% |
$325K - $340K
|
23.3K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.89K+ 48.94% |
$263K - $276K
|
8.8K
$838K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
273+ 6.38% |
$24.9K - $26K
|
4.55K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.7K+ 3.7% |
$337K - $353K
|
104K
$9.88M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-470- 1.47% |
$42.8K - $44.8K
|
31.4K
$3M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
21.4K+ 5.75% |
$1.95M - $2.04M
|
393K
$37.5M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
978+ 0.89% |
$89.2K - $93.3K
|
110K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
21.8KNew |
$1.99M - $2.08M
|
21.8K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 7.52% |
$1.11M - $1.16M
|
173K
$16.5M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-4.02K- 2.04% |
$366K - $383K
|
193K
$18.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-43.4K- 21.79% |
$3.95M - $4.14M
|
156K
$14.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
197K+ 28.18% |
$18M - $18.8M
|
896K
$85.4M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
61.5K+ 170.61% |
$5.6M - $5.86M
|
97.5K
$9.29M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.2K- 1.66% |
$109K - $114K
|
71.2K
$6.79M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
48.2K+ 97.5% |
$4.39M - $4.6M
|
97.6K
$9.3M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
51.1K+ 75.11% |
$4.66M - $4.87M
|
119K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.67K- 3.63% |
$335K - $350K
|
97.4K
$9.28M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.92K+ 4.59% |
$175K - $183K
|
43.6K
$4.16M
|