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 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-80.7K- 11.95% |
$7.52M - $7.79M
|
595K
$57.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61New |
$5.68K - $5.89K
|
61
$5.92K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
123New |
$11.5K - $11.9K
|
123
$11.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
604+ 5.87% |
$56.3K - $58.3K
|
10.9K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-387- 8.71% |
$36K - $37.4K
|
4.06K
$394K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-852- 1.61% |
$79.4K - $82.3K
|
51.9K
$5.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 18.35% |
$340K - $352K
|
23.5K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.98K- 17.09% |
$277K - $288K
|
14.4K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-38.6K- 74.61% |
$3.59M - $3.72M
|
13.1K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
6.92KNew |
$644K - $668K
|
6.92K
$671K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.85KNew |
$545K - $565K
|
5.85K
$568K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-9.13K- 22.11% |
$851K - $882K
|
32.2K
$3.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-80- 1.28% |
$7.45K - $7.72K
|
6.18K
$599K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.93K- 17.31% |
$646K - $669K
|
33.1K
$3.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-508- 2.99% |
$47.3K - $49.1K
|
16.5K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
339+ 2.05% |
$31.6K - $32.7K
|
16.8K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-86- 2.32% |
$8.01K - $8.3K
|
3.62K
$351K
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.12K- 4.76% |
$104K - $108K
|
22.4K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
36K+ 77.69% |
$3.35M - $3.47M
|
82.3K
$7.98M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.74K- 11.58% |
$162K - $168K
|
13.2K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.16K+ 10.8% |
$108K - $112K
|
11.9K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.99K- 36.38% |
$185K - $192K
|
3.48K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-31- 1.21% |
$2.89K - $2.99K
|
2.53K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.65K+ 1.89% |
$154K - $159K
|
89.2K
$8.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-600- 16.67% |
$55.9K - $57.9K
|
3K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
2.98K+ 7.67% |
$278K - $288K
|
41.8K
$4.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.47KNew |
$324K - $335K
|
3.47K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-218- 9.08% |
$20.3K - $21.1K
|
2.18K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.85K+ 73.91% |
$732K - $758K
|
18.5K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
13.5K+ 2.94% |
$1.26M - $1.3M
|
474K
$45.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.77K- 52.66% |
$444K - $460K
|
4.28K
$415K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
55KNew |
$5.12M - $5.31M
|
55K
$5.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
97+ 3.05% |
$9.04K - $9.37K
|
3.28K
$318K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-184K- 88.31% |
$17.1M - $17.7M
|
24.3K
$2.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-538- 7.9% |
$50.1K - $51.9K
|
6.27K
$608K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-256K- 95.41% |
$23.9M - $24.8M
|
12.3K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-93.1K- 95.51% |
$8.67M - $8.99M
|
4.38K
$424K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
6.24KNew |
$581K - $603K
|
6.24K
$605K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-3.69K- 29.78% |
$344K - $356K
|
8.7K
$843K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-11.1K- 18.11% |
$1.04M - $1.07M
|
50.3K
$4.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.44K+ 2.38% |
$320K - $332K
|
148K
$14.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.91KNew |
$458K - $474K
|
4.91K
$476K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
232+ 8.03% |
$21.6K - $22.4K
|
3.12K
$303K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-42- 42.86% |
$3.91K - $4.06K
|
56
$5.43K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
196K+ 11.31% |
$18.3M - $19M
|
1.93M
$188M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-454- 24.01% |
$42.3K - $43.8K
|
1.44K
$139K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-172- 2.53% |
$16K - $16.6K
|
6.63K
$643K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-812- 34.86% |
$75.6K - $78.4K
|
1.52K
$147K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
58.4K+ 1284.95% |
$5.44M - $5.64M
|
63K
$6.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.26KNew |
$210K - $218K
|
2.26K
$219K
|