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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.5K- 29.01% |
$4.1M - $4.37M
|
109K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.93K- 63.73% |
$362K - $385K
|
2.23K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
384+ 4.13% |
$35.4K - $37.7K
|
9.69K
$921K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
55.6KNew |
$5.12M - $5.46M
|
55.6K
$5.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.77K+ 20.76% |
$439K - $468K
|
27.7K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-393K- 99.12% |
$36.2M - $38.6M
|
3.49K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.7K- 70.71% |
$1.35M - $1.44M
|
6.07K
$577K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
410+ 5.05% |
$37.8K - $40.3K
|
8.54K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
248K+ 4.73% |
$22.9M - $24.4M
|
5.5M
$522M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-6.81K- 50.56% |
$627K - $669K
|
6.66K
$633K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-68.9K- 2.55% |
$6.35M - $6.77M
|
2.63M
$250M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.01K- 0.87% |
$185K - $197K
|
228K
$21.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-262K- 71.8% |
$24.1M - $25.7M
|
103K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-349- 63.22% |
$32.1K - $34.3K
|
203
$19.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
160+ 113.48% |
$14.7K - $15.7K
|
301
$28.6K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
63+ 1.11% |
$5.8K - $6.19K
|
5.74K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-20.4K- 22.03% |
$1.88M - $2M
|
72.3K
$6.87M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-347- 0.59% |
$32K - $34.1K
|
58.1K
$5.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-253- 19.01% |
$23.3K - $24.8K
|
1.08K
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-207- 2.61% |
$19.1K - $20.3K
|
7.74K
$735K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.3K+ 23.42% |
$945K - $1.01M
|
54.1K
$5.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.08K- 29.38% |
$99.4K - $106K
|
2.59K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
620+ 22.83% |
$57.1K - $60.9K
|
3.34K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.47K- 18.18% |
$136K - $145K
|
6.63K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.13K+ 34.01% |
$288K - $308K
|
12.3K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.33KNew |
$215K - $229K
|
2.33K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.95K- 33.62% |
$180K - $192K
|
3.85K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
693+ 1.04% |
$63.8K - $68K
|
67.5K
$6.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$109K - $116K
|
1.18K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.99K+ 15.94% |
$459K - $490K
|
36.3K
$3.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 4.44% |
$368 - $393
|
86
$8.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44.6K+ 12.37% |
$4.1M - $4.38M
|
405K
$38.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.07K- 1.09% |
$282K - $301K
|
279K
$26.6M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.4KNew |
$774K - $825K
|
8.4K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.62KNew |
$241K - $257K
|
2.62K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
36.9KNew |
$3.4M - $3.62M
|
36.9K
$3.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24KNew |
$2.21M - $2.35M
|
24K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22.3K+ 66.61% |
$2.05M - $2.18M
|
55.7K
$5.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
537+ 11.76% |
$49.4K - $52.7K
|
5.1K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.32K+ 133.14% |
$582K - $621K
|
11.1K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-245- 3.87% |
$22.6K - $24.1K
|
6.08K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-58- 28.02% |
$5.34K - $5.69K
|
149
$14.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
30K+ 10.11% |
$2.76M - $2.94M
|
326K
$31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$2.21K - $2.36K
|
24
$2.28K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
17.8K+ 53.6% |
$1.64M - $1.75M
|
51K
$4.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
340+ 92.9% |
$31.3K - $33.4K
|
706
$67.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
459+ 13.24% |
$42.3K - $45.1K
|
3.93K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
737+ 25.28% |
$67.9K - $72.4K
|
3.65K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
3.55KNew |
$327K - $349K
|
3.55K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-2.51K- 2.38% |
$231K - $247K
|
103K
$9.79M
|