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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
1.82K+ 1.76% |
$169K - $181K
|
106K
$9.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 2.44% |
$185 - $198
|
84
$7.87K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.12KNew |
$196K - $210K
|
2.12K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
384+ 1.47% |
$35.6K - $38.1K
|
26.5K
$2.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-601- 21.72% |
$55.7K - $59.6K
|
2.17K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
306+ 1.66% |
$28.4K - $30.3K
|
18.8K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
2.54K+ 5.47% |
$235K - $252K
|
49K
$4.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
257+ 2.16% |
$23.8K - $25.5K
|
12.2K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
151K+ 11.52% |
$14M - $15M
|
1.46M
$137M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
567+ 10.07% |
$52.5K - $56.2K
|
6.2K
$581K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
255K+ 180.95% |
$23.7M - $25.3M
|
397K
$37.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-79- 0.24% |
$7.32K - $7.83K
|
32.7K
$3.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.9K+ 11.56% |
$1.47M - $1.58M
|
153K
$14.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-808- 1.25% |
$74.9K - $80.1K
|
64K
$6M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.86K+ 19.71% |
$636K - $680K
|
41.7K
$3.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14.3K+ 8.26% |
$1.33M - $1.42M
|
188K
$17.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
109+ 20.04% |
$10.1K - $10.8K
|
653
$61.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-301- 6.95% |
$27.9K - $29.8K
|
4.03K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.17KNew |
$201K - $215K
|
2.17K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3K+ 1.71% |
$278K - $297K
|
179K
$16.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
1.81K+ 10.05% |
$168K - $180K
|
19.9K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.31K+ 2.41% |
$214K - $229K
|
97.9K
$9.18M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.57KNew |
$516K - $552K
|
5.57K
$522K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-213K- 25.3% |
$19.7M - $21.1M
|
628K
$58.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-99- 3.73% |
$9.17K - $9.81K
|
2.55K
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
49.5K+ 56.41% |
$4.59M - $4.91M
|
137K
$12.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
26.3KNew |
$2.44M - $2.61M
|
26.3K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.76K+ 1.93% |
$163K - $174K
|
92.7K
$8.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
87+ 0.37% |
$8.06K - $8.63K
|
23.7K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.27K- 26.39% |
$117K - $125K
|
3.53K
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
15.7K+ 314.99% |
$1.46M - $1.56M
|
20.7K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.42K+ 3.46% |
$224K - $240K
|
72.3K
$6.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
31.2K+ 10.47% |
$2.89M - $3.1M
|
329K
$30.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.22K+ 5.34% |
$206K - $220K
|
43.7K
$4.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
510KNew |
$47.3M - $50.6M
|
510K
$47.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.03K+ 5.74% |
$95.5K - $102K
|
19K
$1.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.42KNew |
$225K - $240K
|
2.42K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
400New |
$37.1K - $39.7K
|
400
$37.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
289+ 3.69% |
$26.8K - $28.7K
|
8.13K
$761K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
33.3K+ 54.97% |
$3.09M - $3.3M
|
93.9K
$8.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
449+ 12.9% |
$41.6K - $44.5K
|
3.93K
$368K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-20- 51.28% |
$1.85K - $1.98K
|
19
$1.78K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
39.2K+ 72662.96% |
$3.64M - $3.89M
|
39.3K
$3.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.96K+ 27.17% |
$645K - $690K
|
32.6K
$3.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-488- 93.49% |
$45.2K - $48.4K
|
34
$3.19K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
64+ 2.47% |
$5.93K - $6.34K
|
2.66K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-7.58K- 2.49% |
$702K - $751K
|
296K
$27.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
204New |
$18.9K - $20.2K
|
204
$19.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-9- 0.31% |
$834 - $892
|
2.92K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
SELL
|
- |
-212- 1.93% |
$19.6K - $21K
|
10.8K
$1.01M
|