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 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9+ 0.13% |
$829 - $884
|
7.08K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.97K+ 44.86% |
$734K - $782K
|
25.7K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
62+ 1.15% |
$5.71K - $6.09K
|
5.44K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-297- 4.76% |
$27.3K - $29.2K
|
5.94K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.96KNew |
$181K - $193K
|
1.96K
$185K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.19% |
$829 - $884
|
767
$72.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.4KNew |
$221K - $236K
|
2.4K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-39.8K- 30.74% |
$3.67M - $3.91M
|
89.7K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-37.5K- 15.89% |
$3.45M - $3.68M
|
198K
$18.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-398- 3.27% |
$36.6K - $39.1K
|
11.8K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.49K+ 184.66% |
$413K - $441K
|
6.92K
$653K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.33K- 4.19% |
$215K - $229K
|
53.3K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.5K+ 67.84% |
$1.52M - $1.62M
|
40.9K
$3.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-149- 5.07% |
$13.7K - $14.6K
|
2.79K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-379K- 33.38% |
$34.9M - $37.2M
|
756K
$71.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.71K- 11.21% |
$434K - $463K
|
37.3K
$3.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
443+ 14.9% |
$40.8K - $43.5K
|
3.42K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
231+ 0.98% |
$21.3K - $22.7K
|
23.9K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.61K- 12.13% |
$517K - $551K
|
40.7K
$3.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.25K+ 45.67% |
$576K - $614K
|
19.9K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$1.1K - $1.18K
|
12
$1.13K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-22.3K- 13.86% |
$2.05M - $2.19M
|
139K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60K+ 40.0% |
$5.52M - $5.89M
|
210K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
139+ 3.22% |
$12.8K - $13.6K
|
4.46K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6.05K- 40.49% |
$557K - $594K
|
8.89K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
241+ 1.06% |
$22.2K - $23.7K
|
23K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
29.1K+ 50.65% |
$2.68M - $2.86M
|
86.6K
$8.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-285- 6.08% |
$26.2K - $28K
|
4.4K
$416K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-21.3K- 51.0% |
$1.96M - $2.09M
|
20.4K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.87K+ 36.66% |
$725K - $773K
|
29.3K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
542+ 3.5% |
$49.9K - $53.2K
|
16K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
120+ 0.15% |
$11K - $11.8K
|
77.6K
$7.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.3KNew |
$211K - $225K
|
2.3K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
35.1K+ 40.33% |
$3.23M - $3.44M
|
122K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-96- 1.51% |
$8.84K - $9.43K
|
6.25K
$590K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.38K- 4.92% |
$863K - $921K
|
181K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
8.8K+ 17.98% |
$811K - $864K
|
57.8K
$5.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-32.3K- 98.56% |
$2.97M - $3.17M
|
473
$44.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.54K- 3.42% |
$326K - $347K
|
99.9K
$9.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-85.6K- 47.61% |
$7.88M - $8.4M
|
94.2K
$8.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-13.4K- 12.51% |
$1.24M - $1.32M
|
93.9K
$8.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.04K- 12.14% |
$187K - $200K
|
14.7K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44.6K- 25.32% |
$4.1M - $4.38M
|
131K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.59K+ 11.94% |
$330K - $352K
|
33.6K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
42New |
$3.87K - $4.12K
|
42
$3.96K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.09K+ 30.84% |
$284K - $303K
|
13.1K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.3K+ 56.79% |
$1.04M - $1.11M
|
31.3K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-111- 1.84% |
$10.2K - $10.9K
|
5.93K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
67.1K+ 363.28% |
$6.18M - $6.59M
|
85.6K
$8.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.91KNew |
$636K - $679K
|
6.91K
$652K
|