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 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
10.3KNew |
$943K - $987K
|
10.3K
$986K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-63- 0.38% |
$5.74K - $6.01K
|
16.5K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
265K+ 96.7% |
$24.2M - $25.3M
|
540K
$51.4M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
39.6K+ 14.16% |
$3.61M - $3.78M
|
319K
$30.4M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
7.41KNew |
$675K - $707K
|
7.41K
$706K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.07K+ 15.81% |
$371K - $388K
|
29.8K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
222+ 4.08% |
$20.2K - $21.2K
|
5.66K
$540K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
360+ 4.7% |
$32.8K - $34.3K
|
8.03K
$765K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.5K- 21.56% |
$2.14M - $2.24M
|
85.4K
$8.14M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
13.2K+ 509.25% |
$1.2M - $1.26M
|
15.8K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
2.56KNew |
$234K - $244K
|
2.56K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.32K+ 3.8% |
$212K - $221K
|
63.3K
$6.03M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-335- 1.59% |
$30.5K - $32K
|
20.8K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-551- 2.48% |
$50.2K - $52.6K
|
21.7K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.22K+ 12.83% |
$476K - $498K
|
45.9K
$4.37M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-223- 0.54% |
$20.3K - $21.3K
|
41.3K
$3.94M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-28- 0.51% |
$2.55K - $2.67K
|
5.43K
$518K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.3K+ 33.78% |
$119K - $124K
|
5.16K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-998- 21.08% |
$91K - $95.2K
|
3.74K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-377- 0.76% |
$34.4K - $36K
|
48.9K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-744- 16.13% |
$67.8K - $71K
|
3.87K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-49.8K- 91.64% |
$4.54M - $4.75M
|
4.55K
$433K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-297- 0.95% |
$27.1K - $28.3K
|
31.1K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.95K+ 31.61% |
$816K - $854K
|
37.3K
$3.55M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
308+ 4.14% |
$28.1K - $29.4K
|
7.75K
$738K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
978+ 0.67% |
$89.2K - $93.3K
|
146K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.61KNew |
$420K - $439K
|
4.61K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
42.6K+ 10.05% |
$3.88M - $4.06M
|
466K
$44.4M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-13.5K- 66.28% |
$1.23M - $1.29M
|
6.89K
$656K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
91New |
$8.3K - $8.68K
|
91
$8.67K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-15- 0.59% |
$1.37K - $1.43K
|
2.53K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-125K- 46.58% |
$11.4M - $12M
|
144K
$13.7M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
159+ 0.17% |
$14.5K - $15.2K
|
94.1K
$8.96M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.12K- 16.85% |
$102K - $107K
|
5.51K
$525K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
166KNew |
$15.1M - $15.8M
|
166K
$15.8M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
7.95K+ 21.91% |
$725K - $758K
|
44.2K
$4.22M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
631+ 5.21% |
$57.5K - $60.2K
|
12.7K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.67K- 50.58% |
$152K - $159K
|
1.63K
$155K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.85K+ 55.14% |
$624K - $653K
|
19.3K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.76K+ 18.12% |
$252K - $263K
|
18K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-765- 0.08% |
$69.7K - $73K
|
947K
$90.3M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-150- 5.93% |
$13.7K - $14.3K
|
2.38K
$227K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-381- 0.66% |
$34.7K - $36.3K
|
57.7K
$5.5M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.21K- 4.16% |
$111K - $116K
|
28K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
56.8KNew |
$5.18M - $5.42M
|
56.8K
$5.42M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-419- 7.7% |
$38.2K - $40K
|
5.03K
$479K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-171- 0.25% |
$15.6K - $16.3K
|
67.9K
$6.47M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
9.71K+ 9.42% |
$885K - $926K
|
113K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.55K+ 19.8% |
$415K - $434K
|
27.5K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-138K- 60.54% |
$12.6M - $13.2M
|
89.8K
$8.56M
|