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 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.87K- 71.39% |
$547K - $567K
|
2.35K
$228K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-79- 2.62% |
$7.36K - $7.63K
|
2.94K
$285K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.4K- 1.41% |
$130K - $135K
|
97.6K
$9.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18.2K+ 18.93% |
$1.7M - $1.76M
|
115K
$11.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
23KNew |
$2.14M - $2.22M
|
23K
$2.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$93.2 - $96.6
|
2.98K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 1.02% |
$2.79K - $2.9K
|
2.96K
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
56.2KNew |
$5.24M - $5.43M
|
56.2K
$5.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
90+ 0.48% |
$8.38K - $8.69K
|
18.8K
$1.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
101K+ 203.59% |
$9.41M - $9.76M
|
151K
$14.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-430- 6.2% |
$40.1K - $41.5K
|
6.5K
$630K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.38K+ 0.93% |
$129K - $133K
|
150K
$14.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.25K+ 4.04% |
$210K - $217K
|
57.9K
$5.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-100- 3.19% |
$9.32K - $9.66K
|
3.04K
$295K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.61K+ 4.09% |
$430K - $446K
|
117K
$11.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-475- 70.68% |
$44.2K - $45.9K
|
197
$19.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$6.61K - $6.86K
|
71
$6.89K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
123+ 3.08% |
$11.5K - $11.9K
|
4.12K
$399K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.37K- 3.12% |
$128K - $132K
|
42.5K
$4.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.84K- 88.25% |
$171K - $178K
|
245
$23.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-278- 23.3% |
$25.9K - $26.8K
|
915
$88.7K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7+ 0.32% |
$652 - $676
|
2.17K
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-475- 36.09% |
$44.2K - $45.9K
|
841
$81.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-419- 13.21% |
$39K - $40.5K
|
2.75K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.1K- 24.81% |
$2.71M - $2.81M
|
88K
$8.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.9K+ 7.72% |
$1.48M - $1.54M
|
222K
$21.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
721+ 13.64% |
$67.2K - $69.6K
|
6.01K
$583K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.92K- 27.07% |
$365K - $378K
|
10.5K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3+ 0.76% |
$279 - $290
|
397
$38.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-261- 9.97% |
$24.3K - $25.2K
|
2.36K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14.8K+ 30.18% |
$1.38M - $1.43M
|
63.7K
$6.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-112K- 84.61% |
$10.4M - $10.8M
|
20.4K
$1.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-4.38K- 17.37% |
$408K - $422K
|
20.8K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-323K- 25.17% |
$30.1M - $31.2M
|
961K
$93.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
1.33K+ 20.66% |
$124K - $128K
|
7.75K
$752K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
326K+ 6.2% |
$30.4M - $31.5M
|
5.59M
$542M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-27.9K- 42.7% |
$2.6M - $2.69M
|
37.4K
$3.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.62K+ 1.61% |
$430K - $446K
|
292K
$28.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-46.4K- 9.95% |
$4.32M - $4.48M
|
420K
$40.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
117New |
$10.9K - $11.3K
|
117
$11.3K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-165- 4.57% |
$15.4K - $15.9K
|
3.44K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.3K- 57.91% |
$1.15M - $1.19M
|
8.97K
$870K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-5.2K- 10.41% |
$485K - $502K
|
44.8K
$4.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 0.76% |
$93.2 - $96.6
|
131
$12.7K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-421- 0.39% |
$39.2K - $40.7K
|
106K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
170+ 0.25% |
$15.8K - $16.4K
|
68.1K
$6.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.5% |
$3.63K - $3.77K
|
7.71K
$747K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
419+ 4.58% |
$39K - $40.5K
|
9.57K
$928K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
156+ 1.56% |
$14.5K - $15.1K
|
10.2K
$987K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
169+ 113.42% |
$15.7K - $16.3K
|
318
$30.8K
|