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 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-6.3K- 4.31% |
$586K - $608K
|
140K
$13.5M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-79.3K- 10.74% |
$7.39M - $7.66M
|
660K
$64M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.96K+ 25.4% |
$276K - $286K
|
14.6K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-176- 6.43% |
$16.4K - $17K
|
2.56K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.3K+ 40.06% |
$121K - $126K
|
4.55K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-319- 7.73% |
$29.7K - $30.8K
|
3.81K
$369K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
291K+ 58.31% |
$27.1M - $28.1M
|
789K
$76.5M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.14K+ 2.36% |
$572K - $592K
|
266K
$25.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
697+ 36.11% |
$64.9K - $67.3K
|
2.63K
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.96K- 8.42% |
$276K - $286K
|
32.2K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-453- 2.86% |
$42.2K - $43.7K
|
15.4K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.27K+ 49.21% |
$211K - $219K
|
6.87K
$666K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-122- 3.6% |
$11.4K - $11.8K
|
3.26K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.23KNew |
$394K - $408K
|
4.23K
$410K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
35.7K+ 19.07% |
$3.33M - $3.45M
|
223K
$21.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-241- 1.23% |
$22.4K - $23.3K
|
19.3K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
233K+ 162.14% |
$21.7M - $22.5M
|
377K
$36.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2K+ 6.83% |
$187K - $193K
|
31.3K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.16K+ 73.23% |
$294K - $305K
|
7.48K
$725K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-842- 14.66% |
$78.4K - $81.3K
|
4.9K
$475K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-214K- 10.77% |
$19.9M - $20.7M
|
1.77M
$172M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.9K+ 2.9% |
$1.67M - $1.73M
|
636K
$61.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.13K+ 8.98% |
$478K - $495K
|
62.2K
$6.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3+ 0.01% |
$279 - $290
|
37.1K
$3.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-362- 8.34% |
$33.7K - $35K
|
3.98K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.53K- 7.32% |
$236K - $245K
|
32.1K
$3.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.3K+ 63.68% |
$1.8M - $1.87M
|
49.7K
$4.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.62KNew |
$244K - $253K
|
2.62K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
158+ 6.57% |
$14.7K - $15.3K
|
2.56K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
1.1K+ 0.65% |
$102K - $106K
|
169K
$16.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
13.2K+ 61.3% |
$1.23M - $1.27M
|
34.6K
$3.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.23K- 2.32% |
$114K - $119K
|
51.6K
$5.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-33.7K- 75.86% |
$3.14M - $3.26M
|
10.7K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.07K- 4.28% |
$99.8K - $103K
|
23.9K
$2.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
4.23K+ 7.01% |
$394K - $408K
|
64.6K
$6.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
132K+ 42.35% |
$12.3M - $12.7M
|
443K
$43M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.54K+ 2.81% |
$330K - $342K
|
130K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
80.2KNew |
$7.47M - $7.75M
|
80.2K
$7.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
12.1K+ 19.34% |
$1.13M - $1.17M
|
74.7K
$7.24M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.52K- 7.72% |
$141K - $147K
|
18.1K
$1.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.09K+ 21.99% |
$102K - $106K
|
6.07K
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
42.1K+ 7.64% |
$3.92M - $4.06M
|
593K
$57.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.3K+ 18.19% |
$3.57M - $3.7M
|
249K
$24.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-739- 15.51% |
$68.8K - $71.4K
|
4.03K
$390K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.2K+ 12.53% |
$392K - $406K
|
37.8K
$3.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
6.6K+ 1.18% |
$615K - $637K
|
565K
$54.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.34K+ 1.54% |
$125K - $129K
|
88.6K
$8.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.92K+ 31.59% |
$459K - $475K
|
20.5K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.2K- 61.59% |
$951K - $986K
|
6.37K
$617K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-5.43K- 24.98% |
$506K - $524K
|
16.3K
$1.58M
|