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 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.44K- 63.16% |
$133K - $142K
|
838
$78.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
138K+ 21.21% |
$12.8M - $13.7M
|
788K
$73.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
240K+ 3.79% |
$22.3M - $23.8M
|
6.59M
$617M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
105+ 0.64% |
$9.73K - $10.4K
|
16.5K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.6K+ 4.84% |
$7.84M - $8.38M
|
1.83M
$172M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.86K+ 14.25% |
$265K - $284K
|
23K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
477+ 15.78% |
$44.2K - $47.3K
|
3.5K
$328K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
211K+ 141.89% |
$19.6M - $21M
|
360K
$33.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
32New |
$2.97K - $3.17K
|
32
$3K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11.6K+ 32.11% |
$1.08M - $1.15M
|
47.9K
$4.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
229New |
$21.2K - $22.7K
|
229
$21.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.27K+ 10.61% |
$118K - $126K
|
13.2K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-10- 0.34% |
$927 - $991
|
2.97K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-200K- 80.86% |
$18.5M - $19.8M
|
47.3K
$4.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
4.89K+ 36.05% |
$453K - $484K
|
18.4K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.55KNew |
$329K - $352K
|
3.55K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.13% |
$371 - $397
|
2.97K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13KNew |
$1.21M - $1.29M
|
13K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-216- 0.82% |
$20K - $21.4K
|
26K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.04KNew |
$560K - $599K
|
6.04K
$566K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
89+ 1.15% |
$8.25K - $8.82K
|
7.83K
$734K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.46K- 35.09% |
$135K - $144K
|
2.69K
$252K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 16.86% |
$92.7K - $99.1K
|
6.93K
$649K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-24K- 53.64% |
$2.23M - $2.38M
|
20.8K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.97K+ 9.42% |
$646K - $691K
|
81K
$7.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
5.96K+ 26.5% |
$552K - $591K
|
28.4K
$2.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.38K+ 44.83% |
$498K - $533K
|
17.4K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8.55K+ 17.47% |
$792K - $847K
|
57.5K
$5.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.19KNew |
$296K - $317K
|
3.19K
$299K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.38K+ 91.65% |
$406K - $434K
|
9.16K
$859K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
11.4KNew |
$1.06M - $1.13M
|
11.4K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.61K+ 19.48% |
$242K - $259K
|
16K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
168K+ 3.48% |
$15.6M - $16.7M
|
5M
$469M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.33K+ 94.91% |
$216K - $231K
|
4.78K
$448K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
107KNew |
$9.89M - $10.6M
|
107K
$10M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 111.92% |
$1.05M - $1.12M
|
21.5K
$2.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.48K- 13.81% |
$230K - $246K
|
15.5K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.36KNew |
$219K - $234K
|
2.36K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
31.5K+ 24.57% |
$2.91M - $3.12M
|
159K
$14.9M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-400- 6.22% |
$37.1K - $39.7K
|
6.03K
$565K
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
170K+ 51.77% |
$15.7M - $16.8M
|
497K
$46.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-320- 0.82% |
$29.7K - $31.7K
|
38.5K
$3.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$2.22K - $2.38K
|
24
$2.25K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.77K+ 2.07% |
$164K - $175K
|
86.9K
$8.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
57.1K+ 24.16% |
$5.29M - $5.66M
|
293K
$27.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.48K+ 7.19% |
$415K - $444K
|
66.8K
$6.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
413+ 0.81% |
$38.3K - $40.9K
|
51.5K
$4.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-30- 3.52% |
$2.78K - $2.97K
|
823
$77.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
71.3K+ 33.36% |
$6.61M - $7.07M
|
285K
$26.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 49.24% |
$235K - $251K
|
2.61K
$245K
|