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 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-982K- 37.34% |
$89.5M - $93.7M
|
1.65M
$157M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
33New |
$3.01K - $3.15K
|
33
$3.14K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.8K+ 16.03% |
$2.9M - $3.03M
|
230K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-325- 2.6% |
$29.6K - $31K
|
12.2K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-99- 4.0% |
$9.03K - $9.44K
|
2.38K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7.38K- 13.95% |
$673K - $704K
|
45.5K
$4.34M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-16- 76.19% |
$1.46K - $1.53K
|
5
$476
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
670+ 0.83% |
$61.1K - $63.9K
|
81K
$7.72M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.76K- 9.43% |
$161K - $168K
|
16.9K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-1.42K- 4.59% |
$129K - $135K
|
29.5K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
18+ 0.61% |
$1.64K - $1.72K
|
2.99K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
13.4K+ 14.7% |
$1.22M - $1.28M
|
105K
$9.98M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
29.5K+ 4366.72% |
$2.69M - $2.82M
|
30.2K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-194- 3.27% |
$17.7K - $18.5K
|
5.74K
$547K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-182K- 19.88% |
$16.6M - $17.4M
|
733K
$69.9M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.56K- 71.27% |
$507K - $531K
|
2.24K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-230- 1.43% |
$21K - $21.9K
|
15.8K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.52K+ 4.06% |
$138K - $145K
|
38.9K
$3.7M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
52.7K+ 97.51% |
$4.81M - $5.03M
|
107K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
584+ 0.52% |
$53.2K - $55.7K
|
113K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
60+ 0.18% |
$5.47K - $5.72K
|
34.2K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
672New |
$61.3K - $64.1K
|
672
$64K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-202K- 30.52% |
$18.4M - $19.3M
|
460K
$43.8M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
19.5KNew |
$1.78M - $1.86M
|
19.5K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.08K+ 14.98% |
$372K - $389K
|
31.3K
$2.98M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19.5K- 47.84% |
$1.78M - $1.86M
|
21.3K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
441+ 5.48% |
$40.2K - $42.1K
|
8.48K
$808K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-89- 2.02% |
$8.11K - $8.49K
|
4.32K
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-128- 2.8% |
$11.7K - $12.2K
|
4.44K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.77K+ 3.46% |
$161K - $169K
|
52.8K
$5.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.48K- 32.31% |
$864K - $904K
|
19.9K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.42K+ 8.85% |
$129K - $135K
|
17.4K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-629- 6.8% |
$57.3K - $60K
|
8.63K
$822K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.21K- 8.17% |
$110K - $116K
|
13.6K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
187K+ 914.72% |
$17.1M - $17.9M
|
208K
$19.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
772+ 897.67% |
$70.4K - $73.6K
|
858
$81.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.95K+ 7.1% |
$360K - $377K
|
59.6K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-401K- 98.88% |
$36.5M - $38.2M
|
4.52K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
215+ 19.94% |
$19.6K - $20.5K
|
1.29K
$123K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1K- 88.5% |
$91.2K - $95.4K
|
130
$12.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-719- 2.14% |
$65.6K - $68.6K
|
32.9K
$3.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
23.9K+ 6.53% |
$2.18M - $2.28M
|
390K
$37.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
402K+ 16.28% |
$36.7M - $38.4M
|
2.87M
$274M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137K+ 15.82% |
$12.5M - $13.1M
|
1.01M
$95.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
18.8KNew |
$1.72M - $1.8M
|
18.8K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.61K+ 44.85% |
$329K - $345K
|
11.7K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-10.2K- 23.29% |
$926K - $969K
|
33.5K
$3.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
2.6K+ 4.51% |
$237K - $248K
|
60.4K
$5.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.14KNew |
$377K - $394K
|
4.14K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.03K- 18.53% |
$93.6K - $98K
|
4.52K
$430K
|