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 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.59KNew |
$240K - $257K
|
2.59K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.5K+ 131.67% |
$324K - $347K
|
6.16K
$577K
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-783- 0.18% |
$72.6K - $77.6K
|
444K
$41.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
275+ 10.59% |
$25.5K - $27.3K
|
2.87K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.72K- 4.55% |
$252K - $270K
|
57.1K
$5.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-193K- 94.71% |
$17.9M - $19.1M
|
10.8K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36.4K- 28.41% |
$3.37M - $3.61M
|
91.7K
$8.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.57K+ 43.88% |
$423K - $453K
|
15K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
129KNew |
$12M - $12.8M
|
129K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 2.11% |
$185 - $198
|
93
$8.72K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.92K- 19.55% |
$270K - $289K
|
12K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18.1K+ 8.1% |
$1.68M - $1.8M
|
242K
$22.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-299- 0.85% |
$27.7K - $29.6K
|
34.8K
$3.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-238- 15.34% |
$22.1K - $23.6K
|
1.31K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-67- 2.8% |
$6.21K - $6.64K
|
2.32K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.11K+ 5.6% |
$381K - $408K
|
77.6K
$7.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-86- 1.1% |
$7.97K - $8.53K
|
7.76K
$727K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.12KNew |
$197K - $210K
|
2.12K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
56+ 6.0% |
$5.19K - $5.55K
|
989
$92.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
414+ 0.18% |
$38.4K - $41K
|
230K
$21.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.28K+ 1.63% |
$397K - $425K
|
267K
$25M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 0.94% |
$100K - $107K
|
116K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.48K+ 8.23% |
$322K - $345K
|
45.7K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-33- 6.32% |
$3.06K - $3.27K
|
489
$45.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-61.2K- 2.22% |
$5.67M - $6.06M
|
2.7M
$253M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-318- 3.34% |
$29.5K - $31.5K
|
9.21K
$863K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.75K- 7.4% |
$255K - $273K
|
34.4K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.16KNew |
$571K - $611K
|
6.16K
$577K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
751+ 8.87% |
$69.6K - $74.5K
|
9.21K
$864K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$92.7 - $99.1
|
268
$25.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 3.82% |
$147K - $157K
|
43.2K
$4.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12.3K+ 461.48% |
$1.14M - $1.22M
|
14.9K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
247New |
$22.9K - $24.5K
|
247
$23.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
78.8K+ 139.8% |
$7.3M - $7.81M
|
135K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-50- 1.32% |
$4.63K - $4.96K
|
3.74K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.48K+ 91.64% |
$322K - $345K
|
7.27K
$681K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$202K - $216K
|
2.18K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
52+ 1.38% |
$4.82K - $5.16K
|
3.83K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.32KNew |
$493K - $527K
|
5.32K
$498K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-779- 25.48% |
$72.2K - $77.2K
|
2.28K
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
86New |
$7.97K - $8.53K
|
86
$8.06K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-340K- 34.84% |
$31.5M - $33.7M
|
635K
$59.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4.81K+ 1.67% |
$446K - $477K
|
292K
$27.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.33K+ 22.1% |
$494K - $528K
|
29.4K
$2.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.97K- 10.63% |
$554K - $592K
|
50.2K
$4.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.35KNew |
$496K - $530K
|
5.35K
$501K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.3K+ 8636.51% |
$1.51M - $1.62M
|
16.5K
$1.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-768- 10.93% |
$71.2K - $76.1K
|
6.26K
$587K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.92K+ 34.26% |
$548K - $587K
|
23.2K
$2.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.83KNew |
$262K - $280K
|
2.83K
$265K
|