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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-107- 1.55% |
$9.76K - $10.2K
|
6.81K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-243- 61.21% |
$22.2K - $23.2K
|
154
$14.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
34.3K+ 223.16% |
$3.13M - $3.27M
|
49.6K
$4.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
120K+ 213.77% |
$10.9M - $11.4M
|
176K
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
41.9K+ 9678.52% |
$3.82M - $4M
|
42.3K
$4.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.63K+ 34.92% |
$422K - $442K
|
17.9K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
250+ 2.64% |
$22.8K - $23.8K
|
9.71K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.6K+ 388.25% |
$1.6M - $1.68M
|
22.1K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
111K+ 328.95% |
$10.1M - $10.6M
|
144K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
377New |
$34.4K - $36K
|
377
$35.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.12KNew |
$193K - $202K
|
2.12K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
26.7K+ 40.03% |
$2.43M - $2.54M
|
93.3K
$8.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-8.5K- 14.08% |
$775K - $811K
|
51.8K
$4.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$2.46K - $2.58K
|
27
$2.57K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.68K- 6.31% |
$244K - $255K
|
39.8K
$3.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45+ 21.03% |
$4.1K - $4.29K
|
259
$24.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
180K+ 1.47% |
$16.4M - $17.2M
|
12.4M
$1.18B
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
5.46K+ 28.41% |
$497K - $520K
|
24.7K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-50- 2.1% |
$4.56K - $4.77K
|
2.33K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
817+ 1945.24% |
$74.5K - $77.9K
|
859
$81.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-148- 6.01% |
$13.5K - $14.1K
|
2.31K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-44- 1.44% |
$4.01K - $4.2K
|
3.02K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.98K+ 2.37% |
$545K - $570K
|
258K
$24.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
43.6K+ 78.4% |
$3.98M - $4.16M
|
99.3K
$9.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.27K- 5.94% |
$207K - $216K
|
35.9K
$3.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
502+ 0.96% |
$45.8K - $47.9K
|
52.8K
$5.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-82- 0.81% |
$7.48K - $7.82K
|
10.1K
$962K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
41.3KNew |
$3.76M - $3.94M
|
41.3K
$3.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-735- 2.48% |
$67K - $70.1K
|
28.9K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68.7K+ 525.12% |
$6.27M - $6.56M
|
81.8K
$7.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-24.5K- 15.88% |
$2.24M - $2.34M
|
130K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.71K- 37.9% |
$247K - $259K
|
4.45K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-290- 43.48% |
$26.4K - $27.7K
|
377
$35.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-17.8K- 77.0% |
$1.63M - $1.7M
|
5.33K
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
135New |
$12.3K - $12.9K
|
135
$12.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 32.32% |
$116K - $121K
|
2.66K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6+ 6.52% |
$547 - $572
|
98
$9.34K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
37.9K+ 34.54% |
$3.45M - $3.61M
|
148K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.73M+ 16747.03% |
$157M - $165M
|
1.74M
$166M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
10+ 0.29% |
$912 - $954
|
3.5K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.1K+ 36.01% |
$1.74M - $1.82M
|
72.1K
$6.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
34K+ 293.77% |
$3.1M - $3.24M
|
45.5K
$4.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
734New |
$66.9K - $70K
|
734
$69.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.07K+ 20.95% |
$97.5K - $102K
|
6.17K
$588K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
200+ 3.39% |
$18.2K - $19.1K
|
6.1K
$581K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
340KNew |
$31M - $32.4M
|
340K
$32.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69+ 0.42% |
$6.29K - $6.58K
|
16.6K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
247K+ 10953.97% |
$22.5M - $23.6M
|
249K
$23.8M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.28K+ 31647.83% |
$664K - $694K
|
7.3K
$696K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-819- 19.61% |
$74.7K - $78.1K
|
3.36K
$320K
|