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 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.9K+ 349.97% |
$1.2M - $1.24M
|
16.6K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-91- 3.27% |
$8.48K - $8.79K
|
2.69K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-33.3K- 73.17% |
$3.1M - $3.22M
|
12.2K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-2.07K- 38.73% |
$192K - $199K
|
3.27K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45.7K- 81.41% |
$4.26M - $4.41M
|
10.4K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.42K+ 2.24% |
$225K - $233K
|
110K
$10.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
455K+ 37.67% |
$42.4M - $43.9M
|
1.66M
$161M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.1KNew |
$195K - $202K
|
2.1K
$203K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
SELL
|
- |
-7.69K- 6.48% |
$716K - $742K
|
111K
$10.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-39.6K- 76.19% |
$3.69M - $3.83M
|
12.4K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-183K- 92.41% |
$17M - $17.7M
|
15K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 3.7% |
$93.2 - $96.6
|
26
$2.52K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
57.8K+ 1996.65% |
$5.39M - $5.58M
|
60.7K
$5.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-130- 4.54% |
$12.1K - $12.6K
|
2.73K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-9.79K- 92.44% |
$912K - $945K
|
801
$77.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.13% |
$93.2 - $96.6
|
770
$74.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-195K- 99.61% |
$18.1M - $18.8M
|
758
$73.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
10.7K+ 3.19% |
$998K - $1.03M
|
347K
$33.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.23K+ 35.57% |
$114K - $118K
|
4.67K
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.6K+ 0.36% |
$242K - $251K
|
728K
$70.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.43K+ 16.13% |
$133K - $138K
|
10.3K
$995K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.99K+ 53.66% |
$278K - $288K
|
8.55K
$829K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-170- 0.8% |
$15.8K - $16.4K
|
21K
$2.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-22.7K- 14.47% |
$2.12M - $2.19M
|
134K
$13M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.9% |
$466 - $483
|
559
$54.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
64+ 2.39% |
$5.96K - $6.18K
|
2.74K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
61.9KNew |
$5.77M - $5.98M
|
61.9K
$6M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
125+ 10.67% |
$11.6K - $12.1K
|
1.3K
$126K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-24- 0.94% |
$2.24K - $2.32K
|
2.52K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.28K+ 1755.38% |
$213K - $220K
|
2.41K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.63KNew |
$245K - $254K
|
2.63K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.95K- 45.84% |
$927K - $961K
|
11.8K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
3.58K+ 6.51% |
$333K - $345K
|
58.6K
$5.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-60- 2.58% |
$5.59K - $5.79K
|
2.27K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.43K- 29.19% |
$133K - $138K
|
3.47K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-35- 0.72% |
$3.26K - $3.38K
|
4.82K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.88K- 1.9% |
$175K - $182K
|
97.1K
$9.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-90.5K- 8.36% |
$8.43M - $8.74M
|
991K
$96.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$93.2 - $96.6
|
13.8K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-21.2K- 99.99% |
$1.98M - $2.05M
|
2
$194
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.39K+ 2.62% |
$502K - $520K
|
211K
$20.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-20- 0.14% |
$1.86K - $1.93K
|
13.8K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 2.94% |
$1.07M - $1.11M
|
402K
$39M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1K+ 32.8% |
$93.3K - $96.8K
|
4.06K
$393K
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
7.34K+ 40.38% |
$684K - $709K
|
25.5K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
682+ 10.66% |
$63.5K - $65.9K
|
7.08K
$687K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-455- 3.9% |
$42.4K - $43.9K
|
11.2K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$93.2 - $96.6
|
10.2K
$986K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-40- 20.0% |
$3.73K - $3.86K
|
160
$15.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 25.0% |
$466 - $483
|
15
$1.45K
|