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 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.15K- 1.5% |
$104K - $109K
|
75.2K
$7.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
440New |
$40.1K - $42K
|
440
$41.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
14K+ 2.89% |
$1.27M - $1.33M
|
497K
$47.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-560- 2.09% |
$51.1K - $53.4K
|
26.2K
$2.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.07K+ 21.45% |
$645K - $675K
|
40K
$3.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.43K+ 3.22% |
$131K - $137K
|
46K
$4.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
887+ 424.4% |
$80.9K - $84.6K
|
1.1K
$104K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-513- 19.99% |
$46.8K - $48.9K
|
2.05K
$196K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-643- 10.84% |
$58.6K - $61.3K
|
5.29K
$504K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 0.9% |
$182 - $191
|
220
$21K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
37.2K+ 39.55% |
$3.4M - $3.55M
|
131K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-906- 4.08% |
$82.6K - $86.4K
|
21.3K
$2.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
203+ 4.72% |
$18.5K - $19.4K
|
4.5K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-3.78K- 3.1% |
$345K - $361K
|
118K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
29.3K+ 16.17% |
$2.67M - $2.79M
|
210K
$20.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$91.2 - $95.4
|
270
$25.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.61K+ 130.57% |
$421K - $440K
|
8.15K
$776K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.33% |
$91.2 - $95.4
|
302
$28.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-574- 15.03% |
$52.3K - $54.8K
|
3.25K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.35K- 49.98% |
$123K - $128K
|
1.35K
$128K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-17.4K- 2.3% |
$1.59M - $1.66M
|
739K
$70.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-236- 7.82% |
$21.5K - $22.5K
|
2.78K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-24.9K- 46.65% |
$2.27M - $2.37M
|
28.5K
$2.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$361K - $378K
|
3.96K
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 6.18% |
$4.65K - $4.86K
|
876
$83.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.1K- 18.76% |
$100K - $105K
|
4.77K
$454K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
404+ 2.77% |
$36.8K - $38.5K
|
15K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
190KNew |
$17.4M - $18.2M
|
190K
$18.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
44.5KNew |
$4.05M - $4.24M
|
44.5K
$4.24M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-139- 2.24% |
$12.7K - $13.3K
|
6.06K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.15KNew |
$196K - $205K
|
2.15K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
806+ 0.7% |
$73.5K - $76.9K
|
116K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
50+ 0.27% |
$4.56K - $4.77K
|
18.8K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.68K+ 48.34% |
$153K - $160K
|
5.14K
$490K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-104- 2.66% |
$9.48K - $9.92K
|
3.8K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-1.93M- 60.06% |
$176M - $184M
|
1.28M
$122M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-119- 2.69% |
$10.8K - $11.4K
|
4.31K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-3.16K- 46.37% |
$288K - $301K
|
3.65K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 0.2% |
$456 - $477
|
2.51K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$205K - $214K
|
2.25K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 94.97% |
$310K - $324K
|
6.98K
$665K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
61.4KNew |
$5.6M - $5.86M
|
61.4K
$5.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
174+ 4.45% |
$15.9K - $16.6K
|
4.08K
$389K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
530K+ 364.22% |
$48.3M - $50.6M
|
676K
$64.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
41+ 0.01% |
$3.74K - $3.91K
|
288K
$27.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
48+ 1.93% |
$4.38K - $4.58K
|
2.54K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-240- 7.25% |
$21.9K - $22.9K
|
3.07K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-79- 16.7% |
$7.2K - $7.54K
|
394
$37.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-72K- 84.13% |
$6.56M - $6.87M
|
13.6K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.49KNew |
$136K - $142K
|
1.49K
$142K
|