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 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-642- 7.35% |
$59.5K - $63.6K
|
8.09K
$758K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.79K- 28.55% |
$629K - $673K
|
17K
$1.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
327+ 42.03% |
$30.3K - $32.4K
|
1.11K
$104K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
6.25K+ 5.25% |
$580K - $620K
|
125K
$11.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
40+ 17.09% |
$3.71K - $3.97K
|
274
$25.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.58KNew |
$239K - $256K
|
2.58K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.56K+ 61.12% |
$237K - $254K
|
6.75K
$633K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.44K- 13.39% |
$689K - $737K
|
48.1K
$4.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
257+ 0.95% |
$23.8K - $25.5K
|
27.4K
$2.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
672+ 2.39% |
$62.3K - $66.6K
|
28.8K
$2.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.28K+ 32.47% |
$489K - $523K
|
21.5K
$2.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.1K+ 5.1% |
$102K - $109K
|
22.7K
$2.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
713New |
$66.1K - $70.7K
|
713
$66.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
14.9K+ 27.65% |
$1.38M - $1.48M
|
68.8K
$6.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-67.9KClosed |
$6.29M - $6.73M
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
313+ 14.63% |
$29K - $31K
|
2.45K
$230K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
120KNew |
$11.1M - $11.9M
|
120K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
2.9KNew |
$268K - $287K
|
2.9K
$272K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.8KNew |
$630K - $674K
|
6.8K
$637K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-161- 0.23% |
$14.9K - $16K
|
69K
$6.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
945+ 3.65% |
$87.6K - $93.7K
|
26.9K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.63K+ 9.48% |
$336K - $360K
|
41.9K
$3.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.21K+ 10.47% |
$483K - $517K
|
55K
$5.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-401- 8.39% |
$37.2K - $39.8K
|
4.38K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.47KNew |
$414K - $443K
|
4.47K
$419K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
70+ 2.96% |
$6.49K - $6.94K
|
2.44K
$228K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
102+ 0.76% |
$9.45K - $10.1K
|
13.5K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
15.7K+ 3.39% |
$1.45M - $1.55M
|
478K
$44.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.74K+ 7.61% |
$439K - $470K
|
67K
$6.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-34- 2.07% |
$3.15K - $3.37K
|
1.61K
$151K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
70.7K+ 109.46% |
$6.55M - $7.01M
|
135K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
3.71K+ 0.95% |
$344K - $368K
|
395K
$37M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
7.64K+ 6.37% |
$708K - $757K
|
128K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
600New |
$55.6K - $59.5K
|
600
$56.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
17.2K+ 5.88% |
$1.6M - $1.71M
|
310K
$29.1M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
989+ 36.33% |
$91.7K - $98K
|
3.71K
$348K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.13K+ 36.35% |
$105K - $112K
|
4.24K
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12+ 0.2% |
$1.11K - $1.19K
|
6.06K
$568K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
CALL |
74.6KNew |
$6.91M - $7.4M
|
74.6K
$6.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.22K- 38.76% |
$854K - $914K
|
14.6K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
9.98K+ 111.39% |
$924K - $989K
|
18.9K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.8% |
$556 - $595
|
758
$71K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
58New |
$5.37K - $5.75K
|
58
$5.44K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-169- 8.15% |
$15.7K - $16.8K
|
1.9K
$178K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-18- 0.57% |
$1.67K - $1.78K
|
3.16K
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
14.3K+ 3.79% |
$1.32M - $1.41M
|
391K
$36.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
18.6K+ 305.28% |
$1.72M - $1.84M
|
24.6K
$2.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-22- 0.41% |
$2.04K - $2.18K
|
5.4K
$506K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
19.5K+ 6.12% |
$1.81M - $1.93M
|
338K
$31.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
20+ 0.7% |
$1.85K - $1.98K
|
2.87K
$269K
|