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 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
246KNew |
$22.9M - $23.8M
|
246K
$23.9M
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
18.7K+ 8.94% |
$1.75M - $1.81M
|
228K
$22.1M
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
10.6KNew |
$984K - $1.02M
|
10.6K
$1.02M
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-72- 0.93% |
$6.71K - $6.95K
|
7.66K
$743K
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7.27K+ 1.91% |
$677K - $702K
|
388K
$37.7M
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-394- 0.09% |
$36.7K - $38K
|
444K
$43M
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 2.18% |
$160K - $166K
|
80.6K
$7.82M
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-540- 6.81% |
$50.3K - $52.1K
|
7.4K
$717K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 1.21% |
$652 - $676
|
570
$55.3K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-9.15K- 28.28% |
$852K - $883K
|
23.2K
$2.25M
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.51K- 10.52% |
$234K - $243K
|
21.4K
$2.07M
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.88% |
$186 - $193
|
228
$22.1K
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
281+ 11.73% |
$26.2K - $27.1K
|
2.68K
$260K
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.17K+ 5.91% |
$295K - $306K
|
56.7K
$5.5M
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
234+ 1.76% |
$21.8K - $22.6K
|
13.5K
$1.31M
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.04K+ 48.29% |
$283K - $293K
|
9.33K
$905K
|
|
Jul 16, 2025
Q2 2025
|
Peavine Capital, LLC
|
BUY
|
- |
1.68MNew |
$156M - $162M
|
1.68M
$163M
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-984- 4.54% |
$91.7K - $95K
|
20.7K
$2.01M
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
893+ 6.11% |
$83.2K - $86.2K
|
15.5K
$1.5M
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.76K+ 7.55% |
$164K - $170K
|
25K
$2.43M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-983- 21.09% |
$91.6K - $94.9K
|
3.68K
$357K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.1K+ 2.91% |
$381K - $395K
|
145K
$14.1M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-236- 2.15% |
$22K - $22.8K
|
10.7K
$1.04M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.41K+ 38.82% |
$224K - $233K
|
8.61K
$835K
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-139K- 96.32% |
$13M - $13.4M
|
5.31K
$515K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-49.3K- 38.11% |
$4.59M - $4.76M
|
80.1K
$7.77M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
155New |
$14.4K - $15K
|
155
$15K
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.55K+ 3.02% |
$144K - $149K
|
52.8K
$5.12M
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
3.04K+ 2.69% |
$283K - $293K
|
116K
$11.2M
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.94K+ 10.07% |
$180K - $187K
|
21.2K
$2.05M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.4K+ 9.53% |
$317K - $328K
|
39.1K
$3.79M
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-34.8K- 93.72% |
$3.25M - $3.36M
|
2.34K
$226K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.1K- 0.83% |
$102K - $106K
|
131K
$12.7M
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-92- 1.81% |
$8.57K - $8.88K
|
4.98K
$483K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
562+ 10.73% |
$52.4K - $54.3K
|
5.8K
$563K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.46K- 12.41% |
$694K - $720K
|
52.6K
$5.1M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-114- 2.34% |
$10.6K - $11K
|
4.76K
$462K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
97.1KNew |
$9.04M - $9.38M
|
97.1K
$9.42M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.21K- 17.07% |
$299K - $309K
|
15.6K
$1.51M
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
34+ 0.54% |
$3.17K - $3.28K
|
6.37K
$617K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-58- 12.66% |
$5.4K - $5.6K
|
400
$38.8K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-537- 0.31% |
$50K - $51.9K
|
173K
$16.8M
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-625- 7.22% |
$58.2K - $60.4K
|
8.03K
$778K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 15.09% |
$1.49K - $1.54K
|
122
$11.8K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-113- 1.13% |
$10.5K - $10.9K
|
9.93K
$963K
|
|
Jul 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
3.72K+ 37.48% |
$346K - $359K
|
13.6K
$1.32M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 0.13% |
$932 - $966
|
7.44K
$722K
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-5.51K- 29.73% |
$513K - $532K
|
13K
$1.26M
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-96.2K- 67.39% |
$8.96M - $9.29M
|
46.6K
$4.51M
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-203- 4.03% |
$18.9K - $19.6K
|
4.83K
$469K
|