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 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
65.1K+ 34.93% |
$6.03M - $6.46M
|
252K
$23.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.19K- 6.91% |
$110K - $118K
|
16K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.01K- 7.17% |
$186K - $199K
|
25.9K
$2.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 1.86% |
$18.5K - $19.8K
|
10.6K
$989K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
343+ 11.82% |
$31.8K - $34K
|
3.25K
$304K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.93K- 65.28% |
$457K - $489K
|
2.62K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-561- 43.73% |
$52K - $55.6K
|
722
$67.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-8- 0.09% |
$741 - $793
|
8.86K
$830K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-377- 55.69% |
$34.9K - $37.4K
|
300
$28.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-177- 44.25% |
$16.4K - $17.5K
|
223
$20.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
146+ 0.95% |
$13.5K - $14.5K
|
15.6K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
351+ 4.4% |
$32.5K - $34.8K
|
8.33K
$780K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.92K- 72.78% |
$271K - $290K
|
1.09K
$102K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.9K+ 2.17% |
$639K - $684K
|
324K
$30.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.06K+ 2.25% |
$839K - $898K
|
412K
$38.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.26K- 7.18% |
$117K - $125K
|
16.3K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-157- 2.36% |
$14.5K - $15.6K
|
6.49K
$609K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.08KNew |
$193K - $206K
|
2.08K
$195K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.04K+ 42.61% |
$745K - $797K
|
26.9K
$2.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10+ 6.45% |
$927 - $991
|
165
$15.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
23+ 0.33% |
$2.13K - $2.28K
|
7K
$656K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-230- 0.78% |
$21.3K - $22.8K
|
29.4K
$2.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.05K- 5.3% |
$96.9K - $104K
|
18.7K
$1.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.9K+ 626.65% |
$1.48M - $1.58M
|
18.5K
$1.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-247- 1.22% |
$22.9K - $24.5K
|
19.9K
$1.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
213New |
$19.7K - $21.1K
|
213
$20K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
296K+ 228.13% |
$27.4M - $29.3M
|
426K
$39.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5K+ 53.68% |
$1.62M - $1.74M
|
50.2K
$4.71M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-4.89K- 24.36% |
$453K - $485K
|
15.2K
$1.42M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
61New |
$5.65K - $6.05K
|
61
$5.72K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-850- 2.2% |
$78.8K - $84.3K
|
37.8K
$3.54M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-10.5K- 21.86% |
$976K - $1.04M
|
37.7K
$3.53M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
471+ 5.05% |
$43.6K - $46.7K
|
9.79K
$918K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
222K+ 343.19% |
$20.5M - $22M
|
286K
$26.8M
|
|
| Q2 2024 | |||||||
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-4.37KClosed |
$399K - $413K
|
0
$0
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.19KNew |
$747K - $774K
|
8.19K
$767K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.7KNew |
$1.25M - $1.29M
|
13.7K
$1.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22+ 5.18% |
$2.01K - $2.08K
|
447
$41.9K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
12K+ 54.11% |
$1.09M - $1.13M
|
34.1K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
148KNew |
$13.5M - $14M
|
148K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.13MNew |
$103M - $107M
|
1.13M
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
179+ 1.35% |
$16.3K - $16.9K
|
13.4K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
77.6KNew |
$7.08M - $7.34M
|
77.6K
$7.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
300KNew |
$27.4M - $28.4M
|
300K
$28.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-29.8K- 35.66% |
$2.72M - $2.82M
|
53.8K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-50- 0.42% |
$4.56K - $4.73K
|
11.9K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
66.8KNew |
$6.09M - $6.32M
|
66.8K
$6.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-401K- 46.55% |
$36.5M - $37.9M
|
460K
$43.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
21.9K+ 138.33% |
$2M - $2.07M
|
37.8K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
CALL |
-982K- 98.23% |
$89.6M - $92.9M
|
17.7K
$1.66M
|
|