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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-54.6K- 11.33% |
$4.98M - $5.21M
|
427K
$40.7M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-979- 14.41% |
$89.3K - $93.4K
|
5.82K
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
246+ 6.57% |
$22.4K - $23.5K
|
3.99K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
1.3K+ 2.88% |
$118K - $124K
|
46.3K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.79K+ 38.49% |
$163K - $170K
|
6.42K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
50+ 1.5% |
$4.56K - $4.77K
|
3.39K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.11K- 2.85% |
$101K - $106K
|
37.8K
$3.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
380+ 2.8% |
$34.6K - $36.2K
|
14K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.09K+ 4.21% |
$190K - $199K
|
51.7K
$4.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
128K+ 164.8% |
$11.7M - $12.2M
|
206K
$19.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.48K+ 33.82% |
$773K - $809K
|
33.6K
$3.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-73- 8.07% |
$6.66K - $6.96K
|
832
$79.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 2.72% |
$1.82K - $1.91K
|
715
$68.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-478- 18.65% |
$43.6K - $45.6K
|
2.09K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-571- 6.49% |
$52.1K - $54.5K
|
8.23K
$784K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-179K- 46.49% |
$16.3M - $17.1M
|
206K
$19.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
42.6K+ 293.96% |
$3.89M - $4.06M
|
57.1K
$5.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.71K+ 9.51% |
$703K - $735K
|
88.8K
$8.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.41KNew |
$219K - $229K
|
2.41K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.3K- 16.85% |
$119K - $124K
|
6.43K
$613K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 72.16% |
$11.6K - $12.1K
|
303
$28.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.05K+ 39.7% |
$95.5K - $100K
|
3.69K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
120+ 0.08% |
$10.9K - $11.4K
|
148K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-231K- 4.2% |
$21.1M - $22.1M
|
5.27M
$502M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
53.1K+ 68.42% |
$4.84M - $5.07M
|
131K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
6+ 0.1% |
$547 - $572
|
6.26K
$596K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
68.5K+ 224.72% |
$6.25M - $6.54M
|
99K
$9.44M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-123- 1.86% |
$11.2K - $11.7K
|
6.5K
$620K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.34KNew |
$851K - $891K
|
9.34K
$890K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
25+ 8.68% |
$2.28K - $2.38K
|
313
$29.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-549- 0.83% |
$50.1K - $52.4K
|
65.2K
$6.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-217- 26.53% |
$19.8K - $20.7K
|
601
$57.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.4K+ 107.21% |
$218K - $228K
|
4.63K
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-223K- 55.99% |
$20.3M - $21.2M
|
175K
$16.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.79K- 30.21% |
$163K - $170K
|
4.13K
$393K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
207+ 0.59% |
$18.9K - $19.7K
|
35.2K
$3.35M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.17KNew |
$198K - $207K
|
2.17K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-12.7K- 50.6% |
$1.16M - $1.21M
|
12.4K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-609- 10.88% |
$55.5K - $58.1K
|
4.99K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25KNew |
$2.28M - $2.39M
|
25K
$2.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
660New |
$60.2K - $63K
|
660
$62.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
78+ 3.47% |
$7.11K - $7.44K
|
2.33K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-498- 20.51% |
$45.4K - $47.5K
|
1.93K
$184K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
967+ 0.74% |
$88.2K - $92.2K
|
132K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
414+ 13.17% |
$37.7K - $39.5K
|
3.56K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
160KNew |
$14.6M - $15.2M
|
160K
$15.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.18K- 4.04% |
$563K - $589K
|
147K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-26.8K- 87.92% |
$2.44M - $2.56M
|
3.68K
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.02K+ 0.62% |
$184K - $193K
|
331K
$31.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
50+ 1.37% |
$4.56K - $4.77K
|
3.7K
$353K
|