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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-83- 1.55% |
$7.57K - $7.85K
|
5.28K
$495K
|
|
|
Aug 14, 2024
Q2 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
- |
210New |
$19.2K - $19.9K
|
210
$19.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
CALL |
3.7M+ 121.31% |
$338M - $350M
|
6.75M
$633M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
797+ 1.42% |
$72.7K - $75.4K
|
56.9K
$5.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Iii Capital Management
Boca Raton, FL |
SELL
|
- |
-504K- 75.38% |
$46M - $47.7M
|
164K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.19K- 3.01% |
$291K - $302K
|
103K
$9.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
7.5K+ 21.74% |
$684K - $710K
|
42K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.48KNew |
$682K - $707K
|
7.48K
$701K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$490K - $508K
|
5.37K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
53.6KNew |
$4.89M - $5.07M
|
53.6K
$5.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.5K- 1.14% |
$137K - $142K
|
130K
$12.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
40.1KNew |
$3.66M - $3.79M
|
40.1K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-40.8K- 80.19% |
$3.73M - $3.86M
|
10.1K
$945K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
958+ 2.48% |
$87.4K - $90.6K
|
39.6K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-750- 10.04% |
$68.4K - $71K
|
6.72K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
6.94K+ 161.12% |
$633K - $656K
|
11.2K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
199KNew |
$18.2M - $18.9M
|
199K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.5KClosed |
$867K - $899K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
51New |
$4.65K - $4.82K
|
51
$4.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-482- 85.31% |
$44K - $45.6K
|
83
$7.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
14.1KNew |
$1.29M - $1.33M
|
14.1K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
329+ 27.91% |
$30K - $31.1K
|
1.51K
$141K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-16- 48.48% |
$1.46K - $1.51K
|
17
$1.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.73K+ 2.29% |
$249K - $258K
|
122K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.18M+ 46.82% |
$108M - $112M
|
3.71M
$347M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34New |
$3.1K - $3.22K
|
34
$3.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.21% |
$456 - $473
|
2.34K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.01K- 40.9% |
$274K - $284K
|
4.34K
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45.9K- 0.84% |
$4.19M - $4.35M
|
5.45M
$511M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 33.33% |
$4.56K - $4.73K
|
100
$9.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
190+ 2.55% |
$17.3K - $18K
|
7.64K
$716K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-345- 82.93% |
$31.5K - $32.6K
|
71
$6.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.65% |
$365 - $378
|
617
$57.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
492+ 23.22% |
$44.9K - $46.5K
|
2.61K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-363- 7.13% |
$33.1K - $34.3K
|
4.73K
$443K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
119New |
$10.9K - $11.3K
|
119
$11.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
364+ 239.47% |
$33.2K - $34.4K
|
516
$48.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-341- 10.58% |
$31.1K - $32.3K
|
2.88K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.74KNew |
$250K - $259K
|
2.74K
$256K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
46+ 230.0% |
$4.2K - $4.35K
|
66
$6.19K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
137New |
$12.5K - $13K
|
137
$12.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.02K- 18.06% |
$549K - $569K
|
27.3K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.03K- 28.65% |
$93.5K - $97K
|
2.55K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$205K - $212K
|
2.25K
$210K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.09KNew |
$282K - $293K
|
3.09K
$290K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-350- 11.23% |
$31.9K - $33.1K
|
2.77K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-483- 29.58% |
$44.1K - $45.7K
|
1.15K
$108K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
465+ 40.65% |
$42.4K - $44K
|
1.61K
$151K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.64K+ 165.13% |
$241K - $250K
|
4.24K
$398K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-71- 5.91% |
$6.48K - $6.72K
|
1.13K
$106K
|