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 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 13.95% |
$55.9K - $57.9K
|
3.7K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.45K+ 1.42% |
$135K - $140K
|
104K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
233+ 1.24% |
$21.7K - $22.5K
|
19.1K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.2K- 11.96% |
$1.32M - $1.37M
|
104K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-28- 0.38% |
$2.61K - $2.7K
|
7.27K
$705K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
56.6KNew |
$5.27M - $5.46M
|
56.6K
$5.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-889- 28.12% |
$82.8K - $85.8K
|
2.27K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.2K+ 6.73% |
$1.97M - $2.05M
|
336K
$32.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.35K+ 23.76% |
$685K - $710K
|
38.3K
$3.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.29K- 0.65% |
$120K - $125K
|
197K
$19.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.27K- 4.08% |
$118K - $122K
|
29.7K
$2.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.97K+ 24.59% |
$184K - $190K
|
9.99K
$969K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.9K+ 2517.61% |
$2.41M - $2.5M
|
26.9K
$2.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.35K+ 190.37% |
$405K - $420K
|
6.63K
$643K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.56K+ 24.77% |
$890K - $923K
|
48.1K
$4.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
3.95K+ 38.67% |
$368K - $382K
|
14.2K
$1.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-79- 0.5% |
$7.36K - $7.63K
|
15.9K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.08K- 12.85% |
$194K - $201K
|
14.1K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.86K- 0.74% |
$266K - $276K
|
384K
$37.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.55% |
$373 - $386
|
92
$8.92K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-260- 0.98% |
$24.2K - $25.1K
|
26.2K
$2.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.22K+ 5.55% |
$579K - $600K
|
118K
$11.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-59- 0.69% |
$5.5K - $5.7K
|
8.53K
$827K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-231- 2.23% |
$21.5K - $22.3K
|
10.1K
$981K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 1.34% |
$745 - $772
|
589
$57.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-229K- 87.38% |
$21.3M - $22.1M
|
33.1K
$3.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
7.49K+ 264.71% |
$697K - $723K
|
10.3K
$1M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
8+ 7.92% |
$745 - $772
|
109
$10.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
411+ 1.48% |
$38.3K - $39.7K
|
28.1K
$2.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-245- 1.71% |
$22.8K - $23.7K
|
14.1K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
18.3K+ 4.37% |
$1.7M - $1.77M
|
436K
$42.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
818+ 24.43% |
$76.2K - $79K
|
4.17K
$404K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.92K- 1.89% |
$924K - $958K
|
515K
$50M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-205- 0.6% |
$19.1K - $19.8K
|
33.7K
$3.27M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10.1K+ 3.38% |
$942K - $977K
|
309K
$30M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
342+ 10.8% |
$31.9K - $33K
|
3.51K
$340K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.42KNew |
$411K - $427K
|
4.42K
$428K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-28.6K- 45.81% |
$2.66M - $2.76M
|
33.8K
$3.28M
|
|
| Q1 2025 | |||||||
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-420- 1.15% |
$38.3K - $40.1K
|
36K
$3.49M
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
73+ 0.57% |
$6.66K - $6.96K
|
13K
$1.26M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-364Closed |
$33.2K - $34.7K
|
0
$0
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-7- 0.06% |
$638 - $668
|
11.3K
$1.09M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
190KNew |
$17.3M - $18.1M
|
190K
$18.4M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-711- 34.56% |
$64.8K - $67.8K
|
1.35K
$131K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-238- 4.32% |
$21.7K - $22.7K
|
5.27K
$511K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
174KNew |
$15.9M - $16.6M
|
174K
$16.9M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.14KNew |
$195K - $204K
|
2.14K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
464+ 1.18% |
$42.3K - $44.3K
|
39.8K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
200KNew |
$18.2M - $19.1M
|
200K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
7.05K+ 61.81% |
$643K - $672K
|
18.5K
$1.79M
|
|