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 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.29K+ 437.08% |
$483K - $505K
|
6.5K
$620K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.02% |
$5.38K - $5.63K
|
269K
$25.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.46% |
$182 - $191
|
438
$41.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
451+ 2.44% |
$41.1K - $43K
|
18.9K
$1.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.52% |
$1.37K - $1.43K
|
2.91K
$277K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
46.3K+ 449.2% |
$4.22M - $4.41M
|
56.6K
$5.39M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-92- 8.33% |
$8.39K - $8.78K
|
1.01K
$96.5K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
45.7K+ 227.06% |
$4.17M - $4.36M
|
65.8K
$6.27M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
120+ 4.89% |
$10.9K - $11.4K
|
2.57K
$245K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.22KNew |
$665K - $709K
|
7.22K
$688K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.3K- 12.07% |
$3.8M - $4.05M
|
301K
$28.7M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9KNew |
$829K - $884K
|
9K
$858K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
16.8KNew |
$1.55M - $1.65M
|
16.8K
$1.6M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
17.4KNew |
$1.6M - $1.71M
|
17.4K
$1.66M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
420New |
$38.7K - $41.2K
|
420
$40K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
408New |
$37.6K - $40.1K
|
408
$38.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
413New |
$38K - $40.5K
|
413
$39.4K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.4K- 72.24% |
$2.43M - $2.59M
|
10.1K
$967K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.05KNew |
$96.7K - $103K
|
1.05K
$100K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.4KNew |
$221K - $236K
|
2.4K
$229K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$258K - $275K
|
2.8K
$267K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.36K- 55.44% |
$770K - $820K
|
6.72K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
43.3KNew |
$3.98M - $4.25M
|
43.3K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.06K+ 3.98% |
$97.3K - $104K
|
27.6K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.6K+ 16.39% |
$147K - $157K
|
11.4K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
PUT |
10KNew |
$921K - $982K
|
10K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.11K- 33.33% |
$194K - $207K
|
4.22K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.36K+ 9.1% |
$125K - $134K
|
16.3K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
854New |
$78.6K - $83.8K
|
854
$81.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-11.2K- 23.85% |
$1.03M - $1.1M
|
35.8K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
103KNew |
$9.48M - $10.1M
|
103K
$9.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
122+ 1.25% |
$11.2K - $12K
|
9.85K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
75KNew |
$6.91M - $7.36M
|
75K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
46.4K+ 1555.51% |
$4.27M - $4.56M
|
49.4K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.02K- 38.42% |
$555K - $591K
|
9.65K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
400KNew |
$36.8M - $39.3M
|
400K
$38.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
329+ 15.54% |
$30.3K - $32.3K
|
2.45K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
200KNew |
$18.4M - $19.6M
|
200K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.35K+ 88.23% |
$492K - $525K
|
11.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-22- 28.57% |
$2.03K - $2.16K
|
55
$5.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.55KNew |
$235K - $251K
|
2.55K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3+ 2.07% |
$276 - $295
|
148
$14.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.58KNew |
$145K - $155K
|
1.58K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
6.62KNew |
$610K - $650K
|
6.62K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
114K+ 115.55% |
$10.5M - $11.2M
|
212K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.65KNew |
$244K - $260K
|
2.65K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
PUT |
1MNew |
$92.1M - $98.2M
|
1M
$95.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-41.9K- 51.8% |
$3.86M - $4.11M
|
39K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.5KNew |
$414K - $441K
|
4.5K
$428K
|
|