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 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.35K+ 190.37% |
$405K - $420K
|
6.63K
$632K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.56K+ 24.77% |
$890K - $923K
|
48.1K
$4.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
3.95K+ 38.67% |
$368K - $382K
|
14.2K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-79- 0.5% |
$7.36K - $7.63K
|
15.9K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.08K- 12.85% |
$194K - $201K
|
14.1K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.86K- 0.74% |
$266K - $276K
|
384K
$36.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.55% |
$373 - $386
|
92
$8.77K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-260- 0.98% |
$24.2K - $25.1K
|
26.2K
$2.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.22K+ 5.55% |
$579K - $600K
|
118K
$11.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-59- 0.69% |
$5.5K - $5.7K
|
8.53K
$813K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-231- 2.23% |
$21.5K - $22.3K
|
10.1K
$964K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 1.34% |
$745 - $772
|
589
$56.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-229K- 87.38% |
$21.3M - $22.1M
|
33.1K
$3.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
7.49K+ 264.71% |
$697K - $723K
|
10.3K
$983K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
8+ 7.92% |
$745 - $772
|
109
$10.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
411+ 1.48% |
$38.3K - $39.7K
|
28.1K
$2.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-245- 1.71% |
$22.8K - $23.7K
|
14.1K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
18.3K+ 4.37% |
$1.7M - $1.77M
|
436K
$41.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
818+ 24.43% |
$76.2K - $79K
|
4.17K
$397K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.92K- 1.89% |
$924K - $958K
|
515K
$49.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-205- 0.6% |
$19.1K - $19.8K
|
33.7K
$3.22M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10.1K+ 3.38% |
$942K - $977K
|
309K
$29.5M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
342+ 10.8% |
$31.9K - $33K
|
3.51K
$334K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.42KNew |
$411K - $427K
|
4.42K
$421K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-28.6K- 45.81% |
$2.66M - $2.76M
|
33.8K
$3.22M
|
|
| Q1 2025 | |||||||
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-7- 0.06% |
$638 - $668
|
11.3K
$1.07M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
190KNew |
$17.3M - $18.1M
|
190K
$18.1M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-711- 34.56% |
$64.8K - $67.8K
|
1.35K
$128K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
13.2KNew |
$1.2M - $1.25M
|
13.2K
$1.25M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
254New |
$23.2K - $24.2K
|
254
$24.2K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-238- 4.32% |
$21.7K - $22.7K
|
5.27K
$502K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
50+ 0.06% |
$4.56K - $4.77K
|
78.9K
$7.52M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
174KNew |
$15.9M - $16.6M
|
174K
$16.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.84M- 96.77% |
$168M - $175M
|
61.4K
$5.85M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.45K- 5.75% |
$223K - $234K
|
40.1K
$3.82M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
823+ 35.67% |
$75K - $78.5K
|
3.13K
$298K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.58KNew |
$418K - $437K
|
4.58K
$436K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.85K+ 12.54% |
$351K - $368K
|
34.6K
$3.3M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.14KNew |
$195K - $204K
|
2.14K
$204K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36+ 0.25% |
$3.28K - $3.43K
|
14.7K
$1.4M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
22+ 5.15% |
$2.01K - $2.1K
|
449
$42.8K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.35K+ 3.19% |
$123K - $128K
|
43.5K
$4.15M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12.4KNew |
$1.13M - $1.18M
|
12.4K
$1.18M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-525- 17.84% |
$47.9K - $50.1K
|
2.42K
$230K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-582K- 15.09% |
$53.1M - $55.5M
|
3.28M
$312M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
427KNew |
$39M - $40.8M
|
427K
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.52K+ 28.37% |
$412K - $431K
|
20.5K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-566K- 97.9% |
$51.6M - $54M
|
12.1K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
36.8KNew |
$3.35M - $3.51M
|
36.8K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
221K+ 8857.84% |
$20.2M - $21.1M
|
224K
$21.3M
|
|