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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-310- 49.52% |
$28.3K - $29.3K
|
316
$29.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.6K- 83.88% |
$1.24M - $1.29M
|
2.61K
$245K
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-8K- 64.41% |
$730K - $757K
|
4.42K
$414K
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
3.45KNew |
$315K - $326K
|
3.45K
$323K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-55- 1.39% |
$5.02K - $5.2K
|
3.91K
$367K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.32KNew |
$303K - $314K
|
3.32K
$311K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
51.2KNew |
$4.67M - $4.84M
|
51.2K
$4.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
248New |
$22.6K - $23.5K
|
248
$23.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
352KNew |
$32.1M - $33.3M
|
352K
$33M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.89% |
$1.92K - $1.99K
|
2.39K
$224K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-63- 22.58% |
$5.75K - $5.96K
|
216
$20.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
352+ 306.09% |
$32.1K - $33.3K
|
467
$43.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.27KNew |
$116K - $120K
|
1.27K
$119K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-379- 64.68% |
$34.6K - $35.9K
|
207
$19.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
900New |
$82.1K - $85.1K
|
900
$84.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.53K+ 0.82% |
$139K - $144K
|
188K
$17.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
106New |
$9.67K - $10K
|
106
$9.93K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-74- 1.82% |
$6.75K - $7K
|
4K
$375K
|
|
| Q1 2024 | |||||||
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
18New |
$1.68K - $1.74K
|
18
$1.69K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
630New |
$58.9K - $61K
|
630
$59K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-876- 9.63% |
$81.9K - $84.8K
|
8.22K
$770K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
53.2K+ 8.35% |
$4.98M - $5.15M
|
690K
$64.7M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
500+ 100.0% |
$46.8K - $48.4K
|
1K
$93.7K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1Closed |
$93.5 - $96.8
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10KNew |
$935K - $968K
|
10K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Conversant Capital LLC
Summit, NJ |
BUY
|
PUT |
800KNew |
$74.8M - $77.5M
|
800K
$75M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-40K- 34.78% |
$3.74M - $3.87M
|
75K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
35KNew |
$3.27M - $3.39M
|
35K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.7K- 0.99% |
$159K - $165K
|
171K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.6KNew |
$1.65M - $1.7M
|
17.6K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
712New |
$66.6K - $68.9K
|
712
$66.7K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$93.5 - $96.8
|
1.64K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
50K+ 100.0% |
$4.68M - $4.84M
|
100K
$9.37M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-272K- 98.71% |
$25.5M - $26.4M
|
3.55K
$333K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-44- 65.67% |
$4.12K - $4.26K
|
23
$2.16K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
734+ 22.06% |
$68.7K - $71.1K
|
4.06K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.6K+ 7.17% |
$1.64M - $1.7M
|
263K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70.7K+ 119.4% |
$6.61M - $6.84M
|
130K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.24KNew |
$303K - $314K
|
3.24K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 54.55% |
$11.2K - $11.6K
|
100
$9.37K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-633- 0.13% |
$59.2K - $61.3K
|
470K
$44M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
80+ 177.78% |
$7.48K - $7.75K
|
125
$11.7K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-353K- 15.98% |
$33.1M - $34.2M
|
1.86M
$174M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.14KNew |
$200K - $207K
|
2.14K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76New |
$7.11K - $7.36K
|
76
$7.12K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
44New |
$4.12K - $4.26K
|
44
$4.12K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-48- 21.62% |
$4.49K - $4.65K
|
174
$16.3K
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-487K- 27.06% |
$45.6M - $47.2M
|
1.31M
$123M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-78- 21.2% |
$7.3K - $7.55K
|
290
$27.2K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-16.4K- 79.61% |
$1.54M - $1.59M
|
4.21K
$395K
|
|