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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.41KNew |
$222K - $237K
|
2.41K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-541- 73.81% |
$49.8K - $53.1K
|
192
$18.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
335New |
$30.8K - $32.9K
|
335
$31.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.32KNew |
$121K - $129K
|
1.32K
$126K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-28- 0.31% |
$2.58K - $2.75K
|
8.87K
$845K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.08K- 15.8% |
$99.4K - $106K
|
5.76K
$548K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.38K- 66.31% |
$680K - $725K
|
3.75K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.9K+ 86.36% |
$175K - $187K
|
4.1K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
1.03K+ 37.95% |
$94.6K - $101K
|
3.73K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-42- 25.93% |
$3.87K - $4.12K
|
120
$11.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-775- 25.95% |
$71.4K - $76.1K
|
2.21K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-414- 10.83% |
$38.1K - $40.6K
|
3.41K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.88K- 3.0% |
$173K - $185K
|
60.9K
$5.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-39.2K- 99.86% |
$3.61M - $3.85M
|
54
$5.15K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-638- 9.92% |
$58.7K - $62.6K
|
5.8K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.81K+ 3.17% |
$167K - $178K
|
58.9K
$5.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-393K- 99.12% |
$36.2M - $38.6M
|
3.49K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.7K- 70.71% |
$1.35M - $1.44M
|
6.07K
$579K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
160+ 113.48% |
$14.7K - $15.7K
|
301
$28.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.3K+ 23.42% |
$945K - $1.01M
|
54.1K
$5.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$109K - $116K
|
1.18K
$113K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.62KNew |
$241K - $257K
|
2.62K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-245- 3.87% |
$22.6K - $24.1K
|
6.08K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-58- 28.02% |
$5.34K - $5.69K
|
149
$14.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$2.21K - $2.36K
|
24
$2.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
301+ 13.21% |
$27.7K - $29.6K
|
2.58K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.44KNew |
$225K - $240K
|
2.44K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.49K+ 184.66% |
$413K - $441K
|
6.92K
$659K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$1.1K - $1.18K
|
12
$1.14K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.3KNew |
$211K - $225K
|
2.3K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$1.22M - $1.3M
|
13.3K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
125New |
$11.5K - $12.3K
|
125
$11.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-900- 19.93% |
$82.9K - $88.4K
|
3.62K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
73New |
$6.72K - $7.17K
|
73
$6.96K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-105- 18.23% |
$9.67K - $10.3K
|
471
$44.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
283+ 8.58% |
$26.1K - $27.8K
|
3.58K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-799- 99.13% |
$73.6K - $78.4K
|
7
$667
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 555.56% |
$4.6K - $4.91K
|
59
$5.62K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32New |
$2.95K - $3.14K
|
32
$3.05K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.49K+ 35.31% |
$137K - $146K
|
5.7K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.08% |
$92.1 - $98.2
|
94
$8.96K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1KNew |
$92.1K - $98.2K
|
1K
$95.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-26- 12.04% |
$2.39K - $2.55K
|
190
$18.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.39KNew |
$865K - $922K
|
9.39K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
230+ 7.75% |
$21.2K - $22.6K
|
3.2K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.05KNew |
$96.7K - $103K
|
1.05K
$100K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-14.4K- 20.97% |
$1.33M - $1.42M
|
54.4K
$5.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.22KNew |
$205K - $218K
|
2.22K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-396- 33.9% |
$36.5K - $38.9K
|
772
$73.6K
|