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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$230K - $245K
|
2.5K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.13KNew |
$656K - $700K
|
7.13K
$679K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.33K- 38.03% |
$123K - $131K
|
2.17K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
139New |
$12.8K - $13.6K
|
139
$13.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-299- 11.44% |
$27.5K - $29.4K
|
2.32K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.6K- 23.13% |
$331K - $353K
|
12K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.25KNew |
$207K - $221K
|
2.25K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
53New |
$4.88K - $5.2K
|
53
$5.05K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.69KNew |
$339K - $362K
|
3.69K
$351K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-98K- 81.7% |
$9.02M - $9.62M
|
21.9K
$2.09M
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
24New |
$2.22K - $2.38K
|
24
$2.29K
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-5.74K- 8.63% |
$532K - $569K
|
60.8K
$5.79M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
54.6KNew |
$5.06M - $5.41M
|
54.6K
$5.2M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.76K+ 5.0% |
$256K - $274K
|
58K
$5.53M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.25KNew |
$209K - $223K
|
2.25K
$214K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-403- 14.21% |
$37.3K - $40K
|
2.43K
$232K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
75New |
$6.95K - $7.44K
|
75
$7.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-46.7K- 87.81% |
$4.33M - $4.63M
|
6.48K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
219New |
$20.3K - $21.7K
|
219
$20.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.15KNew |
$292K - $313K
|
3.15K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-20K- 89.23% |
$1.85M - $1.98M
|
2.41K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-204- 2.56% |
$18.9K - $20.2K
|
7.75K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
43.6KNew |
$4.04M - $4.32M
|
43.6K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
177+ 7.14% |
$16.4K - $17.5K
|
2.66K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-21.1K- 44.17% |
$1.96M - $2.09M
|
26.7K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-28.3K- 51.45% |
$2.62M - $2.8M
|
26.7K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
801KNew |
$74.2M - $79.4M
|
801K
$76.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
5KNew |
$463K - $496K
|
5K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
255KNew |
$23.6M - $25.3M
|
255K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.06KNew |
$191K - $204K
|
2.06K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
59.3KNew |
$5.5M - $5.88M
|
59.3K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
166K+ 45.99% |
$15.4M - $16.4M
|
526K
$50.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-2.5M- 71.4% |
$231M - $247M
|
1M
$95.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.56KNew |
$886K - $948K
|
9.56K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.25M - $1.34M
|
13.5K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.86K- 28.87% |
$172K - $184K
|
4.58K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
CALL |
-45K- 11.76% |
$4.17M - $4.46M
|
338K
$32.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
9.84K+ 3.06% |
$912K - $976K
|
331K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7New |
$649 - $694
|
7
$667
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-91.1K- 35.7% |
$8.44M - $9.03M
|
164K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.96K+ 70.52% |
$182K - $195K
|
4.75K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
85New |
$7.88K - $8.43K
|
85
$8.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
22.5K+ 26.47% |
$2.09M - $2.23M
|
108K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-3.81K- 52.72% |
$353K - $378K
|
3.42K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 5.09% |
$1.27M - $1.36M
|
283K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.31KNew |
$492K - $527K
|
5.31K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
23KNew |
$2.13M - $2.28M
|
23K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
119KNew |
$11M - $11.8M
|
119K
$11.3M
|
|