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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q4 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-61- 87.14% |
$5.62K - $5.99K
|
9
$873
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.09K- 58.71% |
$469K - $500K
|
3.58K
$347K
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-210- 23.08% |
$19.3K - $20.6K
|
700
$67.9K
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9KNew |
$829K - $884K
|
9K
$873K
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
16.8KNew |
$1.55M - $1.65M
|
16.8K
$1.63M
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
17.4KNew |
$1.6M - $1.71M
|
17.4K
$1.68M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
420New |
$38.7K - $41.2K
|
420
$40.7K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
408New |
$37.6K - $40.1K
|
408
$39.6K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
413New |
$38K - $40.5K
|
413
$40.1K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.05KNew |
$96.7K - $103K
|
1.05K
$102K
|
|
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
$271K
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.36K- 55.44% |
$770K - $820K
|
6.72K
$651K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
43.3KNew |
$3.98M - $4.25M
|
43.3K
$4.19M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.06K+ 3.98% |
$97.3K - $104K
|
27.6K
$2.68M
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
PUT |
10KNew |
$921K - $982K
|
10K
$970K
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.11K- 33.33% |
$194K - $207K
|
4.22K
$409K
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.36K+ 9.1% |
$125K - $134K
|
16.3K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
854New |
$78.6K - $83.8K
|
854
$82.8K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-11.2K- 23.85% |
$1.03M - $1.1M
|
35.8K
$3.47M
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
103KNew |
$9.48M - $10.1M
|
103K
$9.98M
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
122+ 1.25% |
$11.2K - $12K
|
9.85K
$955K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
75KNew |
$6.91M - $7.36M
|
75K
$7.27M
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.02K- 38.42% |
$555K - $591K
|
9.65K
$936K
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
400KNew |
$36.8M - $39.3M
|
400K
$38.8M
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
200KNew |
$18.4M - $19.6M
|
200K
$19.4M
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-22- 28.57% |
$2.03K - $2.16K
|
55
$5.33K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.55KNew |
$235K - $251K
|
2.55K
$248K
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
6.62KNew |
$610K - $650K
|
6.62K
$642K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
114K+ 115.55% |
$10.5M - $11.2M
|
212K
$20.6M
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.65KNew |
$244K - $260K
|
2.65K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
PUT |
1MNew |
$92.1M - $98.2M
|
1M
$97M
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-41.9K- 51.8% |
$3.86M - $4.11M
|
39K
$3.78M
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.5KNew |
$414K - $441K
|
4.5K
$436K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.24K+ 5.18% |
$298K - $318K
|
65.8K
$6.38M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.1K+ 41.75% |
$1.85M - $1.97M
|
68.3K
$6.62M
|
|
Feb 13, 2025
Q4 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
9.5K+ 7.31% |
$875K - $933K
|
140K
$13.5M
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
30KNew |
$2.76M - $2.95M
|
30K
$2.91M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-471- 6.75% |
$43.4K - $46.2K
|
6.51K
$631K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
67.1KNew |
$6.18M - $6.59M
|
67.1K
$6.5M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
245KNew |
$22.6M - $24.1M
|
245K
$23.8M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.08KNew |
$375K - $400K
|
4.08K
$395K
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
10KNew |
$921K - $982K
|
10K
$970K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-71.1KClosed |
$6.55M - $6.98M
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-200- 10.47% |
$18.4K - $19.6K
|
1.71K
$166K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
98+ 32.67% |
$9.02K - $9.62K
|
398
$38.6K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.91KNew |
$452K - $482K
|
4.91K
$476K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.2K+ 1.68% |
$294K - $314K
|
193K
$18.7M
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.41K- 66.02% |
$314K - $335K
|
1.76K
$170K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
114New |
$10.5K - $11.2K
|
114
$11.1K
|