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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
42.9K+ 116.58% |
$3.98M - $4.25M
|
79.7K
$7.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.34K+ 12.97% |
$587K - $628K
|
55.2K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10.2KNew |
$945K - $1.01M
|
10.2K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.82K+ 6.79% |
$354K - $379K
|
60.2K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.07KNew |
$192K - $206K
|
2.07K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
29.6KNew |
$2.75M - $2.94M
|
29.6K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.6KNew |
$334K - $357K
|
3.6K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.26K+ 18.48% |
$116K - $125K
|
8.06K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
100+ 0.76% |
$9.27K - $9.91K
|
13.3K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17K+ 399.95% |
$1.57M - $1.68M
|
21.2K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 71.43% |
$927 - $991
|
24
$2.29K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.84KNew |
$633K - $678K
|
6.84K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.03K+ 41.71% |
$95.6K - $102K
|
3.51K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.89K- 36.42% |
$360K - $385K
|
6.79K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.57MNew |
$238M - $255M
|
2.57M
$245M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
353New |
$32.7K - $35K
|
353
$33.6K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.1K- 3.12% |
$287K - $307K
|
96.3K
$9.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.97K+ 81.64% |
$183K - $196K
|
4.39K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.4K- 70.71% |
$968K - $1.04M
|
4.33K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
8.7KNew |
$807K - $863K
|
8.7K
$829K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-61.2K- 84.93% |
$5.67M - $6.06M
|
10.9K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
141KNew |
$13.1M - $14M
|
141K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-65- 0.44% |
$6.02K - $6.44K
|
14.8K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1New |
$92.7 - $99.1
|
1
$95.3
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
118New |
$10.9K - $11.7K
|
118
$11.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.49K+ 50.82% |
$230K - $246K
|
7.38K
$703K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
564New |
$52.3K - $55.9K
|
564
$53.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
144+ 3.01% |
$13.3K - $14.3K
|
4.92K
$469K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3New |
$278 - $297
|
3
$286
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20.3KNew |
$1.88M - $2.02M
|
20.3K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
170New |
$15.8K - $16.9K
|
170
$16.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-70- 98.59% |
$6.49K - $6.94K
|
1
$95.3
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.46KNew |
$413K - $442K
|
4.46K
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
200New |
$18.5K - $19.8K
|
200
$19.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
44New |
$4.08K - $4.36K
|
44
$4.19K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.13KNew |
$197K - $211K
|
2.13K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.16KNew |
$293K - $313K
|
3.16K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
14+ 0.6% |
$1.3K - $1.39K
|
2.34K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-154K- 98.42% |
$14.2M - $15.2M
|
2.47K
$235K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
501New |
$46.4K - $49.7K
|
501
$47.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-68- 15.96% |
$6.3K - $6.74K
|
358
$34.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-64- 2.84% |
$5.93K - $6.34K
|
2.19K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
12New |
$1.11K - $1.19K
|
12
$1.14K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
431+ 9.58% |
$39.9K - $42.7K
|
4.93K
$470K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.43K+ 11.84% |
$503K - $538K
|
51.3K
$4.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.85KNew |
$635K - $679K
|
6.85K
$653K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-992- 24.01% |
$91.9K - $98.3K
|
3.14K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
1KNew |
$92.7K - $99.1K
|
1K
$95.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
41.9K+ 592.51% |
$3.89M - $4.16M
|
49K
$4.67M
|