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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
861New |
$79.8K - $85.4K
|
861
$82K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.44KNew |
$690K - $738K
|
7.44K
$709K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
571New |
$52.9K - $56.6K
|
571
$54.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.56K+ 1.89% |
$145K - $155K
|
84.1K
$8.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
13.9K+ 27.33% |
$1.29M - $1.38M
|
64.9K
$6.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
17+ 25.76% |
$1.58K - $1.69K
|
83
$7.91K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-64- 6.07% |
$5.93K - $6.34K
|
990
$94.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
51New |
$4.73K - $5.06K
|
51
$4.86K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-764- 85.94% |
$70.8K - $75.7K
|
125
$11.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.31K+ 2.41% |
$214K - $229K
|
97.9K
$9.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
49.5K+ 56.41% |
$4.59M - $4.91M
|
137K
$13.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
26.3KNew |
$2.44M - $2.61M
|
26.3K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.27K- 26.39% |
$117K - $125K
|
3.53K
$336K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
400New |
$37.1K - $39.7K
|
400
$38.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-20- 51.28% |
$1.85K - $1.98K
|
19
$1.81K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
204New |
$18.9K - $20.2K
|
204
$19.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
240K+ 3.79% |
$22.3M - $23.8M
|
6.59M
$628M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.6K+ 4.84% |
$7.84M - $8.38M
|
1.83M
$174M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
32New |
$2.97K - $3.17K
|
32
$3.05K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
229New |
$21.2K - $22.7K
|
229
$21.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-200K- 80.86% |
$18.5M - $19.8M
|
47.3K
$4.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 16.86% |
$92.7K - $99.1K
|
6.93K
$660K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.19KNew |
$296K - $317K
|
3.19K
$304K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
11.4KNew |
$1.06M - $1.13M
|
11.4K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-400- 6.22% |
$37.1K - $39.7K
|
6.03K
$575K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$2.22K - $2.38K
|
24
$2.29K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.59KNew |
$240K - $257K
|
2.59K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
275+ 10.59% |
$25.5K - $27.3K
|
2.87K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-67- 2.8% |
$6.21K - $6.64K
|
2.32K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.12KNew |
$197K - $210K
|
2.12K
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
247New |
$22.9K - $24.5K
|
247
$23.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
52+ 1.38% |
$4.82K - $5.16K
|
3.83K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.32KNew |
$493K - $527K
|
5.32K
$506K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-642- 7.35% |
$59.5K - $63.6K
|
8.09K
$771K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
713New |
$66.1K - $70.7K
|
713
$67.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-67.9KClosed |
$6.29M - $6.73M
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
102+ 0.76% |
$9.45K - $10.1K
|
13.5K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
7.64K+ 6.37% |
$708K - $757K
|
128K
$12.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
600New |
$55.6K - $59.5K
|
600
$57.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
CALL |
74.6KNew |
$6.91M - $7.4M
|
74.6K
$7.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
58New |
$5.37K - $5.75K
|
58
$5.53K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.93K- 65.28% |
$457K - $489K
|
2.62K
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-177- 44.25% |
$16.4K - $17.5K
|
223
$21.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.08KNew |
$193K - $206K
|
2.08K
$198K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-4.89K- 24.36% |
$453K - $485K
|
15.2K
$1.45M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
19.6K+ 98.42% |
$1.78M - $1.85M
|
39.4K
$3.76M
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-505Closed |
$46.1K - $47.8K
|
0
$0
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-21.4KClosed |
$1.96M - $2.03M
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.7KNew |
$1.25M - $1.29M
|
13.7K
$1.3M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
12K+ 54.11% |
$1.09M - $1.13M
|
34.1K
$3.25M
|
|