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 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
179+ 1.35% |
$16.3K - $16.9K
|
13.4K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-401K- 46.55% |
$36.5M - $37.9M
|
460K
$43.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
CALL |
3.7M+ 121.31% |
$338M - $350M
|
6.75M
$643M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
797+ 1.42% |
$72.7K - $75.4K
|
56.9K
$5.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Iii Capital Management
Boca Raton, FL |
SELL
|
- |
-504K- 75.38% |
$46M - $47.7M
|
164K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.19K- 3.01% |
$291K - $302K
|
103K
$9.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$490K - $508K
|
5.37K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
53.6KNew |
$4.89M - $5.07M
|
53.6K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-40.8K- 80.19% |
$3.73M - $3.86M
|
10.1K
$961K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.5KClosed |
$867K - $899K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
51New |
$4.65K - $4.82K
|
51
$4.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
329+ 27.91% |
$30K - $31.1K
|
1.51K
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-16- 48.48% |
$1.46K - $1.51K
|
17
$1.62K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.73K+ 2.29% |
$249K - $258K
|
122K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.18M+ 46.82% |
$108M - $112M
|
3.71M
$353M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34New |
$3.1K - $3.22K
|
34
$3.24K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.21% |
$456 - $473
|
2.34K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.01K- 40.9% |
$274K - $284K
|
4.34K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45.9K- 0.84% |
$4.19M - $4.35M
|
5.45M
$520M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 33.33% |
$4.56K - $4.73K
|
100
$9.53K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
190+ 2.55% |
$17.3K - $18K
|
7.64K
$728K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-345- 82.93% |
$31.5K - $32.6K
|
71
$6.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.65% |
$365 - $378
|
617
$58.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
492+ 23.22% |
$44.9K - $46.5K
|
2.61K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-363- 7.13% |
$33.1K - $34.3K
|
4.73K
$450K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
46+ 230.0% |
$4.2K - $4.35K
|
66
$6.29K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
137New |
$12.5K - $13K
|
137
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.02K- 18.06% |
$549K - $569K
|
27.3K
$2.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.03K- 28.65% |
$93.5K - $97K
|
2.55K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$205K - $212K
|
2.25K
$214K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-350- 11.23% |
$31.9K - $33.1K
|
2.77K
$264K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-483- 29.58% |
$44.1K - $45.7K
|
1.15K
$110K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.64K+ 165.13% |
$241K - $250K
|
4.24K
$404K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
189New |
$17.2K - $17.9K
|
189
$18K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
PUT |
14KNew |
$1.28M - $1.32M
|
14K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-88- 2.92% |
$8.03K - $8.32K
|
2.92K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
172New |
$15.7K - $16.3K
|
172
$16.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.47K- 31.0% |
$134K - $139K
|
3.28K
$312K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
23New |
$2.1K - $2.18K
|
23
$2.19K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
11New |
$1K - $1.04K
|
11
$1.05K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-105- 70.95% |
$9.58K - $9.93K
|
43
$4.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
26.2KNew |
$2.39M - $2.48M
|
26.2K
$2.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
18New |
$1.64K - $1.7K
|
18
$1.72K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
10.1KNew |
$921K - $955K
|
10.1K
$962K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3K+ 58.27% |
$273K - $283K
|
8.14K
$775K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-69- 2.14% |
$6.3K - $6.53K
|
3.15K
$300K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.39KNew |
$400K - $415K
|
4.39K
$418K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.6KNew |
$971K - $1.01M
|
10.6K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27New |
$2.46K - $2.55K
|
27
$2.57K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
87+ 3.25% |
$7.94K - $8.23K
|
2.77K
$264K
|