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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$274 - $284
|
3
$286
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.39K- 38.28% |
$127K - $131K
|
2.24K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.82K- 43.8% |
$166K - $172K
|
2.33K
$222K
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
581+ 2.25% |
$53K - $55K
|
26.4K
$2.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
177+ 453.85% |
$16.1K - $16.7K
|
216
$20.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
294New |
$26.8K - $27.8K
|
294
$28K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 1.89% |
$1K - $1.04K
|
570
$54.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
206+ 0.65% |
$18.8K - $19.5K
|
32K
$3.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.2KNew |
$201K - $208K
|
2.2K
$210K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
7New |
$639 - $662
|
7
$667
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.7K- 7.9% |
$155K - $161K
|
19.8K
$1.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
266New |
$24.3K - $25.2K
|
266
$25.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.23K+ 158.26% |
$477K - $495K
|
8.53K
$813K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-310- 49.52% |
$28.3K - $29.3K
|
316
$30.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.6K- 83.88% |
$1.24M - $1.29M
|
2.61K
$249K
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-8K- 64.41% |
$730K - $757K
|
4.42K
$421K
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
3.45KNew |
$315K - $326K
|
3.45K
$329K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.32KNew |
$303K - $314K
|
3.32K
$316K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
248New |
$22.6K - $23.5K
|
248
$23.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
352KNew |
$32.1M - $33.3M
|
352K
$33.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
352+ 306.09% |
$32.1K - $33.3K
|
467
$44.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.27KNew |
$116K - $120K
|
1.27K
$121K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
900New |
$82.1K - $85.1K
|
900
$85.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.53K+ 0.82% |
$139K - $144K
|
188K
$17.9M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
106New |
$9.67K - $10K
|
106
$10.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2025
Q1 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-68.4KClosed |
$6.4M - $6.62M
|
0
$0
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
967+ 11.59% |
$90.5K - $93.6K
|
9.31K
$887K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-697- 76.17% |
$65.2K - $67.5K
|
218
$20.8K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
18New |
$1.68K - $1.74K
|
18
$1.72K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
630New |
$58.9K - $61K
|
630
$60K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-876- 9.63% |
$81.9K - $84.8K
|
8.22K
$783K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
53.2K+ 8.35% |
$4.98M - $5.15M
|
690K
$65.7M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
500+ 100.0% |
$46.8K - $48.4K
|
1K
$95.3K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1Closed |
$93.5 - $96.8
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10KNew |
$935K - $968K
|
10K
$953K
|
|
|
May 15, 2024
Q1 2024
|
Conversant Capital LLC
Summit, NJ |
BUY
|
PUT |
800KNew |
$74.8M - $77.5M
|
800K
$76.2M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-40K- 34.78% |
$3.74M - $3.87M
|
75K
$7.15M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.6KNew |
$1.65M - $1.7M
|
17.6K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
712New |
$66.6K - $68.9K
|
712
$67.8K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
50K+ 100.0% |
$4.68M - $4.84M
|
100K
$9.53M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-272K- 98.71% |
$25.5M - $26.4M
|
3.55K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.6K+ 7.17% |
$1.64M - $1.7M
|
263K
$25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70.7K+ 119.4% |
$6.61M - $6.84M
|
130K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.24KNew |
$303K - $314K
|
3.24K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 54.55% |
$11.2K - $11.6K
|
100
$9.53K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-633- 0.13% |
$59.2K - $61.3K
|
470K
$44.8M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
80+ 177.78% |
$7.48K - $7.75K
|
125
$11.9K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-353K- 15.98% |
$33.1M - $34.2M
|
1.86M
$177M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.14KNew |
$200K - $207K
|
2.14K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76New |
$7.11K - $7.36K
|
76
$7.24K
|
|