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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
44New |
$4.12K - $4.26K
|
44
$4.19K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-48- 21.62% |
$4.49K - $4.65K
|
174
$16.6K
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-487K- 27.06% |
$45.6M - $47.2M
|
1.31M
$125M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-16.4K- 79.61% |
$1.54M - $1.59M
|
4.21K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.5K+ 10.94% |
$420K - $435K
|
45.6K
$4.34M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.2KNew |
$206K - $213K
|
2.2K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.74K+ 2.69% |
$163K - $169K
|
66.4K
$6.33M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
15.5K+ 347.51% |
$1.45M - $1.5M
|
20K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
291New |
$27.2K - $28.2K
|
291
$27.7K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
160+ 5.56% |
$15K - $15.5K
|
3.04K
$290K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-495- 11.04% |
$46.3K - $47.9K
|
3.99K
$380K
|
|
|
May 07, 2024
Q1 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
152KNew |
$14.2M - $14.7M
|
152K
$14.5M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.57K- 22.37% |
$147K - $152K
|
5.44K
$518K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.21K+ 3.33% |
$113K - $117K
|
37.5K
$3.57M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-424- 9.32% |
$39.7K - $41.1K
|
4.13K
$393K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
36New |
$3.37K - $3.49K
|
36
$3.43K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
103+ 38.87% |
$9.63K - $9.97K
|
368
$35.1K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
130New |
$12.2K - $12.6K
|
130
$12.4K
|
|
|
May 02, 2024
Q1 2024
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
41.6KNew |
$3.89M - $4.03M
|
41.6K
$3.96M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-958K- 99.75% |
$89.6M - $92.8M
|
2.37K
$226K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.1K+ 19.69% |
$944K - $977K
|
61.4K
$5.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
460New |
$43K - $44.5K
|
460
$43.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$281 - $290
|
3
$286
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.55% |
$281 - $290
|
553
$52.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-605- 15.44% |
$56.6K - $58.6K
|
3.31K
$316K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.31KNew |
$683K - $707K
|
7.31K
$696K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
27New |
$2.53K - $2.61K
|
27
$2.57K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
407+ 20350.0% |
$38.1K - $39.4K
|
409
$39K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$9.35M - $9.68M
|
100K
$9.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-13.9K- 65.46% |
$1.3M - $1.34M
|
7.33K
$698K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-81- 43.55% |
$7.58K - $7.84K
|
105
$10K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.78K- 24.95% |
$166K - $172K
|
5.35K
$509K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-225- 93.36% |
$21K - $21.8K
|
16
$1.52K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
10+ 0.31% |
$935 - $968
|
3.27K
$312K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
384+ 4.51% |
$35.9K - $37.2K
|
8.9K
$848K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.97KNew |
$558K - $578K
|
5.97K
$569K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.86K- 51.7% |
$735K - $761K
|
7.34K
$699K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-90.7K- 88.23% |
$8.48M - $8.78M
|
12.1K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-83.6K- 95.07% |
$7.82M - $8.09M
|
4.34K
$413K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.1KNew |
$1.04M - $1.07M
|
11.1K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.71KNew |
$253K - $262K
|
2.71K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.16KNew |
$296K - $306K
|
3.16K
$301K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
382+ 3.09% |
$35.7K - $37K
|
12.8K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-42.1K- 88.38% |
$3.94M - $4.08M
|
5.54K
$527K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-20.5K- 73.14% |
$1.92M - $1.99M
|
7.54K
$718K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.46KNew |
$324K - $335K
|
3.46K
$330K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
61New |
$5.71K - $5.91K
|
61
$5.81K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.48KNew |
$512K - $530K
|
5.48K
$522K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.5KNew |
$234K - $242K
|
2.5K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
709+ 2.72% |
$66.3K - $68.6K
|
26.8K
$2.55M
|