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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-64- 1.77% |
$5.99K - $6.2K
|
3.55K
$338K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-332- 12.06% |
$31.1K - $32.1K
|
2.42K
$231K
|
|
| Q4 2023 | |||||||
|
Feb 21, 2025
Q4 2023
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
177KNew |
$15.7M - $17.2M
|
177K
$16.9M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
28.9KNew |
$2.57M - $2.8M
|
28.9K
$2.75M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.1KClosed |
$276K - $301K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
45New |
$4K - $4.37K
|
45
$4.29K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$801 - $873
|
9
$858
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
6+ 600.0% |
$534 - $582
|
7
$667
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
332New |
$29.5K - $32.2K
|
332
$31.6K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-77.7KClosed |
$6.91M - $7.53M
|
0
$0
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
21.3KNew |
$1.89M - $2.07M
|
21.3K
$2.03M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.79KNew |
$248K - $271K
|
2.79K
$266K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
59.7KNew |
$5.31M - $5.79M
|
59.7K
$5.68M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
103New |
$9.16K - $9.99K
|
103
$9.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-89- 0.76% |
$7.92K - $8.63K
|
11.6K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.95KNew |
$263K - $286K
|
2.95K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-54.5K- 35.42% |
$4.84M - $5.28M
|
99.3K
$9.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.2KNew |
$2.33M - $2.54M
|
26.2K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
22.7KNew |
$2.02M - $2.2M
|
22.7K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
92New |
$8.18K - $8.92K
|
92
$8.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 2.98% |
$8.9K - $9.7K
|
3.45K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
115+ 0.23% |
$10.2K - $11.2K
|
51K
$4.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78.6K- 99.33% |
$6.99M - $7.62M
|
530
$50.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
56.2KNew |
$5M - $5.45M
|
56.2K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11K- 55.13% |
$975K - $1.06M
|
8.93K
$851K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-24.4K- 90.42% |
$2.17M - $2.37M
|
2.59K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.74KNew |
$243K - $265K
|
2.74K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30New |
$2.67K - $2.91K
|
30
$2.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
142KNew |
$12.7M - $13.8M
|
142K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
35New |
$3.11K - $3.4K
|
35
$3.34K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
148+ 28.03% |
$13.2K - $14.4K
|
676
$64.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.21KNew |
$196K - $214K
|
2.21K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-284- 9.68% |
$25.3K - $27.5K
|
2.65K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
50KNew |
$4.45M - $4.85M
|
50K
$4.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.56KNew |
$138K - $151K
|
1.56K
$148K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
158KNew |
$14M - $15.3M
|
158K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
3.35KNew |
$298K - $325K
|
3.35K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$89 - $97
|
1
$95.3
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
114New |
$10.1K - $11.1K
|
114
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.95K- 34.57% |
$262K - $286K
|
5.58K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.47K- 41.94% |
$219K - $239K
|
3.41K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
418K+ 379.7% |
$37.2M - $40.5M
|
528K
$50.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.82K+ 117.84% |
$518K - $565K
|
10.8K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.11M - $1.21M
|
12.5K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
5.41KNew |
$482K - $525K
|
5.41K
$516K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
72New |
$6.4K - $6.98K
|
72
$6.86K
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
2.2KNew |
$196K - $214K
|
2.2K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.41K- 16.51% |
$303K - $330K
|
17.2K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
92New |
$8.18K - $8.92K
|
92
$8.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-17.9K- 51.09% |
$1.59M - $1.73M
|
17.1K
$1.63M
|
|