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 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.18K- 7.54% |
$472K - $494K
|
63.5K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 8.65% |
$821 - $859
|
113
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
464+ 1.18% |
$42.3K - $44.3K
|
39.8K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
22.2K+ 7.37% |
$2.02M - $2.11M
|
323K
$30.8M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
200KNew |
$18.2M - $19.1M
|
200K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
932+ 1.81% |
$85K - $88.9K
|
52.4K
$5M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
7.05K+ 61.81% |
$643K - $672K
|
18.5K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
205KNew |
$18.7M - $19.6M
|
205K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$18.2M - $19.1M
|
200K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
25.9K+ 240.57% |
$2.36M - $2.47M
|
36.6K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
CALL |
100KNew |
$9.12M - $9.54M
|
100K
$9.53M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-221- 4.13% |
$20.1K - $21.1K
|
5.13K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-28.8K- 21.76% |
$2.63M - $2.75M
|
104K
$9.87M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-49- 0.29% |
$4.47K - $4.67K
|
17K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-48.2K- 83.75% |
$4.4M - $4.6M
|
9.36K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.9K+ 293.44% |
$2.27M - $2.37M
|
33.3K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.01KNew |
$274K - $287K
|
3.01K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 5.63% |
$255K - $266K
|
52.4K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2+ 0.28% |
$182 - $191
|
708
$67.5K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.66KNew |
$699K - $731K
|
7.66K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.6K+ 14.66% |
$1.34M - $1.4M
|
115K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
27.4K+ 21.31% |
$2.49M - $2.61M
|
156K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.67K+ 2.64% |
$426K - $446K
|
181K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96.8K- 81.62% |
$8.83M - $9.24M
|
21.8K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-266- 2.4% |
$24.3K - $25.4K
|
10.8K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-144- 0.13% |
$13.1K - $13.7K
|
114K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.8K- 25.51% |
$255K - $267K
|
8.18K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-27K- 78.72% |
$2.46M - $2.58M
|
7.3K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
49+ 0.65% |
$4.47K - $4.67K
|
7.63K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.52KNew |
$230K - $241K
|
2.52K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
850K+ 11.1% |
$77.5M - $81.1M
|
8.51M
$811M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-1.6M- 86.25% |
$146M - $153M
|
255K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.33M+ 42.88% |
$304M - $318M
|
11.1M
$1.06B
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
45.6K+ 19.55% |
$4.16M - $4.35M
|
279K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
34K+ 7.8% |
$3.1M - $3.25M
|
470K
$44.8M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4.37K+ 29.45% |
$399K - $417K
|
19.2K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.5KNew |
$319K - $334K
|
3.5K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
103K+ 4.24% |
$9.39M - $9.83M
|
2.53M
$241M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.54K+ 14.94% |
$140K - $147K
|
11.8K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$1.37M - $1.43M
|
15K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.11K+ 5.22% |
$101K - $106K
|
22.4K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-388- 3.73% |
$35.4K - $37K
|
10K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.5K- 31.8% |
$1.32M - $1.38M
|
31K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
329K+ 32.31% |
$30M - $31.3M
|
1.35M
$128M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-35K- 25.93% |
$3.19M - $3.34M
|
100K
$9.53M
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
65+ 0.48% |
$5.93K - $6.2K
|
13.6K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
169KNew |
$15.4M - $16.1M
|
169K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
502K+ 26.87% |
$45.8M - $47.9M
|
2.37M
$226M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
CALL |
-300K- 87.49% |
$27.4M - $28.6M
|
42.9K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
6.62KNew |
$603K - $631K
|
6.62K
$630K
|