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 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.34KNew |
$515K - $537K
|
5.34K
$505K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.46K+ 111.18% |
$526K - $549K
|
10.4K
$981K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 6.86% |
$112K - $116K
|
18K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
43+ 1.73% |
$4.14K - $4.32K
|
2.53K
$239K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-169- 91.85% |
$16.3K - $17K
|
15
$1.42K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.29KNew |
$221K - $230K
|
2.29K
$217K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.54K+ 86.36% |
$341K - $355K
|
7.64K
$722K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.43K+ 199.1% |
$620K - $646K
|
9.66K
$914K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.56KNew |
$344K - $358K
|
3.56K
$337K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.18K+ 164.85% |
$113K - $118K
|
1.89K
$179K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.36KNew |
$323K - $337K
|
3.36K
$317K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.19K- 1.25% |
$115K - $120K
|
94.1K
$8.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-44- 50.0% |
$4.24K - $4.42K
|
44
$4.16K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-10K- 79.8% |
$965K - $1.01M
|
2.54K
$240K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-128K- 90.27% |
$12.3M - $12.8M
|
13.7K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
81+ 158.82% |
$7.81K - $8.14K
|
132
$12.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.18KNew |
$306K - $319K
|
3.18K
$301K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 29.19% |
$131K - $137K
|
3.3K
$312K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
3.49KNew |
$336K - $351K
|
3.49K
$330K
|
|
| Q1 2023 | |||||||
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-2.92K- 11.86% |
$275K - $292K
|
21.7K
$2.05M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
CALL |
938KNew |
$88.5M - $93.8M
|
938K
$88.7M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-624- 17.31% |
$58.9K - $62.4K
|
2.98K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
91New |
$8.59K - $9.1K
|
91
$8.61K
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
18KNew |
$1.7M - $1.8M
|
18K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
496+ 10.55% |
$46.8K - $49.6K
|
5.2K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
20KNew |
$1.89M - $2M
|
20K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.99MNew |
$944M - $1B
|
9.99M
$945M
|
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-99.6K- 91.02% |
$9.41M - $9.97M
|
9.83K
$930K
|
|
|
May 12, 2023
Q1 2023
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-1.5M- 83.98% |
$142M - $150M
|
286K
$27.1M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
5.85KNew |
$552K - $585K
|
5.85K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.06K- 25.38% |
$100K - $106K
|
3.12K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
460New |
$43.4K - $46K
|
460
$43.5K
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.42K- 54.8% |
$323K - $342K
|
2.82K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.11KNew |
$200K - $211K
|
2.11K
$200K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
365New |
$34.5K - $36.5K
|
365
$34.5K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17.6K- 40.87% |
$1.67M - $1.76M
|
25.5K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5New |
$472 - $500
|
5
$473
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.01KNew |
$284K - $301K
|
3.01K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.38KNew |
$224K - $238K
|
2.38K
$225K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
36.6KNew |
$3.46M - $3.66M
|
36.6K
$3.47M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-980- 29.31% |
$92.5K - $98K
|
2.36K
$223K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
72.6KNew |
$6.85M - $7.26M
|
72.6K
$6.87M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
113KNew |
$10.6M - $11.3M
|
113K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.87MNew |
$176M - $187M
|
1.87M
$176M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
29.8K+ 511.84% |
$2.81M - $2.98M
|
35.6K
$3.37M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
146New |
$13.8K - $14.6K
|
146
$13.8K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-7.1K- 6.85% |
$670K - $710K
|
96.5K
$9.13M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-5.83K- 50.45% |
$550K - $583K
|
5.73K
$542K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$260K - $276K
|
2.76K
$261K
|
|