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 |
---|---|---|---|---|---|---|---|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-559- 57.22% |
$52.9K - $59K
|
418
$39.2K
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
55.1KNew |
$5.21M - $5.82M
|
55.1K
$5.16M
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
14New |
$1.32K - $1.48K
|
14
$1.31K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
7.52K+ 41755.56% |
$711K - $794K
|
7.53K
$706K
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
46.7KNew |
$4.42M - $4.94M
|
46.7K
$4.38M
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.33K+ 7.32% |
$126K - $141K
|
19.5K
$1.83M
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16.3K- 56.49% |
$1.54M - $1.72M
|
12.6K
$1.18M
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.1K- 18.76% |
$104K - $116K
|
4.77K
$447K
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
56.4KNew |
$5.34M - $5.96M
|
56.4K
$5.29M
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
247New |
$23.4K - $26.1K
|
247
$23.1K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
45New |
$4.26K - $4.75K
|
45
$4.22K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4New |
$378 - $422
|
4
$375
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
98New |
$9.27K - $10.3K
|
98
$9.18K
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
693+ 21.72% |
$65.5K - $73.2K
|
3.88K
$364K
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
46.2KNew |
$4.37M - $4.88M
|
46.2K
$4.33M
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-443- 12.31% |
$41.9K - $46.8K
|
3.16K
$296K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.76KNew |
$545K - $608K
|
5.76K
$540K
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.88K- 18.39% |
$367K - $410K
|
17.2K
$1.61M
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5+ 6.25% |
$473 - $528
|
85
$7.97K
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
7.5KNew |
$709K - $792K
|
7.5K
$703K
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
BUY
|
CALL |
200New |
$18.9K - $21.1K
|
200
$18.7K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-56.5KClosed |
$5.34M - $5.97M
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2.46KClosed |
$233K - $260K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.28K- 99.95% |
$404K - $452K
|
2
$187
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
599+ 1.04% |
$56.6K - $63.3K
|
57.9K
$5.43M
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-75.6K- 84.62% |
$7.15M - $7.98M
|
13.7K
$1.29M
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.1K- 38.37% |
$199K - $222K
|
3.38K
$317K
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01K- 28.68% |
$95.2K - $106K
|
2.5K
$235K
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-78- 3.53% |
$7.38K - $8.24K
|
2.13K
$200K
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.12K- 0.31% |
$106K - $119K
|
358K
$33.6M
|
|
Q2 2022 | |||||||
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
840New |
$82.4K - $89.6K
|
840
$78.7K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.88KClosed |
$185K - $201K
|
0
$0
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-789Closed |
$77.4K - $84.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-15.4K- 85.61% |
$1.51M - $1.64M
|
2.59K
$243K
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-716- 72.91% |
$70.3K - $76.4K
|
266
$24.9K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-843Closed |
$82.7K - $89.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-81- 71.05% |
$7.95K - $8.64K
|
33
$3.09K
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$255K - $277K
|
2.6K
$244K
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-46.3K- 86.81% |
$4.54M - $4.94M
|
7.04K
$659K
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
5.06KNew |
$497K - $540K
|
5.06K
$474K
|
|
Aug 15, 2022
Q2 2022
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
100KNew |
$9.82M - $10.7M
|
100K
$9.37M
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-26KClosed |
$2.55M - $2.77M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-230- 13.45% |
$22.6K - $24.5K
|
1.48K
$139K
|
|
Aug 15, 2022
Q2 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-26.4KClosed |
$2.59M - $2.82M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
100New |
$9.82K - $10.7K
|
100
$9.37K
|
|
Aug 15, 2022
Q2 2022
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
PUT |
-2.53KClosed |
$248K - $270K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-48.2KClosed |
$4.73M - $5.14M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-100KClosed |
$9.82M - $10.7M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
661KNew |
$64.9M - $70.5M
|
661K
$62M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.81KNew |
$276K - $299K
|
2.81K
$263K
|