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 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
267New |
$24.4K - $25.9K
|
267
$25.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
852+ 9.67% |
$77.8K - $82.8K
|
9.67K
$937K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
10.6KNew |
$969K - $1.03M
|
10.6K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.27KNew |
$208K - $221K
|
2.27K
$220K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
102+ 0.76% |
$9.31K - $9.91K
|
13.6K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
103New |
$9.41K - $10K
|
103
$9.99K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 92.57% |
$96.7K - $103K
|
85
$8.24K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-221K- 69.49% |
$20.2M - $21.5M
|
97.1K
$9.42M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.36KNew |
$216K - $229K
|
2.36K
$229K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-228- 7.83% |
$20.8K - $22.1K
|
2.68K
$260K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$91.3 - $97.1
|
2.96K
$287K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
177New |
$16.2K - $17.2K
|
177
$17.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
13+ 0.38% |
$1.19K - $1.26K
|
3.43K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-431- 4.07% |
$39.4K - $41.9K
|
10.2K
$985K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
308K+ 32.42% |
$28.1M - $29.9M
|
1.26M
$122M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-464- 11.86% |
$42.4K - $45.1K
|
3.45K
$334K
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
33.1K+ 48.21% |
$3.02M - $3.22M
|
102K
$9.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
15New |
$1.37K - $1.46K
|
15
$1.45K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-162K- 96.79% |
$14.8M - $15.7M
|
5.38K
$521K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
271+ 11.53% |
$24.7K - $26.3K
|
2.62K
$254K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$822 - $874
|
9
$873
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
87New |
$7.94K - $8.45K
|
87
$8.44K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-201- 5.32% |
$18.4K - $19.5K
|
3.58K
$347K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
385+ 1.85% |
$35.2K - $37.4K
|
21.2K
$2.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.31K+ 5.78% |
$211K - $224K
|
42.3K
$4.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.44KNew |
$223K - $237K
|
2.44K
$237K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 5.99% |
$1.83K - $1.94K
|
314
$30.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.8K- 32.64% |
$165K - $175K
|
3.72K
$361K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$2.65K - $2.82K
|
29
$2.81K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.72K- 33.66% |
$431K - $458K
|
9.3K
$902K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.19K+ 2.44% |
$748K - $796K
|
344K
$33.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
434New |
$39.6K - $42.2K
|
434
$42.1K
|
|
| Q2 2023 | |||||||
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.55KNew |
$149K - $155K
|
1.55K
$150K
|
|
|
Nov 27, 2024
Q2 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-73.2KClosed |
$7.06M - $7.36M
|
0
$0
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.31KNew |
$319K - $333K
|
3.31K
$321K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.67KNew |
$257K - $268K
|
2.67K
$259K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-469Closed |
$45.2K - $47.1K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
130+ 2.76% |
$12.5K - $13.1K
|
4.84K
$470K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-56Closed |
$5.4K - $5.63K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-194- 26.43% |
$18.7K - $19.5K
|
540
$52.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
46KNew |
$4.43M - $4.62M
|
46K
$4.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.03KNew |
$388K - $405K
|
4.03K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.1K- 56.36% |
$299K - $311K
|
2.4K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
7.4KNew |
$713K - $744K
|
7.4K
$718K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-820- 14.25% |
$79K - $82.4K
|
4.94K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-66- 50.0% |
$6.36K - $6.63K
|
66
$6.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
60New |
$5.78K - $6.03K
|
60
$5.82K
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-50- 6.05% |
$4.82K - $5.02K
|
777
$75.4K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.79KNew |
$366K - $381K
|
3.79K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
165KNew |
$15.9M - $16.6M
|
165K
$16M
|
|