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 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
72.6KNew |
$6.85M - $7.26M
|
72.6K
$6.92M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
113KNew |
$10.6M - $11.3M
|
113K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.87MNew |
$176M - $187M
|
1.87M
$178M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
29.8K+ 511.84% |
$2.81M - $2.98M
|
35.6K
$3.39M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
146New |
$13.8K - $14.6K
|
146
$13.9K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-7.1K- 6.85% |
$670K - $710K
|
96.5K
$9.2M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-5.83K- 50.45% |
$550K - $583K
|
5.73K
$546K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$260K - $276K
|
2.76K
$263K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.66K+ 20.62% |
$912K - $966K
|
56.5K
$5.38M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-14.8K- 77.92% |
$1.39M - $1.48M
|
4.19K
$399K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.16KNew |
$298K - $316K
|
3.16K
$301K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.62KNew |
$153K - $162K
|
1.62K
$155K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
358New |
$33.8K - $35.8K
|
358
$34.1K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-21.4K- 90.16% |
$2.02M - $2.14M
|
2.34K
$223K
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
2.02KNew |
$191K - $202K
|
2.02K
$192K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7New |
$661 - $700
|
7
$667
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.52KNew |
$238K - $252K
|
2.52K
$240K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-26.4K- 96.55% |
$2.49M - $2.64M
|
944
$90K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
20.6KNew |
$1.95M - $2.07M
|
20.6K
$1.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
325New |
$30.7K - $32.5K
|
325
$31K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 43.52% |
$150K - $159K
|
2.07K
$197K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
839New |
$79.2K - $83.9K
|
839
$79.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
1.08KNew |
$102K - $108K
|
1.08K
$103K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-37- 14.29% |
$3.49K - $3.7K
|
222
$21.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.92KNew |
$464K - $492K
|
4.92K
$469K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
21.5KNew |
$2.03M - $2.15M
|
21.5K
$2.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
35New |
$3.3K - $3.5K
|
35
$3.34K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.56KNew |
$242K - $256K
|
2.56K
$244K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.14KNew |
$202K - $214K
|
2.14K
$204K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.91KNew |
$558K - $591K
|
5.91K
$563K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
13.2KNew |
$1.24M - $1.32M
|
13.2K
$1.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.1KNew |
$2.08M - $2.21M
|
22.1K
$2.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
250+ 7.88% |
$23.6K - $25K
|
3.42K
$326K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-18- 23.68% |
$1.7K - $1.8K
|
58
$5.53K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
9.92KNew |
$937K - $992K
|
9.92K
$945K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.73KNew |
$353K - $373K
|
3.73K
$356K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
2.09KNew |
$198K - $209K
|
2.09K
$199K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.68KClosed |
$249K - $265K
|
0
$0
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-107K- 22.17% |
$9.96M - $10.6M
|
376K
$35.8M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
35.4KNew |
$3.29M - $3.51M
|
35.4K
$3.38M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
313KNew |
$29.1M - $31.1M
|
313K
$29.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6New |
$558 - $595
|
6
$572
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.54KNew |
$236K - $252K
|
2.54K
$242K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
33New |
$3.07K - $3.27K
|
33
$3.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-47.1K- 3.42% |
$4.37M - $4.67M
|
1.33M
$127M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.66K- 43.44% |
$619K - $660K
|
8.67K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$1.3K - $1.39K
|
14
$1.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
78New |
$7.25K - $7.73K
|
78
$7.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.07K- 65.29% |
$564K - $602K
|
3.23K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
344New |
$32K - $34.1K
|
344
$32.8K
|
|