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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
14K+ 87.29% |
$1.35M - $1.41M
|
30.1K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12- 34.29% |
$1.16K - $1.21K
|
23
$2.23K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
23.2K+ 222.11% |
$2.24M - $2.33M
|
33.7K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.47K- 13.12% |
$817K - $851K
|
56.1K
$5.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Bck Capital Management LP
Stamford, CT |
SELL
|
PUT |
-74.5K- 57.26% |
$7.18M - $7.49M
|
55.6K
$5.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
91New |
$8.77K - $9.14K
|
91
$8.83K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.15KNew |
$207K - $216K
|
2.15K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 43.55% |
$244K - $255K
|
3.29K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
114+ 0.3% |
$11K - $11.5K
|
37.9K
$3.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
730New |
$70.4K - $73.4K
|
730
$70.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
24.9KNew |
$2.4M - $2.5M
|
24.9K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
30.3KNew |
$2.92M - $3.04M
|
30.3K
$2.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
386New |
$37.2K - $38.8K
|
386
$37.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.23KNew |
$215K - $224K
|
2.23K
$216K
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-458- 3.56% |
$44.1K - $46K
|
12.4K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40New |
$3.86K - $4.02K
|
40
$3.88K
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.15K+ 7.87% |
$497K - $518K
|
70.6K
$6.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2+ 1.32% |
$193 - $201
|
153
$14.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.24KNew |
$216K - $225K
|
2.24K
$217K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
23.6KNew |
$2.28M - $2.37M
|
23.6K
$2.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
471New |
$45.4K - $47.3K
|
471
$45.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.72K- 44.65% |
$165K - $172K
|
2.13K
$206K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-23- 0.48% |
$2.22K - $2.31K
|
4.75K
$460K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.43KNew |
$427K - $445K
|
4.43K
$430K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.6KNew |
$1.02M - $1.06M
|
10.6K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.08KNew |
$201K - $209K
|
2.08K
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
112+ 14.51% |
$10.8K - $11.3K
|
884
$85.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
38.1K+ 32.74% |
$3.67M - $3.83M
|
154K
$15M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-329- 96.76% |
$31.7K - $33.1K
|
11
$1.07K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-302- 95.27% |
$29.1K - $30.3K
|
15
$1.45K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.34KNew |
$515K - $537K
|
5.34K
$518K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.46K+ 111.18% |
$526K - $549K
|
10.4K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 6.86% |
$112K - $116K
|
18K
$1.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
43+ 1.73% |
$4.14K - $4.32K
|
2.53K
$245K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-169- 91.85% |
$16.3K - $17K
|
15
$1.45K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.29KNew |
$221K - $230K
|
2.29K
$222K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.54K+ 86.36% |
$341K - $355K
|
7.64K
$740K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.43K+ 199.1% |
$620K - $646K
|
9.66K
$937K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.56KNew |
$344K - $358K
|
3.56K
$346K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.36KNew |
$323K - $337K
|
3.36K
$325K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.19K- 1.25% |
$115K - $120K
|
94.1K
$9.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-44- 50.0% |
$4.24K - $4.42K
|
44
$4.27K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-10K- 79.8% |
$965K - $1.01M
|
2.54K
$246K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-128K- 90.27% |
$12.3M - $12.8M
|
13.7K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
81+ 158.82% |
$7.81K - $8.14K
|
132
$12.8K
|
|
|
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
$308K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 29.19% |
$131K - $137K
|
3.3K
$320K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
3.49KNew |
$336K - $351K
|
3.49K
$339K
|
|
| Q1 2023 | |||||||
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-2.92K- 11.86% |
$275K - $292K
|
21.7K
$2.1M
|
|