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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.47KNew |
$136K - $145K
|
1.47K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.45KNew |
$134K - $143K
|
1.45K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
241New |
$22.4K - $23.9K
|
241
$23K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
386New |
$35.9K - $38.3K
|
386
$36.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
505New |
$46.9K - $50.1K
|
505
$48.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
285KNew |
$26.5M - $28.3M
|
285K
$27.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-58- 0.39% |
$5.39K - $5.75K
|
14.8K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.68K+ 100.0% |
$249K - $266K
|
5.37K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
54New |
$5.02K - $5.35K
|
54
$5.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.1KNew |
$195K - $208K
|
2.1K
$200K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.84K+ 23.89% |
$264K - $281K
|
14.7K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
2.49KNew |
$231K - $247K
|
2.49K
$237K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-330- 6.45% |
$30.7K - $32.7K
|
4.79K
$456K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
190+ 1900.0% |
$17.7K - $18.8K
|
200
$19.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.99KNew |
$371K - $396K
|
3.99K
$380K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-10.3K- 6.34% |
$954K - $1.02M
|
152K
$14.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-307- 1.03% |
$28.5K - $30.4K
|
29.5K
$2.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
116+ 236.73% |
$10.8K - $11.5K
|
165
$15.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
16.8KNew |
$1.56M - $1.67M
|
16.8K
$1.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-15K- 43.1% |
$1.4M - $1.49M
|
19.9K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
305New |
$28.3K - $30.2K
|
305
$29.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-196- 6.31% |
$18.2K - $19.4K
|
2.91K
$277K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-336- 5.47% |
$31.2K - $33.3K
|
5.8K
$553K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$279 - $297
|
9.18K
$875K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20New |
$1.86K - $1.98K
|
20
$1.91K
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10KNew |
$929K - $991K
|
10K
$953K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
123+ 4.99% |
$11.4K - $12.2K
|
2.59K
$247K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
581New |
$54K - $57.6K
|
581
$55.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.66K+ 25.47% |
$433K - $461K
|
22.9K
$2.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-322- 6.32% |
$29.9K - $31.9K
|
4.77K
$455K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-154- 1.16% |
$14.3K - $15.3K
|
13.1K
$1.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.6KNew |
$335K - $357K
|
3.6K
$343K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.77KNew |
$258K - $275K
|
2.77K
$264K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
52.6KNew |
$4.88M - $5.21M
|
52.6K
$5.01M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
133New |
$12.4K - $13.2K
|
133
$12.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.28KNew |
$212K - $226K
|
2.28K
$217K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-106K- 56.66% |
$9.85M - $10.5M
|
81.1K
$7.73M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-965- 29.94% |
$89.7K - $95.7K
|
2.26K
$215K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.13KNew |
$105K - $112K
|
1.13K
$108K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-52.9K- 41.92% |
$5M - $5.58M
|
73.3K
$6.98M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-101- 14.19% |
$9.55K - $10.7K
|
611
$58.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
30KNew |
$2.84M - $3.17M
|
30K
$2.86M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
60New |
$5.67K - $6.34K
|
60
$5.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.02K+ 30.31% |
$96.5K - $108K
|
4.39K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.65K- 0.49% |
$534K - $597K
|
1.14M
$109M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.4K+ 1.45% |
$133K - $148K
|
98K
$9.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.57KNew |
$527K - $588K
|
5.57K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.2KClosed |
$208K - $233K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-95.7K- 53.67% |
$9.05M - $10.1M
|
82.6K
$7.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-30.9K- 19.41% |
$2.92M - $3.26M
|
128K
$12.2M
|
|