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 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
PUT |
-27.3KClosed |
$2.9M - $3.11M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-572Closed |
$60.7K - $65.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.03KClosed |
$427K - $459K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
PUT |
-28KClosed |
$2.97M - $3.19M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-653Closed |
$69.3K - $74.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
27New |
$2.86K - $3.08K
|
27
$2.53K
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-267Closed |
$28.3K - $30.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-2.87KClosed |
$304K - $327K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$159K - $170K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.34KClosed |
$567K - $609K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8Closed |
$849 - $911
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-2.26KClosed |
$240K - $257K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-3.65KClosed |
$387K - $415K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.9KClosed |
$626K - $672K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.83KClosed |
$407K - $437K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.9KClosed |
$201K - $216K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
116New |
$12.3K - $13.2K
|
116
$10.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-55Closed |
$5.83K - $6.27K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-100Closed |
$10.6K - $11.4K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-44- 32.84% |
$4.67K - $5.01K
|
90
$8.43K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-36Closed |
$3.82K - $4.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-112Closed |
$11.9K - $12.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-3.38K- 62.38% |
$359K - $385K
|
2.04K
$191K
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-11KClosed |
$1.16M - $1.25M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
175New |
$18.6K - $19.9K
|
175
$16.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-4.86KClosed |
$516K - $554K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.13KClosed |
$119K - $128K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.13KClosed |
$226K - $242K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8K- 28.57% |
$908K - $931K
|
20K
$1.87M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-50K- 6.67% |
$5.68M - $5.82M
|
700K
$65.6M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.91KNew |
$217K - $222K
|
1.91K
$179K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-200Closed |
$22.7K - $23.3K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-420Closed |
$47.7K - $48.9K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
108New |
$12.3K - $12.6K
|
108
$10.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-39Closed |
$4.43K - $4.54K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
246KNew |
$28M - $28.6M
|
246K
$23.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-75Closed |
$8.52K - $8.73K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.25KClosed |
$255K - $261K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
223New |
$25.3K - $25.9K
|
223
$20.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-400K- 28.12% |
$45.4M - $46.5M
|
1.02M
$95.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-358Closed |
$40.7K - $41.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$114 - $116
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-207Closed |
$23.5K - $24.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-2.38KClosed |
$270K - $277K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.14KClosed |
$243K - $249K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-4.98KClosed |
$565K - $579K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.85KNew |
$777K - $797K
|
6.85K
$642K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-50- 79.37% |
$5.68K - $5.82K
|
13
$1.22K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.36KClosed |
$268K - $275K
|
0
$0
|
|