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 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-46Closed |
$5.22K - $5.35K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-26.7KClosed |
$3.03M - $3.11M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-15Closed |
$1.7K - $1.75K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.05K- 28.67% |
$119K - $122K
|
2.61K
$245K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.05KClosed |
$232K - $238K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-82- 3.52% |
$9.31K - $9.54K
|
2.25K
$211K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-126Closed |
$14.3K - $14.7K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-57Closed |
$6.47K - $6.63K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-9- 8.18% |
$1.02K - $1.05K
|
101
$9.47K
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-13.6KClosed |
$1.54M - $1.58M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-216Closed |
$24.5K - $25.1K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-8.62KClosed |
$978K - $1M
|
0
$0
|
|
Jan 07, 2022
Q4 2021
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-4.38KClosed |
$497K - $509K
|
0
$0
|
|
Q3 2021 | |||||||
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.21KClosed |
$484K - $497K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-49Closed |
$5.63K - $5.79K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
750KNew |
$86.2M - $88.6M
|
750K
$70.3M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.8KClosed |
$1.59M - $1.63M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-614Closed |
$70.6K - $72.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ares Management LLC
Los Angeles, CA |
SELL
|
PUT |
-190KClosed |
$21.8M - $22.5M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-9.26KClosed |
$1.06M - $1.09M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.27KClosed |
$261K - $268K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-11.9KClosed |
$1.37M - $1.41M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4.35KClosed |
$500K - $513K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.8KClosed |
$552K - $567K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-1.89KClosed |
$217K - $223K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
200KNew |
$23M - $23.6M
|
200K
$18.7M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.3KClosed |
$379K - $389K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-1.76KClosed |
$203K - $208K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-19.9KClosed |
$2.29M - $2.36M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-106KClosed |
$12.2M - $12.5M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-10KClosed |
$1.15M - $1.18M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.95KClosed |
$224K - $230K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-1.11MClosed |
$127M - $131M
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-63Closed |
$7.24K - $7.45K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-850Closed |
$97.7K - $100K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.57KNew |
$295K - $303K
|
2.57K
$241K
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-1.01KClosed |
$116K - $119K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-29Closed |
$3.33K - $3.43K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-55Closed |
$6.32K - $6.5K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-150Closed |
$17.2K - $17.7K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-2.15KClosed |
$248K - $254K
|
0
$0
|
|
Q2 2021 | |||||||
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-485Closed |
$54.8K - $56.2K
|
0
$0
|
|
Sep 11, 2023
Q2 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
985New |
$111K - $114K
|
985
$92.3K
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-152Closed |
$17.2K - $17.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-22Closed |
$2.49K - $2.55K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-156Closed |
$17.6K - $18.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.46KClosed |
$391K - $400K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-100KClosed |
$11.3M - $11.6M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.76KNew |
$651K - $667K
|
5.76K
$540K
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.13KClosed |
$241K - $247K
|
0
$0
|