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 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-11Closed |
$1.24K - $1.32K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
SELL
|
- |
-6- 0.24% |
$678 - $720
|
2.47K
$231K
|
|
|
May 05, 2021
Q1 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.64KClosed |
$298K - $317K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.35KClosed |
$265K - $282K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.53KClosed |
$285K - $303K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Sfmg, LLC
|
SELL
|
- |
-11.4KClosed |
$1.29M - $1.37M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
SELL
|
- |
-1.88KClosed |
$213K - $226K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.53KClosed |
$398K - $423K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
360 Financial, Inc.
|
SELL
|
- |
-2.75KClosed |
$311K - $330K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.28KNew |
$258K - $274K
|
2.28K
$214K
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19.8KClosed |
$2.23M - $2.37M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.3KClosed |
$260K - $276K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.73KClosed |
$421K - $448K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4.66KClosed |
$526K - $559K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Washington Trust Bank
|
SELL
|
- |
-1.7KClosed |
$192K - $204K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Cumberland Advisors Inc
|
SELL
|
- |
-7.02KClosed |
$792K - $842K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.8KClosed |
$317K - $336K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.62KClosed |
$635K - $674K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.98KClosed |
$336K - $357K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-922Closed |
$104K - $111K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-40.7KClosed |
$4.59M - $4.88M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2.35KClosed |
$265K - $282K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$477 - $487
|
0
$0
|
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.18KClosed |
$379K - $387K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-30Closed |
$3.58K - $3.65K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-232Closed |
$27.7K - $28.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.6K+ 8.58% |
$1.74M - $1.77M
|
184K
$17.3M
|
|
|
Feb 12, 2021
Q4 2020
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-6.35KClosed |
$758K - $774K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.67KClosed |
$199K - $203K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-2.71KClosed |
$323K - $330K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-169Closed |
$20.2K - $20.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-37Closed |
$4.41K - $4.51K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.8KClosed |
$215K - $219K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.1KClosed |
$489K - $500K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-7.91KClosed |
$944K - $964K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Friedenthal Financial
|
SELL
|
- |
-38.4KClosed |
$4.58M - $4.67M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
42New |
$5.01K - $5.12K
|
42
$3.94K
|
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
SELL
|
- |
-5.5KClosed |
$656K - $670K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.01KClosed |
$239K - $244K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-418Closed |
$49.9K - $50.9K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.64KClosed |
$315K - $322K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Vera Bank, N.A.
|
SELL
|
- |
-2.22KClosed |
$265K - $271K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-2.71KClosed |
$323K - $330K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Berkshire Bank
|
SELL
|
- |
-3.08KClosed |
$367K - $375K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-123Closed |
$14.7K - $15K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.7KClosed |
$203K - $208K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Bcs Wealth Management
|
SELL
|
- |
-2.3KClosed |
$274K - $280K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Ami Asset Management Corp
|
SELL
|
- |
-2.16KClosed |
$258K - $263K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.82KClosed |
$216K - $221K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-17.7KClosed |
$2.11M - $2.16M
|
0
$0
|
|