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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5+ 6.25% |
$473 - $528
|
85
$8.24K
|
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
7.5KNew |
$709K - $792K
|
7.5K
$727K
|
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
BUY
|
CALL |
200New |
$18.9K - $21.1K
|
200
$19.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-56.5KClosed |
$5.34M - $5.97M
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2.46KClosed |
$233K - $260K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
599+ 1.04% |
$56.6K - $63.3K
|
57.9K
$5.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-75.6K- 84.62% |
$7.15M - $7.98M
|
13.7K
$1.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.1K- 38.37% |
$199K - $222K
|
3.38K
$328K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01K- 28.68% |
$95.2K - $106K
|
2.5K
$243K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-78- 3.53% |
$7.38K - $8.24K
|
2.13K
$207K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.12K- 0.31% |
$106K - $119K
|
358K
$34.8M
|
|
| Q2 2022 | |||||||
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.2KNew |
$1.1M - $1.2M
|
11.2K
$1.09M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
840New |
$82.4K - $89.6K
|
840
$81.5K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.88KClosed |
$185K - $201K
|
0
$0
|
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-789Closed |
$77.4K - $84.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-15.4K- 85.61% |
$1.51M - $1.64M
|
2.59K
$251K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-716- 72.91% |
$70.3K - $76.4K
|
266
$25.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-843Closed |
$82.7K - $89.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-81- 71.05% |
$7.95K - $8.64K
|
33
$3.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$255K - $277K
|
2.6K
$252K
|
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
5.06KNew |
$497K - $540K
|
5.06K
$491K
|
|
|
Aug 15, 2022
Q2 2022
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
100KNew |
$9.82M - $10.7M
|
100K
$9.7M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-26KClosed |
$2.55M - $2.77M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-230- 13.45% |
$22.6K - $24.5K
|
1.48K
$144K
|
|
|
Aug 15, 2022
Q2 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-26.4KClosed |
$2.59M - $2.82M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
100New |
$9.82K - $10.7K
|
100
$9.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
PUT |
-2.53KClosed |
$248K - $270K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-48.2KClosed |
$4.73M - $5.14M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-100KClosed |
$9.82M - $10.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
661KNew |
$64.9M - $70.5M
|
661K
$64.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.81KNew |
$276K - $299K
|
2.81K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
56.7KNew |
$5.57M - $6.05M
|
56.7K
$5.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.15KClosed |
$211K - $229K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
2.1KNew |
$206K - $224K
|
2.1K
$204K
|
|
|
Aug 12, 2022
Q2 2022
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
CALL |
20K+ 20.0% |
$1.96M - $2.13M
|
120K
$11.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.81KClosed |
$276K - $299K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-80Closed |
$7.85K - $8.53K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.85K+ 57.4% |
$966K - $1.05M
|
27K
$2.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
- |
375KNew |
$36.8M - $40M
|
375K
$36.4M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-166KClosed |
$16.3M - $17.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.06KClosed |
$202K - $220K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-497Closed |
$48.8K - $53K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-2.1KClosed |
$206K - $224K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-783Closed |
$76.9K - $83.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.32KNew |
$522K - $567K
|
5.32K
$516K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-745- 10.27% |
$73.1K - $79.5K
|
6.51K
$631K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-2KClosed |
$196K - $213K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
4.34KNew |
$426K - $463K
|
4.34K
$421K
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
24.6KNew |
$2.42M - $2.63M
|
24.6K
$2.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
16.1K+ 212.07% |
$1.58M - $1.72M
|
23.7K
$2.3M
|
|