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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
16.6K+ 89.76% |
$1.52M - $1.62M
|
35K
$3.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-884- 80.88% |
$81.4K - $86.8K
|
209
$19.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-799- 99.13% |
$73.6K - $78.4K
|
7
$651
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 555.56% |
$4.6K - $4.91K
|
59
$5.49K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-109- 0.07% |
$10K - $10.7K
|
145K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.29KNew |
$487K - $519K
|
5.29K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.85K- 63.41% |
$723K - $770K
|
4.53K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
18.4KNew |
$1.69M - $1.8M
|
18.4K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-354- 0.85% |
$32.6K - $34.8K
|
41.5K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.5K+ 126.65% |
$414K - $442K
|
8.06K
$749K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-358- 6.43% |
$33K - $35.1K
|
5.21K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-116- 0.87% |
$10.7K - $11.4K
|
13.3K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
24.4K+ 0.76% |
$2.24M - $2.39M
|
3.21M
$299M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32New |
$2.95K - $3.14K
|
32
$2.98K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-627- 3.04% |
$57.7K - $61.6K
|
20K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-119K- 44.46% |
$10.9M - $11.7M
|
148K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.36K- 25.02% |
$678K - $723K
|
22.1K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
32K+ 4.79% |
$2.95M - $3.14M
|
700K
$65.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.74K+ 1.32% |
$160K - $171K
|
134K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.1% |
$921 - $982
|
10.2K
$951K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
146+ 6.19% |
$13.4K - $14.3K
|
2.5K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.6K- 34.73% |
$423K - $451K
|
8.64K
$804K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.12K - $2.26K
|
23
$2.14K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
84+ 1.07% |
$7.73K - $8.25K
|
7.91K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-101- 0.51% |
$9.3K - $9.92K
|
19.8K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.07K+ 6.36% |
$375K - $400K
|
68.1K
$6.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
280+ 4.97% |
$25.8K - $27.5K
|
5.92K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
22.7KNew |
$2.09M - $2.23M
|
22.7K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-429- 10.96% |
$39.5K - $42.1K
|
3.49K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.48K+ 1.8% |
$136K - $145K
|
83.5K
$7.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-15.7K- 40.32% |
$1.44M - $1.54M
|
23.2K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.49K+ 35.31% |
$137K - $146K
|
5.7K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.85K- 29.78% |
$170K - $181K
|
4.35K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.08% |
$92.1 - $98.2
|
94
$8.74K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-176- 1.12% |
$16.2K - $17.3K
|
15.6K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.42K+ 14.86% |
$223K - $238K
|
18.7K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1KNew |
$92.1K - $98.2K
|
1K
$93K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
56+ 0.52% |
$5.16K - $5.5K
|
10.8K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.27K- 7.31% |
$117K - $125K
|
16.1K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-26- 12.04% |
$2.39K - $2.55K
|
190
$17.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-158- 2.6% |
$14.5K - $15.5K
|
5.92K
$551K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
1.32K+ 14.3% |
$121K - $129K
|
10.5K
$980K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.23K+ 16.04% |
$481K - $513K
|
37.8K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.39KNew |
$865K - $922K
|
9.39K
$874K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
447+ 1.32% |
$41.2K - $43.9K
|
34.4K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.1K+ 32.1% |
$561K - $598K
|
25.1K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
14.8KNew |
$1.36M - $1.45M
|
14.8K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.44KNew |
$501K - $534K
|
5.44K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.36K+ 5.89% |
$217K - $232K
|
42.4K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.55K+ 10.7% |
$419K - $446K
|
47K
$4.37M
|