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 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
|
|
|
Jan 19, 2021
Q4 2020
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.96KClosed |
$234K - $239K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-503Closed |
$60K - $61.3K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-2KClosed |
$239K - $244K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Allen Capital Group, LLC
|
SELL
|
PUT |
-2KClosed |
$239K - $244K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
City Holding CO
|
SELL
|
- |
-216Closed |
$25.8K - $26.3K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mc Adam, LLC
|
SELL
|
- |
-2.01KClosed |
$239K - $244K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-9.64KClosed |
$1.17M - $1.19M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-20KClosed |
$2.42M - $2.46M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
CALL |
-200KClosed |
$24.2M - $24.6M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
PUT |
-732KClosed |
$88.7M - $90M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.93KClosed |
$234K - $237K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-389KClosed |
$47.2M - $47.9M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-615Closed |
$74.5K - $75.7K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-9Closed |
$1.09K - $1.11K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-84Closed |
$10.2K - $10.3K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-57KClosed |
$6.91M - $7.02M
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-700Closed |
$84.8K - $86.1K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-29Closed |
$3.51K - $3.57K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.5K+ 270.13% |
$2.34M - $2.39M
|
26.8K
$2.55M
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-360Closed |
$43.1K - $44.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Blackstone Inc
New York, NY |
SELL
|
PUT |
-945KClosed |
$113M - $116M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-883Closed |
$106K - $108K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-356Closed |
$42.6K - $43.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-19.8KClosed |
$2.37M - $2.42M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-156KClosed |
$18.7M - $19.1M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4.72KClosed |
$565K - $577K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.1K+ 16.32% |
$371K - $379K
|
22.1K
$2.11M
|
|
|
Aug 11, 2020
Q2 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-10.2KClosed |
$1.22M - $1.25M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.89KClosed |
$226K - $231K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-100Closed |
$12K - $12.2K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.4KClosed |
$407K - $416K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Ledyard National Bank
|
SELL
|
- |
-1.98KClosed |
$238K - $243K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-236Closed |
$28.3K - $28.9K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.7KClosed |
$204K - $209K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-123KClosed |
$14.8M - $15.1M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-2.1KClosed |
$252K - $257K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.26KClosed |
$150K - $154K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.12KClosed |
$254K - $260K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-20.6KClosed |
$2.47M - $2.53M
|
0
$0
|
|