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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2018
Q2 2018
|
Bell Rock Capital LLC
|
SELL
|
- |
-16Closed |
$1.61K - $1.65K
|
0
$0
|
|
|
Sep 05, 2018
Q2 2018
|
Sturgeon Ventures LLP
|
SELL
|
- |
-1.4KClosed |
$140K - $144K
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-92Closed |
$9.23K - $9.49K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
PUT |
-100KClosed |
$10M - $10.3M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-26.4KClosed |
$2.65M - $2.72M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.05KClosed |
$205K - $211K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-802Closed |
$80.5K - $82.7K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-573KClosed |
$57.5M - $59.1M
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-649Closed |
$65.1K - $66.9K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-25Closed |
$2.51K - $2.58K
|
0
$0
|
|
|
Jul 12, 2018
Q2 2018
|
James Hambro & Partners
|
BUY
|
- |
650+ 53.94% |
$65.2K - $67K
|
1.86K
$177K
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.9KClosed |
$193K - $200K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
PUT |
-75KClosed |
$7.62M - $7.9M
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Burney CO
Reston, VA |
SELL
|
- |
-4.1KClosed |
$416K - $432K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-59.3KClosed |
$6.02M - $6.24M
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Bray Capital Advisors
|
BUY
|
- |
225New |
$22.9K - $23.7K
|
225
$21.4K
|
|
|
May 03, 2018
Q1 2018
|
Wrapmanager Inc
|
SELL
|
- |
-2.85KClosed |
$290K - $300K
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Brave Asset Management Inc
|
SELL
|
- |
-100Closed |
$10.2K - $10.5K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-350Closed |
$35.6K - $36.9K
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.66KClosed |
$677K - $702K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Forte Capital LLC
|
SELL
|
- |
-2.28KClosed |
$232K - $240K
|
0
$0
|
|
|
Apr 10, 2018
Q1 2018
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.78KClosed |
$588K - $609K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jun 01, 2023
Q4 2017
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4.34K- 21.37% |
$455K - $464K
|
16K
$1.52M
|
|
|
Feb 14, 2018
Q4 2017
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-2.42KClosed |
$254K - $259K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
John Paulson
Paulson & Co. Inc. | New York, Ny
|
SELL
|
- |
-20KClosed |
$2.1M - $2.14M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Brr Op Co, LLC
|
SELL
|
- |
-1.99KClosed |
$209K - $212K
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2018
Q4 2017
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.79KClosed |
$398K - $405K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
52.4KNew |
$5.58M - $5.61M
|
52.4K
$4.99M
|
|
|
Nov 07, 2017
Q3 2017
|
Harfst & Associates, Inc.
|
SELL
|
- |
-200Closed |
$21.3K - $21.4K
|
0
$0
|
|
|
Oct 12, 2017
Q3 2017
|
Trust CO
|
BUY
|
- |
180New |
$19.2K - $19.3K
|
180
$17.2K
|
|
| Q1 2017 | |||||||
|
Jan 29, 2020
Q1 2017
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
500New |
N/A
|
500
$47.6K
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.77KNew |
N/A
|
3.77K
$359K
|
|