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 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.7K- 1.07% |
$1.91M - $2.05M
|
1.91M
$179M
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
986+ 0.53% |
$91.4K - $97.8K
|
188K
$17.6M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.85K- 11.17% |
$172K - $184K
|
14.7K
$1.38M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.49K+ 184.28% |
$324K - $346K
|
5.39K
$505K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.9K+ 11.47% |
$1.75M - $1.87M
|
183K
$17.2M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-80.4K- 22.77% |
$7.45M - $7.97M
|
273K
$25.5M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-13K- 6.7% |
$1.2M - $1.29M
|
181K
$16.9M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.12K- 16.78% |
$290K - $310K
|
15.5K
$1.45M
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
18.6K+ 2.33% |
$1.73M - $1.85M
|
817K
$76.5M
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
6.32K+ 167.95% |
$585K - $626K
|
10.1K
$943K
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
9.6KNew |
$889K - $951K
|
9.6K
$899K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82K+ 15.62% |
$7.6M - $8.13M
|
607K
$56.8M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.39K+ 4.13% |
$128K - $137K
|
34.9K
$3.27M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69K+ 126.39% |
$527K - $564K
|
10.2K
$954K
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
23KNew |
$2.13M - $2.28M
|
23K
$2.15M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-28.2K- 9.47% |
$2.61M - $2.79M
|
269K
$25.2M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.9K+ 14.46% |
$917K - $981K
|
78.3K
$7.33M
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
119KNew |
$11M - $11.8M
|
119K
$11.1M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.08M - $1.16M
|
11.7K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
42.9K+ 116.58% |
$3.98M - $4.25M
|
79.7K
$7.46M
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4.81K+ 6.04% |
$446K - $477K
|
84.5K
$7.91M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.8K- 1.89% |
$259K - $277K
|
145K
$13.6M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.03K- 11.5% |
$188K - $201K
|
15.6K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-831- 2.66% |
$77K - $82.4K
|
30.4K
$2.85M
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.74K- 11.0% |
$624K - $668K
|
54.5K
$5.1M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13.5K+ 8.36% |
$1.25M - $1.34M
|
176K
$16.4M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.34K+ 12.97% |
$587K - $628K
|
55.2K
$5.17M
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-156- 5.38% |
$14.5K - $15.5K
|
2.74K
$257K
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10.2KNew |
$945K - $1.01M
|
10.2K
$955K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.82K+ 6.79% |
$354K - $379K
|
60.2K
$5.63M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.43KNew |
$225K - $241K
|
2.43K
$228K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.29K+ 152.23% |
$490K - $524K
|
8.77K
$821K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.78K+ 10.89% |
$535K - $573K
|
58.8K
$5.51M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.07KNew |
$192K - $206K
|
2.07K
$194K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
22+ 0.24% |
$2.04K - $2.18K
|
9.3K
$871K
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-7.36K- 17.12% |
$682K - $730K
|
35.6K
$3.34M
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
38.5K+ 1.6% |
$3.57M - $3.82M
|
2.45M
$229M
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.85K- 1.47% |
$357K - $381K
|
258K
$24.1M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
29.6KNew |
$2.75M - $2.94M
|
29.6K
$2.77M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-112K- 9.09% |
$10.4M - $11.2M
|
1.13M
$105M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
PUT |
-620K- 71.26% |
$57.5M - $61.5M
|
250K
$23.4M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.3K+ 22.74% |
$213K - $228K
|
12.4K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.84KNew |
$633K - $678K
|
6.84K
$640K
|
|
Nov 12, 2024
Q3 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.78K+ 0.97% |
$165K - $177K
|
186K
$17.4M
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7.87KNew |
$729K - $780K
|
7.87K
$737K
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.6KNew |
$334K - $357K
|
3.6K
$337K
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
265+ 0.8% |
$24.6K - $26.3K
|
33.2K
$3.11M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
200+ 3.12% |
$18.5K - $19.8K
|
6.62K
$619K
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.83K- 32.73% |
$911K - $974K
|
20.2K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-85- 2.49% |
$7.88K - $8.43K
|
3.33K
$312K
|