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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
16.2KNew |
$1.51M - $1.56M
|
16.2K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
461+ 5.68% |
$42.9K - $44.5K
|
8.58K
$832K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-88.2K- 34.59% |
$8.22M - $8.52M
|
167K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-921- 51.28% |
$85.8K - $88.9K
|
875
$84.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.4KNew |
$503K - $521K
|
5.4K
$524K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 2.94% |
$93.2 - $96.6
|
35
$3.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.79KNew |
$260K - $269K
|
2.79K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 2.75% |
$11.2M - $11.6M
|
4.5M
$436M
|
|
|
Aug 12, 2025
Q2 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
54K+ 28.58% |
$5.03M - $5.21M
|
243K
$23.5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
28.5K+ 10.14% |
$2.66M - $2.76M
|
310K
$30.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
17+ 0.97% |
$1.58K - $1.64K
|
1.77K
$172K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
454KNew |
$42.3M - $43.9M
|
454K
$44.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.77K+ 12.75% |
$258K - $268K
|
24.5K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.4K- 52.12% |
$130K - $135K
|
1.29K
$125K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-33.8K- 41.3% |
$3.15M - $3.26M
|
48K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.5K+ 51.51% |
$1.63M - $1.69M
|
51.6K
$5M
|
|
|
Aug 12, 2025
Q2 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
8.6KNew |
$801K - $830K
|
8.6K
$834K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
24+ 0.23% |
$2.24K - $2.32K
|
10.5K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 0.29% |
$1.21K - $1.26K
|
4.52K
$438K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.61KNew |
$243K - $252K
|
2.61K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
992+ 1.75% |
$92.4K - $95.8K
|
57.5K
$5.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-866- 8.58% |
$80.7K - $83.6K
|
9.23K
$895K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.8K+ 50.46% |
$167K - $173K
|
5.35K
$519K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.4K+ 6.84% |
$410K - $425K
|
68.7K
$6.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
95.3K+ 200.39% |
$8.88M - $9.21M
|
143K
$13.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 3.96% |
$1.68K - $1.74K
|
473
$45.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-91- 1.2% |
$8.48K - $8.79K
|
7.52K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.08K- 22.2% |
$194K - $201K
|
7.28K
$706K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-172- 1.32% |
$16K - $16.6K
|
12.8K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
629New |
$58.6K - $60.7K
|
629
$61K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-69- 0.16% |
$6.43K - $6.66K
|
43.5K
$4.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-336- 1.03% |
$31.3K - $32.4K
|
32.4K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-3.54K- 22.46% |
$329K - $341K
|
12.2K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
44+ 28.57% |
$4.1K - $4.25K
|
198
$19.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.99KNew |
$185K - $192K
|
1.99K
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
142New |
$13.2K - $13.7K
|
142
$13.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.39K- 4.46% |
$130K - $134K
|
29.8K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.04% |
$93.2 - $96.6
|
2.61K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-40- 0.99% |
$3.73K - $3.86K
|
4.01K
$389K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
178K+ 30.37% |
$16.6M - $17.2M
|
764K
$74.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
CALL |
10.6M+ 4224.6% |
$984M - $1.02B
|
10.8M
$1.05B
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
34K+ 19.5% |
$3.16M - $3.28M
|
208K
$20.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.91% |
$373 - $386
|
442
$42.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
350+ 1.95% |
$32.6K - $33.8K
|
18.3K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.48K- 18.06% |
$510K - $529K
|
24.9K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
401KNew |
$37.4M - $38.7M
|
401K
$38.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9.25K- 87.73% |
$861K - $893K
|
1.29K
$125K
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.88KNew |
$548K - $568K
|
5.88K
$570K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-769- 89.63% |
$71.6K - $74.3K
|
89
$8.63K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-53- 2.28% |
$4.94K - $5.12K
|
2.27K
$221K
|