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 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-17- 0.19% |
$1.58K - $1.69K
|
8.85K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
192KNew |
$17.8M - $19.1M
|
192K
$18M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.26K+ 18.48% |
$116K - $125K
|
8.06K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
304K+ 458.75% |
$28.1M - $30.1M
|
370K
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.4K+ 0.48% |
$1.89M - $2.02M
|
4.26M
$398M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
100+ 0.76% |
$9.27K - $9.91K
|
13.3K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17K+ 399.95% |
$1.57M - $1.68M
|
21.2K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.3K+ 10.81% |
$2.25M - $2.41M
|
249K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
137+ 4.23% |
$12.7K - $13.6K
|
3.37K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 71.43% |
$927 - $991
|
24
$2.25K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-5.58K- 17.22% |
$517K - $553K
|
26.8K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.84KNew |
$633K - $678K
|
6.84K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.82K+ 18.22% |
$447K - $478K
|
31.3K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
43KNew |
$3.98M - $4.26M
|
43K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-52- 2.2% |
$4.82K - $5.16K
|
2.31K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.29K+ 1.38% |
$120K - $128K
|
95K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
13.5KNew |
$1.25M - $1.34M
|
13.5K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20+ 0.49% |
$1.85K - $1.98K
|
4.11K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-664- 4.09% |
$61.5K - $65.8K
|
15.6K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.03K+ 41.71% |
$95.6K - $102K
|
3.51K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.89K- 36.42% |
$360K - $385K
|
6.79K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
14.4K+ 4.13% |
$1.33M - $1.42M
|
362K
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
28KNew |
$2.59M - $2.77M
|
28K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.57MNew |
$238M - $255M
|
2.57M
$240M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
353New |
$32.7K - $35K
|
353
$33K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
26.7K+ 89.71% |
$2.47M - $2.65M
|
56.5K
$5.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.13K+ 34.61% |
$105K - $112K
|
4.4K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.95K+ 1.04% |
$736K - $788K
|
774K
$72.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 39.66% |
$1.52M - $1.63M
|
57.8K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
73.9K+ 45.65% |
$6.85M - $7.32M
|
236K
$22.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-18- 0.07% |
$1.67K - $1.78K
|
25.7K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
45+ 0.36% |
$4.17K - $4.46K
|
12.6K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
48.2KNew |
$4.46M - $4.77M
|
48.2K
$4.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
229+ 5.14% |
$21.2K - $22.7K
|
4.68K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.1K- 3.12% |
$287K - $307K
|
96.3K
$9.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
58.4K+ 35.88% |
$5.41M - $5.79M
|
221K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.97K+ 81.64% |
$183K - $196K
|
4.39K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
93.2K+ 4208.72% |
$8.64M - $9.24M
|
95.4K
$8.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7.13K+ 15.98% |
$661K - $707K
|
51.7K
$4.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31.7K+ 31.61% |
$2.94M - $3.15M
|
132K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.4K- 70.71% |
$968K - $1.04M
|
4.33K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
177+ 22.1% |
$16.4K - $17.5K
|
978
$91.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
27.2KNew |
$2.52M - $2.7M
|
27.2K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
107K+ 59.82% |
$9.89M - $10.6M
|
285K
$26.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
8.7KNew |
$807K - $863K
|
8.7K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
242K+ 198.82% |
$22.5M - $24M
|
364K
$34.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.9K+ 230.35% |
$1.75M - $1.87M
|
27.1K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-61.2K- 84.93% |
$5.67M - $6.06M
|
10.9K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.3M+ 104.48% |
$1.97B - $2.11B
|
41.7M
$3.9B
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
12.7K+ 209.26% |
$1.17M - $1.26M
|
18.7K
$1.75M
|