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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.25KNew |
$207K - $221K
|
2.25K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.02K+ 1.61% |
$186K - $199K
|
127K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$278K - $296K
|
3.02K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
BUY
|
- |
66K+ 272.62% |
$6.08M - $6.48M
|
90.2K
$8.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
12.1K+ 3.9% |
$1.11M - $1.19M
|
322K
$30M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
8.48K+ 1.66% |
$781K - $832K
|
519K
$48.2M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.28KNew |
$210K - $223K
|
2.28K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
195+ 3.65% |
$18K - $19.1K
|
5.54K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11K- 16.43% |
$1.01M - $1.08M
|
56K
$5.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
53New |
$4.88K - $5.2K
|
53
$4.93K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-19.3K- 78.46% |
$1.78M - $1.9M
|
5.31K
$494K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$92.1 - $98.2
|
269
$25K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
329+ 8.18% |
$30.3K - $32.3K
|
4.35K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-237- 0.12% |
$21.8K - $23.3K
|
190K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.8K+ 11.71% |
$350K - $373K
|
36.2K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 333.33% |
$9.21K - $9.82K
|
130
$12.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.69KNew |
$339K - $362K
|
3.69K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
82+ 12.56% |
$7.55K - $8.05K
|
735
$68.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.73K- 8.53% |
$344K - $367K
|
40K
$3.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-135K- 46.16% |
$12.5M - $13.3M
|
158K
$14.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.78% |
$1.75K - $1.87K
|
2.45K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16.6KNew |
$1.53M - $1.63M
|
16.6K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.32K- 14.88% |
$121K - $129K
|
7.54K
$701K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-40- 0.21% |
$3.68K - $3.93K
|
18.6K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.45K- 7.29% |
$134K - $143K
|
18.5K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3K- 48.69% |
$276K - $294K
|
3.16K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32.8K+ 1162.62% |
$3.02M - $3.22M
|
35.7K
$3.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 127.91% |
$1.94M - $2.07M
|
37.6K
$3.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 9.47% |
$12.8M - $13.6M
|
1.6M
$149M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6+ 1.56% |
$552 - $589
|
390
$36.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.11K- 17.05% |
$102K - $109K
|
5.39K
$501K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 1.23% |
$645 - $687
|
576
$53.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-362- 2.2% |
$33.3K - $35.5K
|
16.1K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
164+ 5.18% |
$15.1K - $16.1K
|
3.33K
$310K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.6KNew |
$1.34M - $1.43M
|
14.6K
$1.36M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-98K- 81.7% |
$9.02M - $9.62M
|
21.9K
$2.04M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.29K- 39.36% |
$579K - $617K
|
9.69K
$901K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.25K- 31.5% |
$852K - $909K
|
20.1K
$1.87M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-103- 14.27% |
$9.48K - $10.1K
|
619
$57.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
29+ 1.01% |
$2.67K - $2.85K
|
2.9K
$269K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.16% |
$92.1 - $98.2
|
87
$8.09K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
36KNew |
$3.32M - $3.54M
|
36K
$3.35M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.52K- 6.68% |
$232K - $247K
|
35.1K
$3.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-30.6K- 54.27% |
$2.82M - $3.01M
|
25.8K
$2.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.46K+ 2.57% |
$595K - $634K
|
258K
$24M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-7.87K- 30.34% |
$725K - $773K
|
18.1K
$1.68M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-16.3K- 43.25% |
$1.51M - $1.6M
|
21.5K
$2M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.24K- 1.33% |
$482K - $514K
|
390K
$36.3M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.25K+ 2.53% |
$667K - $712K
|
293K
$27.3M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.58M+ 37.55% |
$702M - $751M
|
27.8M
$2.58B
|
|