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 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-351- 0.41% |
$32.7K - $33.9K
|
85.1K
$8.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.79% |
$186 - $193
|
256
$24.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
792+ 8.33% |
$73.8K - $76.5K
|
10.3K
$999K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 4.6% |
$1.64M - $1.7M
|
401K
$38.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-119- 36.5% |
$11.1K - $11.5K
|
207
$20.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.02K+ 94.21% |
$468K - $485K
|
10.4K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-16.2K- 45.33% |
$1.51M - $1.57M
|
19.6K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-22.1K- 30.78% |
$2.06M - $2.13M
|
49.7K
$4.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-99- 0.87% |
$9.22K - $9.56K
|
11.3K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.42K+ 17.42% |
$877K - $909K
|
63.5K
$6.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
37.4KNew |
$3.48M - $3.61M
|
37.4K
$3.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-1.29K- 6.84% |
$120K - $124K
|
17.6K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
150New |
$14K - $14.5K
|
150
$14.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
111+ 75.0% |
$10.3K - $10.7K
|
259
$25.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.21K- 8.89% |
$858K - $889K
|
94.4K
$9.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
35.6KNew |
$3.32M - $3.44M
|
35.6K
$3.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-15- 2.7% |
$1.4K - $1.45K
|
540
$52.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
20.9KNew |
$1.95M - $2.02M
|
20.9K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.48K- 2.57% |
$417K - $432K
|
170K
$16.4M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
51.7K+ 124.17% |
$4.82M - $4.99M
|
93.4K
$9.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
614+ 1.95% |
$57.2K - $59.3K
|
32.1K
$3.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-73.9K- 33.18% |
$6.89M - $7.14M
|
149K
$14.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.82K+ 25.25% |
$356K - $369K
|
18.9K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.42KNew |
$505K - $523K
|
5.42K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.36K+ 3.41% |
$126K - $131K
|
41K
$3.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-684- 0.98% |
$63.7K - $66K
|
69.3K
$6.72M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.71K+ 8.3% |
$159K - $165K
|
22.3K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.94K- 65.09% |
$274K - $284K
|
1.58K
$153K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-309- 74.64% |
$28.8K - $29.8K
|
105
$10.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-377- 10.78% |
$35.1K - $36.4K
|
3.12K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
140KNew |
$13M - $13.5M
|
140K
$13.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-688K- 7.41% |
$64.1M - $66.5M
|
8.6M
$834M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.01K+ 14.25% |
$187K - $194K
|
16.1K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-8.33K- 68.5% |
$776K - $804K
|
3.83K
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.26K- 12.6% |
$210K - $218K
|
15.6K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 55.56% |
$1.4K - $1.45K
|
12
$1.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-1.11K- 0.98% |
$103K - $107K
|
112K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-575- 11.39% |
$53.6K - $55.5K
|
4.47K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.01K+ 21.8% |
$94K - $97.4K
|
5.64K
$547K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
470+ 3.05% |
$43.8K - $45.4K
|
15.9K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
867+ 8.61% |
$80.8K - $83.7K
|
10.9K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.04% |
$1.02K - $1.06K
|
29.5K
$2.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
16.2KNew |
$1.51M - $1.56M
|
16.2K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.03KNew |
$375K - $389K
|
4.03K
$391K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.6K- 5.99% |
$615K - $637K
|
104K
$10M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-96- 0.91% |
$8.94K - $9.27K
|
10.5K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
136K+ 69.11% |
$12.6M - $13.1M
|
332K
$32.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-133- 2.13% |
$12.4K - $12.8K
|
6.1K
$592K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23K+ 260.91% |
$2.15M - $2.22M
|
31.9K
$3.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
91K+ 111.96% |
$8.48M - $8.79M
|
172K
$16.7M
|