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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-715- 5.29% |
$65.2K - $68.2K
|
12.8K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
752+ 1.68% |
$68.6K - $71.7K
|
45.6K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74K+ 3980.25% |
$6.74M - $7.05M
|
75.8K
$7.22M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.26K- 18.74% |
$115K - $120K
|
5.46K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-2.2K- 2.82% |
$200K - $210K
|
75.6K
$7.21M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.14K+ 15.76% |
$195K - $204K
|
15.7K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.31M+ 65.48% |
$119M - $125M
|
3.31M
$316M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
125KNew |
$11.4M - $11.9M
|
125K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
59.9K+ 3.16% |
$5.46M - $5.71M
|
1.96M
$186M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-50- 2.03% |
$4.56K - $4.77K
|
2.41K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-179- 9.06% |
$16.3K - $17.1K
|
1.8K
$171K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27K+ 10.63% |
$2.46M - $2.58M
|
281K
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2K- 15.56% |
$182K - $191K
|
10.9K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-491- 1.91% |
$44.8K - $46.8K
|
25.2K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-7.59K- 22.46% |
$692K - $724K
|
26.2K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
109KNew |
$9.92M - $10.4M
|
109K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.86K+ 8.86% |
$169K - $177K
|
22.8K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
24.1K+ 53.42% |
$2.2M - $2.3M
|
69.2K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.57K+ 14.61% |
$143K - $150K
|
12.3K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15K- 11.01% |
$1.37M - $1.43M
|
121K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-16.9K- 88.5% |
$1.54M - $1.61M
|
2.2K
$209K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.5K+ 897.99% |
$3.42M - $3.58M
|
41.7K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
159K+ 329.34% |
$14.5M - $15.2M
|
207K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16K+ 47.4% |
$1.46M - $1.53M
|
49.8K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.61K+ 12.34% |
$512K - $536K
|
51.1K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
278K+ 3.54% |
$25.4M - $26.5M
|
8.13M
$774M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.78KNew |
$254K - $265K
|
2.78K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.38K- 12.27% |
$217K - $227K
|
17K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.92K+ 29.57% |
$631K - $660K
|
30.3K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.24K+ 15.66% |
$113K - $118K
|
9.15K
$872K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
4.31KNew |
$393K - $411K
|
4.31K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
151K+ 4.12% |
$13.7M - $14.4M
|
3.81M
$363M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
399KNew |
$36.4M - $38.1M
|
399K
$38.1M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.71K- 0.51% |
$156K - $163K
|
331K
$31.5M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-70.5K- 65.54% |
$6.43M - $6.72M
|
37.1K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
452+ 34.5% |
$41.2K - $43.1K
|
1.76K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
62+ 2.54% |
$5.65K - $5.91K
|
2.5K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-10.9K- 26.04% |
$991K - $1.04M
|
30.9K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-26.3K- 50.09% |
$2.4M - $2.51M
|
26.2K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.8K+ 1.61% |
$1.53M - $1.6M
|
1.06M
$101M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-122- 11.84% |
$11.1K - $11.6K
|
908
$86.5K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.27K+ 32.0% |
$480K - $503K
|
21.7K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
22.4KNew |
$2.04M - $2.14M
|
22.4K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
139K+ 31.17% |
$12.7M - $13.3M
|
586K
$55.9M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
PUT |
235K+ 58.65% |
$21.4M - $22.4M
|
635K
$60.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.15K+ 1.71% |
$287K - $300K
|
188K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-325K- 92.53% |
$29.6M - $31M
|
26.2K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
80New |
$7.29K - $7.63K
|
80
$7.62K
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-26.3K- 24.99% |
$2.4M - $2.51M
|
78.9K
$7.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.33M+ 4.98% |
$122M - $127M
|
28.1M
$2.68B
|