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 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.29K- 5.34% |
$213K - $221K
|
40.5K
$3.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
796+ 33.76% |
$74.1K - $76.9K
|
3.15K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-32.5K- 21.24% |
$3.03M - $3.14M
|
121K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63K+ 40.46% |
$5.86M - $6.08M
|
219K
$21.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$279K - $290K
|
3K
$291K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
592New |
$55.1K - $57.2K
|
592
$57.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.8K- 4.89% |
$4.08M - $4.23M
|
852K
$82.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-152K- 26.86% |
$14.1M - $14.7M
|
413K
$40.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.25K- 2.46% |
$676K - $700K
|
288K
$27.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-87Closed |
$8.1K - $8.4K
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
11.1K+ 13.04% |
$1.03M - $1.07M
|
96.3K
$9.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12K- 5.2% |
$1.11M - $1.16M
|
218K
$21.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.2K- 18.94% |
$298K - $309K
|
13.7K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-23- 15.54% |
$2.14K - $2.22K
|
125
$12.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
167+ 4.09% |
$15.6K - $16.1K
|
4.25K
$412K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.4KNew |
$1.99M - $2.07M
|
21.4K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.47K+ 1.84% |
$323K - $335K
|
192K
$18.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
16+ 0.07% |
$1.49K - $1.54K
|
23.3K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
290+ 2.19% |
$27K - $28K
|
13.5K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-8.9K- 68.1% |
$829K - $860K
|
4.17K
$405K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.9K- 21.72% |
$270K - $280K
|
10.4K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
25KNew |
$2.33M - $2.41M
|
25K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
107+ 4.77% |
$9.97K - $10.3K
|
2.35K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.76K- 16.91% |
$723K - $750K
|
38.1K
$3.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
12+ 0.53% |
$1.12K - $1.16K
|
2.26K
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.05K+ 4.58% |
$191K - $198K
|
46.8K
$4.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.01K+ 65.04% |
$746K - $774K
|
20.3K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-323- 0.45% |
$30.1K - $31.2K
|
70.9K
$6.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-10.6K- 15.37% |
$989K - $1.02M
|
58.4K
$5.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-134K- 53.53% |
$12.4M - $12.9M
|
116K
$11.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.02K+ 5.93% |
$374K - $388K
|
71.8K
$6.96M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.25K+ 3.84% |
$117K - $121K
|
33.9K
$3.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
113K+ 156.79% |
$10.5M - $10.9M
|
185K
$18M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.01K+ 29.24% |
$188K - $194K
|
8.9K
$863K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-182- 5.54% |
$17K - $17.6K
|
3.1K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
687KNew |
$64M - $66.4M
|
687K
$66.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-448- 3.5% |
$41.7K - $43.3K
|
12.3K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-400- 66.56% |
$37.3K - $38.6K
|
201
$19.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-13.2K- 60.59% |
$1.23M - $1.28M
|
8.6K
$834K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.26K+ 3.98% |
$211K - $219K
|
59.1K
$5.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-21- 0.11% |
$1.96K - $2.03K
|
18.5K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
181+ 14.0% |
$16.9K - $17.5K
|
1.47K
$143K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-96- 50.0% |
$8.94K - $9.27K
|
96
$9.31K
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-246- 0.94% |
$22.9K - $23.8K
|
26K
$2.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
363+ 15.69% |
$33.8K - $35.1K
|
2.68K
$260K
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
BUY
|
- |
5+ 0.07% |
$466 - $483
|
6.7K
$650K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.2KNew |
$484K - $502K
|
5.2K
$504K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-901- 10.62% |
$83.9K - $87K
|
7.58K
$735K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
68.9K+ 42.2% |
$6.42M - $6.65M
|
232K
$22.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-352- 3.89% |
$32.8K - $34K
|
8.7K
$844K
|