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 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-109K- 74.77% |
$9.91M - $10.4M
|
36.7K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
7.56KNew |
$689K - $721K
|
7.56K
$720K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.73K- 1.65% |
$340K - $356K
|
222K
$21.2M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
132+ 825.0% |
$12K - $12.6K
|
148
$14.1K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.92KNew |
$631K - $660K
|
6.92K
$659K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-125- 2.8% |
$11.4K - $11.9K
|
4.34K
$414K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.2KNew |
$201K - $210K
|
2.2K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.35KNew |
$305K - $319K
|
3.35K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
8+ 1.15% |
$729 - $763
|
704
$67.1K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
207+ 2.34% |
$18.9K - $19.7K
|
9.05K
$862K
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-53K- 21.91% |
$4.83M - $5.05M
|
189K
$18M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
345KNew |
$31.4M - $32.9M
|
345K
$32.9M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.72K+ 21.03% |
$248K - $259K
|
15.7K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
38.5K+ 149.18% |
$3.51M - $3.67M
|
64.3K
$6.13M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-12.7K- 57.13% |
$1.16M - $1.21M
|
9.51K
$906K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-648- 1.49% |
$59.1K - $61.8K
|
42.8K
$4.08M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
149K+ 33.11% |
$13.6M - $14.2M
|
600K
$57.2M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.78K- 25.94% |
$253K - $265K
|
7.94K
$756K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.59K+ 20.39% |
$145K - $152K
|
9.41K
$897K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.35K+ 50.22% |
$123K - $129K
|
4.05K
$386K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
6+ 0.03% |
$547 - $572
|
20.6K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
70New |
$6.38K - $6.68K
|
70
$6.67K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.83K+ 1451.28% |
$258K - $270K
|
3.03K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
80.1K+ 78.02% |
$7.31M - $7.64M
|
183K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
463KNew |
$42.2M - $44.2M
|
463K
$44.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 2.56% |
$919K - $961K
|
383K
$36.5M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.76K+ 7.3% |
$434K - $454K
|
70K
$6.67M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.13K+ 26.92% |
$103K - $108K
|
5.33K
$508K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.02K+ 0.95% |
$92.5K - $96.8K
|
108K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-10.2K- 5.52% |
$927K - $970K
|
174K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.12K+ 241.78% |
$466K - $488K
|
7.23K
$689K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
108KNew |
$9.86M - $10.3M
|
108K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
63.9K+ 30.69% |
$5.83M - $6.1M
|
272K
$26M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-3.25K- 1.91% |
$296K - $310K
|
167K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-346K- 3.59% |
$31.5M - $33M
|
9.29M
$885M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
33.6K+ 5.64% |
$3.06M - $3.2M
|
629K
$60M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
130KNew |
$11.9M - $12.4M
|
130K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-18.6K- 48.62% |
$1.7M - $1.77M
|
19.7K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85.6K- 11.54% |
$7.8M - $8.17M
|
656K
$62.5M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
20.2K+ 21.65% |
$1.84M - $1.93M
|
113K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.25K- 7.98% |
$114K - $120K
|
14.5K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34New |
$3.1K - $3.24K
|
34
$3.24K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24+ 5.93% |
$2.19K - $2.29K
|
429
$40.9K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-234K- 99.96% |
$21.3M - $22.3M
|
87
$8.29K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
293+ 7.12% |
$26.7K - $27.9K
|
4.41K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.25K+ 3.36% |
$661K - $692K
|
223K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-75.7K- 41.61% |
$6.9M - $7.22M
|
106K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.07K+ 61.28% |
$462K - $483K
|
13.3K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
9.4K+ 7.91% |
$857K - $897K
|
128K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 20.0% |
$456 - $477
|
20
$1.91K
|