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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.8K- 9.71% |
$167K - $179K
|
16.8K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
39.8K+ 99.33% |
$3.69M - $3.95M
|
80K
$7.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.33K+ 7.0% |
$123K - $132K
|
20.3K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
564New |
$52.3K - $55.9K
|
564
$52.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 4.94% |
$2.41K - $2.58K
|
552
$51.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-450- 1.41% |
$41.7K - $44.6K
|
31.5K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
54K+ 59.73% |
$5.01M - $5.35M
|
144K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-32.6K- 44.02% |
$3.03M - $3.24M
|
41.5K
$3.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
965+ 2.1% |
$89.4K - $95.7K
|
47K
$4.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17.1K+ 19.54% |
$1.58M - $1.7M
|
105K
$9.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
144+ 3.01% |
$13.3K - $14.3K
|
4.92K
$461K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
135+ 1.03% |
$12.5K - $13.4K
|
13.2K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
7.64K+ 54.64% |
$708K - $757K
|
21.6K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3New |
$278 - $297
|
3
$281
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20.3KNew |
$1.88M - $2.02M
|
20.3K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
43.4K+ 581.09% |
$4.02M - $4.31M
|
50.9K
$4.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.58K+ 29.19% |
$147K - $157K
|
7K
$655K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.98K+ 437.26% |
$832K - $890K
|
11K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.2K+ 10.52% |
$1.59M - $1.7M
|
180K
$16.9M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-509- 4.75% |
$47.2K - $50.5K
|
10.2K
$956K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.58K+ 13.15% |
$147K - $157K
|
13.6K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
206+ 0.38% |
$19.1K - $20.4K
|
54.2K
$5.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30K+ 1076.67% |
$2.78M - $2.97M
|
32.8K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-254- 3.34% |
$23.5K - $25.2K
|
7.35K
$688K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
170New |
$15.8K - $16.9K
|
170
$15.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-70- 98.59% |
$6.49K - $6.94K
|
1
$93.6
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-25.3K- 82.45% |
$2.34M - $2.51M
|
5.38K
$503K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-822- 6.25% |
$76.2K - $81.5K
|
12.3K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.46KNew |
$413K - $442K
|
4.46K
$417K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.1K- 3.87% |
$102K - $109K
|
27.4K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
90+ 2.72% |
$8.34K - $8.92K
|
3.4K
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
90K+ 150.0% |
$8.34M - $8.92M
|
150K
$14M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
200New |
$18.5K - $19.8K
|
200
$18.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-181K- 1.4% |
$16.8M - $17.9M
|
12.8M
$1.19B
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
153+ 45.13% |
$14.2K - $15.2K
|
492
$46K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
44New |
$4.08K - $4.36K
|
44
$4.12K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.51KNew |
$232K - $249K
|
2.51K
$235K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.27K+ 4.27% |
$303K - $324K
|
79.8K
$7.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.34K+ 17.22% |
$680K - $727K
|
49.9K
$4.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.34K+ 7.36% |
$495K - $529K
|
77.9K
$7.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.13KNew |
$197K - $211K
|
2.13K
$199K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.11K+ 745.7% |
$844K - $903K
|
10.3K
$966K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-25.2K- 20.39% |
$2.33M - $2.5M
|
98.4K
$9.21M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-41K- 36.74% |
$3.8M - $4.06M
|
70.6K
$6.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
141New |
$13.1K - $14K
|
141
$13.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.49K+ 13.13% |
$323K - $346K
|
30K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
13.3K+ 1.28% |
$1.24M - $1.32M
|
1.05M
$98.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.4K+ 71.43% |
$1.34M - $1.43M
|
34.6K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.28K- 4.8% |
$767K - $821K
|
164K
$15.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-673- 21.63% |
$62.4K - $66.7K
|
2.44K
$228K
|