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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.58K- 44.84% |
$417K - $437K
|
5.63K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-68- 0.05% |
$6.2K - $6.49K
|
137K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
76New |
$6.93K - $7.25K
|
76
$7.24K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-223K- 65.53% |
$20.3M - $21.2M
|
117K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14+ 11.11% |
$1.28K - $1.34K
|
140
$13.3K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
81+ 3.56% |
$7.38K - $7.73K
|
2.36K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-133- 1.46% |
$12.1K - $12.7K
|
8.98K
$855K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-109- 3.21% |
$9.94K - $10.4K
|
3.28K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 1.83% |
$912 - $954
|
555
$52.9K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-209- 2.21% |
$19.1K - $19.9K
|
9.23K
$880K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.32KNew |
$212K - $221K
|
2.32K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-390- 5.89% |
$35.6K - $37.2K
|
6.24K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
3.72K+ 159.32% |
$339K - $355K
|
6.05K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
85.2KNew |
$7.77M - $8.13M
|
85.2K
$8.12M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
55+ 1.55% |
$5.01K - $5.25K
|
3.61K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.39K+ 33548.0% |
$765K - $800K
|
8.41K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.08K+ 4.89% |
$372K - $390K
|
87.6K
$8.34M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.72K- 13.93% |
$157K - $164K
|
10.6K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.03K- 10.99% |
$367K - $384K
|
32.6K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.76KNew |
$160K - $167K
|
1.76K
$167K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
37.3K+ 293.48% |
$3.4M - $3.56M
|
50K
$4.76M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.69K+ 34.29% |
$245K - $257K
|
10.5K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
153KNew |
$14M - $14.6M
|
153K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
665+ 13.86% |
$60.6K - $63.4K
|
5.46K
$521K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-453K- 87.41% |
$41.3M - $43.2M
|
65.3K
$6.22M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.07K- 9.36% |
$97.6K - $102K
|
10.4K
$987K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.8K+ 22.66% |
$1.26M - $1.31M
|
74.6K
$7.11M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.79K+ 100.0% |
$254K - $266K
|
5.57K
$531K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-399- 8.95% |
$36.4K - $38.1K
|
4.06K
$387K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
311+ 30.95% |
$28.4K - $29.7K
|
1.32K
$125K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
38.5KNew |
$3.51M - $3.67M
|
38.5K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-273- 3.85% |
$24.9K - $26K
|
6.81K
$649K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-37- 8.1% |
$3.37K - $3.53K
|
420
$40K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
129KNew |
$11.8M - $12.3M
|
129K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 2.52% |
$98.1K - $103K
|
43.9K
$4.18M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.1KNew |
$282K - $295K
|
3.1K
$295K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-102- 0.96% |
$9.3K - $9.73K
|
10.5K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.68K- 36.69% |
$153K - $160K
|
2.89K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.29K+ 10.21% |
$665K - $696K
|
78.7K
$7.5M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.15KNew |
$469K - $491K
|
5.15K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
19.5K+ 11.62% |
$1.78M - $1.86M
|
187K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.09K+ 3.9% |
$190K - $199K
|
55.6K
$5.3M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.68K+ 17.54% |
$609K - $637K
|
44.7K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
41.6K+ 23.45% |
$3.79M - $3.97M
|
219K
$20.9M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
9.01K+ 16.83% |
$822K - $860K
|
62.6K
$5.96M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-387- 1.62% |
$35.3K - $36.9K
|
23.5K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
38.6K+ 204.5% |
$3.52M - $3.68M
|
57.4K
$5.47M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
23K+ 24.48% |
$2.1M - $2.19M
|
117K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.05K+ 72.94% |
$187K - $195K
|
4.85K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-344- 2.67% |
$31.4K - $32.8K
|
12.5K
$1.19M
|