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 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
120+ 3.97% |
$11.2K - $11.6K
|
3.15K
$305K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-6.91K- 26.4% |
$644K - $667K
|
19.3K
$1.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
265+ 0.22% |
$24.7K - $25.6K
|
118K
$11.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-200K- 33.35% |
$18.7M - $19.3M
|
400K
$38.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86K- 13.1% |
$8.01M - $8.3M
|
570K
$55.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-2.73K- 1.99% |
$254K - $264K
|
135K
$13.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
43.9KNew |
$4.09M - $4.24M
|
43.9K
$4.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-51- 1.7% |
$4.75K - $4.92K
|
2.95K
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12+ 0.89% |
$1.12K - $1.16K
|
1.36K
$132K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
39K+ 36.69% |
$3.63M - $3.76M
|
145K
$14.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
230+ 5.67% |
$21.4K - $22.2K
|
4.29K
$416K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-74.2K- 63.44% |
$6.91M - $7.16M
|
42.7K
$4.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.09K- 14.62% |
$381K - $395K
|
23.9K
$2.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-464- 15.64% |
$43.2K - $44.8K
|
2.5K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-588- 2.71% |
$54.8K - $56.8K
|
21.1K
$2.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.96K+ 7.51% |
$275K - $285K
|
42.3K
$4.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-99.5K- 91.42% |
$9.26M - $9.6M
|
9.33K
$905K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-23K- 14.78% |
$2.14M - $2.22M
|
133K
$12.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.11KNew |
$290K - $300K
|
3.11K
$302K
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
121K+ 8.37% |
$11.2M - $11.7M
|
1.56M
$152M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
20.4K+ 9256.82% |
$1.9M - $1.97M
|
20.6K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-104K- 20.93% |
$9.69M - $10M
|
393K
$38.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
362+ 4.12% |
$33.7K - $35K
|
9.16K
$888K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.3K- 30.76% |
$1.06M - $1.1M
|
25.6K
$2.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
322+ 4.3% |
$30K - $31.1K
|
7.82K
$758K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.99K+ 16.06% |
$186K - $192K
|
14.4K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
14.4KNew |
$1.34M - $1.39M
|
14.4K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-902- 16.61% |
$84K - $87.1K
|
4.53K
$439K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-550- 9.39% |
$51.2K - $53.1K
|
5.31K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
25.1K+ 32.74% |
$2.34M - $2.43M
|
102K
$9.89M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-518- 8.91% |
$48.3K - $50K
|
5.3K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-63.2K- 28.84% |
$5.88M - $6.1M
|
156K
$15.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
371New |
$34.6K - $35.8K
|
371
$36K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.55KNew |
$517K - $536K
|
5.55K
$538K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.01% |
$373 - $386
|
31.3K
$3.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-308- 37.02% |
$28.7K - $29.7K
|
524
$50.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$93.2 - $96.6
|
271
$26.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-149- 4.44% |
$13.9K - $14.4K
|
3.21K
$311K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
190K+ 2.65% |
$17.7M - $18.3M
|
7.33M
$711M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
136KNew |
$12.7M - $13.1M
|
136K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
979+ 2.93% |
$91.2K - $94.5K
|
34.4K
$3.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-150- 5.94% |
$14K - $14.5K
|
2.37K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-7.33K- 4.99% |
$683K - $707K
|
139K
$13.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-69- 0.76% |
$6.43K - $6.66K
|
9.01K
$874K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
14New |
$1.3K - $1.35K
|
14
$1.36K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
17.5KNew |
$1.63M - $1.69M
|
17.5K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1K+ 37.59% |
$103K - $106K
|
4.03K
$391K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.17KNew |
$482K - $499K
|
5.17K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12.8KNew |
$1.19M - $1.24M
|
12.8K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
95K+ 22.5% |
$8.84M - $9.17M
|
517K
$50.1M
|