Latest Institutional Sells of Ishares Barclays (IEF)
This list provides information on the latest institutional transactions involving Ishares Barclays (IEF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.95K- 34.57% |
$262K - $286K
|
5.58K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.47K- 41.94% |
$219K - $239K
|
3.41K
$325K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2K- 3.62% |
$178K - $194K
|
53.3K
$5.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.71K- 2.74% |
$152K - $166K
|
60.8K
$5.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 37.97% |
$133K - $146K
|
2.45K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-782- 13.39% |
$69.6K - $75.9K
|
5.06K
$482K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-768- 2.38% |
$68.3K - $74.5K
|
31.5K
$3M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-711- 11.59% |
$63.2K - $69K
|
5.42K
$517K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
PUT |
-600- 10.71% |
$53.4K - $58.2K
|
5K
$476K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-558- 70.81% |
$49.6K - $54.1K
|
230
$21.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-379- 7.35% |
$33.7K - $36.8K
|
4.78K
$455K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-335- 3.45% |
$29.8K - $32.5K
|
9.37K
$893K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-284- 9.68% |
$25.3K - $27.5K
|
2.65K
$253K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-267- 46.35% |
$23.7K - $25.9K
|
309
$29.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-200- 2.91% |
$17.8K - $19.4K
|
6.67K
$636K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-170- 10.3% |
$15.1K - $16.5K
|
1.48K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-89- 0.76% |
$7.92K - $8.63K
|
11.6K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 6.1% |
$445 - $485
|
77
$7.34K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-221K- 69.49% |
$20.2M - $21.5M
|
97.1K
$9.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-162K- 96.79% |
$14.8M - $15.7M
|
5.38K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-30.6K- 91.47% |
$2.8M - $2.98M
|
2.86K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26.5KClosed |
$2.42M - $2.58M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.5K- 84.05% |
$1.23M - $1.31M
|
2.56K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-11.6K- 49.65% |
$1.06M - $1.13M
|
11.8K
$1.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.72K- 33.66% |
$431K - $458K
|
9.3K
$886K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.87K- 70.97% |
$353K - $376K
|
1.58K
$151K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.6KClosed |
$329K - $350K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.21K- 3.56% |
$202K - $215K
|
59.9K
$5.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.8K- 32.64% |
$165K - $175K
|
3.72K
$355K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.4KClosed |
$128K - $136K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 92.57% |
$96.7K - $103K
|
85
$8.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-1K- 55.56% |
$91.3K - $97.1K
|
800
$76.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-464- 11.86% |
$42.4K - $45.1K
|
3.45K
$329K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-431- 4.07% |
$39.4K - $41.9K
|
10.2K
$968K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-379- 2.15% |
$34.6K - $36.8K
|
17.2K
$1.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-228- 7.83% |
$20.8K - $22.1K
|
2.68K
$256K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-201- 5.32% |
$18.4K - $19.5K
|
3.58K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-187- 1.28% |
$17.1K - $18.2K
|
14.4K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-146- 2.78% |
$13.3K - $14.2K
|
5.11K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-43- 14.01% |
$3.93K - $4.18K
|
264
$25.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 5.99% |
$1.83K - $1.94K
|
314
$29.9K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-128K- 90.27% |
$12.3M - $12.8M
|
13.7K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Bck Capital Management LP
Stamford, CT |
SELL
|
PUT |
-74.5K- 57.26% |
$7.18M - $7.49M
|
55.6K
$5.3M
|
|
|
Nov 27, 2024
Q2 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-73.2KClosed |
$7.06M - $7.36M
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-10K- 79.8% |
$965K - $1.01M
|
2.54K
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.47K- 13.12% |
$817K - $851K
|
56.1K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.1K- 56.36% |
$299K - $311K
|
2.4K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 43.55% |
$244K - $255K
|
3.29K
$313K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.72K- 44.65% |
$165K - $172K
|
2.13K
$203K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 29.19% |
$131K - $137K
|
3.3K
$315K
|
|