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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.19K- 1.25% |
$115K - $120K
|
94.1K
$8.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-820- 14.25% |
$79K - $82.4K
|
4.94K
$470K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-469Closed |
$45.2K - $47.1K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-458- 3.56% |
$44.1K - $46K
|
12.4K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-329- 96.76% |
$31.7K - $33.1K
|
11
$1.05K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-302- 95.27% |
$29.1K - $30.3K
|
15
$1.43K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-194- 26.43% |
$18.7K - $19.5K
|
540
$51.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-169- 91.85% |
$16.3K - $17K
|
15
$1.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-66- 50.0% |
$6.36K - $6.63K
|
66
$6.29K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-56Closed |
$5.4K - $5.63K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-50- 6.05% |
$4.82K - $5.02K
|
777
$74K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-44- 50.0% |
$4.24K - $4.42K
|
44
$4.19K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-23- 0.48% |
$2.22K - $2.31K
|
4.75K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12- 34.29% |
$1.16K - $1.21K
|
23
$2.19K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-1.5M- 83.98% |
$142M - $150M
|
286K
$27.3M
|
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-99.6K- 91.02% |
$9.41M - $9.97M
|
9.83K
$937K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-26.4K- 96.55% |
$2.49M - $2.64M
|
944
$90K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-21.4K- 90.16% |
$2.02M - $2.14M
|
2.34K
$223K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17.6K- 40.87% |
$1.67M - $1.76M
|
25.5K
$2.43M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-14.8K- 77.92% |
$1.39M - $1.48M
|
4.19K
$399K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-7.1K- 6.85% |
$670K - $710K
|
96.5K
$9.2M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-5.83K- 50.45% |
$550K - $583K
|
5.73K
$546K
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-2.92K- 11.86% |
$275K - $292K
|
21.7K
$2.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 43.52% |
$150K - $159K
|
2.07K
$197K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.06K- 25.38% |
$100K - $106K
|
3.12K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-980- 29.31% |
$92.5K - $98K
|
2.36K
$225K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-624- 17.31% |
$58.9K - $62.4K
|
2.98K
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-37- 14.29% |
$3.49K - $3.7K
|
222
$21.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-18- 23.68% |
$1.7K - $1.8K
|
58
$5.53K
|
|
| Q4 2022 | |||||||
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-107K- 22.17% |
$9.96M - $10.6M
|
376K
$35.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-106K- 56.66% |
$9.85M - $10.5M
|
81.1K
$7.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-47.1K- 3.42% |
$4.37M - $4.67M
|
1.33M
$127M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-15K- 43.1% |
$1.4M - $1.49M
|
19.9K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-10.3K- 6.34% |
$954K - $1.02M
|
152K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.66K- 43.44% |
$619K - $660K
|
8.67K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.07K- 65.29% |
$564K - $602K
|
3.23K
$307K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.68KClosed |
$249K - $265K
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-965- 29.94% |
$89.7K - $95.7K
|
2.26K
$215K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-336- 5.47% |
$31.2K - $33.3K
|
5.8K
$553K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-330- 6.45% |
$30.7K - $32.7K
|
4.79K
$456K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-322- 6.32% |
$29.9K - $31.9K
|
4.77K
$455K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-307- 1.03% |
$28.5K - $30.4K
|
29.5K
$2.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-196- 6.31% |
$18.2K - $19.4K
|
2.91K
$277K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-154- 1.16% |
$14.3K - $15.3K
|
13.1K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-58- 0.39% |
$5.39K - $5.75K
|
14.8K
$1.41M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-98.6K- 69.81% |
$9.32M - $10.4M
|
42.6K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-95.7K- 53.67% |
$9.05M - $10.1M
|
82.6K
$7.88M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-75.6K- 84.62% |
$7.15M - $7.98M
|
13.7K
$1.31M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-56.5KClosed |
$5.34M - $5.97M
|
0
$0
|
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-52.9K- 41.92% |
$5M - $5.58M
|
73.3K
$6.98M
|
|