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
Apr 29, 2022 Q1 2022	Pinnacle Private Wealth, LLC	SELL	-	-1.9K Closed	$201K - $216K	0 $0
May 16, 2022 Q1 2022	True Link Financial Advisors, LLC	SELL	-	-1.78K Closed	$189K - $203K	0 $0
May 09, 2022 Q1 2022	Amplius Wealth Advisors, LLC	SELL	-	-1.5K Closed	$159K - $170K	0 $0
May 13, 2022 Q1 2022	Commons Capital, LLC Needham, MA	SELL	-	-1.2K Closed	$127K - $137K	0 $0
Apr 13, 2022 Q1 2022	Ford Financial Group, LLC	SELL	-	-1.13K Closed	$119K - $128K	0 $0
May 11, 2022 Q1 2022	Comprehensive Financial Consultants Institutional, Inc. Bloomington, IN	SELL	-	-653 Closed	$69.3K - $74.4K	0 $0
May 12, 2022 Q1 2022	Db Wealth Management Group, LLC San Diego, CA	SELL	-	-572 Closed	$60.7K - $65.2K	0 $0
May 10, 2022 Q1 2022	Ifs Advisors, LLC	SELL	-	-267 Closed	$28.3K - $30.4K	0 $0
Apr 26, 2022 Q1 2022	Confluence Wealth Services, Inc. Mcmurray, PA	SELL	-	-112 Closed	$11.9K - $12.8K	0 $0
Apr 29, 2022 Q1 2022	Whittier Trust CO	SELL	-	-100 Closed	$10.6K - $11.4K	0 $0
Aug 05, 2022 Q1 2022	Tevis Investment Management	SELL	-	-94 - 32.53%	$9.97K - $10.7K	195 $18.6K
May 16, 2022 Q1 2022	Concorde Financial Corp Dallas, TX	SELL	-	-93 Closed	$9.87K - $10.6K	0 $0
May 12, 2022 Q1 2022	Shelton Capital Management Denver, CO	SELL	-	-92 Closed	$9.76K - $10.5K	0 $0
Apr 29, 2022 Q1 2022	Mcdonald Partners LLC	SELL	-	-55 Closed	$5.83K - $6.27K	0 $0
May 13, 2022 Q1 2022	Ameritas Investment Partners, Inc. Lincoln, NE	SELL	-	-53 Closed	$5.62K - $6.04K	0 $0
May 16, 2022 Q1 2022	Punch & Associates Investment Management, Inc. Edina, MN	SELL	-	-45 Closed	$4.77K - $5.13K	0 $0
Apr 27, 2022 Q1 2022	Sargent Bickham Lagudis LLC	SELL	-	-44 - 32.84%	$4.67K - $5.01K	90 $8.58K
May 16, 2022 Q1 2022	Chilton Capital Management LLC Houston, TX	SELL	-	-39 Closed	$4.14K - $4.44K	0 $0
Apr 26, 2022 Q1 2022	Toth Financial Advisory Corp	SELL	-	-36 Closed	$3.82K - $4.1K	0 $0
May 05, 2022 Q1 2022	Carson Allaria Wealth Management, Ltd.	SELL	-	-8 Closed	$849 - $911	0 $0
May 03, 2022 Q1 2022	Column Capital Advisors, LLC	SELL	-	0 Closed	$0 - $0	0 $0
Q4 2021
Feb 14, 2022 Q4 2021	Credit Suisse Ag Zurich, V8	SELL	PUT	-400K - 28.12%	$45.4M - $46.5M	1.02M $97.4M
Sep 21, 2023 Q4 2021	Jefferies Group LLC New York, NY	SELL	PUT	-50K - 6.67%	$5.68M - $5.82M	700K $66.7M
Jan 24, 2022 Q4 2021	Blue Zone Wealth Advisors, LLC	SELL	-	-13.6K Closed	$1.54M - $1.58M	0 $0
Jan 20, 2022 Q4 2021	Donald L. Hagan, LLC	SELL	-	-8.62K Closed	$978K - $1M	0 $0
Sep 21, 2023 Q4 2021	Jefferies Group LLC New York, NY	SELL	-	-8K - 28.57%	$908K - $931K	20K $1.91M
Feb 10, 2022 Q4 2021	Excalibur Management Corp	SELL	-	-4.98K Closed	$565K - $579K	0 $0
Jan 07, 2022 Q4 2021	Viewpoint Investment Partners Corp	SELL	-	-4.38K Closed	$497K - $509K	0 $0
Feb 11, 2022 Q4 2021	Lowell Blake & Associates Inc. Boston, MA	SELL	-	-2.38K Closed	$270K - $277K	0 $0
Feb 09, 2022 Q4 2021	Fernwood Investment Management, LLC Quincy, MA	SELL	-	-2.36K Closed	$268K - $275K	0 $0
Feb 14, 2022 Q4 2021	Hirtle Callaghan & CO LLC West Conshohocken, PA	SELL	-	-2.25K Closed	$255K - $261K	0 $0
Feb 11, 2022 Q4 2021	Sandbox Financial Partners, LLC Bethesda, MD	SELL	-	-2.14K Closed	$243K - $249K	0 $0
Feb 01, 2022 Q4 2021	Merriman Wealth Management, LLC	SELL	-	-2.05K Closed	$232K - $238K	0 $0
Feb 02, 2022 Q4 2021	Sadoff Investment Management LLC	SELL	-	-1.05K - 28.67%	$119K - $122K	2.61K $249K
Feb 22, 2022 Q4 2021	Capital Directions Investment Advisors, LLC	SELL	-	-420 Closed	$47.7K - $48.9K	0 $0
Feb 11, 2022 Q4 2021	Phoenix Wealth Advisors	SELL	-	-358 Closed	$40.7K - $41.7K	0 $0
Jan 24, 2022 Q4 2021	Ellevest, Inc.	SELL	-	-216 Closed	$24.5K - $25.1K	0 $0
Feb 11, 2022 Q4 2021	Cahill Financial Advisors Inc Edina, MN	SELL	-	-207 Closed	$23.5K - $24.1K	0 $0
Mar 08, 2022 Q4 2021	Bartlett & Co. LLC	SELL	-	-200 Closed	$22.7K - $23.3K	0 $0
Jan 28, 2022 Q4 2021	Guidance Point Advisors, LLC	SELL	-	-126 Closed	$14.3K - $14.7K	0 $0
Feb 01, 2022 Q4 2021	Palisade Asset Management, LLC	SELL	-	-82 - 3.52%	$9.31K - $9.54K	2.25K $214K
Feb 14, 2022 Q4 2021	Better Money Decisions, LLC	SELL	-	-75 Closed	$8.52K - $8.73K	0 $0
Jan 28, 2022 Q4 2021	Ironwood Financial, LLC	SELL	-	-57 Closed	$6.47K - $6.63K	0 $0
Feb 09, 2022 Q4 2021	Charter Oak Capital Management, LLC	SELL	-	-50 - 79.37%	$5.68K - $5.82K	13 $1.24K
Feb 07, 2022 Q4 2021	Orion Capital Management LLC	SELL	-	-46 Closed	$5.22K - $5.35K	0 $0
Feb 14, 2022 Q4 2021	Ade, LLC	SELL	-	-39 Closed	$4.43K - $4.54K	0 $0
Feb 02, 2022 Q4 2021	Sterling Financial Planning, Inc.	SELL	-	-15 Closed	$1.7K - $1.75K	0 $0
Jan 26, 2022 Q4 2021	Strategic Asset Management, LLC	SELL	-	-9 - 8.18%	$1.02K - $1.05K	101 $9.62K
Feb 11, 2022 Q4 2021	Kowal Investment Group, LLC Waukesha, WI	SELL	-	-1 Closed	$114 - $116	0 $0
Q3 2021
Oct 28, 2021 Q3 2021	Municipal Employees' Retirement System Of Michigan	SELL	-	-1.11M Closed	$127M - $131M	0 $0

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Latest Institutional Sells of Ishares Barclays (IEF)

-1.9K

-1.78K

-1.5K

-1.2K

-1.13K

-653

-572

-267

-112

-100

-94

-93

-92

-55

-53

-45

-44

-39

-36

-8

0

-400K

-50K

-13.6K

-8.62K

-8K

-4.98K

-4.38K

-2.38K

-2.36K

-2.25K

-2.14K

-2.05K

-1.05K

-420

-358

-216

-207

-200

-126

-82

-75

-57

-50

-46

-39

-15

-9

-1

-1.11M

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