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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-39Closed |
$4.14K - $4.44K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-36Closed |
$3.82K - $4.1K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8Closed |
$849 - $911
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
0Closed |
$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
$99.2M
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-50K- 6.67% |
$5.68M - $5.82M
|
700K
$67.9M
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-13.6KClosed |
$1.54M - $1.58M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-8.62KClosed |
$978K - $1M
|
0
$0
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8K- 28.57% |
$908K - $931K
|
20K
$1.94M
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-4.98KClosed |
$565K - $579K
|
0
$0
|
|
Jan 07, 2022
Q4 2021
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-4.38KClosed |
$497K - $509K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-2.38KClosed |
$270K - $277K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.36KClosed |
$268K - $275K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.25KClosed |
$255K - $261K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.14KClosed |
$243K - $249K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.05KClosed |
$232K - $238K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.05K- 28.67% |
$119K - $122K
|
2.61K
$253K
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-420Closed |
$47.7K - $48.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-358Closed |
$40.7K - $41.7K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-216Closed |
$24.5K - $25.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-207Closed |
$23.5K - $24.1K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-200Closed |
$22.7K - $23.3K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-126Closed |
$14.3K - $14.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-75Closed |
$8.52K - $8.73K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-57Closed |
$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
$1.26K
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-46Closed |
$5.22K - $5.35K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-39Closed |
$4.43K - $4.54K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-15Closed |
$1.7K - $1.75K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-9- 8.18% |
$1.02K - $1.05K
|
101
$9.79K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$114 - $116
|
0
$0
|
|
Q3 2021 | |||||||
Oct 28, 2021
Q3 2021
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-1.11MClosed |
$127M - $131M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ares Management LLC
Los Angeles, CA |
SELL
|
PUT |
-190KClosed |
$21.8M - $22.5M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-106KClosed |
$12.2M - $12.5M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-11.9KClosed |
$1.37M - $1.41M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-10KClosed |
$1.15M - $1.18M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-9.26KClosed |
$1.06M - $1.09M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.8KClosed |
$552K - $567K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4.35KClosed |
$500K - $513K
|
0
$0
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.21KClosed |
$484K - $497K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.3KClosed |
$379K - $389K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.27KClosed |
$261K - $268K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-2.15KClosed |
$248K - $254K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-1.89KClosed |
$217K - $223K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-1.76KClosed |
$203K - $208K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-1.01KClosed |
$116K - $119K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-850Closed |
$97.7K - $100K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-614Closed |
$70.6K - $72.6K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-150Closed |
$17.2K - $17.7K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-63Closed |
$7.24K - $7.45K
|
0
$0
|