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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.27K- 26.39% |
$117K - $125K
|
3.53K
$336K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-992- 24.01% |
$91.9K - $98.3K
|
3.14K
$299K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-764- 85.94% |
$70.8K - $75.7K
|
125
$11.9K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-642- 7.35% |
$59.5K - $63.6K
|
8.09K
$771K
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-403- 14.21% |
$37.3K - $40K
|
2.43K
$232K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-400- 6.22% |
$37.1K - $39.7K
|
6.03K
$575K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-204- 2.56% |
$18.9K - $20.2K
|
7.75K
$739K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-177- 44.25% |
$16.4K - $17.5K
|
223
$21.2K
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-70- 98.59% |
$6.49K - $6.94K
|
1
$95.3
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-68- 15.96% |
$6.3K - $6.74K
|
358
$34.1K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-67- 2.8% |
$6.21K - $6.64K
|
2.32K
$221K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-65- 0.44% |
$6.02K - $6.44K
|
14.8K
$1.41M
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-64- 2.84% |
$5.93K - $6.34K
|
2.19K
$208K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-64- 6.07% |
$5.93K - $6.34K
|
990
$94.3K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-20- 51.28% |
$1.85K - $1.98K
|
19
$1.81K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Iii Capital Management
Boca Raton, FL |
SELL
|
- |
-504K- 75.38% |
$46M - $47.7M
|
164K
$15.7M
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-401K- 46.55% |
$36.5M - $37.9M
|
460K
$43.8M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45.9K- 0.84% |
$4.19M - $4.35M
|
5.45M
$520M
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-40.8K- 80.19% |
$3.73M - $3.86M
|
10.1K
$961K
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-21.4KClosed |
$1.96M - $2.03M
|
0
$0
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.6K- 83.88% |
$1.24M - $1.29M
|
2.61K
$249K
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.5KClosed |
$867K - $899K
|
0
$0
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-8K- 64.41% |
$730K - $757K
|
4.42K
$421K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.02K- 18.06% |
$549K - $569K
|
27.3K
$2.6M
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.19K- 3.01% |
$291K - $302K
|
103K
$9.79M
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.01K- 40.9% |
$274K - $284K
|
4.34K
$414K
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.82K- 43.8% |
$166K - $172K
|
2.33K
$222K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.7K- 7.9% |
$155K - $161K
|
19.8K
$1.89M
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.47K- 31.0% |
$134K - $139K
|
3.28K
$312K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.39K- 38.28% |
$127K - $131K
|
2.24K
$214K
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.03K- 28.65% |
$93.5K - $97K
|
2.55K
$243K
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-505Closed |
$46.1K - $47.8K
|
0
$0
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-483- 29.58% |
$44.1K - $45.7K
|
1.15K
$110K
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-363- 7.13% |
$33.1K - $34.3K
|
4.73K
$450K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-350- 11.23% |
$31.9K - $33.1K
|
2.77K
$264K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-345- 82.93% |
$31.5K - $32.6K
|
71
$6.77K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-310- 49.52% |
$28.3K - $29.3K
|
316
$30.1K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-105- 70.95% |
$9.58K - $9.93K
|
43
$4.1K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-88- 2.92% |
$8.03K - $8.32K
|
2.92K
$279K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-69- 2.14% |
$6.3K - $6.53K
|
3.15K
$300K
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 33.33% |
$4.56K - $4.73K
|
100
$9.53K
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-16- 48.48% |
$1.46K - $1.51K
|
17
$1.62K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 1.89% |
$1K - $1.04K
|
570
$54.3K
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-958K- 99.75% |
$89.6M - $92.8M
|
2.37K
$226K
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-487K- 27.06% |
$45.6M - $47.2M
|
1.31M
$125M
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-353K- 15.98% |
$33.1M - $34.2M
|
1.86M
$177M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-272K- 98.71% |
$25.5M - $26.4M
|
3.55K
$338K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-90.7K- 88.23% |
$8.48M - $8.78M
|
12.1K
$1.15M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-83.6K- 95.07% |
$7.82M - $8.09M
|
4.34K
$413K
|
|
May 15, 2025
Q1 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-68.4KClosed |
$6.4M - $6.62M
|
0
$0
|