Latest Institutional Purchases of Ishares Barclays (IEF)
This list provides information on the latest institutional transactions involving Ishares Barclays (IEF) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
548K+ 9052.5% |
$51.1M - $53M
|
555K
$52.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
76KNew |
$7.08M - $7.34M
|
76K
$7.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
56.6KNew |
$5.27M - $5.46M
|
56.6K
$5.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.9K+ 2517.61% |
$2.41M - $2.5M
|
26.9K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.2K+ 6.73% |
$1.97M - $2.05M
|
336K
$32M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
18.3K+ 4.37% |
$1.7M - $1.77M
|
436K
$41.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
CALL |
14KNew |
$1.3M - $1.35M
|
14K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 0.85% |
$1.28M - $1.33M
|
1.62M
$154M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$1.14M - $1.18M
|
12.3K
$1.17M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10.1K+ 3.38% |
$942K - $977K
|
309K
$29.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.56K+ 24.77% |
$890K - $923K
|
48.1K
$4.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
7.49K+ 264.71% |
$697K - $723K
|
10.3K
$983K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.43K+ 257.29% |
$692K - $717K
|
10.3K
$983K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.35K+ 23.76% |
$685K - $710K
|
38.3K
$3.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.22K+ 5.55% |
$579K - $600K
|
118K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.82KNew |
$449K - $466K
|
4.82K
$460K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.42KNew |
$411K - $427K
|
4.42K
$421K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.35K+ 190.37% |
$405K - $420K
|
6.63K
$632K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.25KNew |
$396K - $411K
|
4.25K
$405K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
3.95K+ 38.67% |
$368K - $382K
|
14.2K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.94KNew |
$367K - $380K
|
3.94K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.83KNew |
$357K - $370K
|
3.83K
$365K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.65K+ 10.67% |
$340K - $352K
|
37.8K
$3.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.57KNew |
$332K - $344K
|
3.57K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.02KNew |
$281K - $291K
|
3.02K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.98K+ 0.93% |
$277K - $288K
|
324K
$30.9M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.93K+ 31.03% |
$273K - $283K
|
12.4K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.97K+ 24.59% |
$184K - $190K
|
9.99K
$952K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.69K+ 24.95% |
$158K - $163K
|
8.47K
$807K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.46K+ 1.92% |
$136K - $141K
|
77.7K
$7.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.45K+ 1.42% |
$135K - $140K
|
104K
$9.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
818+ 24.43% |
$76.2K - $79K
|
4.17K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
560New |
$52.2K - $54.1K
|
560
$53.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
411+ 1.48% |
$38.3K - $39.7K
|
28.1K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
410+ 141.38% |
$38.2K - $39.6K
|
700
$66.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
409+ 10.24% |
$38.1K - $39.5K
|
4.4K
$419K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
342+ 10.8% |
$31.9K - $33K
|
3.51K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
233+ 1.24% |
$21.7K - $22.5K
|
19.1K
$1.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
163+ 8.01% |
$15.2K - $15.7K
|
2.2K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
104+ 1.35% |
$9.69K - $10K
|
7.82K
$745K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
79+ 1.28% |
$7.36K - $7.63K
|
6.24K
$595K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
50+ 0.87% |
$4.66K - $4.83K
|
5.82K
$554K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
44+ 0.95% |
$4.1K - $4.25K
|
4.68K
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
31+ 1.43% |
$2.89K - $2.99K
|
2.2K
$209K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
8+ 7.92% |
$745 - $772
|
109
$10.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.55% |
$373 - $386
|
92
$8.77K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.74M+ 11.67% |
$524M - $548M
|
55M
$5.24B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.33M+ 42.88% |
$304M - $318M
|
11.1M
$1.06B
|
|
|
May 14, 2025
Q1 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
3MNew |
$274M - $286M
|
3M
$286M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.73M+ 16747.03% |
$157M - $165M
|
1.74M
$166M
|
|