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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
806+ 0.7% |
$73.5K - $76.9K
|
116K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
800+ 34.04% |
$72.9K - $76.3K
|
3.15K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
786+ 10.72% |
$71.7K - $75K
|
8.12K
$773K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
772+ 897.67% |
$70.4K - $73.6K
|
858
$81.8K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
752+ 1.68% |
$68.6K - $71.7K
|
45.6K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
748+ 5.2% |
$68.2K - $71.4K
|
15.1K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
746+ 29.79% |
$68K - $71.2K
|
3.25K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
734New |
$66.9K - $70K
|
734
$69.9K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
672New |
$61.3K - $64.1K
|
672
$64K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
670+ 0.83% |
$61.1K - $63.9K
|
81K
$7.72M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
669+ 13.87% |
$61K - $63.8K
|
5.49K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
665+ 13.86% |
$60.6K - $63.4K
|
5.46K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
660New |
$60.2K - $63K
|
660
$62.9K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
648+ 12.44% |
$59.1K - $61.8K
|
5.86K
$558K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
631+ 5.21% |
$57.5K - $60.2K
|
12.7K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
612+ 0.71% |
$55.8K - $58.4K
|
87.2K
$8.31M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
584+ 0.52% |
$53.2K - $55.7K
|
113K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
517+ 3.91% |
$47.1K - $49.3K
|
13.7K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
502+ 0.96% |
$45.8K - $47.9K
|
52.8K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
464+ 1.18% |
$42.3K - $44.3K
|
39.8K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
452+ 34.5% |
$41.2K - $43.1K
|
1.76K
$168K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
451+ 2.44% |
$41.1K - $43K
|
18.9K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
441+ 5.48% |
$40.2K - $42.1K
|
8.48K
$808K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
440New |
$40.1K - $42K
|
440
$41.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
414+ 13.17% |
$37.7K - $39.5K
|
3.56K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
410+ 136.67% |
$37.4K - $39.1K
|
710
$67.7K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
404+ 2.77% |
$36.8K - $38.5K
|
15K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
380+ 2.8% |
$34.6K - $36.2K
|
14K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
377New |
$34.4K - $36K
|
377
$35.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
374+ 2.28% |
$34.1K - $35.7K
|
16.8K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
360+ 4.7% |
$32.8K - $34.3K
|
8.03K
$765K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
331+ 0.49% |
$30.2K - $31.6K
|
67.8K
$6.46M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
311+ 30.95% |
$28.4K - $29.7K
|
1.32K
$125K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
308+ 4.14% |
$28.1K - $29.4K
|
7.75K
$738K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
293+ 7.12% |
$26.7K - $27.9K
|
4.41K
$420K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
292+ 10.1% |
$26.6K - $27.9K
|
3.18K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
280+ 1.22% |
$25.5K - $26.7K
|
23.2K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
273+ 6.38% |
$24.9K - $26K
|
4.55K
$434K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
254New |
$23.2K - $24.2K
|
254
$24.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
250+ 2.64% |
$22.8K - $23.8K
|
9.71K
$925K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
246+ 6.57% |
$22.4K - $23.5K
|
3.99K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
222+ 4.08% |
$20.2K - $21.2K
|
5.66K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
215+ 19.94% |
$19.6K - $20.5K
|
1.29K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
207+ 173.95% |
$18.9K - $19.7K
|
326
$31.1K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
207+ 2.34% |
$18.9K - $19.7K
|
9.05K
$862K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
207+ 0.59% |
$18.9K - $19.7K
|
35.2K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
206+ 4.25% |
$18.8K - $19.7K
|
5.05K
$481K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
203+ 4.72% |
$18.5K - $19.4K
|
4.5K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
200New |
$18.2K - $19.1K
|
200
$19.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
200+ 3.39% |
$18.2K - $19.1K
|
6.1K
$581K
|