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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
181+ 6.42% |
$16.5K - $17.3K
|
3K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
179+ 0.49% |
$16.3K - $17.1K
|
37.1K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
174+ 4.45% |
$15.9K - $16.6K
|
4.08K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
159+ 0.17% |
$14.5K - $15.2K
|
94.1K
$8.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
143+ 0.78% |
$13K - $13.6K
|
18.5K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
135New |
$12.3K - $12.9K
|
135
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
132+ 825.0% |
$12K - $12.6K
|
148
$14.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 72.16% |
$11.6K - $12.1K
|
303
$28.9K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
123+ 0.52% |
$11.2K - $11.7K
|
23.9K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
120+ 0.08% |
$10.9K - $11.4K
|
148K
$14.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
120+ 4.89% |
$10.9K - $11.4K
|
2.57K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
112New |
$10.2K - $10.7K
|
112
$10.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
99New |
$9.03K - $9.44K
|
99
$9.43K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
91New |
$8.3K - $8.68K
|
91
$8.67K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
81+ 3.56% |
$7.38K - $7.73K
|
2.36K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
80New |
$7.29K - $7.63K
|
80
$7.62K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
78+ 3.47% |
$7.11K - $7.44K
|
2.33K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
76New |
$6.93K - $7.25K
|
76
$7.24K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
75New |
$6.84K - $7.15K
|
75
$7.15K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
73+ 0.57% |
$6.66K - $6.96K
|
13K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
70New |
$6.38K - $6.68K
|
70
$6.67K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69+ 0.42% |
$6.29K - $6.58K
|
16.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
65+ 0.48% |
$5.93K - $6.2K
|
13.6K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
62+ 2.54% |
$5.65K - $5.91K
|
2.5K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
60+ 0.18% |
$5.47K - $5.72K
|
34.2K
$3.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
59+ 2.52% |
$5.38K - $5.63K
|
2.4K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
56+ 65.12% |
$5.11K - $5.34K
|
142
$13.5K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
55+ 1.55% |
$5.01K - $5.25K
|
3.61K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 6.18% |
$4.65K - $4.86K
|
876
$83.5K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
50+ 0.06% |
$4.56K - $4.77K
|
78.9K
$7.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
50+ 0.27% |
$4.56K - $4.77K
|
18.8K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
50+ 1.5% |
$4.56K - $4.77K
|
3.39K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
50+ 1.37% |
$4.56K - $4.77K
|
3.7K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
49+ 0.65% |
$4.47K - $4.67K
|
7.63K
$727K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
48+ 1.93% |
$4.38K - $4.58K
|
2.54K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45+ 21.03% |
$4.1K - $4.29K
|
259
$24.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
41+ 0.01% |
$3.74K - $3.91K
|
288K
$27.4M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36+ 0.25% |
$3.28K - $3.43K
|
14.7K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34New |
$3.1K - $3.24K
|
34
$3.24K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
33New |
$3.01K - $3.15K
|
33
$3.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$2.46K - $2.58K
|
27
$2.57K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
25+ 8.68% |
$2.28K - $2.38K
|
313
$29.8K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24+ 5.93% |
$2.19K - $2.29K
|
429
$40.9K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
22+ 5.15% |
$2.01K - $2.1K
|
449
$42.8K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
18+ 0.61% |
$1.64K - $1.72K
|
2.99K
$285K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
17New |
$1.55K - $1.62K
|
17
$1.62K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.52% |
$1.37K - $1.43K
|
2.91K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14+ 11.11% |
$1.28K - $1.34K
|
140
$13.3K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
13+ 10.92% |
$1.19K - $1.24K
|
132
$12.6K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
10+ 0.57% |
$912 - $954
|
1.75K
$167K
|