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 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$199K - $208K
|
2.18K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.15KNew |
$196K - $205K
|
2.15K
$208K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.14KNew |
$195K - $204K
|
2.14K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.12KNew |
$193K - $202K
|
2.12K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.82K+ 55.59% |
$165K - $173K
|
5.08K
$493K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.68K+ 48.34% |
$153K - $160K
|
5.14K
$499K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.59K+ 20.39% |
$145K - $152K
|
9.41K
$913K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.49KNew |
$136K - $142K
|
1.49K
$145K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.43K+ 3.22% |
$131K - $137K
|
46K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.05KNew |
$96K - $100K
|
1.05K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$91.2K - $95.4K
|
1K
$97K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
978+ 0.67% |
$89.2K - $93.3K
|
146K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
887+ 424.4% |
$80.9K - $84.6K
|
1.1K
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
817+ 1945.24% |
$74.5K - $77.9K
|
859
$83.3K
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
800+ 34.04% |
$72.9K - $76.3K
|
3.15K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
752+ 1.68% |
$68.6K - $71.7K
|
45.6K
$4.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
734New |
$66.9K - $70K
|
734
$71.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
660New |
$60.2K - $63K
|
660
$64K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
631+ 5.21% |
$57.5K - $60.2K
|
12.7K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
464+ 1.18% |
$42.3K - $44.3K
|
39.8K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
452+ 34.5% |
$41.2K - $43.1K
|
1.76K
$171K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
440New |
$40.1K - $42K
|
440
$42.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
410+ 136.67% |
$37.4K - $39.1K
|
710
$68.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
377New |
$34.4K - $36K
|
377
$36.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
250+ 2.64% |
$22.8K - $23.8K
|
9.71K
$941K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
135New |
$12.3K - $12.9K
|
135
$13.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 72.16% |
$11.6K - $12.1K
|
303
$29.4K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
123+ 0.52% |
$11.2K - $11.7K
|
23.9K
$2.31M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
120+ 4.89% |
$10.9K - $11.4K
|
2.57K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
112New |
$10.2K - $10.7K
|
112
$10.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
99New |
$9.03K - $9.44K
|
99
$9.6K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
91New |
$8.3K - $8.68K
|
91
$8.83K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
80New |
$7.29K - $7.63K
|
80
$7.76K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
76New |
$6.93K - $7.25K
|
76
$7.37K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
75New |
$6.84K - $7.15K
|
75
$7.27K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
73+ 0.57% |
$6.66K - $6.96K
|
13K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
70New |
$6.38K - $6.68K
|
70
$6.79K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
62+ 2.54% |
$5.65K - $5.91K
|
2.5K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
59+ 2.52% |
$5.38K - $5.63K
|
2.4K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
56+ 65.12% |
$5.11K - $5.34K
|
142
$13.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 6.18% |
$4.65K - $4.86K
|
876
$85K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
48+ 1.93% |
$4.38K - $4.58K
|
2.54K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45+ 21.03% |
$4.1K - $4.29K
|
259
$25.1K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
33New |
$3.01K - $3.15K
|
33
$3.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$2.46K - $2.58K
|
27
$2.62K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24+ 5.93% |
$2.19K - $2.29K
|
429
$41.6K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
18+ 0.61% |
$1.64K - $1.72K
|
2.99K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
17New |
$1.55K - $1.62K
|
17
$1.65K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
PUT |
1MNew |
$92.1M - $98.2M
|
1M
$97M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
400KNew |
$36.8M - $39.3M
|
400K
$38.8M
|
|