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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
98+ 32.67% |
$9.02K - $9.62K
|
398
$37.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
73New |
$6.72K - $7.17K
|
73
$6.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
53+ 1.23% |
$4.88K - $5.2K
|
4.35K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
53New |
$4.88K - $5.2K
|
53
$5.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 555.56% |
$4.6K - $4.91K
|
59
$5.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$3.78K - $4.03K
|
41
$3.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32New |
$2.95K - $3.14K
|
32
$3.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$2.21K - $2.36K
|
24
$2.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20+ 0.63% |
$1.84K - $1.96K
|
3.17K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$1.1K - $1.18K
|
12
$1.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3+ 2.07% |
$276 - $295
|
148
$14.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.08% |
$92.1 - $98.2
|
94
$8.96K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.57MNew |
$238M - $255M
|
2.57M
$245M
|
|
|
Nov 14, 2024
Q3 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
801KNew |
$74.2M - $79.4M
|
801K
$76.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
255KNew |
$23.6M - $25.3M
|
255K
$24.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
240K+ 3.79% |
$22.3M - $23.8M
|
6.59M
$628M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
166K+ 45.99% |
$15.4M - $16.4M
|
526K
$50.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
141KNew |
$13.1M - $14M
|
141K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
119KNew |
$11M - $11.8M
|
119K
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.6K+ 4.84% |
$7.84M - $8.38M
|
1.83M
$174M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
CALL |
74.6KNew |
$6.91M - $7.4M
|
74.6K
$7.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
59.3KNew |
$5.5M - $5.88M
|
59.3K
$5.65M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
54.6KNew |
$5.06M - $5.41M
|
54.6K
$5.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
49.5K+ 56.41% |
$4.59M - $4.91M
|
137K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
43.6KNew |
$4.04M - $4.32M
|
43.6K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
42.9K+ 116.58% |
$3.98M - $4.25M
|
79.7K
$7.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
41.9K+ 592.51% |
$3.89M - $4.16M
|
49K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
29.6KNew |
$2.75M - $2.94M
|
29.6K
$2.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
26.3KNew |
$2.44M - $2.61M
|
26.3K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
23KNew |
$2.13M - $2.28M
|
23K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
22.5K+ 26.47% |
$2.09M - $2.23M
|
108K
$10.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20.3KNew |
$1.88M - $2.02M
|
20.3K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17K+ 399.95% |
$1.57M - $1.68M
|
21.2K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
13.9K+ 27.33% |
$1.29M - $1.38M
|
64.9K
$6.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 5.09% |
$1.27M - $1.36M
|
283K
$27M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
13.7KNew |
$1.27M - $1.36M
|
13.7K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.25M - $1.34M
|
13.5K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
11.4KNew |
$1.06M - $1.13M
|
11.4K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10.2KNew |
$945K - $1.01M
|
10.2K
$972K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
9.84K+ 3.06% |
$912K - $976K
|
331K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.56KNew |
$886K - $948K
|
9.56K
$911K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
8.7KNew |
$807K - $863K
|
8.7K
$829K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
7.64K+ 6.37% |
$708K - $757K
|
128K
$12.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.44KNew |
$690K - $738K
|
7.44K
$709K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.85KNew |
$635K - $679K
|
6.85K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.84KNew |
$633K - $678K
|
6.84K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.34K+ 12.97% |
$587K - $628K
|
55.2K
$5.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.43K+ 11.84% |
$503K - $538K
|
51.3K
$4.89M
|
|