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 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.21K+ 69.52% |
$113K - $117K
|
2.95K
$281K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.21K+ 3.33% |
$113K - $117K
|
37.5K
$3.56M
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.05K+ 0.69% |
$98K - $101K
|
153K
$14.6M
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
734+ 22.06% |
$68.7K - $71.1K
|
4.06K
$386K
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
712New |
$66.6K - $68.9K
|
712
$67.6K
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
709+ 2.72% |
$66.3K - $68.6K
|
26.8K
$2.54M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
630New |
$58.9K - $61K
|
630
$59.9K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
581+ 245.15% |
$54.3K - $56.3K
|
818
$77.7K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
500+ 100.0% |
$46.8K - $48.4K
|
1K
$95K
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
460New |
$43K - $44.5K
|
460
$43.7K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
407+ 20350.0% |
$38.1K - $39.4K
|
409
$38.9K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
384+ 4.51% |
$35.9K - $37.2K
|
8.9K
$845K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
382+ 3.09% |
$35.7K - $37K
|
12.8K
$1.21M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
291New |
$27.2K - $28.2K
|
291
$27.6K
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
160+ 5.56% |
$15K - $15.5K
|
3.04K
$289K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
130New |
$12.2K - $12.6K
|
130
$12.4K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
103+ 38.87% |
$9.63K - $9.97K
|
368
$35K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
80+ 177.78% |
$7.48K - $7.75K
|
125
$11.9K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76New |
$7.11K - $7.36K
|
76
$7.22K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
61New |
$5.71K - $5.91K
|
61
$5.8K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
44New |
$4.12K - $4.26K
|
44
$4.18K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
36New |
$3.37K - $3.49K
|
36
$3.42K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30+ 50.0% |
$2.81K - $2.9K
|
90
$8.55K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
27New |
$2.53K - $2.61K
|
27
$2.57K
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
27New |
$2.53K - $2.61K
|
27
$2.57K
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
18New |
$1.68K - $1.74K
|
18
$1.71K
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
10+ 0.31% |
$935 - $968
|
3.27K
$311K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$281 - $290
|
3
$285
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.55% |
$281 - $290
|
553
$52.5K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$93.5 - $96.8
|
1.64K
$156K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
418K+ 379.7% |
$37.2M - $40.5M
|
528K
$50.2M
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
318KNew |
$28.2M - $30.8M
|
318K
$30.2M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
158KNew |
$14M - $15.3M
|
158K
$15M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
142KNew |
$12.7M - $13.8M
|
142K
$13.5M
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
76.2KNew |
$6.77M - $7.39M
|
76.2K
$7.23M
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
70.6KNew |
$6.28M - $6.84M
|
70.6K
$6.7M
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
59.7KNew |
$5.31M - $5.79M
|
59.7K
$5.67M
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
56.2KNew |
$5M - $5.45M
|
56.2K
$5.34M
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
51KNew |
$4.54M - $4.95M
|
51K
$4.85M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
50KNew |
$4.45M - $4.85M
|
50K
$4.75M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.1KNew |
$4.01M - $4.38M
|
45.1K
$4.29M
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
31.1KNew |
$2.77M - $3.02M
|
31.1K
$2.95M
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
28.9KNew |
$2.57M - $2.8M
|
28.9K
$2.74M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.2KNew |
$2.33M - $2.54M
|
26.2K
$2.48M
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
22.7KNew |
$2.02M - $2.2M
|
22.7K
$2.16M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
21.3KNew |
$1.89M - $2.07M
|
21.3K
$2.02M
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
17.7KNew |
$1.57M - $1.71M
|
17.7K
$1.68M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.11M - $1.21M
|
12.5K
$1.19M
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
9.7KNew |
$863K - $941K
|
9.7K
$922K
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.97KNew |
$798K - $870K
|
8.97K
$852K
|