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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
179+ 1.35% |
$16.3K - $16.9K
|
13.4K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
177+ 453.85% |
$16.1K - $16.7K
|
216
$20.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
172New |
$15.7K - $16.3K
|
172
$16.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
137New |
$12.5K - $13K
|
137
$13.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
106New |
$9.67K - $10K
|
106
$10.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
87+ 3.25% |
$7.94K - $8.23K
|
2.77K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
51New |
$4.65K - $4.82K
|
51
$4.86K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
46+ 230.0% |
$4.2K - $4.35K
|
66
$6.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34New |
$3.1K - $3.22K
|
34
$3.24K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27New |
$2.46K - $2.55K
|
27
$2.57K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
23New |
$2.1K - $2.18K
|
23
$2.19K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
18New |
$1.64K - $1.7K
|
18
$1.72K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
11New |
$1K - $1.04K
|
11
$1.05K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
7New |
$639 - $662
|
7
$667
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.21% |
$456 - $473
|
2.34K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.65% |
$365 - $378
|
617
$58.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$274 - $284
|
3
$286
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Conversant Capital LLC
Summit, NJ |
BUY
|
PUT |
800KNew |
$74.8M - $77.5M
|
800K
$76.2M
|
|
|
May 07, 2024
Q1 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
152KNew |
$14.2M - $14.7M
|
152K
$14.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$9.35M - $9.68M
|
100K
$9.53M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70.7K+ 119.4% |
$6.61M - $6.84M
|
130K
$12.4M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
53.2K+ 8.35% |
$4.98M - $5.15M
|
690K
$65.7M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
50K+ 100.0% |
$4.68M - $4.84M
|
100K
$9.53M
|
|
|
May 02, 2024
Q1 2024
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
41.6KNew |
$3.89M - $4.03M
|
41.6K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.6KNew |
$1.65M - $1.7M
|
17.6K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.6K+ 7.17% |
$1.64M - $1.7M
|
263K
$25M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
15.5K+ 347.51% |
$1.45M - $1.5M
|
20K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.1KNew |
$1.04M - $1.07M
|
11.1K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.1K+ 19.69% |
$944K - $977K
|
61.4K
$5.85M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10KNew |
$935K - $968K
|
10K
$953K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.31KNew |
$683K - $707K
|
7.31K
$696K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.97KNew |
$558K - $578K
|
5.97K
$569K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.48KNew |
$512K - $530K
|
5.48K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.5K+ 10.94% |
$420K - $435K
|
45.6K
$4.34M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.46KNew |
$324K - $335K
|
3.46K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.24KNew |
$303K - $314K
|
3.24K
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.16KNew |
$296K - $306K
|
3.16K
$301K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.71KNew |
$253K - $262K
|
2.71K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.5KNew |
$234K - $242K
|
2.5K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.2KNew |
$206K - $213K
|
2.2K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.14KNew |
$200K - $207K
|
2.14K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.74K+ 2.69% |
$163K - $169K
|
66.4K
$6.33M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.21K+ 3.33% |
$113K - $117K
|
37.5K
$3.57M
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
967+ 11.59% |
$90.5K - $93.6K
|
9.31K
$887K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
712New |
$66.6K - $68.9K
|
712
$67.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
709+ 2.72% |
$66.3K - $68.6K
|
26.8K
$2.55M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
630New |
$58.9K - $61K
|
630
$60K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
500+ 100.0% |
$46.8K - $48.4K
|
1K
$95.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
460New |
$43K - $44.5K
|
460
$43.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
407+ 20350.0% |
$38.1K - $39.4K
|
409
$39K
|
|