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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
315New |
$28K - $30.6K
|
315
$30K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
267New |
$23.7K - $25.9K
|
267
$25.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
250New |
$22.2K - $24.3K
|
250
$23.8K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
148+ 28.03% |
$13.2K - $14.4K
|
676
$64.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
123New |
$10.9K - $11.9K
|
123
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
115+ 0.23% |
$10.2K - $11.2K
|
51K
$4.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
114New |
$10.1K - $11.1K
|
114
$10.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
112New |
$9.96K - $10.9K
|
112
$10.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
108New |
$9.61K - $10.5K
|
108
$10.3K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
103New |
$9.16K - $9.99K
|
103
$9.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 2.98% |
$8.9K - $9.7K
|
3.45K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
92New |
$8.18K - $8.92K
|
92
$8.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
92New |
$8.18K - $8.92K
|
92
$8.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
72New |
$6.4K - $6.98K
|
72
$6.86K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
45New |
$4K - $4.37K
|
45
$4.29K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
35New |
$3.11K - $3.4K
|
35
$3.34K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30New |
$2.67K - $2.91K
|
30
$2.86K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
20New |
$1.78K - $1.94K
|
20
$1.91K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15New |
$1.33K - $1.46K
|
15
$1.43K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13New |
$1.16K - $1.26K
|
13
$1.24K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$801 - $873
|
9
$858
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
9New |
$801 - $873
|
9
$858
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$712 - $776
|
8
$762
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
6+ 600.0% |
$534 - $582
|
7
$667
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$534 - $582
|
6
$572
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.37% |
$178 - $194
|
148
$14.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$89 - $97
|
1
$95.3
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.78% |
$89 - $97
|
129
$12.3K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
308K+ 32.42% |
$28.1M - $29.9M
|
1.26M
$120M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
75KNew |
$6.85M - $7.28M
|
75K
$7.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
50KNew |
$4.57M - $4.86M
|
50K
$4.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
33.1K+ 48.21% |
$3.02M - $3.22M
|
102K
$9.7M
|
|
|
Apr 08, 2025
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
24.6KNew |
$2.25M - $2.39M
|
24.6K
$2.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
18.2K+ 613.58% |
$1.66M - $1.77M
|
21.2K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
18KNew |
$1.64M - $1.75M
|
18K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
13.7KNew |
$1.25M - $1.33M
|
13.7K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
10.6KNew |
$969K - $1.03M
|
10.6K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.1KNew |
$831K - $884K
|
9.1K
$867K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.88K+ 42.84% |
$811K - $862K
|
29.6K
$2.82M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.19K+ 2.44% |
$748K - $796K
|
344K
$32.8M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.57KNew |
$691K - $735K
|
7.57K
$721K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.11KNew |
$375K - $399K
|
4.11K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.92KNew |
$266K - $283K
|
2.92K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Covalent Partners LLC
Concord, MA |
BUY
|
- |
2.54K+ 5.81% |
$232K - $246K
|
46.2K
$4.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.44KNew |
$223K - $237K
|
2.44K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
2.37KNew |
$216K - $230K
|
2.37K
$226K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.36KNew |
$216K - $229K
|
2.36K
$225K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.31K+ 5.78% |
$211K - $224K
|
42.3K
$4.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.27KNew |
$208K - $221K
|
2.27K
$217K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.22KNew |
$202K - $215K
|
2.22K
$211K
|
|