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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
146New |
$13.8K - $14.6K
|
146
$13.8K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$9.44K - $10K
|
100
$9.48K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
91New |
$8.59K - $9.1K
|
91
$8.62K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
35New |
$3.3K - $3.5K
|
35
$3.32K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7New |
$661 - $700
|
7
$663
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5New |
$472 - $500
|
5
$474
|
|
Q4 2022 | |||||||
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
313KNew |
$29.1M - $31.1M
|
313K
$29.7M
|
|
Feb 13, 2023
Q4 2022
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
285KNew |
$26.5M - $28.3M
|
285K
$27M
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
52.6KNew |
$4.88M - $5.21M
|
52.6K
$4.98M
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
35.4KNew |
$3.29M - $3.51M
|
35.4K
$3.36M
|
|
Feb 06, 2023
Q4 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
16.8KNew |
$1.56M - $1.67M
|
16.8K
$1.59M
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10KNew |
$929K - $991K
|
10K
$948K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
7.27KNew |
$676K - $721K
|
7.27K
$689K
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.66K+ 25.47% |
$433K - $461K
|
22.9K
$2.17M
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.99KNew |
$371K - $396K
|
3.99K
$378K
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.6KNew |
$335K - $357K
|
3.6K
$341K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.84K+ 23.89% |
$264K - $281K
|
14.7K
$1.39M
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.77KNew |
$258K - $275K
|
2.77K
$263K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.68K+ 100.0% |
$249K - $266K
|
5.37K
$509K
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.54KNew |
$236K - $252K
|
2.54K
$241K
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
2.49KNew |
$231K - $247K
|
2.49K
$236K
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.28KNew |
$212K - $226K
|
2.28K
$216K
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.1KNew |
$195K - $208K
|
2.1K
$199K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.47KNew |
$136K - $145K
|
1.47K
$139K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.45KNew |
$134K - $143K
|
1.45K
$137K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.13KNew |
$105K - $112K
|
1.13K
$107K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
881+ 14.26% |
$81.9K - $87.3K
|
7.06K
$669K
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
581New |
$54K - $57.6K
|
581
$55.1K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
505New |
$46.9K - $50.1K
|
505
$47.9K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
386New |
$35.9K - $38.3K
|
386
$36.6K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
344New |
$32K - $34.1K
|
344
$32.6K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
305New |
$28.3K - $30.2K
|
305
$28.9K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
241New |
$22.4K - $23.9K
|
241
$22.8K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
190+ 1900.0% |
$17.7K - $18.8K
|
200
$19K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
133New |
$12.4K - $13.2K
|
133
$12.6K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
123+ 4.99% |
$11.4K - $12.2K
|
2.59K
$245K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
116+ 236.73% |
$10.8K - $11.5K
|
165
$15.6K
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
78New |
$7.25K - $7.73K
|
78
$7.39K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
54New |
$5.02K - $5.35K
|
54
$5.12K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
33New |
$3.07K - $3.27K
|
33
$3.13K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20New |
$1.86K - $1.98K
|
20
$1.9K
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17New |
$1.58K - $1.69K
|
17
$1.61K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$1.3K - $1.39K
|
14
$1.33K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6New |
$558 - $595
|
6
$569
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$279 - $297
|
9.18K
$870K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Baymount Management LP
Miami, FL |
BUY
|
CALL |
2MNew |
$189M - $211M
|
2M
$190M
|
|
Nov 14, 2022
Q3 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
CALL |
1MNew |
$94.6M - $106M
|
1M
$94.8M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
980KNew |
$92.6M - $103M
|
980K
$92.9M
|
|
Nov 10, 2022
Q3 2022
|
Passaic Partners LLC
|
BUY
|
- |
176KNew |
$16.6M - $18.5M
|
176K
$16.6M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
156KNew |
$14.7M - $16.4M
|
156K
$14.7M
|