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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.47K+ 3.44% |
$135K - $143K
|
44.3K
$4.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
852+ 9.67% |
$77.8K - $82.8K
|
9.67K
$921K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
434New |
$39.6K - $42.2K
|
434
$41.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
385+ 1.85% |
$35.2K - $37.4K
|
21.2K
$2.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
309+ 294.29% |
$28.2K - $30K
|
414
$39.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
271+ 11.53% |
$24.7K - $26.3K
|
2.62K
$250K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
267New |
$24.4K - $25.9K
|
267
$25.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
177New |
$16.2K - $17.2K
|
177
$16.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
103New |
$9.41K - $10K
|
103
$9.81K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
102+ 0.76% |
$9.31K - $9.91K
|
13.6K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
94New |
$8.58K - $9.13K
|
94
$8.96K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
87New |
$7.94K - $8.45K
|
87
$8.29K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
54+ 12.98% |
$4.93K - $5.25K
|
470
$44.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$2.65K - $2.82K
|
29
$2.76K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
15New |
$1.37K - $1.46K
|
15
$1.43K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
13+ 0.38% |
$1.19K - $1.26K
|
3.43K
$327K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
11+ 12.36% |
$1K - $1.07K
|
100
$9.53K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
9+ 0.11% |
$822 - $874
|
8.18K
$779K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$822 - $874
|
9
$858
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$91.3 - $97.1
|
2.96K
$282K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
165KNew |
$15.9M - $16.6M
|
165K
$15.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
77.8K+ 187.66% |
$7.5M - $7.82M
|
119K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
46KNew |
$4.43M - $4.62M
|
46K
$4.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
38.1K+ 32.74% |
$3.67M - $3.83M
|
154K
$14.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
30.3KNew |
$2.92M - $3.04M
|
30.3K
$2.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
26.1KNew |
$2.52M - $2.62M
|
26.1K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
24.9KNew |
$2.4M - $2.5M
|
24.9K
$2.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
23.6KNew |
$2.28M - $2.37M
|
23.6K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
23.2K+ 222.11% |
$2.24M - $2.33M
|
33.7K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
14K+ 87.29% |
$1.35M - $1.41M
|
30.1K
$2.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.6KNew |
$1.02M - $1.06M
|
10.6K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
7.4KNew |
$713K - $744K
|
7.4K
$705K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.43K+ 199.1% |
$620K - $646K
|
9.66K
$921K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.46K+ 111.18% |
$526K - $549K
|
10.4K
$988K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.34KNew |
$515K - $537K
|
5.34K
$509K
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.15K+ 7.87% |
$497K - $518K
|
70.6K
$6.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.43KNew |
$427K - $445K
|
4.43K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.03KNew |
$388K - $405K
|
4.03K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.79KNew |
$366K - $381K
|
3.79K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.56KNew |
$344K - $358K
|
3.56K
$340K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.54K+ 86.36% |
$341K - $355K
|
7.64K
$728K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
3.49KNew |
$336K - $351K
|
3.49K
$333K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.36KNew |
$323K - $337K
|
3.36K
$320K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.31KNew |
$319K - $333K
|
3.31K
$316K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.18KNew |
$306K - $319K
|
3.18K
$303K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.67KNew |
$257K - $268K
|
2.67K
$254K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.29KNew |
$221K - $230K
|
2.29K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.24KNew |
$216K - $225K
|
2.24K
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.23KNew |
$215K - $224K
|
2.23K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.15KNew |
$207K - $216K
|
2.15K
$204K
|
|