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
Nov 13, 2023 Q3 2023	Sbb Research Group LLC	BUY	-	9 + 0.11%	$822 - $874	8.18K $793K
Oct 20, 2023 Q3 2023	Moisand Fitzgerald Tamayo, LLC	BUY	-	9 New	$822 - $874	9 $873
Oct 31, 2023 Q3 2023	Bigelow Investment Advisors, LLC	BUY	-	1 + 0.03%	$91.3 - $97.1	2.96K $287K
Q2 2023
Aug 14, 2023 Q2 2023	Proficio Capital Partners LLC Newton, MA	BUY	-	165K New	$15.9M - $16.6M	165K $16M
Aug 14, 2023 Q2 2023	Boothbay Fund Management, LLC New York, NY	BUY	PUT	46K New	$4.43M - $4.62M	46K $4.46M
Jul 25, 2023 Q2 2023	Leo Brokerage, LLC	BUY	-	38.1K + 32.74%	$3.67M - $3.83M	154K $15M
Aug 10, 2023 Q2 2023	Rinkey Investments San Diego, CA	BUY	-	30.3K New	$2.92M - $3.04M	30.3K $2.93M
Aug 10, 2023 Q2 2023	Knowledge Leaders Capital, LLC	BUY	-	24.9K New	$2.4M - $2.5M	24.9K $2.41M
Aug 07, 2023 Q2 2023	Clearview Wealth Advisors LLC	BUY	-	23.6K New	$2.28M - $2.37M	23.6K $2.29M
Aug 11, 2023 Q2 2023	Tcwp LLC Tampa, FL	BUY	-	23.2K + 222.11%	$2.24M - $2.33M	33.7K $3.26M
Aug 14, 2023 Q2 2023	Valley Financial Management, Inc. New York, NY	BUY	-	14K + 87.29%	$1.35M - $1.41M	30.1K $2.92M
Aug 01, 2023 Q2 2023	Kistler Tiffany Companies, LLC Berwyn, PA	BUY	-	10.6K New	$1.02M - $1.06M	10.6K $1.03M
Aug 14, 2023 Q2 2023	Taika Capital, LP Sunny Isles Beach, FL	BUY	-	7.4K New	$713K - $744K	7.4K $718K
Jul 20, 2023 Q2 2023	Hoxton Planning & Management, LLC Shepherdstown, WV	BUY	-	6.43K + 199.1%	$620K - $646K	9.66K $937K
Jul 21, 2023 Q2 2023	Cypress Wealth Services, LLC	BUY	-	5.46K + 111.18%	$526K - $549K	10.4K $1.01M
Jul 21, 2023 Q2 2023	Cfs Investment Advisory Services, LLC Totowa, NJ	BUY	-	5.34K New	$515K - $537K	5.34K $518K
Aug 08, 2023 Q2 2023	Iron Bridge Private Wealth, LLC	BUY	-	5.15K + 7.87%	$497K - $518K	70.6K $6.85M
Aug 01, 2023 Q2 2023	Firethorn Wealth Partners, LLC	BUY	-	4.43K New	$427K - $445K	4.43K $430K
Aug 14, 2023 Q2 2023	Prelude Capital Management, LLC New York, NY	BUY	-	4.03K New	$388K - $405K	4.03K $391K
Aug 14, 2023 Q2 2023	One Wealth Advisors, LLC San Francisco, CA	BUY	-	3.79K New	$366K - $381K	3.79K $368K
Jul 20, 2023 Q2 2023	Aurora Private Wealth, Inc.	BUY	-	3.56K New	$344K - $358K	3.56K $346K
Jul 21, 2023 Q2 2023	Capital Wealth Alliance, LLC	BUY	-	3.54K + 86.36%	$341K - $355K	7.64K $740K
Jul 06, 2023 Q2 2023	Dentgroup LLC	BUY	-	3.49K New	$336K - $351K	3.49K $339K
Jul 19, 2023 Q2 2023	Grant	BUY	-	3.36K New	$323K - $337K	3.36K $325K
Aug 06, 2024 Q2 2023	Alpine Global Management, LLC New York, NY	BUY	-	3.31K New	$319K - $333K	3.31K $321K
Jul 11, 2023 Q2 2023	Capital Investment Advisors, LLC	BUY	-	3.18K New	$306K - $319K	3.18K $308K
May 17, 2024 Q2 2023	Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main Frankfurt Am Main, 2M	BUY	-	2.67K New	$257K - $268K	2.67K $259K
Jul 21, 2023 Q2 2023	North Crest Asset Manangement, LLC	BUY	-	2.29K New	$221K - $230K	2.29K $222K
Aug 07, 2023 Q2 2023	Associated Banc Corp Green Bay, WI	BUY	-	2.24K New	$216K - $225K	2.24K $217K
Aug 09, 2023 Q2 2023	Bar Harbor Wealth Management Concord, NH	BUY	-	2.23K New	$215K - $224K	2.23K $216K
Aug 11, 2023 Q2 2023	La Salle St. Investment Advisors, LLC Elmhurst, IL	BUY	-	2.15K New	$207K - $216K	2.15K $208K
Jul 27, 2023 Q2 2023	Carson Advisory Inc.	BUY	-	2.08K New	$201K - $209K	2.08K $202K
Mar 11, 2025 Q2 2023	Private Capital Management LLC	BUY	-	1.55K New	$149K - $155K	1.55K $150K
Jul 21, 2023 Q2 2023	Intercontinental Wealth Advisors, LLC	BUY	-	1.16K + 6.86%	$112K - $116K	18K $1.75M
Aug 10, 2023 Q2 2023	Meitav Dash Investments LTD	BUY	-	730 New	$70.4K - $73.4K	730 $70.8K
Aug 04, 2023 Q2 2023	Steward Financial Group LLC	BUY	-	471 New	$45.4K - $47.3K	471 $45.7K
Aug 10, 2023 Q2 2023	Angeles Wealth Management, LLC	BUY	-	386 New	$37.2K - $38.8K	386 $37.4K
Jan 12, 2024 Q2 2023	Pathstone Family Office, LLC Englewood, NJ	BUY	-	130 + 2.76%	$12.5K - $13.1K	4.84K $470K
Aug 11, 2023 Q2 2023	Pfs Investments Inc. Duluth, GA	BUY	-	114 + 0.3%	$11K - $11.5K	37.9K $3.68M
Jul 25, 2023 Q2 2023	Glass Jacobson Investment Advisors LLC Owings Mills, MD	BUY	-	112 + 14.51%	$10.8K - $11.3K	884 $85.7K
Aug 11, 2023 Q2 2023	Missouri Trust & Investment CO Springfield, MO	BUY	-	91 New	$8.77K - $9.14K	91 $8.83K
Jul 13, 2023 Q2 2023	Tilia Fiduciary Partners, Inc.	BUY	-	81 + 158.82%	$7.81K - $8.14K	132 $12.8K
Aug 14, 2023 Q2 2023	Lumature Wealth Partners, LLC Alpharetta, GA	BUY	-	60 New	$5.78K - $6.03K	60 $5.82K
Jul 21, 2023 Q2 2023	Centurion Wealth Management LLC Mclean, VA	BUY	-	43 + 1.73%	$4.14K - $4.32K	2.53K $245K
Aug 09, 2023 Q2 2023	Morris Financial Concepts, Inc.	BUY	-	40 New	$3.86K - $4.02K	40 $3.88K
Aug 08, 2023 Q2 2023	Cnb Bank Clearfield, PA	BUY	-	2 + 1.32%	$193 - $201	153 $14.8K
Jul 13, 2023 Q2 2023	Win Advisors, Inc	BUY	-	0 New	$0 - $0	0 $0
Q1 2023
May 09, 2023 Q1 2023	Wright Fund Management, LLC Santa Monica, CA	BUY	-	1.87M New	$176M - $187M	1.87M $181M
Sep 25, 2023 Q1 2023	Brookfield Asset Management Inc. Toronto, A6	BUY	CALL	938K New	$88.5M - $93.8M	938K $90.9M
May 09, 2023 Q1 2023	Bank Of New York Mellon Corp New York, NY	BUY	-	113K New	$10.6M - $11.3M	113K $10.9M

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Latest Institutional Purchases of Ishares Barclays (IEF)

9

9

1

165K

46K

38.1K

30.3K

24.9K

23.6K

23.2K

14K

10.6K

7.4K

6.43K

5.46K

5.34K

5.15K

4.43K

4.03K

3.79K

3.56K

3.54K

3.49K

3.36K

3.31K

3.18K

2.67K

2.29K

2.24K

2.23K

2.15K

2.08K

1.55K

1.16K

730

471

386

130

114

112

91

81

60

43

40

2

0

1.87M

938K

113K

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