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
|
Ing Groep Nv
|
BUY
|
- |
72.6KNew |
$6.85M - $7.26M
|
72.6K
$7.04M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
36.6KNew |
$3.46M - $3.66M
|
36.6K
$3.55M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
29.8K+ 511.84% |
$2.81M - $2.98M
|
35.6K
$3.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.1KNew |
$2.08M - $2.21M
|
22.1K
$2.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
21.5KNew |
$2.03M - $2.15M
|
21.5K
$2.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
20.6KNew |
$1.95M - $2.07M
|
20.6K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
20KNew |
$1.89M - $2M
|
20K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
18KNew |
$1.7M - $1.8M
|
18K
$1.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
13.2KNew |
$1.24M - $1.32M
|
13.2K
$1.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
9.92KNew |
$937K - $992K
|
9.92K
$962K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.66K+ 20.62% |
$912K - $966K
|
56.5K
$5.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.91KNew |
$558K - $591K
|
5.91K
$573K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
5.85KNew |
$552K - $585K
|
5.85K
$567K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.92KNew |
$464K - $492K
|
4.92K
$477K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.73KNew |
$353K - $373K
|
3.73K
$362K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.16KNew |
$298K - $316K
|
3.16K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.01KNew |
$284K - $301K
|
3.01K
$292K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$260K - $276K
|
2.76K
$268K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.56KNew |
$242K - $256K
|
2.56K
$248K
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.52KNew |
$238K - $252K
|
2.52K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.38KNew |
$224K - $238K
|
2.38K
$230K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.14KNew |
$202K - $214K
|
2.14K
$207K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.11KNew |
$200K - $211K
|
2.11K
$205K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
2.09KNew |
$198K - $209K
|
2.09K
$203K
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
2.02KNew |
$191K - $202K
|
2.02K
$196K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.62KNew |
$153K - $162K
|
1.62K
$157K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
1.08KNew |
$102K - $108K
|
1.08K
$105K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
839New |
$79.2K - $83.9K
|
839
$81.4K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
496+ 10.55% |
$46.8K - $49.6K
|
5.2K
$504K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
460New |
$43.4K - $46K
|
460
$44.6K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
358New |
$33.8K - $35.8K
|
358
$34.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
325New |
$30.7K - $32.5K
|
325
$31.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
250+ 7.88% |
$23.6K - $25K
|
3.42K
$332K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
146New |
$13.8K - $14.6K
|
146
$14.2K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
91New |
$8.59K - $9.1K
|
91
$8.83K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
35New |
$3.3K - $3.5K
|
35
$3.39K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7New |
$661 - $700
|
7
$679
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5New |
$472 - $500
|
5
$485
|
|
| Q4 2022 | |||||||
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
313KNew |
$29.1M - $31.1M
|
313K
$30.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
285KNew |
$26.5M - $28.3M
|
285K
$27.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
52.6KNew |
$4.88M - $5.21M
|
52.6K
$5.1M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
35.4KNew |
$3.29M - $3.51M
|
35.4K
$3.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
16.8KNew |
$1.56M - $1.67M
|
16.8K
$1.63M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10KNew |
$929K - $991K
|
10K
$970K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.66K+ 25.47% |
$433K - $461K
|
22.9K
$2.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.99KNew |
$371K - $396K
|
3.99K
$387K
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.6KNew |
$335K - $357K
|
3.6K
$349K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.84K+ 23.89% |
$264K - $281K
|
14.7K
$1.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.77KNew |
$258K - $275K
|
2.77K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.68K+ 100.0% |
$249K - $266K
|
5.37K
$520K
|
|