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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.68K+ 109.55% |
$655K - $712K
|
12.8K
$1.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.99K+ 98.28% |
$588K - $639K
|
12.1K
$1.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.32KNew |
$522K - $567K
|
5.32K
$504K
|
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
5.06KNew |
$497K - $540K
|
5.06K
$480K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
4.34KNew |
$426K - $463K
|
4.34K
$412K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.81KNew |
$276K - $299K
|
2.81K
$266K
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$255K - $277K
|
2.6K
$246K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.12KNew |
$208K - $226K
|
2.12K
$201K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
2.1KNew |
$206K - $224K
|
2.1K
$199K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
840New |
$82.4K - $89.6K
|
840
$79.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
298New |
$29.2K - $31.8K
|
298
$28.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
153New |
$15K - $16.3K
|
153
$14.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
116New |
$11.4K - $12.4K
|
116
$11K
|
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
100New |
$9.82K - $10.7K
|
100
$9.48K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$9.82K - $10.7K
|
100
$9.48K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
89New |
$8.74K - $9.49K
|
89
$8.43K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
52New |
$5.1K - $5.55K
|
52
$4.93K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
49+ 0.36% |
$4.81K - $5.23K
|
13.6K
$1.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
30New |
$2.94K - $3.2K
|
30
$2.84K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9New |
$883 - $960
|
9
$853
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
8New |
$785 - $853
|
8
$758
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1New |
$98.2 - $107
|
1
$94.8
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
10K+ 7.14% |
$1.06M - $1.14M
|
150K
$14.2M
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.34KNew |
$354K - $380K
|
3.34K
$316K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
582+ 1212.5% |
$61.7K - $66.3K
|
630
$59.7K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
235+ 10.7% |
$24.9K - $26.8K
|
2.43K
$230K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
176New |
$18.7K - $20.1K
|
176
$16.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
175New |
$18.6K - $19.9K
|
175
$16.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
116New |
$12.3K - $13.2K
|
116
$11K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
27New |
$2.86K - $3.08K
|
27
$2.56K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$2.23K - $2.39K
|
21
$1.99K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
246KNew |
$28M - $28.6M
|
246K
$23.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.85KNew |
$777K - $797K
|
6.85K
$649K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.91KNew |
$217K - $222K
|
1.91K
$181K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
223New |
$25.3K - $25.9K
|
223
$21.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
108New |
$12.3K - $12.6K
|
108
$10.2K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
750KNew |
$86.2M - $88.6M
|
750K
$71.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
200KNew |
$23M - $23.6M
|
200K
$19M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.57KNew |
$295K - $303K
|
2.57K
$243K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
32.2KNew |
$3.64M - $3.73M
|
32.2K
$3.05M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.76KNew |
$651K - $667K
|
5.76K
$546K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
5.76KNew |
$651K - $667K
|
5.76K
$546K
|
|
|
Sep 11, 2023
Q2 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
985New |
$111K - $114K
|
985
$93.3K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
71+ 7100.0% |
$8.03K - $8.22K
|
72
$6.82K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.89K+ 24.22% |
$439K - $467K
|
20K
$1.89M
|
|
|
May 15, 2023
Q1 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.68KNew |
$302K - $321K
|
2.68K
$254K
|
|
|
Apr 28, 2021
Q1 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.28KNew |
$258K - $274K
|
2.28K
$216K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
643New |
$72.6K - $77.1K
|
643
$60.9K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
65New |
$7.34K - $7.8K
|
65
$6.16K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.6K+ 8.58% |
$1.74M - $1.77M
|
184K
$17.5M
|
|