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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.85KNew |
$777K - $797K
|
6.85K
$664K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
223New |
$25.3K - $25.9K
|
223
$21.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
108New |
$12.3K - $12.6K
|
108
$10.5K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
200KNew |
$23M - $23.6M
|
200K
$19.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.57KNew |
$295K - $303K
|
2.57K
$249K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
32.2KNew |
$3.64M - $3.73M
|
32.2K
$3.12M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.76KNew |
$651K - $667K
|
5.76K
$559K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
5.76KNew |
$651K - $667K
|
5.76K
$559K
|
|
|
Sep 11, 2023
Q2 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
985New |
$111K - $114K
|
985
$95.5K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
71+ 7100.0% |
$8.03K - $8.22K
|
72
$6.98K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.89K+ 24.22% |
$439K - $467K
|
20K
$1.94M
|
|
|
May 15, 2023
Q1 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.68KNew |
$302K - $321K
|
2.68K
$260K
|
|
|
Apr 28, 2021
Q1 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.28KNew |
$258K - $274K
|
2.28K
$221K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
643New |
$72.6K - $77.1K
|
643
$62.4K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
65New |
$7.34K - $7.8K
|
65
$6.3K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.6K+ 8.58% |
$1.74M - $1.77M
|
184K
$17.9M
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
42New |
$5.01K - $5.12K
|
42
$4.07K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.5K+ 270.13% |
$2.34M - $2.39M
|
26.8K
$2.6M
|
|
|
Aug 12, 2020
Q2 2020
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.1K+ 16.32% |
$371K - $379K
|
22.1K
$2.14M
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
PUT |
900New |
$99.7K - $109K
|
900
$87.3K
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
7.57KNew |
$834K - $861K
|
7.57K
$734K
|
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
156New |
$17.2K - $17.8K
|
156
$15.1K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Mint Tower Capital Management B.V.
|
BUY
|
CALL |
18KNew |
$1.96M - $2.06M
|
18K
$1.75M
|
|
| Q2 2019 | |||||||
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
157KNew |
$16.4M - $17.2M
|
157K
$15.2M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
205KNew |
$20.4M - $21.4M
|
205K
$19.9M
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
535New |
$53.4K - $55.7K
|
535
$51.9K
|
|
|
Feb 13, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
98.1KNew |
$9.89M - $10.1M
|
98.1K
$9.52M
|
|
|
Nov 14, 2018
Q3 2018
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
24KNew |
$2.42M - $2.47M
|
24K
$2.33M
|
|
|
Nov 14, 2018
Q3 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.7KNew |
$1.38M - $1.41M
|
13.7K
$1.33M
|
|
| Q2 2018 | |||||||
|
Jul 12, 2018
Q2 2018
|
James Hambro & Partners
|
BUY
|
- |
650+ 53.94% |
$65.2K - $67K
|
1.86K
$180K
|
|
| Q1 2018 | |||||||
|
May 04, 2018
Q1 2018
|
Bray Capital Advisors
|
BUY
|
- |
225New |
$22.9K - $23.7K
|
225
$21.8K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
52.4KNew |
$5.58M - $5.61M
|
52.4K
$5.08M
|
|
|
Oct 12, 2017
Q3 2017
|
Trust CO
|
BUY
|
- |
180New |
$19.2K - $19.3K
|
180
$17.5K
|
|
| Q1 2017 | |||||||
|
Jan 29, 2020
Q1 2017
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
500New |
N/A
|
500
$48.5K
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.77KNew |
N/A
|
3.77K
$366K
|
|