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 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
31.6K+ 18.03% |
$2.91M - $3.11M
|
207K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
31.4KNew |
$2.89M - $3.08M
|
31.4K
$2.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
31.1K+ 3.39% |
$2.86M - $3.05M
|
948K
$90.4M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30.7K+ 981.54% |
$2.83M - $3.01M
|
33.8K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
30KNew |
$2.77M - $2.95M
|
30K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
30KNew |
$2.76M - $2.95M
|
30K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
30K+ 10.11% |
$2.76M - $2.94M
|
326K
$31.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
29.1K+ 50.65% |
$2.68M - $2.86M
|
86.6K
$8.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
28.1K+ 532.08% |
$2.59M - $2.76M
|
33.4K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26.2K+ 388.34% |
$2.41M - $2.57M
|
33K
$3.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.2K+ 34.96% |
$2.41M - $2.57M
|
101K
$9.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
26.2K+ 3.4% |
$2.41M - $2.57M
|
796K
$75.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
25.8KNew |
$2.38M - $2.54M
|
25.8K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
25.8K+ 18.17% |
$2.38M - $2.53M
|
168K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
25.8KNew |
$2.37M - $2.53M
|
25.8K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
25.1KNew |
$2.31M - $2.46M
|
25.1K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
24.4K+ 0.76% |
$2.24M - $2.39M
|
3.21M
$306M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.2K+ 9.09% |
$2.23M - $2.38M
|
291K
$27.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.1KNew |
$2.22M - $2.37M
|
24.1K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
24.1K+ 962.81% |
$2.22M - $2.36M
|
26.6K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24KNew |
$2.21M - $2.35M
|
24K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
23.7K+ 22.68% |
$2.19M - $2.33M
|
128K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
23.6K+ 5.73% |
$2.17M - $2.32M
|
436K
$41.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23K+ 20.3% |
$2.12M - $2.26M
|
136K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
23K+ 0.94% |
$2.11M - $2.25M
|
2.47M
$236M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
22.9KNew |
$2.11M - $2.25M
|
22.9K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
22.8K+ 32.37% |
$2.1M - $2.24M
|
93.2K
$8.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
22.7KNew |
$2.09M - $2.23M
|
22.7K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
22.6K+ 26.76% |
$2.08M - $2.22M
|
107K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
22.5KNew |
$2.07M - $2.21M
|
22.5K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.3K+ 6.14% |
$2.05M - $2.19M
|
385K
$36.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22.3K+ 66.61% |
$2.05M - $2.18M
|
55.7K
$5.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22.2KNew |
$2.04M - $2.18M
|
22.2K
$2.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 127.91% |
$1.94M - $2.07M
|
37.6K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.1K+ 902.66% |
$1.94M - $2.07M
|
23.4K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
20.7K+ 8.02% |
$1.91M - $2.04M
|
280K
$26.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 6.08% |
$1.89M - $2.01M
|
358K
$34.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
20.3K+ 22.79% |
$1.87M - $1.99M
|
109K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.1K+ 41.75% |
$1.85M - $1.97M
|
68.3K
$6.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
19.9K+ 127.02% |
$1.83M - $1.95M
|
35.5K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19.8K+ 5.74% |
$1.82M - $1.95M
|
365K
$34.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
19.7KNew |
$1.82M - $1.94M
|
19.7K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.7K+ 39.5% |
$1.82M - $1.94M
|
69.7K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.6K+ 312.35% |
$1.8M - $1.92M
|
25.8K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
19.5K+ 46.99% |
$1.8M - $1.92M
|
61K
$5.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
19.5KNew |
$1.79M - $1.91M
|
19.5K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.6K+ 68.51% |
$1.71M - $1.82M
|
45.7K
$4.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
18.5KNew |
$1.7M - $1.81M
|
18.5K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
18.4KNew |
$1.69M - $1.8M
|
18.4K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
18.3K+ 8.79% |
$1.68M - $1.79M
|
226K
$21.5M
|