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 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.4KNew |
$503K - $521K
|
5.4K
$524K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.39K+ 2.62% |
$502K - $520K
|
211K
$20.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.2KNew |
$484K - $502K
|
5.2K
$504K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.17KNew |
$482K - $499K
|
5.17K
$501K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.13K+ 8.98% |
$478K - $495K
|
62.2K
$6.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.02K+ 94.21% |
$468K - $485K
|
10.4K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Q Fund Management (Hong Kong) LTD
Hong Kong, |
BUY
|
- |
5K+ 25.0% |
$466K - $483K
|
25K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.92K+ 31.59% |
$459K - $475K
|
20.5K
$1.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.91KNew |
$458K - $474K
|
4.91K
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.9K+ 4.68% |
$457K - $473K
|
110K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.82KNew |
$449K - $466K
|
4.82K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.78K+ 9.0% |
$445K - $461K
|
57.9K
$5.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.62K+ 1.61% |
$430K - $446K
|
292K
$28.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.61K+ 4.09% |
$430K - $446K
|
117K
$11.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.47K+ 10.85% |
$416K - $432K
|
45.7K
$4.43M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.42KNew |
$411K - $427K
|
4.42K
$428K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.4K+ 6.84% |
$410K - $425K
|
68.7K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.4K+ 3.86% |
$409K - $424K
|
118K
$11.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.37K+ 3.96% |
$407K - $422K
|
115K
$11.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.35K+ 190.37% |
$405K - $420K
|
6.63K
$643K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.31KNew |
$402K - $416K
|
4.31K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.25KNew |
$396K - $411K
|
4.25K
$413K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
4.23K+ 7.01% |
$394K - $408K
|
64.6K
$6.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.23KNew |
$394K - $408K
|
4.23K
$410K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.2K+ 12.53% |
$392K - $406K
|
37.8K
$3.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.1K+ 2.91% |
$381K - $395K
|
145K
$14.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.03KNew |
$375K - $389K
|
4.03K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.02K+ 10.56% |
$375K - $388K
|
42.1K
$4.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.02K+ 5.93% |
$374K - $388K
|
71.8K
$6.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
3.96KNew |
$369K - $382K
|
3.96K
$384K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
3.95K+ 38.67% |
$368K - $382K
|
14.2K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.94KNew |
$367K - $380K
|
3.94K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.93K+ 5.05% |
$366K - $379K
|
81.7K
$7.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.83KNew |
$357K - $370K
|
3.83K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.82K+ 25.25% |
$356K - $369K
|
18.9K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.74KNew |
$348K - $361K
|
3.74K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
3.72K+ 37.48% |
$346K - $359K
|
13.6K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.66KNew |
$341K - $353K
|
3.66K
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.65K+ 10.67% |
$340K - $352K
|
37.8K
$3.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 18.35% |
$340K - $352K
|
23.5K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.63K+ 6.92% |
$338K - $350K
|
56.1K
$5.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.61K+ 18.72% |
$336K - $348K
|
22.9K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
3.58K+ 6.51% |
$333K - $345K
|
58.6K
$5.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.57KNew |
$332K - $344K
|
3.57K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.54K+ 2.81% |
$330K - $342K
|
130K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.51K+ 104.99% |
$327K - $339K
|
6.86K
$665K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.47KNew |
$324K - $335K
|
3.47K
$337K
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
3.47KNew |
$323K - $335K
|
3.47K
$336K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.47K+ 1.84% |
$323K - $335K
|
192K
$18.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.46K+ 15.14% |
$322K - $334K
|
26.3K
$2.55M
|