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 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.45K+ 34.44% |
$322K - $333K
|
13.5K
$1.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.44K+ 2.38% |
$320K - $332K
|
148K
$14.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.4K+ 9.53% |
$317K - $328K
|
39.1K
$3.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.28K+ 31.62% |
$305K - $316K
|
13.6K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.17K+ 5.91% |
$295K - $306K
|
56.7K
$5.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.16K+ 73.23% |
$294K - $305K
|
7.48K
$725K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.12KNew |
$290K - $301K
|
3.12K
$302K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.11KNew |
$290K - $300K
|
3.11K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.09KNew |
$287K - $298K
|
3.09K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.04K+ 48.29% |
$283K - $293K
|
9.33K
$905K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
3.04K+ 2.69% |
$283K - $293K
|
116K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.04K+ 1.98% |
$283K - $293K
|
157K
$15.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.02KNew |
$281K - $291K
|
3.02K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.02KNew |
$281K - $291K
|
3.02K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$279K - $290K
|
3K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.99KNew |
$278K - $288K
|
2.99K
$290K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.99K+ 53.66% |
$278K - $288K
|
8.55K
$829K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
2.98K+ 7.67% |
$278K - $288K
|
41.8K
$4.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.98K+ 0.93% |
$277K - $288K
|
324K
$31.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.96K+ 25.4% |
$276K - $286K
|
14.6K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.96K+ 7.51% |
$275K - $285K
|
42.3K
$4.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.95K+ 3.95% |
$274K - $284K
|
77.5K
$7.51M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.93K+ 31.03% |
$273K - $283K
|
12.4K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.84K+ 5.55% |
$264K - $274K
|
54K
$5.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.79KNew |
$260K - $269K
|
2.79K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.78KNew |
$259K - $269K
|
2.78K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.77K+ 12.75% |
$258K - $268K
|
24.5K
$2.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.77K+ 92.44% |
$258K - $267K
|
5.76K
$558K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.75K+ 9.24% |
$256K - $266K
|
32.6K
$3.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 1.55% |
$250K - $259K
|
176K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.65K+ 7.51% |
$247K - $256K
|
38K
$3.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.63KNew |
$245K - $254K
|
2.63K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.63K+ 7.15% |
$245K - $254K
|
39.3K
$3.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.62KNew |
$244K - $253K
|
2.62K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.61KNew |
$243K - $252K
|
2.61K
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.6K+ 0.36% |
$242K - $251K
|
728K
$70.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
2.56KNew |
$239K - $247K
|
2.56K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.51K+ 48.66% |
$234K - $242K
|
7.67K
$743K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.48KNew |
$231K - $239K
|
2.48K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.42K+ 2.24% |
$225K - $233K
|
110K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.41K+ 38.82% |
$224K - $233K
|
8.61K
$835K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.35K+ 0.91% |
$219K - $227K
|
260K
$25.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.31KNew |
$215K - $223K
|
2.31K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.28K+ 1755.38% |
$213K - $220K
|
2.41K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.27K+ 49.21% |
$211K - $219K
|
6.87K
$666K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.26K+ 3.98% |
$211K - $219K
|
59.1K
$5.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.26KNew |
$210K - $218K
|
2.26K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.25K+ 4.04% |
$210K - $217K
|
57.9K
$5.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.23KNew |
$207K - $215K
|
2.23K
$216K
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
2.2K+ 33.2% |
$205K - $212K
|
8.81K
$854K
|