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 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.55KNew |
$235K - $250K
|
2.55K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.53KNew |
$233K - $248K
|
2.53K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.51K+ 26.12% |
$231K - $246K
|
12.1K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5KNew |
$230K - $245K
|
2.5K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$230K - $245K
|
2.5K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.49K+ 5.33% |
$230K - $245K
|
49.3K
$4.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.46K+ 8.65% |
$227K - $242K
|
30.9K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.46KNew |
$226K - $241K
|
2.46K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.44KNew |
$225K - $240K
|
2.44K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.42K+ 14.86% |
$223K - $238K
|
18.7K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.41KNew |
$222K - $237K
|
2.41K
$229K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.4KNew |
$221K - $236K
|
2.4K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.4KNew |
$221K - $236K
|
2.4K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.38K+ 26.35% |
$220K - $234K
|
11.4K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.36K+ 5.89% |
$217K - $232K
|
42.4K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.35K+ 66.24% |
$217K - $231K
|
5.91K
$561K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.33KNew |
$215K - $229K
|
2.33K
$222K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
2.32KNew |
$214K - $228K
|
2.32K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.3KNew |
$211K - $225K
|
2.3K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.28KNew |
$210K - $223K
|
2.28K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.25KNew |
$207K - $221K
|
2.25K
$214K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.25KNew |
$207K - $221K
|
2.25K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.22KNew |
$205K - $218K
|
2.22K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.21K+ 2.27% |
$204K - $217K
|
99.9K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 3.31% |
$203K - $216K
|
68.7K
$6.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.2K+ 42.82% |
$202K - $216K
|
7.33K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.19K+ 3.17% |
$202K - $215K
|
71.4K
$6.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.18KNew |
$201K - $214K
|
2.18K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.07K+ 4.02% |
$191K - $203K
|
53.6K
$5.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.02K+ 1.61% |
$186K - $199K
|
127K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.02K+ 36.29% |
$186K - $198K
|
7.58K
$720K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 3.17% |
$185K - $197K
|
65.2K
$6.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.98K+ 50.47% |
$183K - $195K
|
5.91K
$561K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.98K+ 3.37% |
$182K - $194K
|
60.8K
$5.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.96KNew |
$181K - $193K
|
1.96K
$186K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.9K+ 86.36% |
$175K - $187K
|
4.1K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.81K+ 3.17% |
$167K - $178K
|
58.9K
$5.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.74K+ 1.32% |
$160K - $171K
|
134K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.74KNew |
$160K - $171K
|
1.74K
$165K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.69K+ 0.94% |
$156K - $166K
|
182K
$17.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.67K+ 11.34% |
$154K - $164K
|
16.4K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.66K+ 101.59% |
$153K - $163K
|
3.3K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.62KNew |
$149K - $159K
|
1.62K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.6K+ 16.39% |
$147K - $157K
|
11.4K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.58KNew |
$145K - $155K
|
1.58K
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.54K+ 48.45% |
$142K - $152K
|
4.73K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.52K+ 11.43% |
$140K - $150K
|
14.9K
$1.41M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.51K+ 15.78% |
$139K - $149K
|
11.1K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.49K+ 35.31% |
$137K - $146K
|
5.7K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.48K+ 1.8% |
$136K - $145K
|
83.5K
$7.93M
|