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
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
992+ 1.75% |
$92.4K - $95.8K
|
57.5K
$5.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
979+ 2.93% |
$91.2K - $94.5K
|
34.4K
$3.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
950+ 2209.3% |
$88.5K - $91.7K
|
993
$96.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
913+ 7.71% |
$85K - $88.2K
|
12.8K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
893+ 6.11% |
$83.2K - $86.2K
|
15.5K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
867+ 8.61% |
$80.8K - $83.7K
|
10.9K
$1.06M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
824+ 1.89% |
$76.8K - $79.6K
|
44.3K
$4.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
818+ 24.43% |
$76.2K - $79K
|
4.17K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
796+ 33.76% |
$74.1K - $76.9K
|
3.15K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
792+ 4.65% |
$73.8K - $76.5K
|
17.8K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
792+ 8.33% |
$73.8K - $76.5K
|
10.3K
$999K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
752+ 29.92% |
$70K - $72.6K
|
3.27K
$317K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
723+ 15.88% |
$67.3K - $69.8K
|
5.28K
$512K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
721+ 13.64% |
$67.2K - $69.6K
|
6.01K
$583K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
697+ 36.11% |
$64.9K - $67.3K
|
2.63K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
682+ 10.66% |
$63.5K - $65.9K
|
7.08K
$687K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
664+ 87.37% |
$61.9K - $64.1K
|
1.42K
$138K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
629New |
$58.6K - $60.7K
|
629
$61K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
614+ 1.95% |
$57.2K - $59.3K
|
32.1K
$3.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
604+ 5.87% |
$56.3K - $58.3K
|
10.9K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
592New |
$55.1K - $57.2K
|
592
$57.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
562+ 10.73% |
$52.4K - $54.3K
|
5.8K
$563K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
560New |
$52.2K - $54.1K
|
560
$54.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
543New |
$50.6K - $52.4K
|
543
$52.7K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
517+ 0.99% |
$48.2K - $49.9K
|
52.8K
$5.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
499New |
$46.5K - $48.2K
|
499
$48.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
470+ 3.05% |
$43.8K - $45.4K
|
15.9K
$1.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
469+ 4.53% |
$43.7K - $45.3K
|
10.8K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
461+ 5.68% |
$42.9K - $44.5K
|
8.58K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
435New |
$40.5K - $42K
|
435
$42.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
419+ 4.58% |
$39K - $40.5K
|
9.57K
$928K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
411+ 1.48% |
$38.3K - $39.7K
|
28.1K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
410+ 141.38% |
$38.2K - $39.6K
|
700
$67.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
409+ 10.24% |
$38.1K - $39.5K
|
4.4K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
383New |
$35.7K - $37K
|
383
$37.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
371New |
$34.6K - $35.8K
|
371
$36K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
370+ 5.99% |
$34.5K - $35.7K
|
6.54K
$634K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
363+ 15.69% |
$33.8K - $35.1K
|
2.68K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
362+ 4.12% |
$33.7K - $35K
|
9.16K
$888K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
350+ 1.95% |
$32.6K - $33.8K
|
18.3K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
344+ 4.76% |
$32K - $33.2K
|
7.58K
$735K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
344+ 1.56% |
$32K - $33.2K
|
22.5K
$2.18M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
342+ 10.8% |
$31.9K - $33K
|
3.51K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
339+ 2.05% |
$31.6K - $32.7K
|
16.8K
$1.63M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
337New |
$31.4K - $32.5K
|
337
$32.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
337+ 0.53% |
$31.4K - $32.5K
|
63.7K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
329+ 7.52% |
$30.6K - $31.8K
|
4.7K
$456K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
322+ 4.3% |
$30K - $31.1K
|
7.82K
$758K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
321+ 8.7% |
$29.9K - $31K
|
4.01K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
310+ 5.67% |
$28.9K - $29.9K
|
5.77K
$560K
|