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 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
295+ 0.82% |
$27.5K - $28.5K
|
36.2K
$3.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
290+ 2.19% |
$27K - $28K
|
13.5K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
281+ 11.73% |
$26.2K - $27.1K
|
2.68K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
265+ 0.22% |
$24.7K - $25.6K
|
118K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
234+ 1.76% |
$21.8K - $22.6K
|
13.5K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
233+ 1.24% |
$21.7K - $22.5K
|
19.1K
$1.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
232+ 8.03% |
$21.6K - $22.4K
|
3.12K
$303K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
230+ 5.67% |
$21.4K - $22.2K
|
4.29K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
226+ 4.53% |
$21.1K - $21.8K
|
5.22K
$506K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
224+ 1.63% |
$20.9K - $21.6K
|
13.9K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
200+ 3.28% |
$18.6K - $19.3K
|
6.3K
$611K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
181+ 14.0% |
$16.9K - $17.5K
|
1.47K
$143K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
170+ 0.25% |
$15.8K - $16.4K
|
68.1K
$6.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
169+ 113.42% |
$15.7K - $16.3K
|
318
$30.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
167+ 4.09% |
$15.6K - $16.1K
|
4.25K
$412K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
163+ 8.01% |
$15.2K - $15.7K
|
2.2K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
158New |
$14.7K - $15.3K
|
158
$15.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
158+ 6.57% |
$14.7K - $15.3K
|
2.56K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
156+ 1.56% |
$14.5K - $15.1K
|
10.2K
$987K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
155New |
$14.4K - $15K
|
155
$15K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
150New |
$14K - $14.5K
|
150
$14.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
142New |
$13.2K - $13.7K
|
142
$13.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
137+ 1.8% |
$12.8K - $13.2K
|
7.77K
$753K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
127+ 115.45% |
$11.8K - $12.3K
|
237
$23K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
125+ 10.67% |
$11.6K - $12.1K
|
1.3K
$126K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
123New |
$11.5K - $11.9K
|
123
$11.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
123+ 3.08% |
$11.5K - $11.9K
|
4.12K
$399K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
120+ 3.97% |
$11.2K - $11.6K
|
3.15K
$305K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
117New |
$10.9K - $11.3K
|
117
$11.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
111+ 75.0% |
$10.3K - $10.7K
|
259
$25.1K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
107+ 4.77% |
$9.97K - $10.3K
|
2.35K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
104+ 1.35% |
$9.69K - $10K
|
7.82K
$758K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$9.32K - $9.66K
|
100
$9.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
98+ 816.67% |
$9.13K - $9.46K
|
110
$10.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
97+ 3.05% |
$9.04K - $9.37K
|
3.28K
$318K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
93+ 3.99% |
$8.66K - $8.98K
|
2.42K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
90+ 0.48% |
$8.38K - $8.69K
|
18.8K
$1.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
87New |
$8.1K - $8.4K
|
87
$8.44K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
79New |
$7.36K - $7.63K
|
79
$7.66K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
79+ 1.28% |
$7.36K - $7.63K
|
6.24K
$605K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
77+ 0.55% |
$7.17K - $7.44K
|
14.1K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$6.61K - $6.86K
|
71
$6.89K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
64+ 2.39% |
$5.96K - $6.18K
|
2.74K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61New |
$5.68K - $5.89K
|
61
$5.92K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
50+ 25.0% |
$4.66K - $4.83K
|
250
$24.2K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
50+ 0.87% |
$4.66K - $4.83K
|
5.82K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
47+ 1.5% |
$4.38K - $4.54K
|
3.18K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
44+ 28.57% |
$4.1K - $4.25K
|
198
$19.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
44+ 0.95% |
$4.1K - $4.25K
|
4.68K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
42+ 5.93% |
$3.91K - $4.06K
|
750
$72.7K
|