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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.43K+ 3.22% |
$131K - $137K
|
46K
$4.38M
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.43K+ 7.23% |
$130K - $136K
|
21.2K
$2.02M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.42K+ 8.85% |
$129K - $135K
|
17.4K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.35K+ 50.22% |
$123K - $129K
|
4.05K
$386K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.35K+ 3.19% |
$123K - $128K
|
43.5K
$4.15M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.32K+ 21.06% |
$121K - $126K
|
7.61K
$725K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.3K+ 33.78% |
$119K - $124K
|
5.16K
$491K
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
1.3K+ 2.88% |
$118K - $124K
|
46.3K
$4.41M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.29K+ 14.67% |
$117K - $123K
|
10.1K
$959K
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
1.25K+ 1.28% |
$114K - $119K
|
98.9K
$9.43M
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.24K+ 15.66% |
$113K - $118K
|
9.15K
$872K
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.21K+ 3.4% |
$110K - $115K
|
36.7K
$3.5M
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.13K+ 3.59% |
$103K - $108K
|
32.6K
$3.11M
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.13K+ 26.92% |
$103K - $108K
|
5.33K
$508K
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.11K+ 5.22% |
$101K - $106K
|
22.4K
$2.13M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 2.52% |
$98.1K - $103K
|
43.9K
$4.18M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.07K+ 20.95% |
$97.5K - $102K
|
6.17K
$588K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.05KNew |
$96K - $100K
|
1.05K
$100K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.05K+ 39.7% |
$95.5K - $100K
|
3.69K
$351K
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 19.79% |
$95.4K - $99.8K
|
6.33K
$603K
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.04K+ 43.44% |
$95.1K - $99.5K
|
3.44K
$328K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 4.16% |
$95K - $99.4K
|
26.1K
$2.49M
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.02K+ 0.39% |
$92.8K - $97.1K
|
260K
$24.7M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.02K+ 0.95% |
$92.5K - $96.8K
|
108K
$10.3M
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$91.2K - $95.4K
|
1K
$95.3K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
978+ 0.89% |
$89.2K - $93.3K
|
110K
$10.5M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
978+ 0.67% |
$89.2K - $93.3K
|
146K
$13.9M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
967+ 0.74% |
$88.2K - $92.2K
|
132K
$12.6M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
932+ 1.81% |
$85K - $88.9K
|
52.4K
$5M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
887+ 424.4% |
$80.9K - $84.6K
|
1.1K
$104K
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
833+ 12.51% |
$75.9K - $79.5K
|
7.49K
$714K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
823+ 35.67% |
$75K - $78.5K
|
3.13K
$298K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
817+ 1945.24% |
$74.5K - $77.9K
|
859
$81.9K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
806+ 0.7% |
$73.5K - $76.9K
|
116K
$11.1M
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
800+ 34.04% |
$72.9K - $76.3K
|
3.15K
$300K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
786+ 10.72% |
$71.7K - $75K
|
8.12K
$773K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
772+ 897.67% |
$70.4K - $73.6K
|
858
$81.8K
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
763+ 4.13% |
$69.6K - $72.8K
|
19.2K
$1.83M
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
752+ 1.68% |
$68.6K - $71.7K
|
45.6K
$4.35M
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
748+ 5.2% |
$68.2K - $71.4K
|
15.1K
$1.44M
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
746+ 29.79% |
$68K - $71.2K
|
3.25K
$310K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
734New |
$66.9K - $70K
|
734
$69.9K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
672New |
$61.3K - $64.1K
|
672
$64K
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
670+ 0.83% |
$61.1K - $63.9K
|
81K
$7.72M
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
669+ 13.87% |
$61K - $63.8K
|
5.49K
$523K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
665+ 13.86% |
$60.6K - $63.4K
|
5.46K
$521K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
660New |
$60.2K - $63K
|
660
$62.9K
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
648+ 12.44% |
$59.1K - $61.8K
|
5.86K
$558K
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
631+ 5.21% |
$57.5K - $60.2K
|
12.7K
$1.21M
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
612+ 0.71% |
$55.8K - $58.4K
|
87.2K
$8.31M
|