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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
508K+ 79.91% |
$46.8M - $49.8M
|
1.14M
$106M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
269KNew |
$24.7M - $26.4M
|
269K
$24.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
249K+ 4.98% |
$22.9M - $24.4M
|
5.25M
$486M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 9.47% |
$12.8M - $13.6M
|
1.6M
$148M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
102KNew |
$9.36M - $9.98M
|
102K
$9.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
97.7K+ 5.31% |
$9M - $9.6M
|
1.94M
$179M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
80.5K+ 428.88% |
$7.42M - $7.91M
|
99.3K
$9.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
77.8KNew |
$7.17M - $7.64M
|
77.8K
$7.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
BUY
|
- |
66K+ 272.62% |
$6.08M - $6.48M
|
90.2K
$8.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
55.4K+ 111.3% |
$5.1M - $5.44M
|
105K
$9.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.3K+ 9.09% |
$4.36M - $4.64M
|
568K
$52.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
36KNew |
$3.32M - $3.54M
|
36K
$3.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32.8K+ 1162.62% |
$3.02M - $3.22M
|
35.7K
$3.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26.2K+ 388.34% |
$2.41M - $2.57M
|
33K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
26.2K+ 3.4% |
$2.41M - $2.57M
|
796K
$73.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
25.8KNew |
$2.38M - $2.54M
|
25.8K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
25.8KNew |
$2.37M - $2.53M
|
25.8K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
23.6K+ 5.73% |
$2.17M - $2.32M
|
436K
$40.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 127.91% |
$1.94M - $2.07M
|
37.6K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 6.08% |
$1.89M - $2.01M
|
358K
$33.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
18.5KNew |
$1.7M - $1.81M
|
18.5K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
18.4KNew |
$1.69M - $1.8M
|
18.4K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
17.3K+ 30.11% |
$1.59M - $1.7M
|
74.8K
$6.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16.6KNew |
$1.53M - $1.63M
|
16.6K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
16.5KNew |
$1.52M - $1.62M
|
16.5K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
14.8KNew |
$1.36M - $1.45M
|
14.8K
$1.37M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.6KNew |
$1.34M - $1.43M
|
14.6K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$1.32M - $1.41M
|
14.4K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$1.21M - $1.29M
|
13.2K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
12.1K+ 3.9% |
$1.11M - $1.19M
|
322K
$29.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
10.4K+ 38.04% |
$959K - $1.02M
|
37.8K
$3.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.39KNew |
$865K - $922K
|
9.39K
$869K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.06K+ 4.81% |
$834K - $890K
|
197K
$18.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
8.75K+ 46.22% |
$806K - $859K
|
27.7K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.72K+ 54.41% |
$803K - $856K
|
24.8K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
8.48K+ 1.66% |
$781K - $832K
|
519K
$48M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.76K+ 15.46% |
$714K - $762K
|
58K
$5.36M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.25K+ 2.53% |
$667K - $712K
|
293K
$27.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.13KNew |
$656K - $700K
|
7.13K
$659K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.82K+ 1.74% |
$628K - $669K
|
398K
$36.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.46K+ 2.57% |
$595K - $634K
|
258K
$23.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.1K+ 32.1% |
$561K - $598K
|
25.1K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
6.08K+ 13.4% |
$559K - $596K
|
51.4K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.44KNew |
$501K - $534K
|
5.44K
$504K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.29KNew |
$487K - $519K
|
5.29K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.23K+ 16.04% |
$481K - $513K
|
37.8K
$3.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.55K+ 10.7% |
$419K - $446K
|
47K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
4.5K+ 2.82% |
$415K - $442K
|
164K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.44K+ 17.06% |
$409K - $436K
|
30.5K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.8K+ 11.71% |
$350K - $373K
|
36.2K
$3.35M
|