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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
527+ 11.97% |
$49.5K - $51.3K
|
4.93K
$475K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
525New |
$49.3K - $51.1K
|
525
$50.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
524+ 9.88% |
$49.2K - $51K
|
5.83K
$562K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
520+ 37.68% |
$48.8K - $50.6K
|
1.9K
$183K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
504+ 509.09% |
$47.3K - $49K
|
603
$58.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
499+ 4.0% |
$46.9K - $48.5K
|
13K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
481+ 12.0% |
$45.2K - $46.8K
|
4.49K
$433K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
479+ 9.04% |
$45K - $46.6K
|
5.78K
$557K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
461+ 1.35% |
$43.3K - $44.8K
|
34.6K
$3.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
431+ 0.05% |
$40.5K - $41.9K
|
815K
$78.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
403+ 18.33% |
$37.8K - $39.2K
|
2.6K
$251K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
395+ 3.1% |
$37.1K - $38.4K
|
13.1K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
388New |
$36.4K - $37.7K
|
388
$37.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
373+ 0.42% |
$35K - $36.3K
|
88.9K
$8.57M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
364+ 4044.44% |
$34.2K - $35.4K
|
373
$36K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
356+ 5.44% |
$33.4K - $34.6K
|
6.9K
$665K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
354+ 6.74% |
$33.2K - $34.4K
|
5.61K
$541K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
350+ 2.08% |
$32.9K - $34K
|
17.2K
$1.66M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
350+ 9.19% |
$32.9K - $34K
|
4.16K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
348+ 2.73% |
$32.7K - $33.8K
|
13.1K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
344+ 8.54% |
$32.3K - $33.5K
|
4.37K
$421K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
332+ 1.81% |
$31.2K - $32.3K
|
18.7K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
322+ 3.0% |
$30.2K - $31.3K
|
11.1K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
308+ 2.25% |
$28.9K - $30K
|
14K
$1.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
305New |
$28.6K - $29.7K
|
305
$29.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
299New |
$28.1K - $29.1K
|
299
$28.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
299+ 11.47% |
$28.1K - $29.1K
|
2.91K
$280K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
297New |
$27.9K - $28.9K
|
297
$28.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
277New |
$26K - $26.9K
|
277
$26.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
276+ 16.93% |
$25.9K - $26.8K
|
1.91K
$184K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
265+ 6.36% |
$24.9K - $25.8K
|
4.43K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
260+ 49.24% |
$24.4K - $25.3K
|
788
$76K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
243New |
$22.8K - $23.6K
|
243
$23.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
242+ 16.35% |
$22.7K - $23.5K
|
1.72K
$166K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
228+ 32.57% |
$21.4K - $22.2K
|
928
$89.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
222+ 249.44% |
$20.8K - $21.6K
|
311
$30K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219+ 7.02% |
$20.6K - $21.3K
|
3.34K
$322K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
218+ 0.13% |
$20.5K - $21.2K
|
170K
$16.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
208+ 0.8% |
$19.5K - $20.2K
|
26.2K
$2.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
202+ 1.87% |
$19K - $19.6K
|
11K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
184+ 5.93% |
$17.3K - $17.9K
|
3.29K
$317K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
183+ 4.6% |
$17.2K - $17.8K
|
4.16K
$402K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
182+ 2.69% |
$17.1K - $17.7K
|
6.94K
$669K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
178+ 556.25% |
$16.7K - $17.3K
|
210
$20.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
167+ 3.93% |
$15.7K - $16.2K
|
4.42K
$426K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
142+ 2.68% |
$13.3K - $13.8K
|
5.45K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
139New |
$13.1K - $13.5K
|
139
$13.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
136+ 2.99% |
$12.8K - $13.2K
|
4.69K
$452K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
128+ 23.36% |
$12K - $12.4K
|
676
$65.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
126New |
$11.8K - $12.3K
|
126
$12.2K
|
|