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 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
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
169+ 0.47% |
$15.9K - $16.4K
|
36.5K
$3.52M
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
141+ 1.08% |
$13.2K - $13.7K
|
13.2K
$1.27M
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
125+ 2.07% |
$11.7K - $12.2K
|
6.16K
$594K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
114New |
$10.7K - $11.1K
|
114
$11K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
113New |
$10.6K - $11K
|
113
$10.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
105+ 1.7% |
$9.86K - $10.2K
|
6.28K
$606K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
104+ 1.11% |
$9.77K - $10.1K
|
9.45K
$911K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
104New |
$9.77K - $10.1K
|
104
$10K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
100+ 1.92% |
$9.39K - $9.73K
|
5.32K
$513K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
98+ 0.31% |
$9.2K - $9.53K
|
31.6K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
97+ 0.94% |
$9.11K - $9.43K
|
10.4K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
90+ 0.85% |
$8.45K - $8.75K
|
10.6K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
90+ 6.69% |
$8.45K - $8.75K
|
1.44K
$138K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
90+ 1.58% |
$8.45K - $8.75K
|
5.79K
$559K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
86New |
$8.08K - $8.36K
|
86
$8.29K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
82+ 0.44% |
$7.7K - $7.98K
|
18.9K
$1.82M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
79+ 0.35% |
$7.42K - $7.68K
|
22.4K
$2.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
71New |
$6.67K - $6.91K
|
71
$6.85K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
67+ 1.14% |
$6.29K - $6.52K
|
5.92K
$571K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
64New |
$6.01K - $6.22K
|
64
$6.17K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
61+ 0.37% |
$5.73K - $5.93K
|
16.4K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
56+ 0.95% |
$5.26K - $5.45K
|
5.94K
$572K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
50+ 2.28% |
$4.7K - $4.86K
|
2.25K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
46+ 0.75% |
$4.32K - $4.47K
|
6.15K
$593K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
46+ 0.98% |
$4.32K - $4.47K
|
4.73K
$456K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45+ 8.29% |
$4.23K - $4.38K
|
588
$56.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
44+ 27.67% |
$4.13K - $4.28K
|
203
$19.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
40+ 0.76% |
$3.76K - $3.89K
|
5.32K
$513K
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
39New |
$3.66K - $3.79K
|
39
$3.76K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
35New |
$3.29K - $3.4K
|
35
$3.38K
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
34+ 0.98% |
$3.19K - $3.31K
|
3.5K
$338K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
30+ 0.69% |
$2.82K - $2.92K
|
4.41K
$425K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
30+ 0.25% |
$2.82K - $2.92K
|
12.2K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29+ 6.56% |
$2.72K - $2.82K
|
471
$45.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
28+ 311.11% |
$2.63K - $2.72K
|
37
$3.57K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
26+ 0.34% |
$2.44K - $2.53K
|
7.72K
$744K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
25+ 0.37% |
$2.35K - $2.43K
|
6.73K
$649K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
25+ 0.98% |
$2.35K - $2.43K
|
2.59K
$250K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
23New |
$2.16K - $2.24K
|
23
$2.22K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
23+ 0.78% |
$2.16K - $2.24K
|
2.96K
$285K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.67% |
$2.07K - $2.14K
|
3.29K
$317K
|
|