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 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
113New |
$10.6K - $11K
|
113
$10.9K
|
|
|
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
|
|
|
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 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
|
|
|
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 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.67% |
$2.07K - $2.14K
|
3.29K
$317K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
20+ 0.76% |
$1.88K - $1.95K
|
2.65K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
20+ 0.92% |
$1.88K - $1.95K
|
2.2K
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 3.33% |
$1.69K - $1.75K
|
558
$53.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16+ 4.0% |
$1.5K - $1.56K
|
416
$40.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
16New |
$1.5K - $1.56K
|
16
$1.54K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
15+ 107.14% |
$1.41K - $1.46K
|
29
$2.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$1.41K - $1.46K
|
13.9K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
14+ 2.95% |
$1.31K - $1.36K
|
488
$47.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13+ 0.96% |
$1.22K - $1.26K
|
1.37K
$132K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10+ 0.26% |
$939 - $973
|
3.83K
$369K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8+ 800.0% |
$751 - $778
|
9
$868
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 6.5% |
$751 - $778
|
131
$12.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
7+ 0.88% |
$657 - $681
|
799
$77.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7New |
$657 - $681
|
7
$675
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7+ 4.93% |
$657 - $681
|
149
$14.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4+ 0.13% |
$376 - $389
|
2.98K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4+ 0.05% |
$376 - $389
|
7.29K
$703K
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3+ 0.51% |
$282 - $292
|
595
$57.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 1.63% |
$188 - $195
|
125
$12.1K
|
|