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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.76K+ 5.0% |
$256K - $274K
|
58K
$5.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.59KNew |
$240K - $257K
|
2.59K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.49K+ 50.82% |
$230K - $246K
|
7.38K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.43KNew |
$225K - $241K
|
2.43K
$230K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.31K+ 2.41% |
$214K - $229K
|
97.9K
$9.26M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.25KNew |
$209K - $223K
|
2.25K
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.13KNew |
$197K - $211K
|
2.13K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.12KNew |
$197K - $210K
|
2.12K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.12KNew |
$196K - $210K
|
2.12K
$200K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.08KNew |
$193K - $206K
|
2.08K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.07KNew |
$192K - $206K
|
2.07K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.06KNew |
$191K - $204K
|
2.06K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.97K+ 81.64% |
$183K - $196K
|
4.39K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.96K+ 70.52% |
$182K - $195K
|
4.75K
$449K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.56K+ 1.89% |
$145K - $155K
|
84.1K
$7.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.26K+ 18.48% |
$116K - $125K
|
8.06K
$762K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.11K+ 10.1% |
$103K - $110K
|
12.1K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.03K+ 41.71% |
$95.6K - $102K
|
3.51K
$331K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
1KNew |
$92.7K - $99.1K
|
1K
$94.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 16.86% |
$92.7K - $99.1K
|
6.93K
$655K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
861New |
$79.8K - $85.4K
|
861
$81.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
713New |
$66.1K - $70.7K
|
713
$67.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
600New |
$55.6K - $59.5K
|
600
$56.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
571New |
$52.9K - $56.6K
|
571
$54K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
564New |
$52.3K - $55.9K
|
564
$53.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
501New |
$46.4K - $49.7K
|
501
$47.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
431+ 9.58% |
$39.9K - $42.7K
|
4.93K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
400New |
$37.1K - $39.7K
|
400
$37.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
353New |
$32.7K - $35K
|
353
$33.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
351+ 4.4% |
$32.5K - $34.8K
|
8.33K
$787K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
275+ 10.59% |
$25.5K - $27.3K
|
2.87K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
247New |
$22.9K - $24.5K
|
247
$23.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
229New |
$21.2K - $22.7K
|
229
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
219New |
$20.3K - $21.7K
|
219
$20.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
204New |
$18.9K - $20.2K
|
204
$19.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
200New |
$18.5K - $19.8K
|
200
$18.9K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
186New |
$17.2K - $18.4K
|
186
$17.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
177+ 7.14% |
$16.4K - $17.5K
|
2.66K
$251K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
170New |
$15.8K - $16.9K
|
170
$16.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
144+ 3.01% |
$13.3K - $14.3K
|
4.92K
$466K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
118New |
$10.9K - $11.7K
|
118
$11.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
102+ 0.76% |
$9.45K - $10.1K
|
13.5K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
100+ 0.76% |
$9.27K - $9.91K
|
13.3K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
85New |
$7.88K - $8.43K
|
85
$8.04K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
75New |
$6.95K - $7.44K
|
75
$7.09K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
58New |
$5.37K - $5.75K
|
58
$5.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
52+ 1.38% |
$4.82K - $5.16K
|
3.83K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
51New |
$4.73K - $5.06K
|
51
$4.82K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
44New |
$4.08K - $4.36K
|
44
$4.16K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
32New |
$2.97K - $3.17K
|
32
$3.03K
|