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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.79KNew |
$260K - $269K
|
2.79K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.78KNew |
$259K - $269K
|
2.78K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.62KNew |
$244K - $253K
|
2.62K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
2.56KNew |
$239K - $247K
|
2.56K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.31KNew |
$215K - $223K
|
2.31K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.26KNew |
$210K - $218K
|
2.26K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.16KNew |
$201K - $208K
|
2.16K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
2.13KNew |
$199K - $206K
|
2.13K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.1KNew |
$195K - $202K
|
2.1K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.99KNew |
$185K - $192K
|
1.99K
$192K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.84K+ 486.74% |
$171K - $177K
|
2.21K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.62K+ 3.56% |
$151K - $156K
|
47.1K
$4.55M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.48K+ 28.66% |
$138K - $143K
|
6.66K
$642K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.43K+ 16.13% |
$133K - $138K
|
10.3K
$989K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.09K+ 20.69% |
$102K - $105K
|
6.36K
$613K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.01K+ 21.8% |
$94K - $97.4K
|
5.64K
$544K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$93.2K - $96.6K
|
1K
$96.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
950+ 2209.3% |
$88.5K - $91.7K
|
993
$95.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
824+ 1.89% |
$76.8K - $79.6K
|
44.3K
$4.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
697+ 36.11% |
$64.9K - $67.3K
|
2.63K
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
664+ 87.37% |
$61.9K - $64.1K
|
1.42K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
629New |
$58.6K - $60.7K
|
629
$60.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
560New |
$52.2K - $54.1K
|
560
$54K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
499New |
$46.5K - $48.2K
|
499
$48.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
435New |
$40.5K - $42K
|
435
$42K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
383New |
$35.7K - $37K
|
383
$36.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
371New |
$34.6K - $35.8K
|
371
$35.8K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
337New |
$31.4K - $32.5K
|
337
$32.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
290+ 2.19% |
$27K - $28K
|
13.5K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
281+ 11.73% |
$26.2K - $27.1K
|
2.68K
$258K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
224+ 1.63% |
$20.9K - $21.6K
|
13.9K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
169+ 113.42% |
$15.7K - $16.3K
|
318
$30.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
158New |
$14.7K - $15.3K
|
158
$15.2K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
155New |
$14.4K - $15K
|
155
$14.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
150New |
$14K - $14.5K
|
150
$14.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
127+ 115.45% |
$11.8K - $12.3K
|
237
$22.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
117New |
$10.9K - $11.3K
|
117
$11.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$9.32K - $9.66K
|
100
$9.64K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
93+ 3.99% |
$8.66K - $8.98K
|
2.42K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
87New |
$8.1K - $8.4K
|
87
$8.39K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
79New |
$7.36K - $7.63K
|
79
$7.62K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
79+ 1.28% |
$7.36K - $7.63K
|
6.24K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
77+ 0.55% |
$7.17K - $7.44K
|
14.1K
$1.36M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
75New |
$6.99K - $7.24K
|
75
$7.23K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
71+ 1.58% |
$6.61K - $6.86K
|
4.57K
$441K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$6.61K - $6.86K
|
71
$6.85K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61New |
$5.68K - $5.89K
|
61
$5.88K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
50+ 25.0% |
$4.66K - $4.83K
|
250
$24.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$3.82K - $3.96K
|
41
$3.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
39New |
$3.63K - $3.77K
|
39
$3.76K
|
|