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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.33KNew |
$296K - $323K
|
3.33K
$309K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 85.98% |
$289K - $315K
|
7.03K
$654K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.21K+ 119.37% |
$285K - $311K
|
5.89K
$548K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$263K - $287K
|
2.96K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.95KNew |
$263K - $286K
|
2.95K
$275K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.79KNew |
$248K - $271K
|
2.79K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.74KNew |
$243K - $265K
|
2.74K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.21KNew |
$196K - $214K
|
2.21K
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
2.2KNew |
$196K - $214K
|
2.2K
$205K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.2KNew |
$196K - $213K
|
2.2K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.17KNew |
$193K - $210K
|
2.17K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.77K+ 29.83% |
$158K - $172K
|
7.72K
$718K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.56KNew |
$138K - $151K
|
1.56K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
858+ 86.49% |
$76.3K - $83.2K
|
1.85K
$172K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
761New |
$67.7K - $73.8K
|
761
$70.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
691+ 5.62% |
$61.5K - $67K
|
13K
$1.21M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
332New |
$29.5K - $32.2K
|
332
$30.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
315New |
$28K - $30.6K
|
315
$29.3K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
299New |
$26.6K - $29K
|
299
$27.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
267New |
$23.7K - $25.9K
|
267
$24.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
250New |
$22.2K - $24.3K
|
250
$23.3K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
148+ 28.03% |
$13.2K - $14.4K
|
676
$62.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
123New |
$10.9K - $11.9K
|
123
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
115+ 0.23% |
$10.2K - $11.2K
|
51K
$4.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
114New |
$10.1K - $11.1K
|
114
$10.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
112New |
$9.96K - $10.9K
|
112
$10.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
108New |
$9.61K - $10.5K
|
108
$10K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
103New |
$9.16K - $9.99K
|
103
$9.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 2.98% |
$8.9K - $9.7K
|
3.45K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
92New |
$8.18K - $8.92K
|
92
$8.56K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
92New |
$8.18K - $8.92K
|
92
$8.56K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
77New |
$6.85K - $7.47K
|
77
$7.16K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
72New |
$6.4K - $6.98K
|
72
$6.7K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
45New |
$4K - $4.37K
|
45
$4.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
35New |
$3.11K - $3.4K
|
35
$3.26K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30New |
$2.67K - $2.91K
|
30
$2.79K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
20New |
$1.78K - $1.94K
|
20
$1.86K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15New |
$1.33K - $1.46K
|
15
$1.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13New |
$1.16K - $1.26K
|
13
$1.21K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$801 - $873
|
9
$837
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
9New |
$801 - $873
|
9
$837
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$712 - $776
|
8
$744
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
6+ 600.0% |
$534 - $582
|
7
$651
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$534 - $582
|
6
$558
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.37% |
$178 - $194
|
148
$13.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$89 - $97
|
1
$93
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.78% |
$89 - $97
|
129
$12K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Peavine Capital, LLC
|
BUY
|
- |
419K+ 35.11% |
$38.2M - $40.7M
|
1.61M
$150M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
308K+ 32.42% |
$28.1M - $29.9M
|
1.26M
$117M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
153K+ 6612.82% |
$13.9M - $14.8M
|
155K
$14.4M
|
|