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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.15KNew |
$196K - $205K
|
2.15K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.12KNew |
$193K - $202K
|
2.12K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.68K+ 48.34% |
$153K - $160K
|
5.14K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.49KNew |
$136K - $142K
|
1.49K
$144K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.43K+ 3.22% |
$131K - $137K
|
46K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.05KNew |
$96K - $100K
|
1.05K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$91.2K - $95.4K
|
1K
$96.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
817+ 1945.24% |
$74.5K - $77.9K
|
859
$82.8K
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
800+ 34.04% |
$72.9K - $76.3K
|
3.15K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
734New |
$66.9K - $70K
|
734
$70.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
660New |
$60.2K - $63K
|
660
$63.7K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
452+ 34.5% |
$41.2K - $43.1K
|
1.76K
$170K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
440New |
$40.1K - $42K
|
440
$42.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
410+ 136.67% |
$37.4K - $39.1K
|
710
$68.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
377New |
$34.4K - $36K
|
377
$36.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
250+ 2.64% |
$22.8K - $23.8K
|
9.71K
$936K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
135New |
$12.3K - $12.9K
|
135
$13K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 72.16% |
$11.6K - $12.1K
|
303
$29.2K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
120+ 4.89% |
$10.9K - $11.4K
|
2.57K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
112New |
$10.2K - $10.7K
|
112
$10.8K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
91New |
$8.3K - $8.68K
|
91
$8.78K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
80New |
$7.29K - $7.63K
|
80
$7.72K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
76New |
$6.93K - $7.25K
|
76
$7.33K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
75New |
$6.84K - $7.15K
|
75
$7.23K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
70New |
$6.38K - $6.68K
|
70
$6.75K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
59+ 2.52% |
$5.38K - $5.63K
|
2.4K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 6.18% |
$4.65K - $4.86K
|
876
$84.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
48+ 1.93% |
$4.38K - $4.58K
|
2.54K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45+ 21.03% |
$4.1K - $4.29K
|
259
$25K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
33New |
$3.01K - $3.15K
|
33
$3.18K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$2.46K - $2.58K
|
27
$2.6K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24+ 5.93% |
$2.19K - $2.29K
|
429
$41.4K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
18+ 0.61% |
$1.64K - $1.72K
|
2.99K
$288K
|
|
|
Jan 07, 2026
Q1 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
11+ 2.41% |
$1K - $1.05K
|
468
$45.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
PUT |
1MNew |
$92.1M - $98.2M
|
1M
$96.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
400KNew |
$36.8M - $39.3M
|
400K
$38.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
215KNew |
$19.8M - $21.1M
|
215K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
200KNew |
$18.4M - $19.6M
|
200K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
114K+ 115.55% |
$10.5M - $11.2M
|
212K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
75KNew |
$6.91M - $7.36M
|
75K
$7.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
43.3KNew |
$3.98M - $4.25M
|
43.3K
$4.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
37KNew |
$3.41M - $3.63M
|
37K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
30KNew |
$2.76M - $2.95M
|
30K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
24.1K+ 962.81% |
$2.22M - $2.36M
|
26.6K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.1K+ 41.75% |
$1.85M - $1.97M
|
68.3K
$6.58M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
17.4KNew |
$1.6M - $1.71M
|
17.4K
$1.68M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
16.8KNew |
$1.55M - $1.65M
|
16.8K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$1.22M - $1.3M
|
13.3K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.3KNew |
$944K - $1.01M
|
10.3K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
PUT |
10KNew |
$921K - $982K
|
10K
$964K
|
|