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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.03K+ 41.71% |
$95.6K - $102K
|
3.51K
$338K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
1KNew |
$92.7K - $99.1K
|
1K
$96.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
713New |
$66.1K - $70.7K
|
713
$68.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
600New |
$55.6K - $59.5K
|
600
$57.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
571New |
$52.9K - $56.6K
|
571
$55.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
564New |
$52.3K - $55.9K
|
564
$54.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
501New |
$46.4K - $49.7K
|
501
$48.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
431+ 9.58% |
$39.9K - $42.7K
|
4.93K
$476K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
400New |
$37.1K - $39.7K
|
400
$38.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
353New |
$32.7K - $35K
|
353
$34K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
275+ 10.59% |
$25.5K - $27.3K
|
2.87K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
229New |
$21.2K - $22.7K
|
229
$22.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
219New |
$20.3K - $21.7K
|
219
$21.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
204New |
$18.9K - $20.2K
|
204
$19.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
200New |
$18.5K - $19.8K
|
200
$19.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
177+ 7.14% |
$16.4K - $17.5K
|
2.66K
$256K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
144+ 3.01% |
$13.3K - $14.3K
|
4.92K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
85New |
$7.88K - $8.43K
|
85
$8.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
75New |
$6.95K - $7.44K
|
75
$7.23K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
58New |
$5.37K - $5.75K
|
58
$5.59K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
52+ 1.38% |
$4.82K - $5.16K
|
3.83K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
51New |
$4.73K - $5.06K
|
51
$4.92K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
44New |
$4.08K - $4.36K
|
44
$4.24K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
32New |
$2.97K - $3.17K
|
32
$3.09K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
24New |
$2.22K - $2.38K
|
24
$2.31K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$2.22K - $2.38K
|
24
$2.31K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
17+ 25.76% |
$1.58K - $1.69K
|
83
$8K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
12New |
$1.11K - $1.19K
|
12
$1.16K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 71.43% |
$927 - $991
|
24
$2.31K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3New |
$278 - $297
|
3
$289
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1New |
$92.7 - $99.1
|
1
$96.4
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.18M+ 46.82% |
$108M - $112M
|
3.71M
$358M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
352KNew |
$32.1M - $33.3M
|
352K
$34M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
53.6KNew |
$4.89M - $5.07M
|
53.6K
$5.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
26.2KNew |
$2.39M - $2.48M
|
26.2K
$2.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
PUT |
14KNew |
$1.28M - $1.32M
|
14K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.7KNew |
$1.25M - $1.29M
|
13.7K
$1.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.6KNew |
$971K - $1.01M
|
10.6K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
10.1KNew |
$921K - $955K
|
10.1K
$974K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$490K - $508K
|
5.37K
$518K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.39KNew |
$400K - $415K
|
4.39K
$423K
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
3.45KNew |
$315K - $326K
|
3.45K
$333K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.32KNew |
$303K - $314K
|
3.32K
$320K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3K+ 58.27% |
$273K - $283K
|
8.14K
$785K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.73K+ 2.29% |
$249K - $258K
|
122K
$11.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.64K+ 165.13% |
$241K - $250K
|
4.24K
$409K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.2KNew |
$201K - $208K
|
2.2K
$212K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.53K+ 0.82% |
$139K - $144K
|
188K
$18.1M
|
|