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 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
301+ 13.21% |
$27.7K - $29.6K
|
2.58K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
283+ 8.58% |
$26.1K - $27.8K
|
3.58K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
280+ 4.97% |
$25.8K - $27.5K
|
5.92K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
241+ 1.06% |
$22.2K - $23.7K
|
23K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
231+ 0.98% |
$21.3K - $22.7K
|
23.9K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
230+ 7.75% |
$21.2K - $22.6K
|
3.2K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
223+ 1.76% |
$20.5K - $21.9K
|
12.9K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
195+ 3.65% |
$18K - $19.1K
|
5.54K
$516K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
164+ 5.18% |
$15.1K - $16.1K
|
3.33K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
160+ 113.48% |
$14.7K - $15.7K
|
301
$28K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
147+ 0.27% |
$13.5K - $14.4K
|
55.1K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
146+ 6.19% |
$13.4K - $14.3K
|
2.5K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
139+ 3.22% |
$12.8K - $13.6K
|
4.46K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
139New |
$12.8K - $13.6K
|
139
$12.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
125New |
$11.5K - $12.3K
|
125
$11.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
120+ 0.15% |
$11K - $11.8K
|
77.6K
$7.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 333.33% |
$9.21K - $9.82K
|
130
$12.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
84+ 1.07% |
$7.73K - $8.25K
|
7.91K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
82+ 12.56% |
$7.55K - $8.05K
|
735
$68.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
81+ 2.17% |
$7.46K - $7.95K
|
3.82K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
73New |
$6.72K - $7.17K
|
73
$6.79K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
63+ 1.11% |
$5.8K - $6.19K
|
5.74K
$534K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
62+ 1.15% |
$5.71K - $6.09K
|
5.44K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
56+ 0.52% |
$5.16K - $5.5K
|
10.8K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
53New |
$4.88K - $5.2K
|
53
$4.93K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 555.56% |
$4.6K - $4.91K
|
59
$5.49K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
42New |
$3.87K - $4.12K
|
42
$3.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32New |
$2.95K - $3.14K
|
32
$2.98K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
32+ 1.25% |
$2.95K - $3.14K
|
2.58K
$240K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
29+ 1.01% |
$2.67K - $2.85K
|
2.9K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$2.21K - $2.36K
|
24
$2.23K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.12K - $2.26K
|
23
$2.14K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
23+ 0.34% |
$2.12K - $2.26K
|
6.82K
$635K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.78% |
$1.75K - $1.87K
|
2.45K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$1.1K - $1.18K
|
12
$1.12K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
11+ 6.67% |
$1.01K - $1.08K
|
176
$16.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.1% |
$921 - $982
|
10.2K
$951K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9+ 0.13% |
$829 - $884
|
7.08K
$659K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.19% |
$829 - $884
|
767
$71.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 1.23% |
$645 - $687
|
576
$53.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6+ 0.14% |
$552 - $589
|
4.43K
$412K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6+ 1.56% |
$552 - $589
|
390
$36.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.08% |
$92.1 - $98.2
|
94
$8.74K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$92.1 - $98.2
|
269
$25K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.16% |
$92.1 - $98.2
|
87
$8.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.3M+ 104.48% |
$1.97B - $2.11B
|
41.7M
$3.87B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.58M+ 37.55% |
$702M - $751M
|
27.8M
$2.58B
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.39M+ 233.73% |
$500M - $535M
|
7.7M
$716M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.57MNew |
$238M - $255M
|
2.57M
$239M
|
|