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 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
24.5K+ 95.93% |
$2.3M - $2.38M
|
50.1K
$4.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
23.8K+ 429.56% |
$2.24M - $2.32M
|
29.4K
$2.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.8K+ 27.04% |
$2.24M - $2.32M
|
112K
$10.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
22KNew |
$2.07M - $2.14M
|
22K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
21.9K+ 112.22% |
$2.06M - $2.13M
|
41.4K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
21.9K+ 4.0% |
$2.06M - $2.13M
|
569K
$54.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
BUY
|
- |
21.7K+ 26.42% |
$2.04M - $2.11M
|
104K
$10M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
21.5K+ 50.89% |
$2.02M - $2.1M
|
63.9K
$6.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.1K+ 62.72% |
$1.98M - $2.05M
|
54.7K
$5.27M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
21.1K+ 7.92% |
$1.98M - $2.05M
|
287K
$27.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
20.4K+ 1.23% |
$1.92M - $1.99M
|
1.68M
$162M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
20.4K+ 6.1% |
$1.91M - $1.98M
|
355K
$34.2M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
20.3K+ 5.07% |
$1.9M - $1.97M
|
420K
$40.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
20K+ 182.29% |
$1.88M - $1.94M
|
30.9K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
19.7K+ 99.13% |
$1.85M - $1.92M
|
39.6K
$3.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
18.2K+ 4.63% |
$1.71M - $1.77M
|
411K
$39.7M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.1K+ 29.52% |
$1.7M - $1.76M
|
79.5K
$7.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
17.9K+ 17.86% |
$1.68M - $1.74M
|
118K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
17.5K+ 2.94% |
$1.64M - $1.7M
|
612K
$59.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.3K+ 9.37% |
$1.63M - $1.69M
|
202K
$19.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.3K+ 556.84% |
$1.63M - $1.69M
|
20.4K
$1.97M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
17.2K+ 2.37% |
$1.61M - $1.67M
|
742K
$71.5M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
16.4KNew |
$1.54M - $1.59M
|
16.4K
$1.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
16.1K+ 3.4% |
$1.51M - $1.56M
|
490K
$47.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.1K+ 3650.91% |
$1.51M - $1.56M
|
16.5K
$1.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16KNew |
$1.51M - $1.56M
|
16K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
16K+ 14.55% |
$1.5M - $1.55M
|
126K
$12.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
15.8K+ 13.63% |
$1.48M - $1.54M
|
132K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.6KNew |
$1.47M - $1.52M
|
15.6K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
15.3K+ 78.12% |
$1.43M - $1.49M
|
34.8K
$3.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
14.8K+ 808.02% |
$1.39M - $1.44M
|
16.6K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
14.2KNew |
$1.33M - $1.38M
|
14.2K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
13.9K+ 14.65% |
$1.31M - $1.36M
|
109K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
13.6K+ 6.08% |
$1.28M - $1.32M
|
237K
$22.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
13.5KNew |
$1.27M - $1.31M
|
13.5K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
12.4K+ 1.51% |
$1.16M - $1.2M
|
835K
$80.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
12K+ 21.43% |
$1.13M - $1.17M
|
68K
$6.56M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
11.6K+ 1375.03% |
$1.09M - $1.12M
|
12.4K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$1.07M - $1.1M
|
11.3K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
11.3K+ 10.91% |
$1.06M - $1.1M
|
115K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 7878.87% |
$1.05M - $1.09M
|
11.3K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
11.1KNew |
$1.04M - $1.08M
|
11.1K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
10.8K+ 51.93% |
$1.01M - $1.05M
|
31.5K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$1.01M - $1.05M
|
10.8K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 6.1% |
$1.01M - $1.05M
|
187K
$18M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.4K+ 5.44% |
$979K - $1.01M
|
202K
$19.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
10.3K+ 13.04% |
$965K - $999K
|
89.1K
$8.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.1K+ 17.95% |
$952K - $986K
|
66.6K
$6.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
10.1KNew |
$952K - $986K
|
10.1K
$977K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 49.59% |
$949K - $983K
|
30.5K
$2.94M
|
|