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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.04KNew |
$740K - $789K
|
8.04K
$760K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.03K+ 2.98% |
$739K - $788K
|
277K
$26.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.97K+ 44.86% |
$734K - $782K
|
25.7K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.87K+ 36.66% |
$725K - $773K
|
29.3K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.76K+ 15.46% |
$714K - $762K
|
58K
$5.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.56K+ 5.34% |
$696K - $742K
|
149K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.13KNew |
$656K - $700K
|
7.13K
$674K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.91KNew |
$636K - $679K
|
6.91K
$653K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.91K+ 8.18% |
$636K - $678K
|
91.3K
$8.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
6.9K+ 5.62% |
$635K - $677K
|
130K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.82K+ 1.74% |
$628K - $669K
|
398K
$37.6M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.79KNew |
$626K - $667K
|
6.79K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.7K+ 13.16% |
$617K - $658K
|
57.6K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
6.62KNew |
$610K - $650K
|
6.62K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.51K+ 45.0% |
$599K - $639K
|
21K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.32K+ 133.14% |
$582K - $621K
|
11.1K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.25K+ 45.67% |
$576K - $614K
|
19.9K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.1K+ 32.1% |
$561K - $598K
|
25.1K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
6.08K+ 13.4% |
$559K - $596K
|
51.4K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.04K+ 61.06% |
$556K - $593K
|
15.9K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
6.02K+ 12.66% |
$554K - $591K
|
53.6K
$5.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.95K+ 3.17% |
$548K - $584K
|
193K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.9KNew |
$543K - $579K
|
5.9K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.78KNew |
$532K - $567K
|
5.78K
$546K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.71K+ 14.23% |
$526K - $560K
|
45.8K
$4.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.6K+ 14.67% |
$516K - $550K
|
43.8K
$4.14M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.59K+ 2.24% |
$514K - $548K
|
254K
$24.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
5.58K+ 8.47% |
$514K - $548K
|
71.4K
$6.75M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.53K+ 35.52% |
$509K - $543K
|
21.1K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.44KNew |
$501K - $534K
|
5.44K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.35K+ 88.23% |
$492K - $525K
|
11.4K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.34K+ 67.77% |
$491K - $524K
|
13.2K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.23K+ 4.61% |
$482K - $514K
|
119K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.23K+ 16.04% |
$481K - $513K
|
37.8K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.99K+ 15.94% |
$459K - $490K
|
36.3K
$3.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
4.98K+ 1.04% |
$459K - $489K
|
483K
$45.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
4.94K+ 34.9% |
$455K - $485K
|
19.1K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.91KNew |
$452K - $482K
|
4.91K
$464K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.77K+ 20.76% |
$439K - $468K
|
27.7K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.73KNew |
$436K - $465K
|
4.73K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.64K+ 38.89% |
$427K - $455K
|
16.6K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
4.64KNew |
$427K - $455K
|
4.64K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.55K+ 10.7% |
$419K - $446K
|
47K
$4.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.5K+ 126.65% |
$414K - $442K
|
8.06K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.5KNew |
$414K - $441K
|
4.5K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.49K+ 184.66% |
$413K - $441K
|
6.92K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.44K+ 17.06% |
$409K - $436K
|
30.5K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.33K+ 1.34% |
$399K - $425K
|
329K
$31.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.28K+ 10.38% |
$394K - $420K
|
45.5K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.28K+ 12.36% |
$394K - $420K
|
38.9K
$3.68M
|