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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.22K+ 50.86% |
$669K - $716K
|
21.4K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7.13K+ 15.98% |
$661K - $707K
|
51.7K
$4.79M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.07KNew |
$656K - $701K
|
7.07K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.98KNew |
$647K - $692K
|
6.98K
$646K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.9K+ 2.17% |
$639K - $684K
|
324K
$30M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.86K+ 19.71% |
$636K - $680K
|
41.7K
$3.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.85KNew |
$635K - $679K
|
6.85K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.84K+ 119.43% |
$633K - $678K
|
12.6K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.84KNew |
$633K - $678K
|
6.84K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.84KNew |
$633K - $678K
|
6.84K
$632K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.72K+ 8.66% |
$623K - $666K
|
84.4K
$7.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6.67K+ 2.79% |
$618K - $662K
|
246K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.64K+ 24.4% |
$615K - $658K
|
33.8K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
6.43KNew |
$596K - $638K
|
6.43K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.34K+ 12.97% |
$587K - $628K
|
55.2K
$5.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6.32KNew |
$586K - $627K
|
6.32K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
6.32K+ 167.95% |
$585K - $626K
|
10.1K
$932K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.26K+ 16.68% |
$580K - $621K
|
43.8K
$4.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.24K+ 4.61% |
$578K - $618K
|
142K
$13.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.04KNew |
$560K - $599K
|
6.04K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.02K+ 38.17% |
$558K - $597K
|
21.8K
$2.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
5.96K+ 26.5% |
$552K - $591K
|
28.4K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.85K+ 7.72% |
$542K - $580K
|
81.5K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.78K+ 10.89% |
$535K - $573K
|
58.8K
$5.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.72K+ 9.01% |
$530K - $567K
|
69.2K
$6.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
5.71K+ 28.43% |
$529K - $566K
|
25.8K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69K+ 126.39% |
$527K - $564K
|
10.2K
$943K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.69K+ 2.81% |
$527K - $564K
|
208K
$19.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.49K+ 1.98% |
$509K - $544K
|
283K
$26.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.43K+ 11.84% |
$503K - $538K
|
51.3K
$4.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.34K+ 7.36% |
$495K - $529K
|
77.9K
$7.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.32KNew |
$493K - $527K
|
5.32K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.31KNew |
$492K - $527K
|
5.31K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.29K+ 152.23% |
$490K - $524K
|
8.77K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
5KNew |
$463K - $496K
|
5K
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
4.89K+ 36.05% |
$453K - $484K
|
18.4K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.82K+ 18.22% |
$447K - $478K
|
31.3K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4.81K+ 6.04% |
$446K - $477K
|
84.5K
$7.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.75KNew |
$440K - $471K
|
4.75K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.74K+ 5.74% |
$439K - $470K
|
87.3K
$8.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.68K+ 12.82% |
$434K - $464K
|
41.2K
$3.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.48K+ 7.19% |
$415K - $444K
|
66.8K
$6.18M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.47KNew |
$414K - $443K
|
4.47K
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.46KNew |
$413K - $442K
|
4.46K
$413K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.42KNew |
$409K - $438K
|
4.42K
$409K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.38K+ 91.65% |
$406K - $434K
|
9.16K
$848K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.21K+ 41.08% |
$390K - $418K
|
14.5K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.01K+ 5.26% |
$371K - $397K
|
80.2K
$7.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.82K+ 6.79% |
$354K - $379K
|
60.2K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.79K+ 11.08% |
$352K - $376K
|
38K
$3.52M
|