Purchases and Sales Made in Q3 2021 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.22M+ 71.07% |
$485M - $498M
|
10.1M
$950M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.57MNew |
$296M - $304M
|
2.57M
$241M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.98MNew |
$227M - $234M
|
1.98M
$185M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.57MNew |
$181M - $186M
|
1.57M
$147M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.26M+ 63.45% |
$145M - $149M
|
3.24M
$303M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
742K+ 197.25% |
$85.3M - $87.7M
|
1.12M
$105M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
735KNew |
$84.5M - $86.9M
|
735K
$68.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
646K+ 2313.18% |
$74.2M - $76.3M
|
673K
$63M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
616K+ 76.56% |
$70.8M - $72.8M
|
1.42M
$133M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
613K+ 6.3% |
$70.5M - $72.4M
|
10.3M
$968M
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
566K+ 374.93% |
$65.1M - $66.9M
|
717K
$67.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
511KNew |
$58.7M - $60.4M
|
511K
$47.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
348K+ 2906.38% |
$40.1M - $41.2M
|
360K
$33.7M
|
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
284KNew |
$32.6M - $33.6M
|
284K
$26.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
200KNew |
$23M - $23.6M
|
200K
$18.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
172KNew |
$19.8M - $20.3M
|
172K
$16.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
161K+ 66.45% |
$18.5M - $19M
|
403K
$37.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
143K+ 87.59% |
$16.4M - $16.9M
|
306K
$28.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
123KNew |
$14.1M - $14.5M
|
123K
$11.5M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
117K+ 193.14% |
$13.5M - $13.9M
|
178K
$16.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
115K+ 30.47% |
$13.2M - $13.6M
|
491K
$46M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
112KNew |
$12.8M - $13.2M
|
112K
$10.4M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
106K+ 1059.51% |
$12.2M - $12.6M
|
116K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
106K+ 45.45% |
$12.2M - $12.5M
|
340K
$31.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
105K+ 22.54% |
$12.1M - $12.4M
|
572K
$53.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.5K+ 22.35% |
$11.1M - $11.4M
|
528K
$49.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
96.3K+ 98.67% |
$11.1M - $11.4M
|
194K
$18.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
95.4K+ 4.15% |
$11M - $11.3M
|
2.39M
$224M
|
|
|
Oct 26, 2021
Q3 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
93.5K+ 44.83% |
$10.7M - $11M
|
302K
$28.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
83.5K+ 136.66% |
$9.6M - $9.87M
|
145K
$13.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
82.4KNew |
$9.47M - $9.74M
|
82.4K
$7.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
80.7K+ 6.65% |
$9.27M - $9.53M
|
1.29M
$121M
|
|
|
Nov 10, 2021
Q3 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
75.9K+ 12.34% |
$8.72M - $8.97M
|
691K
$64.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75.6K+ 27.52% |
$8.69M - $8.94M
|
350K
$32.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
75.1KNew |
$8.64M - $8.88M
|
75.1K
$7.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
73.8KNew |
$8.48M - $8.72M
|
73.8K
$6.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
62.7K+ 6.88% |
$7.2M - $7.41M
|
974K
$91.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
57KNew |
$6.55M - $6.74M
|
57K
$5.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
56.5K+ 31.64% |
$6.5M - $6.68M
|
235K
$22M
|
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
54KNew |
$6.2M - $6.38M
|
54K
$5.05M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
50.4K+ 39.48% |
$5.79M - $5.96M
|
178K
$16.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
47.3KNew |
$5.43M - $5.58M
|
47.3K
$4.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
46.9K+ 27.59% |
$5.39M - $5.54M
|
217K
$20.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
46.6K+ 1035.17% |
$5.36M - $5.51M
|
51.1K
$4.78M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
42.4K+ 316.71% |
$4.87M - $5.01M
|
55.8K
$5.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
39.3K+ 104.36% |
$4.52M - $4.65M
|
77K
$7.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
37.8K+ 761.78% |
$4.34M - $4.46M
|
42.7K
$4M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
37.3KNew |
$4.29M - $4.41M
|
37.3K
$3.49M
|
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
36.9K+ 6.39% |
$4.25M - $4.36M
|
615K
$57.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.3K+ 1.02% |
$4.18M - $4.3M
|
3.61M
$338M
|