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 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.26K- 6.51% |
$260K - $267K
|
32.5K
$3.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.27KClosed |
$261K - $268K
|
0
$0
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.27K- 19.28% |
$261K - $269K
|
9.52K
$891K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.31KClosed |
$266K - $273K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.44KClosed |
$280K - $288K
|
0
$0
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.51K- 29.86% |
$288K - $296K
|
5.88K
$551K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 52.61% |
$293K - $301K
|
2.29K
$215K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.56K- 57.94% |
$294K - $302K
|
1.86K
$174K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.57K- 34.79% |
$295K - $304K
|
4.82K
$451K
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.61K- 1.55% |
$300K - $308K
|
165K
$15.5M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.62K- 54.71% |
$301K - $309K
|
2.17K
$203K
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.68KClosed |
$308K - $316K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
St. James Investment Company, LLC
|
SELL
|
- |
-2.71K- 9.3% |
$311K - $320K
|
26.4K
$2.47M
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.8K- 37.46% |
$321K - $330K
|
4.67K
$437K
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.95K- 58.13% |
$339K - $349K
|
2.13K
$199K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.97K- 0.81% |
$341K - $351K
|
366K
$34.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.06K- 11.16% |
$352K - $362K
|
24.4K
$2.28M
|
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
SELL
|
- |
-3.07K- 6.36% |
$353K - $363K
|
45.2K
$4.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.13K- 49.41% |
$359K - $370K
|
3.2K
$300K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.15K- 18.54% |
$362K - $372K
|
13.8K
$1.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.15KClosed |
$362K - $372K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.3KClosed |
$379K - $389K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.33K- 2.74% |
$382K - $393K
|
118K
$11M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-3.34K- 36.6% |
$384K - $394K
|
5.78K
$541K
|
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-3.38K- 1.25% |
$388K - $399K
|
266K
$24.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.45KClosed |
$396K - $407K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.5K- 62.04% |
$402K - $414K
|
2.14K
$200K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.58K- 8.17% |
$412K - $424K
|
40.3K
$3.77M
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3.8K- 1.41% |
$436K - $449K
|
265K
$24.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.81K- 12.93% |
$438K - $451K
|
25.7K
$2.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
SELL
|
- |
-3.87K- 8.34% |
$445K - $457K
|
42.5K
$3.98M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.9KClosed |
$448K - $461K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-3.96KClosed |
$455K - $468K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.1K- 61.02% |
$471K - $485K
|
2.62K
$245K
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.21KClosed |
$484K - $497K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4.35KClosed |
$500K - $513K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.61K- 8.08% |
$530K - $545K
|
52.4K
$4.91M
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.68KClosed |
$537K - $552K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.73KClosed |
$544K - $559K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-4.75K- 17.15% |
$546K - $561K
|
22.9K
$2.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.8KClosed |
$552K - $567K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-5.01K- 19.32% |
$576K - $593K
|
20.9K
$1.96M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.4KClosed |
$620K - $638K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.42K- 12.67% |
$623K - $640K
|
37.3K
$3.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.77KClosed |
$663K - $682K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.33KClosed |
$728K - $748K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.52KClosed |
$749K - $770K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-6.53K- 3.78% |
$750K - $771K
|
166K
$15.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.92K- 59.68% |
$796K - $818K
|
4.68K
$438K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-7.01K- 95.79% |
$806K - $828K
|
308
$28.8K
|