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 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.11K- 21.12% |
$817K - $840K
|
26.5K
$2.52M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.31K- 34.02% |
$840K - $863K
|
14.2K
$1.35M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.36K- 3.47% |
$846K - $869K
|
205K
$19.5M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.6K- 19.39% |
$874K - $899K
|
31.6K
$3M
|
|
Nov 15, 2021
Q3 2021
|
Ovata Capital Management LTD
|
SELL
|
- |
-7.68K- 81.86% |
$883K - $908K
|
1.7K
$162K
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-8.28K- 49.0% |
$952K - $978K
|
8.62K
$819K
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8.89K- 60.74% |
$1.02M - $1.05M
|
5.75K
$546K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-9.26KClosed |
$1.06M - $1.09M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9.45KClosed |
$1.09M - $1.12M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-10KClosed |
$1.15M - $1.18M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.4KClosed |
$1.2M - $1.23M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-10.5KClosed |
$1.21M - $1.24M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-10.6K- 5.39% |
$1.21M - $1.25M
|
185K
$17.6M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-10.6K- 6.41% |
$1.22M - $1.26M
|
155K
$14.8M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.8KClosed |
$1.25M - $1.28M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.9K- 80.21% |
$1.25M - $1.28M
|
2.68K
$255K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.7K- 11.01% |
$1.34M - $1.38M
|
94.2K
$8.95M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-11.9KClosed |
$1.37M - $1.41M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.1K- 17.57% |
$1.39M - $1.42M
|
56.5K
$5.38M
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-12.4K- 4.98% |
$1.43M - $1.47M
|
237K
$22.5M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.8KClosed |
$1.59M - $1.63M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-14K- 21.16% |
$1.61M - $1.66M
|
52.3K
$4.97M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.1KClosed |
$1.62M - $1.67M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-14.6K- 13.44% |
$1.67M - $1.72M
|
93.7K
$8.91M
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-14.7K- 43.24% |
$1.69M - $1.74M
|
19.3K
$1.84M
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-15.4KClosed |
$1.77M - $1.82M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-15.6K- 36.85% |
$1.79M - $1.84M
|
26.7K
$2.54M
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-16.5KClosed |
$1.9M - $1.96M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.6K- 50.25% |
$1.91M - $1.96M
|
16.5K
$1.56M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.7KClosed |
$1.91M - $1.97M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17.1K- 60.14% |
$1.96M - $2.02M
|
11.3K
$1.08M
|
|
Oct 28, 2021
Q3 2021
|
Nationwide Fund Advisors
|
SELL
|
- |
-18K- 0.87% |
$2.07M - $2.13M
|
2.05M
$195M
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-18.6KClosed |
$2.14M - $2.2M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-19.9KClosed |
$2.29M - $2.36M
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-20.9K- 21.66% |
$2.4M - $2.47M
|
75.5K
$7.18M
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-22.4K- 62.29% |
$2.58M - $2.65M
|
13.6K
$1.29M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-23.2K- 3.61% |
$2.67M - $2.74M
|
620K
$58.9M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.4K- 18.2% |
$3.03M - $3.12M
|
119K
$11.3M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.6K- 1.8% |
$3.05M - $3.14M
|
1.45M
$138M
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-29.3KClosed |
$3.37M - $3.46M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.6K- 1.4% |
$3.4M - $3.49M
|
2.09M
$198M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-29.8K- 92.36% |
$3.42M - $3.52M
|
2.46K
$234K
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-32K- 53.33% |
$3.68M - $3.78M
|
28K
$2.66M
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-32K- 53.33% |
$3.68M - $3.78M
|
28K
$2.66M
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-35.3K- 58.28% |
$4.06M - $4.18M
|
25.3K
$2.41M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-36.3K- 21.66% |
$4.17M - $4.29M
|
131K
$12.5M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-36.4K- 41.84% |
$4.19M - $4.3M
|
50.6K
$4.81M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.9K- 16.07% |
$4.25M - $4.37M
|
193K
$18.3M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-41.8K- 64.73% |
$4.81M - $4.94M
|
22.8K
$2.17M
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-42.9K- 99.13% |
$4.94M - $5.07M
|
375
$35.7K
|