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
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
36.2K+ 1235.46% |
$4.16M - $4.28M
|
39.1K
$3.72M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
34.8K+ 72.78% |
$4M - $4.12M
|
82.7K
$7.86M
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
34.3K+ 430.08% |
$3.95M - $4.06M
|
42.3K
$4.02M
|
|
|
Oct 05, 2021
Q3 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
34K+ 6.18% |
$3.91M - $4.02M
|
584K
$55.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
31.5K+ 4.86% |
$3.62M - $3.72M
|
679K
$64.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
30.3K+ 126.81% |
$3.48M - $3.58M
|
54.2K
$5.15M
|
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
29.4K+ 30.05% |
$3.38M - $3.47M
|
127K
$12.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28K+ 40.04% |
$3.22M - $3.31M
|
98.1K
$9.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
27.6KNew |
$3.18M - $3.27M
|
27.6K
$2.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
27.5KNew |
$3.17M - $3.25M
|
27.5K
$2.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.1K+ 48.4% |
$3M - $3.09M
|
80.1K
$7.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
25.4K+ 11.99% |
$2.92M - $3.01M
|
237K
$22.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
24.1K+ 11.49% |
$2.77M - $2.84M
|
234K
$22.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
23.9K+ 7.94% |
$2.75M - $2.83M
|
325K
$30.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
23.1KNew |
$2.66M - $2.73M
|
23.1K
$2.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
23K+ 30.77% |
$2.65M - $2.72M
|
97.9K
$9.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
21.7K+ 1212.19% |
$2.49M - $2.56M
|
23.5K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20.6KNew |
$2.37M - $2.44M
|
20.6K
$1.96M
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
19.9K+ 7.57% |
$2.28M - $2.35M
|
282K
$26.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.3K+ 1.13% |
$2.21M - $2.28M
|
1.73M
$164M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
18.7K+ 24.74% |
$2.15M - $2.21M
|
94.1K
$8.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18K+ 5.67% |
$2.07M - $2.13M
|
336K
$31.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
17.6K+ 11.72% |
$2.02M - $2.08M
|
168K
$16M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16KNew |
$1.84M - $1.89M
|
16K
$1.52M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
15.5KNew |
$1.78M - $1.83M
|
15.5K
$1.47M
|
|
|
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
15K+ 6.3% |
$1.73M - $1.77M
|
253K
$24.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
14.3KNew |
$1.65M - $1.69M
|
14.3K
$1.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
13.4K+ 21.07% |
$1.54M - $1.59M
|
77.2K
$7.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
12.4K+ 67.16% |
$1.42M - $1.46M
|
30.8K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
12.3K+ 11.62% |
$1.42M - $1.46M
|
118K
$11.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11.9K+ 4.25% |
$1.37M - $1.41M
|
292K
$27.8M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.7K+ 13.2% |
$1.34M - $1.38M
|
100K
$9.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 4.8% |
$1.32M - $1.36M
|
251K
$23.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
11.2K+ 199.89% |
$1.29M - $1.32M
|
16.8K
$1.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
10.5K+ 108.32% |
$1.21M - $1.24M
|
20.2K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
10.5KNew |
$1.21M - $1.24M
|
10.5K
$999K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.5K+ 44.82% |
$1.21M - $1.24M
|
33.9K
$3.22M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
10.4K+ 179.24% |
$1.19M - $1.22M
|
16.1K
$1.53M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.3K+ 23.08% |
$1.18M - $1.21M
|
54.7K
$5.2M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
10.1K+ 31.92% |
$1.16M - $1.2M
|
41.8K
$3.98M
|
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
9.34K+ 16389.47% |
$1.07M - $1.1M
|
9.4K
$894K
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.28K+ 6.23% |
$1.07M - $1.1M
|
158K
$15M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.93K+ 87.44% |
$1.03M - $1.05M
|
19.1K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.54K+ 59.28% |
$982K - $1.01M
|
23K
$2.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.48K+ 9.07% |
$975K - $1M
|
102K
$9.7M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.47KNew |
$974K - $1M
|
8.47K
$806K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.19K+ 11.37% |
$941K - $968K
|
80.2K
$7.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.91K+ 4.84% |
$910K - $935K
|
171K
$16.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
7.76K+ 9.96% |
$892K - $917K
|
85.6K
$8.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.68K+ 213.39% |
$883K - $908K
|
11.3K
$1.07M
|