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
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
7.66KNew |
$880K - $905K
|
7.66K
$723K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.16K+ 61.1% |
$823K - $846K
|
18.9K
$1.78M
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
7.1K+ 23.29% |
$817K - $840K
|
37.6K
$3.55M
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.04K+ 16.79% |
$810K - $832K
|
49K
$4.63M
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
7.04K+ 152.05% |
$809K - $832K
|
11.7K
$1.1M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.78K+ 67.77% |
$780K - $802K
|
16.8K
$1.59M
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
6.74K+ 1.66% |
$775K - $797K
|
412K
$38.9M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.72K+ 3.16% |
$772K - $794K
|
219K
$20.7M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.69K+ 3.36% |
$769K - $791K
|
206K
$19.5M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.62K+ 64.57% |
$761K - $782K
|
16.9K
$1.59M
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6.45KNew |
$741K - $762K
|
6.45K
$608K
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
6.38KNew |
$734K - $754K
|
6.38K
$603K
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
6.33KNew |
$727K - $748K
|
6.33K
$597K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
6.27K+ 349.42% |
$721K - $741K
|
8.07K
$762K
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.14KNew |
$706K - $725K
|
6.14K
$579K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.99K+ 8.42% |
$689K - $708K
|
77.2K
$7.29M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.81KNew |
$668K - $687K
|
5.81K
$549K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.78K+ 9.18% |
$664K - $683K
|
68.7K
$6.48M
|
|
Nov 04, 2021
Q3 2021
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
5.75KNew |
$661K - $680K
|
5.75K
$543K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
5.64KNew |
$648K - $667K
|
5.64K
$532K
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.57KNew |
$640K - $658K
|
5.57K
$525K
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.48KNew |
$629K - $647K
|
5.48K
$517K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.44K+ 5.32% |
$625K - $642K
|
108K
$10.2M
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.78K+ 38.81% |
$550K - $565K
|
17.1K
$1.61M
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.45K+ 2.76% |
$512K - $526K
|
166K
$15.7M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.35KNew |
$500K - $514K
|
4.35K
$411K
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.28K+ 3346.88% |
$492K - $506K
|
4.41K
$417K
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4.21K+ 1.35% |
$484K - $498K
|
315K
$29.8M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.15KNew |
$477K - $490K
|
4.15K
$392K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.14K+ 4.87% |
$476K - $490K
|
89.2K
$8.43M
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
4.07K+ 31.41% |
$467K - $480K
|
17K
$1.61M
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
3.8K+ 24.14% |
$437K - $450K
|
19.6K
$1.85M
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.69K+ 1.82% |
$424K - $436K
|
206K
$19.5M
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.59KNew |
$412K - $424K
|
3.59K
$339K
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.5K+ 51.27% |
$402K - $413K
|
10.3K
$974K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.45K+ 48.96% |
$396K - $407K
|
10.5K
$990K
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.44K+ 47.08% |
$396K - $407K
|
10.8K
$1.01M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.33KNew |
$383K - $394K
|
3.33K
$314K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.33K+ 15.89% |
$382K - $393K
|
24.2K
$2.29M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.26K+ 142.78% |
$375K - $385K
|
5.55K
$524K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
3.21K+ 14.38% |
$369K - $379K
|
25.5K
$2.41M
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.11K+ 7.64% |
$358K - $368K
|
43.9K
$4.14M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.1KNew |
$356K - $366K
|
3.1K
$292K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.69K+ 3.26% |
$309K - $317K
|
85.2K
$8.04M
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.66KNew |
$306K - $315K
|
2.66K
$251K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.46K+ 11.07% |
$283K - $291K
|
24.7K
$2.33M
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.36KNew |
$271K - $279K
|
2.36K
$223K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.34K+ 9.91% |
$269K - $277K
|
26K
$2.45M
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.33KNew |
$268K - $276K
|
2.33K
$220K
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
2.33KNew |
$268K - $275K
|
2.33K
$220K
|