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 |
---|---|---|---|---|---|---|---|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
2.31KNew |
$266K - $273K
|
2.31K
$218K
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.29KNew |
$264K - $271K
|
2.29K
$217K
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.21KNew |
$254K - $262K
|
2.21K
$209K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.14K+ 27.18% |
$246K - $252K
|
9.99K
$944K
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.1K+ 71.32% |
$241K - $248K
|
5.04K
$475K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.09K+ 110.92% |
$240K - $247K
|
3.98K
$376K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.09K+ 110.92% |
$240K - $247K
|
3.98K
$376K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.05K+ 97.25% |
$235K - $242K
|
4.15K
$392K
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$235K - $242K
|
2.05K
$193K
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
2KNew |
$229K - $236K
|
2K
$188K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.92K+ 13.3% |
$221K - $227K
|
16.4K
$1.55M
|
|
Oct 21, 2021
Q3 2021
|
Nkcfo LLC
|
BUY
|
- |
1.9KNew |
$218K - $225K
|
1.9K
$179K
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.9K+ 39.79% |
$218K - $225K
|
6.68K
$630K
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
1.84K+ 0.43% |
$212K - $218K
|
426K
$40.2M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.8K+ 29.58% |
$207K - $213K
|
7.89K
$745K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.79K+ 6.09% |
$206K - $212K
|
31.3K
$2.95M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.74KNew |
$200K - $206K
|
1.74K
$164K
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.71K+ 22.48% |
$197K - $202K
|
9.32K
$880K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.68K+ 60.13% |
$193K - $199K
|
4.47K
$422K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.65K+ 17.19% |
$189K - $195K
|
11.2K
$1.06M
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.62K+ 7.32% |
$186K - $191K
|
23.7K
$2.24M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.6K+ 51.86% |
$184K - $189K
|
4.69K
$442K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.58K+ 303.45% |
$182K - $187K
|
2.1K
$198K
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.57K+ 1.82% |
$180K - $185K
|
87.6K
$8.27M
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.55K+ 23.06% |
$178K - $183K
|
8.28K
$782K
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.55K+ 15.92% |
$178K - $183K
|
11.3K
$1.07M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.54K+ 41.38% |
$177K - $182K
|
5.26K
$497K
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.51K+ 2.0% |
$174K - $179K
|
77.3K
$7.3M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 2.69% |
$156K - $160K
|
51.8K
$4.89M
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.25K+ 0.78% |
$144K - $148K
|
162K
$15.3M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.18KNew |
$135K - $139K
|
1.18K
$111K
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.16K+ 47.95% |
$133K - $137K
|
3.57K
$337K
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.12KNew |
$129K - $132K
|
1.12K
$106K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.06K+ 4.99% |
$122K - $125K
|
22.2K
$2.1M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 1.4% |
$118K - $122K
|
74.5K
$7.03M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.01K+ 31.03% |
$116K - $119K
|
4.26K
$402K
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
958+ 2.62% |
$110K - $113K
|
37.5K
$3.54M
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
951+ 9.01% |
$109K - $112K
|
11.5K
$1.09M
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
925+ 38.74% |
$106K - $109K
|
3.31K
$313K
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
901+ 8.53% |
$104K - $106K
|
11.5K
$1.08M
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
896+ 30.32% |
$103K - $106K
|
3.85K
$364K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
859+ 16.31% |
$98.8K - $102K
|
6.13K
$578K
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
855+ 17.96% |
$98.3K - $101K
|
5.62K
$530K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
833+ 325.39% |
$95.8K - $98.4K
|
1.09K
$103K
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
783+ 17.08% |
$90K - $92.5K
|
5.37K
$507K
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
773+ 1.91% |
$88.9K - $91.4K
|
41.3K
$3.9M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
751+ 1014.86% |
$86.3K - $88.8K
|
825
$77.9K
|
|
Oct 21, 2021
Q3 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
741+ 23.56% |
$85.2K - $87.6K
|
3.89K
$367K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
738+ 4.85% |
$84.8K - $87.2K
|
16K
$1.51M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
720+ 1.8% |
$82.8K - $85.1K
|
40.6K
$3.83M
|