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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
704+ 1.91% |
$80.9K - $83.2K
|
37.5K
$3.57M
|
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
697+ 8.3% |
$80.1K - $82.4K
|
9.1K
$865K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
677New |
$77.8K - $80K
|
677
$64.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
657+ 0.39% |
$75.5K - $77.6K
|
171K
$16.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
640New |
$73.6K - $75.6K
|
640
$60.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
638+ 2.22% |
$73.3K - $75.4K
|
29.4K
$2.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
624+ 6.9% |
$71.7K - $73.7K
|
9.67K
$920K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
608+ 2.74% |
$69.9K - $71.9K
|
22.8K
$2.17M
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
599+ 5.53% |
$68.9K - $70.8K
|
11.4K
$1.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
576+ 15.15% |
$66.2K - $68.1K
|
4.38K
$416K
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
525+ 2.21% |
$60.4K - $62K
|
24.3K
$2.31M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
498+ 5.49% |
$57.3K - $58.9K
|
9.58K
$910K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
495+ 1.23% |
$56.9K - $58.5K
|
40.6K
$3.87M
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
491+ 3.74% |
$56.4K - $58K
|
13.6K
$1.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
481+ 75.27% |
$55.3K - $56.8K
|
1.12K
$107K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
481+ 75.27% |
$55.3K - $56.8K
|
1.12K
$107K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
467+ 6.27% |
$53.7K - $55.2K
|
7.92K
$753K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
466+ 18.44% |
$53.6K - $55.1K
|
2.99K
$285K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
455+ 45500.0% |
$52.3K - $53.8K
|
456
$43.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
432+ 2.46% |
$49.7K - $51.1K
|
18K
$1.71M
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
421+ 2.51% |
$48.4K - $49.8K
|
17.2K
$1.63M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
420New |
$48.3K - $49.6K
|
420
$39.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
419+ 0.62% |
$48.2K - $49.5K
|
67.9K
$6.46M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
416+ 13.26% |
$47.8K - $49.2K
|
3.55K
$338K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
415+ 7.14% |
$47.7K - $49K
|
6.23K
$593K
|
|
|
Nov 12, 2021
Q3 2021
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
398+ 0.3% |
$45.8K - $47K
|
131K
$12.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
381New |
$43.8K - $45K
|
381
$36.2K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
374+ 3.44% |
$43K - $44.2K
|
11.3K
$1.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
374+ 3.44% |
$43K - $44.2K
|
11.3K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
373+ 18.65% |
$42.9K - $44.1K
|
2.37K
$226K
|
|
|
Nov 15, 2021
Q3 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
332+ 3.25% |
$38.2K - $39.2K
|
10.5K
$1M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
329+ 5.24% |
$37.8K - $38.9K
|
6.61K
$629K
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
327+ 3.85% |
$37.6K - $38.6K
|
8.83K
$839K
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
317+ 11.81% |
$36.4K - $37.5K
|
3K
$285K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
313+ 3.21% |
$36K - $37K
|
10.1K
$957K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
298+ 413.89% |
$34.3K - $35.2K
|
370
$35.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
296+ 0.37% |
$34K - $35K
|
80.5K
$7.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
281New |
$32.3K - $33.2K
|
281
$26.7K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
280New |
$32.2K - $33.1K
|
280
$26.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
279New |
$32.1K - $33K
|
279
$26.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
265+ 540.82% |
$30.5K - $31.3K
|
314
$29.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
260+ 3.24% |
$29.9K - $30.7K
|
8.27K
$787K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
257+ 5.44% |
$29.5K - $30.4K
|
4.98K
$473K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
243+ 5.95% |
$27.9K - $28.7K
|
4.32K
$411K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
243+ 1.73% |
$27.9K - $28.7K
|
14.3K
$1.36M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
235+ 8.82% |
$27K - $27.8K
|
2.9K
$276K
|
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
235+ 10.91% |
$27K - $27.8K
|
2.39K
$227K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
233+ 5.6% |
$26.8K - $27.5K
|
4.39K
$418K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
230+ 6.66% |
$26.4K - $27.2K
|
3.69K
$350K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
228New |
$26.2K - $26.9K
|
228
$21.7K
|