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 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
216New |
$24.8K - $25.5K
|
216
$20.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
210+ 2.38% |
$24.1K - $24.8K
|
9.02K
$844K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
207New |
$23.8K - $24.5K
|
207
$19.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
203+ 6.99% |
$23.3K - $24K
|
3.11K
$291K
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
193+ 2.52% |
$22.2K - $22.8K
|
7.84K
$733K
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
BUY
|
- |
156+ 0.28% |
$17.9K - $18.4K
|
56.6K
$5.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
155+ 0.32% |
$17.8K - $18.3K
|
48.6K
$4.55M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
154+ 40.85% |
$17.7K - $18.2K
|
531
$49.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
151+ 5.94% |
$17.4K - $17.8K
|
2.69K
$252K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
149+ 7.25% |
$17.1K - $17.6K
|
2.2K
$206K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
149+ 0.73% |
$17.1K - $17.6K
|
20.5K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
148+ 11.2% |
$17K - $17.5K
|
1.47K
$138K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
140+ 1.91% |
$16.1K - $16.5K
|
7.49K
$701K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
130+ 3.21% |
$14.9K - $15.4K
|
4.18K
$391K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
127+ 21.49% |
$14.6K - $15K
|
718
$67.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
126New |
$14.5K - $14.9K
|
126
$11.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
125New |
$14.4K - $14.8K
|
125
$11.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
113+ 2.55% |
$13K - $13.4K
|
4.55K
$426K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
111+ 4.32% |
$12.8K - $13.1K
|
2.68K
$251K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
110New |
$12.6K - $13K
|
110
$10.3K
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
102+ 0.01% |
$11.7K - $12.1K
|
1.12M
$105M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
100+ 2.74% |
$11.5K - $11.8K
|
3.76K
$351K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
99+ 0.4% |
$11.4K - $11.7K
|
24.9K
$2.33M
|
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
94+ 1.19% |
$10.8K - $11.1K
|
7.97K
$746K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
89New |
$10.2K - $10.5K
|
89
$8.33K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
87+ 3.85% |
$10K - $10.3K
|
2.35K
$220K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
80New |
$9.2K - $9.45K
|
80
$7.49K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
75New |
$8.62K - $8.86K
|
75
$7.02K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
62+ 23.75% |
$7.13K - $7.33K
|
323
$30.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.75% |
$6.78K - $6.97K
|
7.91K
$740K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
50+ 384.62% |
$5.75K - $5.91K
|
63
$5.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
48New |
$5.52K - $5.67K
|
48
$4.49K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
47+ 1.6% |
$5.4K - $5.55K
|
2.98K
$279K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
46New |
$5.29K - $5.44K
|
46
$4.3K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
45New |
$5.17K - $5.32K
|
45
$4.21K
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
45New |
$5.17K - $5.32K
|
45
$4.21K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
39+ 0.12% |
$4.48K - $4.61K
|
32.2K
$3.01M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26New |
$2.99K - $3.07K
|
26
$2.43K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 0.28% |
$2.76K - $2.84K
|
8.57K
$802K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
12New |
$1.38K - $1.42K
|
12
$1.12K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5+ 0.08% |
$575 - $591
|
6.35K
$594K
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5+ 1.99% |
$575 - $591
|
256
$24K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
4+ 0.22% |
$460 - $473
|
1.8K
$169K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$345 - $355
|
3
$281
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3+ 0.15% |
$345 - $355
|
2.03K
$190K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.06% |
$230 - $236
|
3.26K
$305K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$115 - $118
|
854
$79.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$115 - $118
|
4.08K
$382K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.33% |
$115 - $118
|
308
$28.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.83% |
$115 - $118
|
121
$11.3K
|