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
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$115 - $118
|
1
$95.1
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.69% |
$115 - $118
|
143
$13.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 1.35% |
$115 - $118
|
73
$6.94K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1- 3.7% |
$115 - $118
|
26
$2.47K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.43% |
$115 - $118
|
233
$22.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 0.38% |
$230 - $236
|
519
$49.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 1.48% |
$345 - $355
|
200
$19K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-5- 15.15% |
$575 - $591
|
28
$2.66K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.02% |
$920 - $945
|
39.8K
$3.79M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-9Closed |
$1.03K - $1.06K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-10- 0.57% |
$1.15K - $1.18K
|
1.76K
$167K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15- 1.54% |
$1.72K - $1.77K
|
959
$91.2K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-29Closed |
$3.33K - $3.43K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 36.14% |
$3.45K - $3.55K
|
53
$5.04K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-30Closed |
$3.45K - $3.55K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-30- 1.83% |
$3.45K - $3.55K
|
1.61K
$153K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-34- 9.04% |
$3.91K - $4.02K
|
342
$32.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-36- 1.11% |
$4.14K - $4.25K
|
3.2K
$304K
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-37Closed |
$4.25K - $4.37K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-44- 19.47% |
$5.06K - $5.2K
|
182
$17.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-46Closed |
$5.29K - $5.44K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-47Closed |
$5.4K - $5.55K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-49Closed |
$5.63K - $5.79K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-50- 0.7% |
$5.75K - $5.91K
|
7.07K
$672K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-52- 0.42% |
$5.98K - $6.15K
|
12.4K
$1.18M
|
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-55Closed |
$6.32K - $6.5K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-59- 1.32% |
$6.78K - $6.97K
|
4.42K
$420K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-62- 1.9% |
$7.13K - $7.33K
|
3.2K
$304K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-63Closed |
$7.24K - $7.45K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-65- 0.44% |
$7.47K - $7.68K
|
14.8K
$1.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-69- 2.69% |
$7.93K - $8.15K
|
2.5K
$237K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-70Closed |
$8.05K - $8.27K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-77- 1.38% |
$8.85K - $9.1K
|
5.49K
$522K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-78- 6.39% |
$8.97K - $9.22K
|
1.14K
$109K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-80- 0.95% |
$9.2K - $9.45K
|
8.33K
$792K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-83- 0.12% |
$9.54K - $9.81K
|
66.5K
$6.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-87- 0.16% |
$10K - $10.3K
|
53.7K
$5.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-91- 2.59% |
$10.5K - $10.8K
|
3.42K
$325K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-94- 0.64% |
$10.8K - $11.1K
|
14.7K
$1.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-94- 2.53% |
$10.8K - $11.1K
|
3.62K
$345K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-104- 0.9% |
$12K - $12.3K
|
11.4K
$1.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-108- 54.55% |
$12.4K - $12.8K
|
90
$8.56K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-112- 3.91% |
$12.9K - $13.2K
|
2.75K
$262K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-133- 5.83% |
$15.3K - $15.7K
|
2.15K
$204K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-150Closed |
$17.2K - $17.7K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-150- 2.48% |
$17.2K - $17.7K
|
5.9K
$561K
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-157- 0.66% |
$18K - $18.6K
|
23.7K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-160- 79.6% |
$18.4K - $18.9K
|
41
$3.9K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-173- 20.97% |
$19.9K - $20.4K
|
652
$62K
|