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 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-179- 31.68% |
$20.6K - $21.2K
|
386
$36.7K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-182- 6.96% |
$20.9K - $21.5K
|
2.43K
$231K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-189- 5.17% |
$21.7K - $22.3K
|
3.47K
$329K
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
SELL
|
- |
-196- 1.09% |
$22.5K - $23.2K
|
17.7K
$1.68M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-197- 6.14% |
$22.6K - $23.3K
|
3.01K
$286K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-201Closed |
$23.1K - $23.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-209- 0.47% |
$24K - $24.7K
|
44K
$4.18M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-240- 10.41% |
$27.6K - $28.4K
|
2.07K
$196K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-244- 3.31% |
$28.1K - $28.8K
|
7.13K
$677K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-248- 4.3% |
$28.5K - $29.3K
|
5.51K
$524K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-250- 1.54% |
$28.7K - $29.5K
|
16K
$1.52M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-271- 7.68% |
$31.2K - $32K
|
3.26K
$309K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-285Closed |
$32.8K - $33.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-286- 3.12% |
$32.9K - $33.8K
|
8.87K
$843K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-293- 91.85% |
$33.7K - $34.6K
|
26
$2.47K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-295- 8.95% |
$33.9K - $34.9K
|
3K
$285K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-315- 11.92% |
$36.2K - $37.2K
|
2.33K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-317- 10.24% |
$36.4K - $37.5K
|
2.78K
$264K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-338- 80.48% |
$38.9K - $39.9K
|
82
$7.79K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-347- 14.59% |
$39.9K - $41K
|
2.03K
$193K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-383Closed |
$44K - $45.3K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-396- 2.46% |
$45.5K - $46.8K
|
15.7K
$1.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-399- 84.18% |
$45.9K - $47.2K
|
75
$7.13K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-413- 79.42% |
$47.5K - $48.8K
|
107
$10.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-416- 81.57% |
$47.8K - $49.2K
|
94
$8.93K
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-439- 11.6% |
$50.5K - $51.9K
|
3.35K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-466- 3.43% |
$53.6K - $55.1K
|
13.1K
$1.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
SELL
|
- |
-480Closed |
$55.2K - $56.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-487- 15.56% |
$56K - $57.6K
|
2.64K
$251K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-493- 20.64% |
$56.7K - $58.3K
|
1.9K
$180K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-499- 2.54% |
$57.4K - $59K
|
19.1K
$1.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-504- 0.92% |
$57.9K - $59.6K
|
54.5K
$5.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-508- 51.37% |
$58.4K - $60K
|
481
$45.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-526- 15.86% |
$60.5K - $62.2K
|
2.79K
$265K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-533- 15.73% |
$61.3K - $63K
|
2.86K
$271K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-565- 44.42% |
$65K - $66.8K
|
707
$67.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-573- 21.13% |
$65.9K - $67.7K
|
2.14K
$203K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-581- 1.99% |
$66.8K - $68.7K
|
28.6K
$2.72M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-581- 19.76% |
$66.8K - $68.7K
|
2.36K
$224K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-596- 9.22% |
$68.5K - $70.4K
|
5.87K
$557K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-596- 14.0% |
$68.5K - $70.4K
|
3.66K
$348K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-614Closed |
$70.6K - $72.6K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-625- 2.61% |
$71.9K - $73.9K
|
23.3K
$2.22M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-631- 0.78% |
$72.5K - $74.6K
|
80.8K
$7.68M
|
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-660- 15.22% |
$75.9K - $78K
|
3.68K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-674- 1.89% |
$77.5K - $79.7K
|
34.9K
$3.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-779- 18.86% |
$89.6K - $92.1K
|
3.35K
$319K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-812- 15.62% |
$93.3K - $96K
|
4.39K
$417K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-850Closed |
$97.7K - $100K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-852- 1.41% |
$97.9K - $101K
|
59.5K
$5.65M
|