Purchases and Sales Made in Q4 2021 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.06M+ 235.53% |
$688M - $705M
|
8.63M
$808M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.18M+ 160.01% |
$589M - $603M
|
8.43M
$788M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.37M+ 763.7% |
$497M - $509M
|
4.95M
$463M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.27M+ 336.51% |
$257M - $264M
|
2.94M
$275M
|
|
|
Jun 16, 2023
Q4 2021
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
1.85MNew |
$210M - $215M
|
1.85M
$173M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.56M+ 318.31% |
$178M - $182M
|
2.06M
$192M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2M+ 60.77% |
$136M - $140M
|
3.18M
$297M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.14MNew |
$129M - $133M
|
1.14M
$107M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
828K+ 74.03% |
$94M - $96.3M
|
1.95M
$182M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
720K+ 6.96% |
$81.8M - $83.8M
|
11.1M
$1.04B
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
698K+ 49.12% |
$79.3M - $81.2M
|
2.12M
$198M
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
668K+ 6359.04% |
$75.8M - $77.7M
|
678K
$63.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
661KNew |
$75.1M - $76.9M
|
661K
$61.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
576K+ 142.98% |
$65.4M - $67M
|
979K
$91.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
574K+ 322.06% |
$65.1M - $66.7M
|
752K
$70.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
548K+ 5.4% |
$62.2M - $63.7M
|
10.7M
$1B
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
476KNew |
$54M - $55.4M
|
476K
$44.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
458KNew |
$52.1M - $53.3M
|
458K
$42.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
434KNew |
$49.2M - $50.5M
|
434K
$40.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
346KNew |
$39.2M - $40.2M
|
346K
$32.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
331K+ 34.46% |
$37.6M - $38.5M
|
1.29M
$121M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
317K+ 134.61% |
$36M - $36.9M
|
552K
$51.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
312K+ 279.63% |
$35.4M - $36.3M
|
424K
$39.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
287K+ 1260.35% |
$32.6M - $33.4M
|
310K
$29M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
282KNew |
$32M - $32.8M
|
282K
$26.4M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
276KNew |
$31.3M - $32.1M
|
276K
$25.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
258K+ 13586.97% |
$29.3M - $30M
|
260K
$24.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
255K+ 17.64% |
$29M - $29.7M
|
1.7M
$159M
|
|
|
Feb 03, 2022
Q4 2021
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
238KNew |
$27.1M - $27.7M
|
238K
$22.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
233KNew |
$26.5M - $27.2M
|
233K
$21.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
231K+ 129.91% |
$26.3M - $26.9M
|
409K
$38.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
215K+ 150.14% |
$24.4M - $25M
|
358K
$33.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
207K+ 275.64% |
$23.6M - $24.1M
|
283K
$26.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
191K+ 75.91% |
$21.6M - $22.2M
|
442K
$41.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
187KNew |
$21.3M - $21.8M
|
187K
$17.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
149KNew |
$16.9M - $17.3M
|
149K
$13.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
143K+ 250.88% |
$16.2M - $16.6M
|
200K
$18.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
141K+ 16.78% |
$16M - $16.4M
|
981K
$91.8M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
126K+ 1063.76% |
$14.3M - $14.7M
|
138K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
122K+ 3822.99% |
$13.9M - $14.2M
|
126K
$11.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
121KNew |
$13.7M - $14.1M
|
121K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
116KNew |
$13.2M - $13.5M
|
116K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
114KNew |
$12.9M - $13.3M
|
114K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Sinecera Capital, LLC
|
BUY
|
- |
113KNew |
$12.8M - $13.2M
|
113K
$10.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
110KNew |
$12.5M - $12.8M
|
110K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
106K+ 31.73% |
$12.1M - $12.4M
|
442K
$41.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
106K+ 524.42% |
$12M - $12.3M
|
126K
$11.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
104KNew |
$11.9M - $12.2M
|
104K
$9.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
104KNew |
$11.8M - $12.1M
|
104K
$9.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
103KNew |
$11.7M - $11.9M
|
103K
$9.61M
|