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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-279Closed |
$31.7K - $32.5K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-280- 0.54% |
$31.8K - $32.6K
|
52K
$4.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-285- 5.43% |
$32.4K - $33.2K
|
4.96K
$464K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-303- 0.36% |
$34.4K - $35.3K
|
84.9K
$7.94M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-308Closed |
$35K - $35.8K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
SELL
|
- |
-327- 3.7% |
$37.1K - $38K
|
8.5K
$796K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-358Closed |
$40.7K - $41.7K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-364- 12.13% |
$41.3K - $42.4K
|
2.64K
$247K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-373- 15.72% |
$42.4K - $43.4K
|
2K
$187K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-378- 2.67% |
$42.9K - $44K
|
13.8K
$1.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-405- 15.97% |
$46K - $47.1K
|
2.13K
$200K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-413- 67.59% |
$46.9K - $48.1K
|
198
$18.5K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-420Closed |
$47.7K - $48.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-442- 14.66% |
$50.2K - $51.4K
|
2.57K
$241K
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-450- 6.98% |
$51.1K - $52.4K
|
6K
$561K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-460- 10.48% |
$52.2K - $53.5K
|
3.93K
$368K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-471- 5.69% |
$53.5K - $54.8K
|
7.81K
$731K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-476- 6.01% |
$54K - $55.4K
|
7.44K
$697K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-480- 4.51% |
$54.5K - $55.9K
|
10.2K
$951K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-481- 42.95% |
$54.6K - $56K
|
639
$59.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-481- 42.95% |
$54.6K - $56K
|
639
$59.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-481Closed |
$54.6K - $56K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-485- 21.12% |
$55.1K - $56.4K
|
1.81K
$170K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-501- 76.84% |
$56.9K - $58.3K
|
151
$14.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-526- 6.52% |
$59.7K - $61.2K
|
7.55K
$706K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-528- 22.37% |
$60K - $61.4K
|
1.83K
$172K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-575- 12.99% |
$65.3K - $66.9K
|
3.85K
$361K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-579- 86.94% |
$65.7K - $67.4K
|
87
$8.15K
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-638- 16.6% |
$72.4K - $74.2K
|
3.21K
$300K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
SELL
|
- |
-655- 13.11% |
$74.4K - $76.2K
|
4.34K
$406K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-661- 23.14% |
$75.1K - $76.9K
|
2.2K
$206K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-662- 0.5% |
$75.2K - $77K
|
131K
$12.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-665- 7.99% |
$75.5K - $77.4K
|
7.66K
$717K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-677Closed |
$76.9K - $78.8K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-678- 14.07% |
$77K - $78.9K
|
4.14K
$388K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-706- 6.18% |
$80.2K - $82.2K
|
10.7K
$1M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-782- 4.34% |
$88.8K - $91K
|
17.2K
$1.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-795- 22.9% |
$90.3K - $92.5K
|
2.68K
$251K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-801- 7.64% |
$91K - $93.2K
|
9.69K
$907K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-816- 7.21% |
$92.7K - $94.9K
|
10.5K
$984K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-913- 20.05% |
$104K - $106K
|
3.64K
$341K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-919Closed |
$104K - $107K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-954- 4.77% |
$108K - $111K
|
19K
$1.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-975- 1.72% |
$111K - $113K
|
55.6K
$5.2M
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-985Closed |
$112K - $115K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1K- 17.84% |
$114K - $117K
|
4.61K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.02K- 8.3% |
$115K - $118K
|
11.2K
$1.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.05K- 28.67% |
$119K - $122K
|
2.61K
$245K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.07K- 14.92% |
$121K - $124K
|
6.09K
$570K
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.12KClosed |
$127K - $130K
|
0
$0
|