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 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.13K- 34.7% |
$128K - $132K
|
2.13K
$199K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.18KClosed |
$134K - $137K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.25K- 17.68% |
$142K - $145K
|
5.82K
$545K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.38K- 9.3% |
$157K - $161K
|
13.5K
$1.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.4K- 22.14% |
$159K - $163K
|
4.93K
$461K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.45K- 3.86% |
$164K - $168K
|
36K
$3.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.47K- 7.69% |
$167K - $171K
|
17.7K
$1.65M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.5K- 2.45% |
$171K - $175K
|
59.8K
$5.6M
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-1.57K- 3.47% |
$178K - $183K
|
43.7K
$4.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.63K- 17.54% |
$186K - $190K
|
7.68K
$719K
|
|
|
Feb 14, 2022
Q4 2021
|
Ovata Capital Management LTD
|
SELL
|
- |
-1.7KClosed |
$193K - $198K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.71K- 7.03% |
$194K - $199K
|
22.6K
$2.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.76KClosed |
$200K - $205K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.78K- 6.73% |
$202K - $207K
|
24.6K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.8KClosed |
$204K - $209K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.8KClosed |
$205K - $210K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.83K- 3.08% |
$208K - $213K
|
57.6K
$5.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
SELL
|
- |
-1.9KClosed |
$216K - $221K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.05KClosed |
$232K - $238K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.05K- 1.24% |
$233K - $239K
|
163K
$15.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.14KClosed |
$243K - $249K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.16K- 3.88% |
$245K - $251K
|
53.6K
$5.02M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.16K- 22.58% |
$245K - $252K
|
7.41K
$694K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.19K- 33.1% |
$248K - $255K
|
4.42K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.25KClosed |
$255K - $261K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.29KClosed |
$260K - $267K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.35K- 26.5% |
$267K - $274K
|
6.52K
$611K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.36KClosed |
$268K - $275K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-2.38KClosed |
$270K - $277K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-2.46KClosed |
$280K - $287K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-2.49K- 16.06% |
$283K - $290K
|
13K
$1.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.59K- 24.97% |
$294K - $301K
|
7.79K
$729K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.6K- 4.59% |
$295K - $302K
|
54K
$5.05M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.6K- 2.59% |
$295K - $302K
|
97.6K
$9.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.6K- 2.18% |
$295K - $302K
|
116K
$10.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.63K- 19.97% |
$299K - $306K
|
10.5K
$987K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.65K- 11.34% |
$301K - $308K
|
20.7K
$1.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.68KClosed |
$304K - $312K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.74K- 5.96% |
$311K - $319K
|
43.2K
$4.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.74K- 7.01% |
$311K - $319K
|
36.4K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.76K- 14.28% |
$313K - $321K
|
16.5K
$1.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-2.78K- 50.09% |
$316K - $324K
|
2.77K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.84K- 44.27% |
$322K - $330K
|
3.57K
$335K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-3.14K- 7.37% |
$356K - $365K
|
39.4K
$3.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-3.23K- 6.63% |
$366K - $375K
|
45.4K
$4.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.31K- 98.72% |
$376K - $385K
|
43
$4.03K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.33KClosed |
$378K - $388K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.48K- 43.1% |
$395K - $405K
|
4.59K
$430K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.51K- 25.36% |
$398K - $408K
|
10.3K
$966K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.67K- 46.33% |
$417K - $427K
|
4.25K
$398K
|