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
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.77K- 15.54% |
$428K - $438K
|
20.5K
$1.91M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.88K- 40.74% |
$440K - $451K
|
5.64K
$527K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.94K- 3.31% |
$447K - $458K
|
115K
$10.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.24K- 8.98% |
$482K - $494K
|
43K
$4.01M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-4.29KClosed |
$487K - $499K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.33K- 10.48% |
$492K - $504K
|
37K
$3.45M
|
|
|
Jan 07, 2022
Q4 2021
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-4.38KClosed |
$497K - $509K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.53K- 52.86% |
$514K - $527K
|
4.04K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-4.56K- 59.31% |
$517K - $530K
|
3.13K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.8K- 28.04% |
$545K - $558K
|
12.3K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-4.98KClosed |
$565K - $579K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5.22K- 33.24% |
$592K - $607K
|
10.5K
$978K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.26KClosed |
$598K - $612K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.32K- 34.09% |
$604K - $619K
|
10.3K
$960K
|
|
|
Feb 02, 2022
Q4 2021
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-5.75KClosed |
$653K - $669K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6.24KClosed |
$709K - $726K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.45K- 1.76% |
$732K - $750K
|
359K
$33.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.74K- 7.9% |
$879K - $900K
|
90.2K
$8.41M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-7.77K- 18.56% |
$882K - $904K
|
34.1K
$3.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8K- 28.57% |
$908K - $931K
|
20K
$1.87M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8K- 28.57% |
$908K - $931K
|
20K
$1.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.04K- 15.88% |
$912K - $935K
|
42.6K
$3.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-8.11K- 4.37% |
$921K - $944K
|
178K
$16.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-8.18K- 2.59% |
$928K - $951K
|
307K
$28.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.22K- 4.95% |
$933K - $956K
|
158K
$14.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-8.37K- 43.31% |
$951K - $974K
|
11K
$1.02M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.47KClosed |
$962K - $986K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.51K- 2.5% |
$966K - $990K
|
331K
$30.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-8.62KClosed |
$978K - $1M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8.63K- 25.45% |
$980K - $1M
|
25.3K
$2.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-9.04K- 25.9% |
$1.03M - $1.05M
|
25.9K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.13K- 80.88% |
$1.04M - $1.06M
|
2.16K
$201K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.38K- 29.14% |
$1.06M - $1.09M
|
22.8K
$2.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9.56K- 37.29% |
$1.09M - $1.11M
|
16.1K
$1.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-9.69K- 8.5% |
$1.1M - $1.13M
|
104K
$9.73M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.84K- 62.38% |
$1.12M - $1.14M
|
5.94K
$554K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.2K- 19.4% |
$1.15M - $1.18M
|
42.2K
$3.94M
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-10.3KClosed |
$1.17M - $1.2M
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-10.7K- 1.83% |
$1.21M - $1.24M
|
574K
$53.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-11K- 4.64% |
$1.25M - $1.28M
|
226K
$21.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.4KClosed |
$1.3M - $1.33M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-11.5KClosed |
$1.31M - $1.34M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.5K- 9.71% |
$1.31M - $1.34M
|
107K
$10M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.7K- 14.42% |
$1.32M - $1.36M
|
69.1K
$6.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-12K- 16.26% |
$1.36M - $1.4M
|
61.8K
$5.77M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-12.2K- 32.78% |
$1.39M - $1.42M
|
25.1K
$2.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-12.3K- 28.04% |
$1.4M - $1.43M
|
31.6K
$2.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12.5K- 54.47% |
$1.42M - $1.45M
|
10.5K
$975K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.9KClosed |
$1.46M - $1.5M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13K- 5.48% |
$1.48M - $1.52M
|
224K
$20.9M
|