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 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
23KNew |
$2.62M - $2.68M
|
23K
$2.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.9K+ 72.32% |
$2.6M - $2.66M
|
54.5K
$5.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.6K+ 1.44% |
$2.57M - $2.63M
|
1.6M
$149M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
21.7K+ 7.69% |
$2.46M - $2.52M
|
304K
$28.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21.1K+ 125.13% |
$2.4M - $2.46M
|
38K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
20.9KNew |
$2.37M - $2.43M
|
20.9K
$1.95M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20.3KNew |
$2.3M - $2.36M
|
20.3K
$1.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
20.1KNew |
$2.28M - $2.34M
|
20.1K
$1.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
19.9K+ 177.68% |
$2.26M - $2.32M
|
31.2K
$2.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
19.1KNew |
$2.17M - $2.23M
|
19.1K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
18.9K+ 72.8% |
$2.15M - $2.2M
|
44.9K
$4.2M
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
17.9KNew |
$2.03M - $2.08M
|
17.9K
$1.67M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.6K+ 634.46% |
$2M - $2.05M
|
20.4K
$1.91M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.6K+ 18.75% |
$2M - $2.04M
|
111K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$1.99M - $2.04M
|
17.5K
$1.64M
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
16.7KNew |
$1.89M - $1.94M
|
16.7K
$1.56M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
16.5KNew |
$1.87M - $1.92M
|
16.5K
$1.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
16.2K+ 12.38% |
$1.84M - $1.89M
|
147K
$13.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.5KNew |
$1.77M - $1.81M
|
15.5K
$1.45M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
15.5KNew |
$1.76M - $1.8M
|
15.5K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$1.69M - $1.73M
|
14.9K
$1.39M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.7KNew |
$1.56M - $1.6M
|
13.7K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
13.5K+ 239.98% |
$1.54M - $1.57M
|
19.2K
$1.79M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
13.5K+ 119.42% |
$1.53M - $1.57M
|
24.8K
$2.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
13.4K+ 43.55% |
$1.52M - $1.56M
|
44.2K
$4.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.1KNew |
$1.49M - $1.52M
|
13.1K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13.1KNew |
$1.48M - $1.52M
|
13.1K
$1.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
12.5K+ 283.77% |
$1.42M - $1.46M
|
16.9K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
12.4K+ 30.67% |
$1.4M - $1.44M
|
52.7K
$4.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
12.2K+ 7.53% |
$1.39M - $1.42M
|
175K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.2K+ 4.19% |
$1.39M - $1.42M
|
304K
$28.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12K+ 48.19% |
$1.36M - $1.39M
|
36.8K
$3.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
11.9K+ 110.03% |
$1.35M - $1.38M
|
22.7K
$2.12M
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$1.32M - $1.35M
|
11.6K
$1.09M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
11.5K+ 51.92% |
$1.31M - $1.34M
|
33.8K
$3.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.8K+ 1.74% |
$1.23M - $1.26M
|
631K
$59M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 15.7% |
$1.22M - $1.25M
|
79.4K
$7.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
10.6KNew |
$1.21M - $1.24M
|
10.6K
$995K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
10.1KNew |
$1.15M - $1.17M
|
10.1K
$944K
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
10KNew |
$1.14M - $1.17M
|
10K
$940K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.92KNew |
$1.13M - $1.15M
|
9.92K
$929K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9.43KNew |
$1.07M - $1.1M
|
9.43K
$882K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.35K+ 3.53% |
$1.06M - $1.09M
|
274K
$25.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
9.34KNew |
$1.06M - $1.09M
|
9.34K
$874K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.01K+ 24.13% |
$1.02M - $1.05M
|
46.4K
$4.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
8.91KNew |
$1.01M - $1.04M
|
8.91K
$834K
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
8.77KNew |
$995K - $1.02M
|
8.77K
$820K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.46KNew |
$961K - $985K
|
8.46K
$792K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.83K+ 269.9% |
$889K - $911K
|
10.7K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.79K+ 132.87% |
$885K - $907K
|
13.7K
$1.28M
|