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 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.71KNew |
$194K - $199K
|
1.71K
$160K
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.66K+ 18.29% |
$189K - $194K
|
10.8K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.62K+ 1.32% |
$183K - $188K
|
124K
$11.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1.55K+ 18.87% |
$176K - $180K
|
9.74K
$912K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$170K - $174K
|
1.5K
$140K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.43K+ 2.77% |
$163K - $167K
|
53.2K
$4.98M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.39K+ 38.82% |
$158K - $162K
|
4.98K
$466K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
1.38K+ 67.85% |
$156K - $160K
|
3.41K
$319K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.35K+ 63.45% |
$153K - $157K
|
3.47K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.34K+ 48.33% |
$152K - $156K
|
4.12K
$386K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3K+ 16.46% |
$147K - $151K
|
9.18K
$860K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.27K+ 28.32% |
$144K - $147K
|
5.74K
$538K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.26K+ 3.89% |
$144K - $147K
|
33.7K
$3.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.24K+ 0.44% |
$141K - $144K
|
285K
$26.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.23K+ 1.45% |
$139K - $143K
|
85.8K
$8.03M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.2KNew |
$136K - $140K
|
1.2K
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.2K+ 12.0% |
$136K - $140K
|
11.2K
$1.05M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.2K+ 22.43% |
$136K - $139K
|
6.53K
$611K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 8.04% |
$134K - $138K
|
15.9K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.17K+ 5.65% |
$133K - $136K
|
21.8K
$2.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.13KNew |
$128K - $131K
|
1.13K
$105K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.1K+ 16.48% |
$125K - $128K
|
7.78K
$728K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.1KNew |
$124K - $127K
|
1.1K
$103K
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
1.05K+ 9.13% |
$119K - $122K
|
12.5K
$1.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.02K+ 8.25% |
$116K - $119K
|
13.4K
$1.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.01K+ 8.78% |
$115K - $118K
|
12.5K
$1.17M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1K+ 53.11% |
$114K - $116K
|
2.88K
$270K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
990+ 1.28% |
$112K - $115K
|
78.3K
$7.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
985+ 3.35% |
$112K - $115K
|
30.4K
$2.85M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
982New |
$112K - $114K
|
982
$91.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
960+ 12.25% |
$109K - $112K
|
8.8K
$824K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
908+ 21.74% |
$103K - $106K
|
5.09K
$476K
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
868+ 32.22% |
$98.6K - $101K
|
3.56K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
854New |
$97K - $99.4K
|
854
$80K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
834+ 6.36% |
$94.7K - $97K
|
13.9K
$1.31M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
787+ 12.85% |
$89.4K - $91.6K
|
6.91K
$647K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
717+ 6.37% |
$81.4K - $83.4K
|
12K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
717+ 6.37% |
$81.4K - $83.4K
|
12K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
707New |
$80.3K - $82.3K
|
707
$66.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
654+ 1.74% |
$74.3K - $76.1K
|
38.3K
$3.58M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
653New |
$74.1K - $76K
|
653
$61.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
592+ 3.44% |
$67.2K - $68.9K
|
17.8K
$1.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
577+ 2.76% |
$65.5K - $67.1K
|
21.5K
$2.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
572New |
$65K - $66.6K
|
572
$53.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
542New |
$61.5K - $63.1K
|
542
$50.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
521+ 13.1% |
$59.2K - $60.6K
|
4.5K
$421K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
521+ 13.1% |
$59.2K - $60.6K
|
4.5K
$421K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
504New |
$57.2K - $58.6K
|
504
$47.2K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
498New |
$56.5K - $57.9K
|
498
$46.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
477+ 6.03% |
$54.2K - $55.5K
|
8.39K
$785K
|