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 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
102KNew |
$11.6M - $11.9M
|
102K
$9.57M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
97.4K+ 10.01% |
$11.1M - $11.3M
|
1.07M
$100M
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
75.8KNew |
$8.6M - $8.82M
|
75.8K
$7.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70.9K+ 60.2% |
$8.05M - $8.25M
|
189K
$17.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
69.1K+ 40.17% |
$7.84M - $8.04M
|
241K
$22.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.5K+ 75.59% |
$7.66M - $7.85M
|
157K
$14.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
63.7K+ 15.46% |
$7.23M - $7.41M
|
476K
$44.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
63KNew |
$7.15M - $7.33M
|
63K
$5.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
59K+ 270.34% |
$6.7M - $6.87M
|
80.9K
$7.58M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Wealth Management
|
BUY
|
- |
58.3KNew |
$6.62M - $6.78M
|
58.3K
$5.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
57.3K+ 18.71% |
$6.5M - $6.66M
|
363K
$34M
|
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
55.9K+ 8.09% |
$6.35M - $6.5M
|
747K
$70M
|
|
|
Sep 25, 2024
Q4 2021
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
55.8KNew |
$6.34M - $6.5M
|
55.8K
$5.23M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
55.7K+ 131.67% |
$6.32M - $6.48M
|
98K
$9.18M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
54.7KNew |
$6.21M - $6.36M
|
54.7K
$5.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
52.7K+ 1438.63% |
$5.98M - $6.13M
|
56.3K
$5.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
48.9K+ 95.63% |
$5.55M - $5.69M
|
100K
$9.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
48.3K+ 1.49% |
$5.48M - $5.62M
|
3.29M
$308M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
46.3K+ 69.65% |
$5.26M - $5.39M
|
113K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
44.9K+ 1685.77% |
$5.1M - $5.22M
|
47.6K
$4.46M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
42.5K+ 77.69% |
$4.83M - $4.95M
|
97.2K
$9.11M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
42.1K+ 20.41% |
$4.78M - $4.9M
|
248K
$23.3M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
41.4KNew |
$4.7M - $4.82M
|
41.4K
$3.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39.7KNew |
$4.51M - $4.62M
|
39.7K
$3.72M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
38.7K+ 379.41% |
$4.4M - $4.51M
|
48.9K
$4.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
37.8K+ 23.92% |
$4.3M - $4.4M
|
196K
$18.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
37.7K+ 748.22% |
$4.28M - $4.38M
|
42.7K
$4M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
35.5K+ 200.0% |
$4.03M - $4.13M
|
53.2K
$4.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
35.3K+ 15.04% |
$4.01M - $4.1M
|
270K
$25.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35.1K+ 30.22% |
$3.99M - $4.09M
|
151K
$14.2M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
34.1KNew |
$3.87M - $3.97M
|
34.1K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
32.9KNew |
$3.73M - $3.83M
|
32.9K
$3.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32K+ 41.45% |
$3.63M - $3.72M
|
109K
$10.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
31.7K+ 947.49% |
$3.6M - $3.69M
|
35K
$3.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
31.5K+ 22.14% |
$3.58M - $3.67M
|
174K
$16.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
31.3K+ 561.83% |
$3.55M - $3.64M
|
36.8K
$3.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
30.8KNew |
$3.5M - $3.59M
|
30.8K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
30.1K+ 178.81% |
$3.41M - $3.5M
|
46.9K
$4.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
29.4KNew |
$3.34M - $3.43M
|
29.4K
$2.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.2K+ 13.33% |
$3.32M - $3.4M
|
248K
$23.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
28.8KNew |
$3.28M - $3.36M
|
28.8K
$2.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
28.5K+ 16.64% |
$3.23M - $3.31M
|
200K
$18.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 20.35% |
$3.17M - $3.24M
|
165K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.7K+ 7.91% |
$3.15M - $3.22M
|
378K
$35.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.7K+ 15.56% |
$3.03M - $3.1M
|
198K
$18.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
26KNew |
$2.95M - $3.03M
|
26K
$2.44M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
25.3K+ 176.54% |
$2.87M - $2.94M
|
39.6K
$3.71M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
24.4KNew |
$2.77M - $2.84M
|
24.4K
$2.29M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24K+ 142.65% |
$2.72M - $2.79M
|
40.7K
$3.82M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.4KNew |
$2.66M - $2.73M
|
23.4K
$2.19M
|