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 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.68KNew |
$873K - $894K
|
7.68K
$720K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.33K+ 0.42% |
$832K - $852K
|
1.74M
$163M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
7.12K+ 10.46% |
$808K - $828K
|
75.1K
$7.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.06K+ 121.51% |
$802K - $822K
|
12.9K
$1.21M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
7.05KNew |
$800K - $820K
|
7.05K
$660K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.96K+ 6962.0% |
$791K - $810K
|
7.06K
$662K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.85KNew |
$777K - $797K
|
6.85K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.78K+ 4.09% |
$770K - $789K
|
173K
$16.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.62K+ 12.15% |
$752K - $770K
|
61.1K
$5.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.59KNew |
$748K - $766K
|
6.59K
$617K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
6.35KNew |
$721K - $739K
|
6.35K
$595K
|
|
|
Feb 07, 2022
Q4 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
6.17K+ 258.23% |
$700K - $718K
|
8.56K
$802K
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.16KNew |
$699K - $716K
|
6.16K
$577K
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.01K+ 21.74% |
$682K - $699K
|
33.7K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.99K+ 14.74% |
$680K - $696K
|
46.6K
$4.37M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.95KNew |
$675K - $692K
|
5.95K
$557K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
5.94KNew |
$675K - $691K
|
5.94K
$557K
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
5.91KNew |
$671K - $688K
|
5.91K
$554K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.9KNew |
$670K - $686K
|
5.9K
$553K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.83K+ 5.71% |
$661K - $678K
|
108K
$10.1M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
5.82K+ 1.37% |
$661K - $677K
|
432K
$40.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.8K+ 29.25% |
$658K - $675K
|
25.6K
$2.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.62K+ 102.59% |
$638K - $654K
|
11.1K
$1.04M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.59KNew |
$634K - $650K
|
5.59K
$523K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.57KNew |
$632K - $648K
|
5.57K
$522K
|
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.45K+ 1.81% |
$619K - $635K
|
307K
$28.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.34KNew |
$606K - $621K
|
5.34K
$501K
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5.28K+ 1887.14% |
$600K - $615K
|
5.56K
$521K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.25K+ 4.88% |
$596K - $610K
|
113K
$10.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.89K+ 157.88% |
$555K - $569K
|
7.99K
$749K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.86KNew |
$552K - $566K
|
4.86K
$455K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.84KNew |
$550K - $564K
|
4.84K
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.8K+ 19.46% |
$545K - $559K
|
29.5K
$2.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.69KNew |
$533K - $546K
|
4.69K
$440K
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.68KNew |
$531K - $544K
|
4.68K
$438K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.68KNew |
$531K - $544K
|
4.68K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
4.62K+ 43.77% |
$524K - $537K
|
15.2K
$1.42M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.58KNew |
$520K - $533K
|
4.58K
$429K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
4.58K+ 14.64% |
$520K - $533K
|
35.8K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
4.58K+ 26.9% |
$519K - $532K
|
21.6K
$2.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.53KNew |
$514K - $527K
|
4.53K
$424K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.37KNew |
$496K - $508K
|
4.37K
$410K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.37K+ 205.22% |
$496K - $508K
|
6.49K
$608K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
4.08K+ 7836.54% |
$463K - $474K
|
4.13K
$387K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.03KNew |
$457K - $469K
|
4.03K
$377K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.94K+ 4.91% |
$447K - $458K
|
84.1K
$7.88M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.91KNew |
$444K - $455K
|
3.91K
$366K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.81K+ 14646.15% |
$432K - $443K
|
3.83K
$359K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.8K+ 18.51% |
$431K - $442K
|
24.3K
$2.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.79K+ 23.15% |
$430K - $441K
|
20.2K
$1.89M
|