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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-35- 0.7% |
$3.97K - $4.07K
|
4.96K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-39Closed |
$4.43K - $4.54K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-41Closed |
$4.66K - $4.77K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-42- 1.15% |
$4.77K - $4.89K
|
3.62K
$339K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-46- 1.06% |
$5.22K - $5.35K
|
4.28K
$401K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-46Closed |
$5.22K - $5.35K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-48Closed |
$5.45K - $5.59K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-50- 79.37% |
$5.68K - $5.82K
|
13
$1.22K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-57Closed |
$6.47K - $6.63K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-59- 1.72% |
$6.7K - $6.87K
|
3.36K
$315K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-59- 15.73% |
$6.7K - $6.87K
|
316
$29.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-74- 8.67% |
$8.4K - $8.61K
|
780
$73.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-75Closed |
$8.52K - $8.73K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-75- 1.71% |
$8.52K - $8.73K
|
4.32K
$405K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-81- 3.48% |
$9.2K - $9.43K
|
2.25K
$210K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-82- 3.52% |
$9.31K - $9.54K
|
2.25K
$211K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-90- 1.54% |
$10.2K - $10.5K
|
5.74K
$538K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-94Closed |
$10.7K - $10.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-95- 4.39% |
$10.8K - $11.1K
|
2.07K
$194K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-98- 1.6% |
$11.1K - $11.4K
|
6.04K
$566K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-100- 1.23% |
$11.4K - $11.6K
|
8K
$750K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-100- 68.49% |
$11.4K - $11.6K
|
46
$4.31K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-101- 1.59% |
$11.5K - $11.8K
|
6.25K
$585K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-105- 40.38% |
$11.9K - $12.2K
|
155
$14.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-109- 2.8% |
$12.4K - $12.7K
|
3.78K
$354K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-111- 3.06% |
$12.6K - $12.9K
|
3.51K
$329K
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-119- 0.32% |
$13.5K - $13.8K
|
37.4K
$3.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-125Closed |
$14.2K - $14.5K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-125- 4.67% |
$14.2K - $14.5K
|
2.55K
$239K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-126Closed |
$14.3K - $14.7K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-130- 18.39% |
$14.8K - $15.1K
|
577
$54.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-131- 40.56% |
$14.9K - $15.2K
|
192
$18K
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-141- 0.61% |
$16K - $16.4K
|
22.8K
$2.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-157- 2.52% |
$17.8K - $18.3K
|
6.07K
$569K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-159- 1.0% |
$18.1K - $18.5K
|
15.8K
$1.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-182Closed |
$20.7K - $21.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-190- 2.54% |
$21.6K - $22.1K
|
7.3K
$684K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-193- 21.61% |
$21.9K - $22.5K
|
700
$65.6K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-200Closed |
$22.7K - $23.3K
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 1.47% |
$22.7K - $23.3K
|
13.4K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-207Closed |
$23.5K - $24.1K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-216Closed |
$24.5K - $25.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-225- 5.43% |
$25.5K - $26.2K
|
3.92K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-227- 7.3% |
$25.8K - $26.4K
|
2.88K
$270K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-228Closed |
$25.9K - $26.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-233- 0.43% |
$26.5K - $27.1K
|
53.5K
$5.01M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-239- 1.76% |
$27.1K - $27.8K
|
13.4K
$1.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-244- 8.2% |
$27.7K - $28.4K
|
2.73K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-253- 10.63% |
$28.7K - $29.4K
|
2.13K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-260- 67.36% |
$29.5K - $30.3K
|
126
$11.8K
|