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 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.77K+ 8.84% |
$428K - $438K
|
46.3K
$4.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.69KNew |
$419K - $429K
|
3.69K
$343K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.65KNew |
$414K - $424K
|
3.65K
$340K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.62KNew |
$411K - $421K
|
3.62K
$337K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.62KNew |
$410K - $421K
|
3.62K
$337K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
3.6KNew |
$409K - $419K
|
3.6K
$335K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
3.59K+ 62.19% |
$408K - $418K
|
9.37K
$873K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.59KNew |
$407K - $417K
|
3.59K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.39K+ 79.61% |
$385K - $395K
|
7.65K
$713K
|
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
3.34K+ 6.19% |
$379K - $388K
|
57.3K
$5.34M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
3.27K+ 27.99% |
$371K - $380K
|
14.9K
$1.39M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.25K+ 3.7% |
$368K - $378K
|
90.9K
$8.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.13KNew |
$355K - $364K
|
3.13K
$291K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.1K+ 166.86% |
$352K - $360K
|
4.95K
$461K
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.01K+ 47.17% |
$342K - $350K
|
9.39K
$875K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.99KNew |
$340K - $348K
|
2.99K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.99K+ 1281.97% |
$339K - $348K
|
3.22K
$300K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
2.87KNew |
$326K - $334K
|
2.87K
$267K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.86K+ 9.99% |
$324K - $332K
|
31.4K
$2.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.83KNew |
$321K - $329K
|
2.83K
$263K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.76K+ 0.12% |
$313K - $321K
|
2.4M
$223M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 3.69% |
$312K - $320K
|
77.3K
$7.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
2.67K+ 96.88% |
$303K - $310K
|
5.42K
$505K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
2.5K+ 10.57% |
$284K - $291K
|
26.2K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$283K - $290K
|
2.5K
$232K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.47KNew |
$280K - $287K
|
2.47K
$230K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 105.32% |
$274K - $281K
|
4.71K
$439K
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.36K+ 30.86% |
$268K - $275K
|
10K
$933K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
2.34KNew |
$265K - $272K
|
2.34K
$218K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.33KNew |
$264K - $271K
|
2.33K
$217K
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
2.31KNew |
$262K - $268K
|
2.31K
$215K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
2.26KNew |
$256K - $263K
|
2.26K
$210K
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
2.2KNew |
$249K - $256K
|
2.2K
$205K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.13K+ 2.26% |
$242K - $248K
|
96.3K
$8.97M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.1KNew |
$239K - $245K
|
2.1K
$196K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.09K+ 119.8% |
$237K - $243K
|
3.83K
$357K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.06K+ 8.66% |
$233K - $239K
|
25.8K
$2.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.04K+ 7.95% |
$232K - $238K
|
27.7K
$2.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.98K+ 8.43% |
$225K - $230K
|
25.5K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.97K+ 42.19% |
$224K - $230K
|
6.65K
$619K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.93K+ 3.65% |
$219K - $225K
|
54.7K
$5.1M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.91KNew |
$217K - $222K
|
1.91K
$178K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.9KNew |
$215K - $221K
|
1.9K
$177K
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.83K+ 1.55% |
$208K - $213K
|
120K
$11.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
1.82KNew |
$207K - $212K
|
1.82K
$170K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
1.81K+ 9.24% |
$205K - $210K
|
21.4K
$1.99M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.79KNew |
$203K - $208K
|
1.79K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.78K+ 9.44% |
$202K - $207K
|
20.6K
$1.92M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.76K+ 79.53% |
$200K - $205K
|
3.97K
$370K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.74KNew |
$198K - $202K
|
1.74K
$162K
|