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
|
Jacobi Capital Management LLC
|
BUY
|
- |
455+ 12.35% |
$51.7K - $52.9K
|
4.14K
$385K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
408+ 45.69% |
$46.3K - $47.5K
|
1.3K
$121K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
407+ 14.58% |
$46.2K - $47.4K
|
3.2K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
330+ 105.1% |
$37.5K - $38.4K
|
644
$59.9K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
289New |
$32.8K - $33.6K
|
289
$26.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
288+ 9.6% |
$32.7K - $33.5K
|
3.29K
$306K
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
285+ 7.75% |
$32.4K - $33.2K
|
3.96K
$369K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
278New |
$31.6K - $32.3K
|
278
$25.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
267New |
$30.3K - $31.1K
|
267
$24.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
262New |
$29.8K - $30.5K
|
262
$24.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
260+ 3.14% |
$29.5K - $30.3K
|
8.53K
$794K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
256+ 2.54% |
$29.1K - $29.8K
|
10.3K
$960K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
248+ 1.73% |
$28.2K - $28.9K
|
14.6K
$1.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
223+ 4.16% |
$25.3K - $25.9K
|
5.59K
$520K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
223New |
$25.3K - $25.9K
|
223
$20.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
219New |
$24.9K - $25.5K
|
219
$20.4K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
216New |
$24.5K - $25.1K
|
216
$20.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
201New |
$22.8K - $23.4K
|
201
$18.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
201+ 8.05% |
$22.8K - $23.4K
|
2.7K
$251K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$22.7K - $23.3K
|
200
$18.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 37.66% |
$22.7K - $23.3K
|
731
$68K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
188+ 12.79% |
$21.3K - $21.9K
|
1.66K
$154K
|
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
187+ 29.22% |
$21.2K - $21.8K
|
827
$76.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
169+ 5.54% |
$19.2K - $19.7K
|
3.22K
$299K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
163+ 1.13% |
$18.5K - $19K
|
14.6K
$1.35M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
157New |
$17.8K - $18.3K
|
157
$14.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
157+ 34.43% |
$17.8K - $18.3K
|
613
$57K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
132+ 0.3% |
$15K - $15.4K
|
44.1K
$4.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
126+ 3.09% |
$14.3K - $14.7K
|
4.2K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
123New |
$14K - $14.3K
|
123
$11.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
121+ 2.78% |
$13.7K - $14.1K
|
4.47K
$416K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
118+ 1.31% |
$13.4K - $13.7K
|
9.14K
$850K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
113+ 2.06% |
$12.8K - $13.1K
|
5.61K
$521K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
112New |
$12.7K - $13K
|
112
$10.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
112+ 1.04% |
$12.7K - $13K
|
10.9K
$1.01M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
108New |
$12.3K - $12.6K
|
108
$10K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
105+ 3.17% |
$11.9K - $12.2K
|
3.42K
$318K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
105New |
$11.9K - $12.2K
|
105
$9.77K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
103+ 110.75% |
$11.7K - $12K
|
196
$18.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
101+ 2.48% |
$11.5K - $11.8K
|
4.18K
$389K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
93New |
$10.6K - $10.8K
|
93
$8.65K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
92New |
$10.4K - $10.7K
|
92
$8.56K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
84+ 3.81% |
$9.54K - $9.77K
|
2.29K
$213K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
55+ 1.85% |
$6.25K - $6.4K
|
3.03K
$282K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
55New |
$6.25K - $6.4K
|
55
$5.12K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
55New |
$6.25K - $6.4K
|
55
$5.12K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
54+ 1.22% |
$6.13K - $6.28K
|
4.48K
$416K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
51New |
$5.79K - $5.93K
|
51
$4.74K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
44+ 48.89% |
$5K - $5.12K
|
134
$12.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
39New |
$4.43K - $4.54K
|
39
$3.63K
|