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 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
36+ 1.13% |
$4.09K - $4.19K
|
3.23K
$301K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
36New |
$4.09K - $4.19K
|
36
$3.35K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
35New |
$3.97K - $4.07K
|
35
$3.26K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
35New |
$3.97K - $4.07K
|
35
$3.26K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
28+ 0.12% |
$3.18K - $3.26K
|
22.8K
$2.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
28New |
$3.18K - $3.26K
|
28
$2.61K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
27+ 0.38% |
$3.07K - $3.14K
|
7.16K
$667K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22New |
$2.5K - $2.56K
|
22
$2.05K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 0.8% |
$2.27K - $2.33K
|
2.52K
$235K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
18+ 21.95% |
$2.04K - $2.09K
|
100
$9.31K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
17New |
$1.93K - $1.98K
|
17
$1.58K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13New |
$1.48K - $1.51K
|
13
$1.21K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 0.18% |
$1.36K - $1.4K
|
6.69K
$623K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$1.25K - $1.28K
|
11
$1.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
9+ 4.5% |
$1.02K - $1.05K
|
209
$19.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.17% |
$908 - $931
|
4.68K
$436K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8New |
$908 - $931
|
8
$745
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
7New |
$795 - $815
|
7
$652
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5+ 0.25% |
$568 - $582
|
2.04K
$190K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.37% |
$454 - $465
|
1.09K
$102K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3+ 0.05% |
$341 - $349
|
5.52K
$514K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.39% |
$227 - $233
|
520
$48.4K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1+ 0.0% |
$114 - $116
|
42.7K
$3.98M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$114 - $116
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 0.39% |
$114 - $116
|
255
$23.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2- 0.08% |
$227 - $233
|
2.64K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$341 - $349
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 3.36% |
$454 - $465
|
115
$10.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 6.67% |
$568 - $582
|
70
$6.52K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 0.12% |
$795 - $815
|
5.74K
$535K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-8- 0.25% |
$908 - $931
|
3.22K
$300K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-9- 8.18% |
$1.02K - $1.05K
|
101
$9.41K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10- 0.06% |
$1.14K - $1.16K
|
16K
$1.49M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-12- 0.67% |
$1.36K - $1.4K
|
1.78K
$166K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-14- 2.7% |
$1.59K - $1.63K
|
505
$47K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-15Closed |
$1.7K - $1.75K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15- 1.56% |
$1.7K - $1.75K
|
944
$87.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-17- 0.57% |
$1.93K - $1.98K
|
2.98K
$277K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-20- 0.07% |
$2.27K - $2.33K
|
29.4K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-22- 1.03% |
$2.5K - $2.56K
|
2.12K
$197K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-23- 0.65% |
$2.61K - $2.68K
|
3.53K
$329K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-24- 6.11% |
$2.73K - $2.79K
|
369
$34.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-25- 89.29% |
$2.84K - $2.91K
|
3
$279
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-26Closed |
$2.95K - $3.03K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-26Closed |
$2.95K - $3.03K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-28- 0.88% |
$3.18K - $3.26K
|
3.17K
$295K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-28- 1.25% |
$3.18K - $3.26K
|
2.21K
$206K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-35- 1.44% |
$3.97K - $4.07K
|
2.4K
$223K
|