Purchases and Sales Made in Q1 2022 in Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20.5KNew |
$2.18M - $2.34M
|
20.5K
$1.92M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
20.5K+ 23.55% |
$2.18M - $2.34M
|
108K
$10.1M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19.4K+ 203.08% |
$2.06M - $2.21M
|
29K
$2.71M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
19.2K+ 75.98% |
$2.04M - $2.19M
|
44.4K
$4.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
18.9K+ 411.55% |
$2M - $2.15M
|
23.5K
$2.2M
|
|
|
May 13, 2022
Q1 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
18.6K+ 2.49% |
$1.97M - $2.12M
|
765K
$71.6M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
18KNew |
$1.91M - $2.05M
|
18K
$1.68M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
17.8K+ 917.66% |
$1.89M - $2.03M
|
19.8K
$1.85M
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
17.5K+ 312.5% |
$1.85M - $1.99M
|
23K
$2.16M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17.4K+ 37.04% |
$1.84M - $1.98M
|
64.3K
$6.01M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.1K+ 57.91% |
$1.81M - $1.94M
|
46.6K
$4.36M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
16.4K+ 454.78% |
$1.74M - $1.87M
|
20K
$1.87M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
16K+ 3.36% |
$1.7M - $1.82M
|
492K
$46M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16K+ 6.43% |
$1.69M - $1.82M
|
264K
$24.7M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
15.1K+ 78.57% |
$1.6M - $1.72M
|
34.2K
$3.2M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.7K+ 160.43% |
$1.56M - $1.68M
|
23.9K
$2.24M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.7K+ 122.75% |
$1.56M - $1.68M
|
26.7K
$2.5M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.7K+ 122.74% |
$1.56M - $1.67M
|
26.7K
$2.5M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.7K+ 454.8% |
$1.56M - $1.67M
|
17.9K
$1.68M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 167.73% |
$1.49M - $1.6M
|
22.5K
$2.1M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13.8K+ 161.88% |
$1.47M - $1.57M
|
22.3K
$2.09M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
13.6KNew |
$1.44M - $1.55M
|
13.6K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
13.6K+ 2.18% |
$1.44M - $1.55M
|
634K
$59.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
13.5KNew |
$1.44M - $1.54M
|
13.5K
$1.27M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12.7K+ 94.17% |
$1.34M - $1.44M
|
26.1K
$2.45M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12.5KNew |
$1.33M - $1.43M
|
12.5K
$1.17M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.1KNew |
$1.29M - $1.38M
|
12.1K
$1.13M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.9K+ 86.41% |
$1.26M - $1.36M
|
25.7K
$2.41M
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
11.8K+ 21.3% |
$1.26M - $1.35M
|
67.4K
$6.31M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 110.25% |
$1.25M - $1.35M
|
22.6K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.5K+ 461.48% |
$1.22M - $1.31M
|
14K
$1.31M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.4K+ 10.56% |
$1.21M - $1.3M
|
119K
$11.2M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11.3K+ 10799.05% |
$1.2M - $1.29M
|
11.4K
$1.07M
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
11.1K+ 28.26% |
$1.18M - $1.27M
|
50.5K
$4.73M
|
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
BUY
|
- |
10.5K+ 532.5% |
$1.11M - $1.19M
|
12.4K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
10.4K+ 105.02% |
$1.11M - $1.19M
|
20.3K
$1.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10.1KNew |
$1.08M - $1.16M
|
10.1K
$949K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
9.98K+ 9.55% |
$1.06M - $1.14M
|
114K
$10.7M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.54K+ 220.96% |
$1.01M - $1.09M
|
13.9K
$1.3M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.47K+ 104.82% |
$1M - $1.08M
|
18.5K
$1.73M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
9.29K+ 56.39% |
$986K - $1.06M
|
25.8K
$2.41M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9KNew |
$955K - $1.03M
|
9K
$842K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.93KNew |
$947K - $1.02M
|
8.93K
$836K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8.88KNew |
$942K - $1.01M
|
8.88K
$831K
|
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.48KNew |
$900K - $966K
|
8.48K
$794K
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.42K+ 7.63% |
$893K - $959K
|
119K
$11.1M
|
|
|
May 11, 2022
Q1 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.33K+ 3.57% |
$884K - $949K
|
242K
$22.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
8.3K+ 3.48% |
$880K - $946K
|
247K
$23.1M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.28K+ 14.36% |
$878K - $943K
|
65.9K
$6.17M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.18K+ 15.02% |
$868K - $932K
|
62.6K
$5.86M
|