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
Apr 25, 2022 Q1 2022	Miracle Mile Advisors, LLC	SELL	-	-603 - 0.87%	$64K - $68.7K	68.5K $6.42M
May 05, 2022 Q1 2022	Pinnacle Associates LTD	SELL	-	-613 - 11.06%	$65K - $69.8K	4.93K $462K
May 10, 2022 Q1 2022	Buckingham Strategic Wealth, LLC Clayton, MO	SELL	-	-614 - 20.24%	$65.1K - $70K	2.42K $227K
May 06, 2022 Q1 2022	Jacobi Capital Management LLC	SELL	-	-616 - 14.88%	$65.3K - $70.2K	3.52K $330K
May 04, 2022 Q1 2022	Financial Advisory Service, Inc.	SELL	-	-642 - 10.55%	$68.1K - $73.1K	5.44K $510K
May 11, 2022 Q1 2022	Comprehensive Financial Consultants Institutional, Inc. Bloomington, IN	SELL	-	-653 Closed	$69.3K - $74.4K	0 $0
Apr 21, 2022 Q1 2022	Eastern Bank	SELL	-	-673 - 15.5%	$71.4K - $76.7K	3.67K $344K
May 12, 2022 Q1 2022	Citizens Financial Group Inc	SELL	-	-675 - 10.13%	$71.6K - $76.9K	5.99K $561K
May 13, 2022 Q1 2022	Brown Brothers Harriman & CO New York, NY	SELL	-	-699 - 98.87%	$74.1K - $79.6K	8 $750
Apr 20, 2022 Q1 2022	Boltwood Capital Management	SELL	-	-792 - 5.3%	$84K - $90.2K	14.1K $1.33M
Apr 26, 2022 Q1 2022	Kestra Advisory Services, LLC	SELL	-	-816 - 0.97%	$86.6K - $93K	83.3K $7.81M
Apr 22, 2022 Q1 2022	James Investment Research Inc	SELL	-	-839 - 2.46%	$89K - $95.6K	33.2K $3.11M
May 09, 2022 Q1 2022	Gw Henssler & Associates LTD	SELL	-	-893 - 31.57%	$94.7K - $102K	1.94K $181K
May 12, 2022 Q1 2022	Oppenheimer & CO Inc New York, NY	SELL	-	-936 - 3.65%	$99.3K - $107K	24.7K $2.31M
Apr 29, 2022 Q1 2022	Choate Investment Advisors Boston, MA	SELL	-	-985 - 6.13%	$104K - $112K	15.1K $1.41M
May 12, 2022 Q1 2022	Madison Asset Management, LLC Madison, WI	SELL	-	-1.04K - 21.17%	$111K - $119K	3.88K $364K
Apr 29, 2022 Q1 2022	Vanguard Capital Wealth Advisors	SELL	-	-1.05K - 17.53%	$111K - $120K	4.94K $463K
May 16, 2022 Q1 2022	Asset Management Group, Inc. Stamford, CT	SELL	-	-1.06K - 2.39%	$112K - $120K	43.1K $4.04M
Apr 13, 2022 Q1 2022	Ford Financial Group, LLC	SELL	-	-1.13K Closed	$119K - $128K	0 $0
May 13, 2022 Q1 2022	Financial Gravity Asset Management, Inc.	SELL	-	-1.19K - 36.86%	$126K - $135K	2.03K $191K
May 13, 2022 Q1 2022	Commons Capital, LLC Needham, MA	SELL	-	-1.2K Closed	$127K - $137K	0 $0
May 16, 2022 Q1 2022	1832 Asset Management L.P. Toronto, A6	SELL	-	-1.25K - 5.06%	$133K - $143K	23.5K $2.2M
May 16, 2022 Q1 2022	Geneos Wealth Management Inc.	SELL	-	-1.28K - 2.38%	$136K - $146K	52.7K $4.94M
May 02, 2022 Q1 2022	Verdence Capital Advisors LLC Hunt Valley, MD	SELL	-	-1.33K - 35.42%	$141K - $152K	2.43K $227K
Apr 25, 2022 Q1 2022	Regions Financial Corp	SELL	-	-1.4K - 14.89%	$148K - $159K	7.98K $748K
Apr 27, 2022 Q1 2022	Fulton Breakefield Broenniman LLC	SELL	-	-1.42K - 1.37%	$151K - $162K	103K $9.64M
Apr 27, 2022 Q1 2022	Comerica Bank	SELL	-	-1.47K - 43.09%	$156K - $167K	1.94K $182K
May 09, 2022 Q1 2022	Amplius Wealth Advisors, LLC	SELL	-	-1.5K Closed	$159K - $170K	0 $0
Aug 16, 2024 Q1 2022	Td Private Client Wealth LLC New York, NY	SELL	-	-1.52K - 1.16%	$161K - $173K	129K $12.1M
Apr 20, 2022 Q1 2022	Koshinski Asset Management, Inc.	SELL	-	-1.69K - 25.95%	$180K - $193K	4.84K $453K
May 16, 2022 Q1 2022	True Link Financial Advisors, LLC	SELL	-	-1.78K Closed	$189K - $203K	0 $0
May 05, 2022 Q1 2022	Warner Financial, Inc Bethesda, MD	SELL	-	-1.79K Closed	$190K - $204K	0 $0
Apr 21, 2022 Q1 2022	Olio Financial Planning	SELL	-	-1.81K - 1.76%	$192K - $206K	101K $9.45M
May 04, 2022 Q1 2022	Stephens Inc	SELL	-	-1.83K Closed	$194K - $209K	0 $0
Apr 26, 2022 Q1 2022	Good Life Advisors, LLC	SELL	-	-1.89K - 16.86%	$200K - $215K	9.31K $872K
Apr 29, 2022 Q1 2022	Pinnacle Private Wealth, LLC	SELL	-	-1.9K Closed	$201K - $216K	0 $0
Apr 20, 2022 Q1 2022	American Institute For Advanced Investment Management, LLP	SELL	-	-1.98K - 33.96%	$210K - $225K	3.85K $360K
May 11, 2022 Q1 2022	Vicus Capital State College, PA	SELL	-	-1.98K Closed	$210K - $225K	0 $0
May 16, 2022 Q1 2022	Evergreen Capital Management LLC Bellevue, WA	SELL	-	-1.99K Closed	$211K - $227K	0 $0
Apr 12, 2022 Q1 2022	E&G Advisors, LP	SELL	-	-2K Closed	$212K - $227K	0 $0
May 12, 2022 Q1 2022	Invst, LLC Indianapolis, IN	SELL	-	-2K - 3.34%	$212K - $228K	57.8K $5.42M
Apr 14, 2022 Q1 2022	Northstar Advisory Group, LLC	SELL	-	-2.01K - 43.04%	$213K - $229K	2.66K $250K
Apr 29, 2022 Q1 2022	Whittier Trust CO Of Nevada Inc	SELL	-	-2.1K Closed	$223K - $239K	0 $0
Apr 27, 2022 Q1 2022	Dorsey Wright & Associates	SELL	-	-2.1K - 5.5%	$223K - $240K	36.2K $3.39M
Apr 11, 2022 Q1 2022	Apella Capital, LLC	SELL	-	-2.13K Closed	$226K - $242K	0 $0
Apr 27, 2022 Q1 2022	American Financial Advisors, LLC	SELL	-	-2.14K - 20.72%	$227K - $244K	8.18K $766K
May 10, 2022 Q1 2022	Avidian Wealth Solutions, LLC	SELL	-	-2.18K - 16.62%	$231K - $248K	10.9K $1.02M
May 04, 2022 Q1 2022	Windsor Group LTD	SELL	-	-2.26K Closed	$240K - $257K	0 $0
May 02, 2022 Q1 2022	Slow Capital, Inc.	SELL	-	-2.29K - 8.75%	$243K - $261K	23.9K $2.24M
May 16, 2022 Q1 2022	Sunbelt Securities, Inc. Houston, TX	SELL	-	-2.31K - 32.77%	$245K - $264K	4.75K $445K

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Account

Purchases and Sales Made in Q1 2022 in Ishares Barclays (IEF)

-603

-613

-614

-616

-642

-653

-673

-675

-699

-792

-816

-839

-893

-936

-985

-1.04K

-1.05K

-1.06K

-1.13K

-1.19K

-1.2K

-1.25K

-1.28K

-1.33K

-1.4K

-1.42K

-1.47K

-1.5K

-1.52K

-1.69K

-1.78K

-1.79K

-1.81K

-1.83K

-1.89K

-1.9K

-1.98K

-1.98K

-1.99K

-2K

-2K

-2.01K

-2.1K

-2.1K

-2.13K

-2.14K

-2.18K

-2.26K

-2.29K

-2.31K

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