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 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-2.34KClosed |
$248K - $266K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.55K- 36.95% |
$271K - $291K
|
4.36K
$408K
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.64KClosed |
$280K - $301K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.68KClosed |
$284K - $305K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.77KClosed |
$294K - $316K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-2.87KClosed |
$304K - $327K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.9K- 9.23% |
$308K - $331K
|
28.5K
$2.68M
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.99KClosed |
$317K - $341K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.14K- 30.54% |
$333K - $358K
|
7.15K
$670K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-3.22KClosed |
$341K - $367K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.25K- 30.2% |
$345K - $370K
|
7.51K
$704K
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-3.37K- 28.12% |
$357K - $383K
|
8.6K
$806K
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-3.38K- 62.38% |
$359K - $385K
|
2.04K
$191K
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.42KClosed |
$363K - $389K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.59KClosed |
$381K - $409K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-3.65KClosed |
$387K - $415K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.69KClosed |
$391K - $420K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.7K- 20.97% |
$393K - $422K
|
14K
$1.31M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.74K- 47.97% |
$396K - $426K
|
4.05K
$380K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.81K- 64.25% |
$404K - $434K
|
2.12K
$199K
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.83KClosed |
$406K - $436K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.83KClosed |
$407K - $437K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.85K- 7.22% |
$408K - $438K
|
49.4K
$4.63M
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.95K- 2.42% |
$419K - $450K
|
159K
$14.9M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.97K- 14.33% |
$421K - $452K
|
23.7K
$2.23M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.03KClosed |
$427K - $459K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.07K- 11.23% |
$432K - $464K
|
32.2K
$3.01M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.12KClosed |
$437K - $470K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.13KClosed |
$438K - $470K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.13KClosed |
$438K - $470K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.16K- 11.29% |
$441K - $474K
|
32.7K
$3.06M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.34K- 2.77% |
$460K - $494K
|
152K
$14.3M
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.47KClosed |
$475K - $510K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-4.53KClosed |
$480K - $516K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.58KClosed |
$486K - $522K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-4.65K- 44.36% |
$493K - $529K
|
5.83K
$546K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.69KClosed |
$498K - $535K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-4.86KClosed |
$516K - $554K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.92K- 1.89% |
$521K - $560K
|
255K
$23.9M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.95KClosed |
$525K - $564K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.96KClosed |
$526K - $565K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5K- 47.51% |
$530K - $570K
|
5.52K
$518K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.26K- 57.5% |
$557K - $599K
|
3.88K
$364K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.32K- 63.64% |
$564K - $606K
|
3.04K
$285K
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.34KClosed |
$567K - $609K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.35K- 38.33% |
$567K - $609K
|
8.6K
$806K
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-5.37K- 3.07% |
$569K - $611K
|
169K
$15.9M
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.41K- 14.64% |
$574K - $616K
|
31.6K
$2.96M
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.42K- 54.08% |
$575K - $617K
|
4.6K
$431K
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.64K- 42.04% |
$598K - $642K
|
7.77K
$728K
|