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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-16.9K- 22.25% |
$1.79M - $1.92M
|
58.9K
$5.52M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-16.9K- 1.57% |
$1.79M - $1.92M
|
1.05M
$98.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-17K- 50.26% |
$1.8M - $1.93M
|
16.8K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-17.5KClosed |
$1.86M - $1.99M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-17.7K- 7.33% |
$1.87M - $2.01M
|
223K
$20.9M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.4K- 90.58% |
$1.95M - $2.09M
|
1.91K
$179K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-18.8K- 47.48% |
$1.99M - $2.14M
|
20.8K
$1.95M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-19.3K- 6.33% |
$2.04M - $2.19M
|
285K
$26.7M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-19.7K- 53.43% |
$2.09M - $2.24M
|
17.2K
$1.61M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.1K- 13.73% |
$2.13M - $2.29M
|
126K
$11.8M
|
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
SELL
|
- |
-20.1KClosed |
$2.13M - $2.29M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.1K- 19.74% |
$2.24M - $2.41M
|
86K
$8.06M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-21.4K- 91.39% |
$2.27M - $2.44M
|
2.02K
$189K
|
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-21.6K- 20.77% |
$2.29M - $2.46M
|
82.4K
$7.72M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-21.6K- 1.11% |
$2.29M - $2.46M
|
1.92M
$180M
|
|
|
May 13, 2022
Q1 2022
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-21.8K- 34.6% |
$2.31M - $2.48M
|
41.2K
$3.86M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-22.1K- 71.02% |
$2.35M - $2.52M
|
9.03K
$846K
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-24.3KClosed |
$2.58M - $2.77M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.4K- 13.63% |
$2.59M - $2.78M
|
155K
$14.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-25.1KClosed |
$2.66M - $2.86M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-26KClosed |
$2.76M - $2.96M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26.8K- 85.01% |
$2.85M - $3.06M
|
4.73K
$443K
|
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-28.1KClosed |
$2.98M - $3.21M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-29.4KClosed |
$3.12M - $3.36M
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-32.5K- 5.66% |
$3.44M - $3.7M
|
541K
$50.7M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-32.9KClosed |
$3.49M - $3.75M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33.3K- 1.39% |
$3.53M - $3.79M
|
2.36M
$221M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-33.6K- 88.4% |
$3.56M - $3.83M
|
4.41K
$413K
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-35.8K- 67.22% |
$3.79M - $4.07M
|
17.4K
$1.63M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-36K- 88.37% |
$3.82M - $4.1M
|
4.74K
$444K
|
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-36.1K- 29.97% |
$3.83M - $4.11M
|
84.3K
$7.9M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-36.4KClosed |
$3.86M - $4.15M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-38.5K- 71.13% |
$4.08M - $4.39M
|
15.6K
$1.46M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-38.8K- 93.47% |
$4.11M - $4.42M
|
2.71K
$254K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39.5K- 99.12% |
$4.19M - $4.5M
|
351
$32.9K
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-42.6KClosed |
$4.51M - $4.85M
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-43.4K- 29.43% |
$4.61M - $4.95M
|
104K
$9.76M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-46.5K- 17.25% |
$4.94M - $5.3M
|
223K
$20.9M
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-47.3K- 58.45% |
$5.01M - $5.38M
|
33.6K
$3.15M
|
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-47.6KClosed |
$5.04M - $5.42M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-50.4K- 44.54% |
$5.34M - $5.74M
|
62.7K
$5.88M
|
|
|
May 13, 2022
Q1 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-52.6K- 22.5% |
$5.57M - $5.99M
|
181K
$17M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-53.8K- 55.86% |
$5.71M - $6.13M
|
42.5K
$3.98M
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-54.3K- 10.68% |
$5.76M - $6.19M
|
454K
$42.5M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-58.6K- 95.82% |
$6.21M - $6.67M
|
2.56K
$239K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-59.7K- 29.91% |
$6.33M - $6.8M
|
140K
$13.1M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-60.2K- 39.72% |
$6.38M - $6.85M
|
91.3K
$8.56M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-61K- 94.89% |
$6.47M - $6.95M
|
3.29K
$308K
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-62.4K- 14.44% |
$6.62M - $7.11M
|
370K
$34.6M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-64.2K- 27.49% |
$6.81M - $7.31M
|
169K
$15.9M
|