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 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
74.9K+ 5.93% |
$7.95M - $8.54M
|
1.34M
$125M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
65.2K+ 1130.31% |
$6.92M - $7.43M
|
71K
$6.65M
|
|
May 10, 2022
Q1 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
64KNew |
$6.79M - $7.29M
|
64K
$6M
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
BUY
|
- |
63.4K+ 380.57% |
$6.72M - $7.22M
|
80K
$7.5M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
61.1K+ 14.44% |
$6.49M - $6.97M
|
485K
$45.4M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
60.3K+ 41.02% |
$6.39M - $6.86M
|
207K
$19.4M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
58.9K+ 35.72% |
$6.25M - $6.71M
|
224K
$21M
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
58.7K+ 25.99% |
$6.23M - $6.69M
|
285K
$26.7M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
58.4K+ 75.61% |
$6.2M - $6.65M
|
136K
$12.7M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.2K+ 13.18% |
$6.18M - $6.64M
|
500K
$46.9M
|
|
Apr 20, 2022
Q1 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
57.5KNew |
$6.1M - $6.55M
|
57.5K
$5.38M
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
55.4K+ 101.36% |
$5.88M - $6.31M
|
110K
$10.3M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
54.9K+ 49.35% |
$5.83M - $6.26M
|
166K
$15.6M
|
|
May 04, 2022
Q1 2022
|
My Wealth Management Inc.
|
BUY
|
- |
53.4KNew |
$5.66M - $6.08M
|
53.4K
$5M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
52.4K+ 190.07% |
$5.56M - $5.97M
|
80K
$7.5M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.5K+ 25.0% |
$5.25M - $5.64M
|
248K
$23.2M
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
48.2KNew |
$5.11M - $5.49M
|
48.2K
$4.52M
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
48.1K+ 10.11% |
$5.1M - $5.48M
|
524K
$49.1M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
45.2KNew |
$4.8M - $5.15M
|
45.2K
$4.24M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44.2K+ 1220.06% |
$4.69M - $5.03M
|
47.8K
$4.48M
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
43.8K+ 398409.09% |
$4.65M - $4.99M
|
43.8K
$4.11M
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
42.6KNew |
$4.52M - $4.85M
|
42.6K
$3.99M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42K+ 24.93% |
$4.45M - $4.78M
|
210K
$19.7M
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
41.9K+ 18.68% |
$4.45M - $4.78M
|
266K
$25M
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
39.9K+ 12.97% |
$4.23M - $4.54M
|
347K
$32.6M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
39.6K+ 11281.2% |
$4.2M - $4.51M
|
39.9K
$3.74M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.8K+ 10.82% |
$4.12M - $4.43M
|
398K
$37.3M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.2KNew |
$3.73M - $4.01M
|
35.2K
$3.3M
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
34.4K+ 11.19% |
$3.64M - $3.91M
|
341K
$32M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30.6K+ 121.06% |
$3.25M - $3.49M
|
55.9K
$5.24M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
28.4K+ 786.75% |
$3.02M - $3.24M
|
32.1K
$3M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28K+ 5.3% |
$2.97M - $3.19M
|
556K
$52.1M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.8K+ 47.51% |
$2.84M - $3.05M
|
83.1K
$7.78M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
25.8K+ 83.66% |
$2.74M - $2.94M
|
56.6K
$5.31M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25.7KNew |
$2.73M - $2.93M
|
25.7K
$2.41M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
25.6KNew |
$2.72M - $2.92M
|
25.6K
$2.4M
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
25.2K+ 70.05% |
$2.68M - $2.88M
|
61.3K
$5.74M
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
23.5K+ 96.29% |
$2.49M - $2.68M
|
47.9K
$4.49M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
23.4KNew |
$2.49M - $2.67M
|
23.4K
$2.2M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
23.3K+ 44.27% |
$2.47M - $2.66M
|
76K
$7.12M
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
23.2K+ 1298.99% |
$2.46M - $2.64M
|
25K
$2.34M
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
23KNew |
$2.44M - $2.63M
|
23K
$2.16M
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
22.6K+ 66.64% |
$2.4M - $2.57M
|
56.5K
$5.29M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22.6KNew |
$2.39M - $2.57M
|
22.6K
$2.12M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
22.1K+ 8.92% |
$2.35M - $2.52M
|
270K
$25.3M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
21.6K+ 84.74% |
$2.29M - $2.46M
|
47K
$4.41M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21K+ 20.43% |
$2.23M - $2.4M
|
124K
$11.6M
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
21KNew |
$2.23M - $2.4M
|
21K
$1.97M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
21K+ 189.15% |
$2.23M - $2.39M
|
32.1K
$3.01M
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
20.9KNew |
$2.22M - $2.39M
|
20.9K
$1.96M
|