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 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.94KNew |
$842K - $904K
|
7.94K
$744K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.79KNew |
$827K - $888K
|
7.79K
$730K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.29K+ 143.28% |
$773K - $830K
|
12.4K
$1.16M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
7.2K+ 84.7% |
$764K - $820K
|
15.7K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.16K+ 70.91% |
$759K - $815K
|
17.2K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7.06K+ 4.48% |
$749K - $804K
|
165K
$15.4M
|
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.93KNew |
$735K - $789K
|
6.93K
$649K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.86K+ 137.89% |
$728K - $782K
|
11.8K
$1.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.47K+ 50.3% |
$687K - $738K
|
19.3K
$1.81M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.33K+ 0.4% |
$672K - $721K
|
1.6M
$150M
|
|
|
Apr 14, 2022
Q1 2022
|
Xr Securities LLC
|
BUY
|
- |
6.17KNew |
$654K - $703K
|
6.17K
$578K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.07KNew |
$643K - $691K
|
6.07K
$568K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.01K+ 38.68% |
$638K - $685K
|
21.6K
$2.02M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.94K+ 43.51% |
$630K - $677K
|
19.6K
$1.84M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.55K+ 4.77% |
$588K - $632K
|
122K
$11.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
5.53K+ 25.62% |
$587K - $630K
|
27.1K
$2.54M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.53KNew |
$586K - $630K
|
5.53K
$518K
|
|
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.37KNew |
$570K - $612K
|
5.37K
$504K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.2K+ 118.95% |
$551K - $592K
|
9.57K
$897K
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5.1K+ 19.75% |
$540K - $580K
|
30.9K
$2.89M
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5.04K+ 53.91% |
$534K - $574K
|
14.4K
$1.35M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
4.94KNew |
$524K - $563K
|
4.94K
$463K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
4.87K+ 374.4% |
$517K - $555K
|
6.17K
$578K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
4.82K+ 0.4% |
$512K - $550K
|
1.22M
$115M
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
4.5KNew |
$477K - $513K
|
4.5K
$422K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.47K+ 4.58% |
$474K - $509K
|
102K
$9.56M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
4.4K+ 33.83% |
$467K - $502K
|
17.4K
$1.63M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.35K+ 92.31% |
$461K - $495K
|
9.05K
$848K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.19KNew |
$444K - $477K
|
4.19K
$393K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.98K+ 51.97% |
$422K - $453K
|
11.6K
$1.09M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.94K+ 40.66% |
$418K - $449K
|
13.6K
$1.28M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.92K+ 88.63% |
$416K - $446K
|
8.34K
$782K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
3.81K+ 10885.71% |
$404K - $434K
|
3.85K
$360K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.55K+ 22.18% |
$377K - $405K
|
19.6K
$1.83M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.51KNew |
$372K - $400K
|
3.51K
$329K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.44K+ 17.04% |
$364K - $391K
|
23.6K
$2.21M
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.34KNew |
$354K - $380K
|
3.34K
$313K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.18K+ 182.05% |
$337K - $362K
|
4.92K
$461K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
3.15K+ 53.31% |
$334K - $358K
|
9.05K
$848K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.09K+ 6.63% |
$328K - $352K
|
49.7K
$4.66M
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.07KNew |
$326K - $350K
|
3.07K
$288K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3.06K+ 48.1% |
$324K - $348K
|
9.41K
$881K
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.97K+ 94.95% |
$315K - $338K
|
6.1K
$571K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.97K+ 94.95% |
$315K - $338K
|
6.1K
$571K
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.95KNew |
$313K - $336K
|
2.95K
$276K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.94K+ 65.24% |
$311K - $334K
|
7.43K
$697K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.94K+ 65.24% |
$311K - $334K
|
7.43K
$697K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.91K+ 18.42% |
$309K - $332K
|
18.7K
$1.75M
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
2.84K+ 4.96% |
$301K - $324K
|
60.1K
$5.64M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.83KNew |
$300K - $322K
|
2.83K
$265K
|