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 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.82K+ 19.37% |
$299K - $321K
|
17.4K
$1.63M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.77KNew |
$294K - $316K
|
2.77K
$260K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.7KNew |
$286K - $307K
|
2.7K
$253K
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
2.63KNew |
$279K - $299K
|
2.63K
$246K
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.58K+ 45.75% |
$274K - $294K
|
8.22K
$771K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.57K+ 54.77% |
$272K - $292K
|
7.25K
$679K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.5K+ 5.86% |
$266K - $285K
|
45.3K
$4.24M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.48K+ 32.12% |
$263K - $282K
|
10.2K
$955K
|
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
2.37KNew |
$252K - $270K
|
2.37K
$222K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.36K+ 41.11% |
$250K - $269K
|
8.1K
$759K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.27KNew |
$241K - $259K
|
2.27K
$213K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.2KNew |
$234K - $251K
|
2.2K
$207K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$230K - $247K
|
2.17K
$204K
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.15KNew |
$228K - $245K
|
2.15K
$201K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.14KNew |
$227K - $244K
|
2.14K
$200K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.13K+ 1.75% |
$226K - $243K
|
124K
$11.6M
|
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.1KNew |
$222K - $239K
|
2.1K
$196K
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.08KNew |
$220K - $237K
|
2.08K
$195K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.07K+ 52.08% |
$219K - $236K
|
6.04K
$566K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.99KNew |
$211K - $227K
|
1.99K
$186K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.99K+ 8.71% |
$211K - $226K
|
24.8K
$2.32M
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.98KNew |
$210K - $225K
|
1.98K
$185K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.88KNew |
$200K - $215K
|
1.88K
$176K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.87KNew |
$198K - $213K
|
1.87K
$175K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.75K+ 17.22% |
$186K - $199K
|
11.9K
$1.12M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.73K+ 41.81% |
$184K - $197K
|
5.87K
$550K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.72K+ 83.4% |
$183K - $196K
|
3.79K
$355K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 5.44% |
$170K - $182K
|
31K
$2.91M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.56K+ 33.9% |
$166K - $178K
|
6.18K
$579K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
1.55K+ 2.98% |
$164K - $176K
|
53.5K
$5.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
1.48K+ 5.71% |
$157K - $168K
|
27.3K
$2.56M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.47K+ 41.79% |
$155K - $167K
|
4.97K
$466K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.46K+ 5.05% |
$154K - $166K
|
30.3K
$2.84M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.45K+ 40.69% |
$154K - $166K
|
5.03K
$471K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.44KNew |
$153K - $164K
|
1.44K
$135K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 486.33% |
$143K - $154K
|
1.63K
$153K
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
1.3K+ 0.43% |
$138K - $148K
|
305K
$28.6M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.29K+ 5.7% |
$137K - $147K
|
24K
$2.25M
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.29K+ 5.61% |
$137K - $147K
|
24.3K
$2.28M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.19KNew |
$126K - $136K
|
1.19K
$112K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.14K+ 11.2% |
$121K - $130K
|
11.4K
$1.06M
|
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.13K+ 12.8% |
$119K - $128K
|
9.92K
$930K
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.1K+ 13.74% |
$117K - $125K
|
9.1K
$853K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$117K - $125K
|
1.1K
$103K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.06KNew |
$113K - $121K
|
1.06K
$99.6K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.06KNew |
$112K - $120K
|
1.06K
$99.1K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 24.19% |
$109K - $117K
|
5.28K
$495K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
980+ 2.37% |
$104K - $112K
|
42.4K
$3.97M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
963+ 17.3% |
$102K - $110K
|
6.53K
$612K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
954+ 4.04% |
$101K - $109K
|
24.6K
$2.3M
|