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
|
Trinity Point Wealth, LLC
|
BUY
|
- |
864+ 49.66% |
$91.7K - $98.4K
|
2.6K
$244K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
850+ 3.9% |
$90.2K - $96.8K
|
22.7K
$2.12M
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
837+ 1.53% |
$88.8K - $95.4K
|
55.6K
$5.21M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
816+ 5.27% |
$86.6K - $93K
|
16.3K
$1.53M
|
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
789New |
$83.7K - $89.9K
|
789
$73.9K
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
772+ 1.44% |
$81.9K - $88K
|
54.4K
$5.1M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
744New |
$78.9K - $84.8K
|
744
$69.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacific Wealth Management
|
BUY
|
- |
735+ 1.26% |
$78K - $83.7K
|
59K
$5.53M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
727+ 30.91% |
$77.1K - $82.8K
|
3.08K
$289K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
722+ 18.75% |
$76.6K - $82.3K
|
4.57K
$429K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
661+ 6.32% |
$70.1K - $75.3K
|
11.1K
$1.04M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
601+ 0.94% |
$63.8K - $68.5K
|
64.8K
$6.07M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
597+ 0.51% |
$63.3K - $68K
|
117K
$11M
|
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
585+ 1.56% |
$62.1K - $66.6K
|
38K
$3.56M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
582+ 1212.5% |
$61.7K - $66.3K
|
630
$59K
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
571+ 3.92% |
$60.6K - $65.1K
|
15.1K
$1.42M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
527+ 1225.58% |
$55.9K - $60K
|
570
$53.4K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
517+ 2.29% |
$54.8K - $58.9K
|
23.1K
$2.16M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
514+ 4.73% |
$54.5K - $58.6K
|
11.4K
$1.07M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
485New |
$51.4K - $55.3K
|
485
$45.4K
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
472+ 3.53% |
$50.1K - $53.8K
|
13.9K
$1.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
434+ 4.49% |
$46K - $49.4K
|
10.1K
$947K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
429+ 400.93% |
$45.5K - $48.9K
|
536
$50.2K
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
390New |
$41.4K - $44.4K
|
390
$36.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
364+ 6.34% |
$38.6K - $41.5K
|
6.1K
$572K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
348New |
$36.9K - $39.6K
|
348
$32.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
328+ 2.06% |
$34.8K - $37.4K
|
16.2K
$1.52M
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
278+ 2.85% |
$29.5K - $31.7K
|
10K
$939K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
244+ 10.4% |
$25.9K - $27.8K
|
2.59K
$243K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
243+ 6.68% |
$25.8K - $27.7K
|
3.88K
$364K
|
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
236+ 0.73% |
$25K - $26.9K
|
32.7K
$3.06M
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
235+ 10.7% |
$24.9K - $26.8K
|
2.43K
$228K
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
222+ 2.21% |
$23.5K - $25.3K
|
10.3K
$962K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
220New |
$23.3K - $25.1K
|
220
$20.6K
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
217+ 9.33% |
$23K - $24.7K
|
2.54K
$238K
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
216+ 6.57% |
$22.9K - $24.6K
|
3.51K
$328K
|
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
212+ 1.83% |
$22.5K - $24.2K
|
11.8K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
199+ 1.31% |
$21.1K - $22.7K
|
15.4K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
184+ 1.07% |
$19.5K - $21K
|
17.4K
$1.63M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
181+ 2.43% |
$19.2K - $20.6K
|
7.62K
$714K
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
180+ 9.89% |
$19.1K - $20.5K
|
2K
$187K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
176New |
$18.7K - $20.1K
|
176
$16.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
175New |
$18.6K - $19.9K
|
175
$16.4K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
171New |
$18.1K - $19.5K
|
171
$16K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
170+ 2.61% |
$18K - $19.4K
|
6.69K
$627K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
156+ 7.41% |
$16.5K - $17.8K
|
2.26K
$212K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
150+ 326.09% |
$15.9K - $17.1K
|
196
$18.4K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
144+ 1.28% |
$15.3K - $16.4K
|
11.4K
$1.07M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
125New |
$13.3K - $14.2K
|
125
$11.7K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
124+ 19.41% |
$13.2K - $14.1K
|
763
$71.5K
|