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
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.7K- 27.84% |
$605K - $650K
|
14.8K
$1.38M
|
|
|
May 06, 2022
Q1 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-5.71K- 9.24% |
$605K - $650K
|
56.1K
$5.26M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.9KClosed |
$626K - $672K
|
0
$0
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-5.91KClosed |
$627K - $673K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.91K- 73.99% |
$627K - $673K
|
2.08K
$195K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-5.94KClosed |
$630K - $677K
|
0
$0
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.95KClosed |
$631K - $677K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.06K- 64.48% |
$643K - $690K
|
3.34K
$313K
|
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.16KClosed |
$653K - $701K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.16K- 14.26% |
$653K - $702K
|
37K
$3.47M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.22K- 4.5% |
$660K - $709K
|
132K
$12.4M
|
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-6.3K- 27.62% |
$668K - $717K
|
16.5K
$1.55M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-6.57K- 34.51% |
$697K - $748K
|
12.5K
$1.17M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.6K- 18.41% |
$700K - $751K
|
29.2K
$2.74M
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-6.95K- 33.29% |
$737K - $791K
|
13.9K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-7.14K- 57.05% |
$758K - $814K
|
5.38K
$504K
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-7.23K- 21.48% |
$767K - $824K
|
26.4K
$2.48M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.61K- 1.21% |
$807K - $867K
|
623K
$58.4M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.65K- 66.79% |
$812K - $872K
|
3.81K
$357K
|
|
|
May 04, 2022
Q1 2022
|
St. James Investment Company, LLC
|
SELL
|
- |
-7.88K- 32.04% |
$836K - $898K
|
16.7K
$1.57M
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-8.22K- 5.59% |
$872K - $936K
|
139K
$13M
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-8.22K- 76.72% |
$872K - $937K
|
2.5K
$234K
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-8.23K- 3.0% |
$873K - $937K
|
266K
$24.9M
|
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8.39K- 27.57% |
$890K - $955K
|
22K
$2.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.85K- 22.28% |
$939K - $1.01M
|
30.9K
$2.89M
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-9.13K- 5.14% |
$968K - $1.04M
|
169K
$15.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-9.43KClosed |
$1M - $1.07M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.71K- 21.99% |
$1.03M - $1.11M
|
34.5K
$3.23M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-9.96K- 48.79% |
$1.06M - $1.13M
|
10.5K
$980K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-10.4K- 11.72% |
$1.1M - $1.18M
|
78.2K
$7.33M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.5K- 76.81% |
$1.12M - $1.2M
|
3.18K
$298K
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-10.6KClosed |
$1.13M - $1.21M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-10.7K- 33.38% |
$1.14M - $1.22M
|
21.4K
$2.01M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-11KClosed |
$1.16M - $1.25M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-11.8K- 61.61% |
$1.25M - $1.35M
|
7.37K
$691K
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12.3KClosed |
$1.31M - $1.4M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
SELL
|
- |
-12.5KClosed |
$1.33M - $1.42M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-12.6K- 6.45% |
$1.34M - $1.44M
|
183K
$17.2M
|
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-13K- 23.86% |
$1.38M - $1.48M
|
41.4K
$3.88M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-13.1KClosed |
$1.39M - $1.49M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-13.1K- 29.18% |
$1.39M - $1.49M
|
31.8K
$2.98M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13.1K- 31.08% |
$1.39M - $1.5M
|
29.1K
$2.73M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-13.8K- 31.99% |
$1.46M - $1.57M
|
29.3K
$2.74M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-13.8K- 34.78% |
$1.47M - $1.58M
|
26K
$2.43M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-14K- 87.39% |
$1.49M - $1.6M
|
2.03K
$190K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.1K- 30.48% |
$1.5M - $1.61M
|
32.2K
$3.02M
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-14.4K- 41.09% |
$1.53M - $1.64M
|
20.6K
$1.93M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-14.9KClosed |
$1.58M - $1.69M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.4K- 20.65% |
$1.74M - $1.87M
|
62.9K
$5.89M
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-16.6K- 77.75% |
$1.76M - $1.89M
|
4.75K
$445K
|