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 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
124+ 19.41% |
$13.2K - $14.1K
|
763
$71.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
118+ 1.51% |
$12.5K - $13.4K
|
7.93K
$743K
|
|
|
May 05, 2022
Q1 2022
|
Sbb Research Group LLC
|
BUY
|
- |
116+ 1.3% |
$12.3K - $13.2K
|
9.02K
$846K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
116New |
$12.3K - $13.2K
|
116
$10.9K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
114New |
$12.1K - $13K
|
114
$10.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
101+ 2.42% |
$10.7K - $11.5K
|
4.28K
$401K
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
97+ 2.45% |
$10.3K - $11.1K
|
4.06K
$380K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
96+ 67.13% |
$10.2K - $10.9K
|
239
$22.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
94+ 2.24% |
$9.97K - $10.7K
|
4.29K
$402K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
87+ 4.8% |
$9.23K - $9.91K
|
1.9K
$178K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
85New |
$9.02K - $9.68K
|
85
$7.97K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
81+ 1.23% |
$8.59K - $9.23K
|
6.67K
$625K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
78+ 0.07% |
$8.27K - $8.89K
|
115K
$10.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
70+ 0.02% |
$7.43K - $7.98K
|
347K
$32.6M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
46New |
$4.88K - $5.24K
|
46
$4.31K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
41+ 0.96% |
$4.35K - $4.67K
|
4.32K
$405K
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
40+ 0.21% |
$4.24K - $4.56K
|
19.2K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
31New |
$3.29K - $3.53K
|
31
$2.91K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
27New |
$2.86K - $3.08K
|
27
$2.53K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
26New |
$2.76K - $2.96K
|
26
$2.44K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 1.09% |
$2.65K - $2.85K
|
2.31K
$217K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.82% |
$2.33K - $2.51K
|
2.72K
$255K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$2.23K - $2.39K
|
21
$1.97K
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
20+ 0.33% |
$2.12K - $2.28K
|
6.09K
$571K
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
19+ 0.34% |
$2.02K - $2.16K
|
5.61K
$526K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
15New |
$1.59K - $1.71K
|
15
$1.41K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10+ 3.97% |
$1.06K - $1.14K
|
262
$24.6K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5New |
$530 - $570
|
5
$469
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5+ 0.16% |
$530 - $570
|
3.2K
$300K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
4+ 133.33% |
$424 - $456
|
7
$656
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$424 - $456
|
28.9K
$2.71M
|
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
3+ 0.04% |
$318 - $342
|
8.56K
$802K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2+ 0.46% |
$212 - $228
|
439
$41.1K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.17% |
$106 - $114
|
578
$54.2K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.13% |
$106 - $114
|
781
$73.2K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.04% |
$106 - $114
|
2.52K
$236K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.82% |
$106 - $114
|
123
$11.5K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.2% |
$106 - $114
|
497
$46.6K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.03% |
$106 - $114
|
3.93K
$368K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-1- 0.04% |
$106 - $114
|
2.33K
$218K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 1.04% |
$212 - $228
|
190
$17.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2- 0.06% |
$212 - $228
|
3.17K
$297K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.07% |
$424 - $456
|
5.74K
$538K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8Closed |
$849 - $911
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13- 0.31% |
$1.38K - $1.48K
|
4.14K
$388K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-15- 0.34% |
$1.59K - $1.71K
|
4.46K
$418K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-16- 0.16% |
$1.7K - $1.82K
|
10.3K
$966K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-28Closed |
$2.97K - $3.19K
|
0
$0
|