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
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-30- 3.18% |
$3.18K - $3.42K
|
914
$85.7K
|
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-34- 1.04% |
$3.61K - $3.87K
|
3.24K
$303K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-34- 5.28% |
$3.61K - $3.87K
|
610
$57.2K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-35- 50.0% |
$3.71K - $3.99K
|
35
$3.28K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-36Closed |
$3.82K - $4.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-39Closed |
$4.14K - $4.44K
|
0
$0
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-43- 13.61% |
$4.56K - $4.9K
|
273
$25.6K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-43- 2.59% |
$4.56K - $4.9K
|
1.62K
$151K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-44- 32.84% |
$4.67K - $5.01K
|
90
$8.43K
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-45- 1.25% |
$4.77K - $5.13K
|
3.57K
$334K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-45Closed |
$4.77K - $5.13K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-48- 65.75% |
$5.09K - $5.47K
|
25
$2.34K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-49- 2.12% |
$5.2K - $5.58K
|
2.27K
$212K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-50- 0.65% |
$5.3K - $5.7K
|
7.61K
$713K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-52- 0.25% |
$5.52K - $5.92K
|
20.6K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-53Closed |
$5.62K - $6.04K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-54- 2.65% |
$5.73K - $6.15K
|
1.99K
$186K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-55Closed |
$5.83K - $6.27K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-55Closed |
$5.83K - $6.27K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-56Closed |
$5.94K - $6.38K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-57- 1.78% |
$6.05K - $6.49K
|
3.15K
$295K
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-66- 3.1% |
$7K - $7.52K
|
2.06K
$193K
|
|
|
May 09, 2022
Q1 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-66- 1.96% |
$7K - $7.52K
|
3.3K
$309K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-67- 30.59% |
$7.11K - $7.63K
|
152
$14.2K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-69- 77.53% |
$7.32K - $7.86K
|
20
$1.87K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-69- 34.33% |
$7.32K - $7.86K
|
132
$12.4K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-70- 18.92% |
$7.43K - $7.98K
|
300
$28.1K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-71- 8.31% |
$7.53K - $8.09K
|
783
$73.4K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-76- 10.4% |
$8.06K - $8.66K
|
655
$61.4K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-82- 3.32% |
$8.7K - $9.34K
|
2.39K
$224K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-85- 3.22% |
$9.02K - $9.68K
|
2.55K
$239K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-91- 1.36% |
$9.65K - $10.4K
|
6.6K
$618K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-92Closed |
$9.76K - $10.5K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-92- 1.2% |
$9.76K - $10.5K
|
7.59K
$711K
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-93Closed |
$9.87K - $10.6K
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-94- 32.53% |
$9.97K - $10.7K
|
195
$18.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-96- 4.5% |
$10.2K - $10.9K
|
2.04K
$191K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-99- 4.51% |
$10.5K - $11.3K
|
2.1K
$196K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-100Closed |
$10.6K - $11.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-105- 45.06% |
$11.1K - $12K
|
128
$12K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-107- 4.46% |
$11.4K - $12.2K
|
2.29K
$215K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-112Closed |
$11.9K - $12.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-119- 46.67% |
$12.6K - $13.6K
|
136
$12.7K
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-123Closed |
$13K - $14K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-124- 0.37% |
$13.2K - $14.1K
|
33.6K
$3.15M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-127- 34.42% |
$13.5K - $14.5K
|
242
$22.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-131- 4.4% |
$13.9K - $14.9K
|
2.85K
$267K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-143- 72.96% |
$15.2K - $16.3K
|
53
$4.97K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-147- 5.38% |
$15.6K - $16.7K
|
2.59K
$242K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 1.12% |
$15.9K - $17.1K
|
13.3K
$1.24M
|