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 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-151Closed |
$16K - $17.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-155- 0.34% |
$16.4K - $17.7K
|
45.3K
$4.24M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-160- 51.95% |
$17K - $18.2K
|
148
$13.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-160- 28.07% |
$17K - $18.2K
|
410
$38.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-173- 4.41% |
$18.4K - $19.7K
|
3.75K
$351K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-176- 34.85% |
$18.7K - $20.1K
|
329
$30.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-186- 2.6% |
$19.7K - $21.2K
|
6.97K
$653K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-187- 89.47% |
$19.8K - $21.3K
|
22
$2.06K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-190- 7.44% |
$20.2K - $21.6K
|
2.36K
$222K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-195- 1.18% |
$20.7K - $22.2K
|
16.3K
$1.53M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-200Closed |
$21.2K - $22.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-200- 2.57% |
$21.2K - $22.8K
|
7.58K
$710K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-200- 40.0% |
$21.2K - $22.8K
|
300
$28.1K
|
|
|
Sep 25, 2024
Q1 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-210- 0.38% |
$22.3K - $23.9K
|
55.6K
$5.21M
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-216- 0.63% |
$22.9K - $24.6K
|
33.9K
$3.18M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-217- 0.24% |
$23K - $24.7K
|
89.9K
$8.43M
|
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-222- 1.25% |
$23.5K - $25.3K
|
17.6K
$1.65M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-225- 44.64% |
$23.9K - $25.6K
|
279
$26.1K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-250- 22.87% |
$26.5K - $28.5K
|
843
$79K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-265- 4.39% |
$28.1K - $30.2K
|
5.77K
$541K
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-267Closed |
$28.3K - $30.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-274- 3.63% |
$29.1K - $31.2K
|
7.27K
$681K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-279- 0.52% |
$29.6K - $31.8K
|
53.2K
$4.99M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-286- 10.32% |
$30.3K - $32.6K
|
2.49K
$233K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-294- 8.37% |
$31.2K - $33.5K
|
3.22K
$302K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-296- 8.54% |
$31.4K - $33.7K
|
3.17K
$297K
|
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
SELL
|
- |
-315- 0.72% |
$33.4K - $35.9K
|
43.4K
$4.06M
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-315- 6.35% |
$33.4K - $35.9K
|
4.65K
$436K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-320- 5.8% |
$33.9K - $36.5K
|
5.2K
$487K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-357- 4.82% |
$37.9K - $40.7K
|
7.06K
$661K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-368- 0.47% |
$39K - $41.9K
|
77.9K
$7.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-381Closed |
$40.4K - $43.4K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-418- 15.95% |
$44.3K - $47.6K
|
2.2K
$206K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-419- 1.84% |
$44.4K - $47.7K
|
22.4K
$2.1M
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-435- 15.09% |
$46.1K - $49.6K
|
2.45K
$229K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-438- 0.95% |
$46.5K - $49.9K
|
45.9K
$4.3M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-438- 71.45% |
$46.5K - $49.9K
|
175
$16.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-451- 5.15% |
$47.8K - $51.4K
|
8.31K
$779K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-466- 7.46% |
$49.4K - $53.1K
|
5.78K
$542K
|
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-484- 13.59% |
$51.3K - $55.1K
|
3.08K
$288K
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-489- 6.7% |
$51.9K - $55.7K
|
6.81K
$638K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-513- 2.48% |
$54.4K - $58.4K
|
20.1K
$1.89M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-520Closed |
$55.2K - $59.2K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-521- 45.62% |
$55.3K - $59.4K
|
621
$58.2K
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-522- 11.16% |
$55.4K - $59.5K
|
4.15K
$389K
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-531- 9.47% |
$56.3K - $60.5K
|
5.08K
$476K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-542Closed |
$57.5K - $61.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-542- 15.35% |
$57.5K - $61.8K
|
2.99K
$280K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-572Closed |
$60.7K - $65.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-583- 5.55% |
$61.8K - $66.4K
|
9.92K
$930K
|