Purchases and Sales Made in Q1 2022 in Ishares Barclays 3 7 Yr Treas (IEI)
This table provides information about the institutional ownership of Ishares Barclays 3 7 Yr Treas (IEI) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 3-7 YR TREAS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
41+ 2.32% |
$4.98K - $5.25K
|
1.81K
$209K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40+ 27.97% |
$4.86K - $5.13K
|
183
$21.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
40+ 2.43% |
$4.86K - $5.13K
|
1.69K
$195K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39+ 1.14% |
$4.74K - $5K
|
3.45K
$398K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
39New |
$4.74K - $5K
|
39
$4.5K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
34New |
$4.13K - $4.36K
|
34
$3.92K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33+ 7.19% |
$4.01K - $4.23K
|
492
$56.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
30+ 0.91% |
$3.64K - $3.85K
|
3.34K
$385K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
29New |
$3.52K - $3.72K
|
29
$3.34K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
27New |
$3.28K - $3.46K
|
27
$3.11K
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
24+ 0.39% |
$2.91K - $3.08K
|
6.18K
$712K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
20New |
$2.43K - $2.56K
|
20
$2.31K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
17New |
$2.06K - $2.18K
|
17
$1.96K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
16+ 228.57% |
$1.94K - $2.05K
|
23
$2.65K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
12+ 12.9% |
$1.46K - $1.54K
|
105
$12.1K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 0.73% |
$1.21K - $1.28K
|
1.37K
$158K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
5New |
$607 - $641
|
5
$577
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 4.44% |
$486 - $513
|
94
$10.8K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.19% |
$486 - $513
|
2.11K
$243K
|
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2+ 0.03% |
$243 - $256
|
7.28K
$839K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.11% |
$121 - $128
|
947
$109K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$121 - $128
|
11.2K
$1.29M
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$121 - $128
|
4.63K
$534K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2- 0.03% |
$243 - $256
|
7.67K
$884K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-3Closed |
$364 - $385
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-4Closed |
$486 - $513
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7Closed |
$850 - $897
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7Closed |
$850 - $897
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-8- 23.53% |
$971 - $1.03K
|
26
$3K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9Closed |
$1.09K - $1.15K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-11- 0.4% |
$1.34K - $1.41K
|
2.74K
$316K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-13- 0.28% |
$1.58K - $1.67K
|
4.68K
$540K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 0.41% |
$1.7K - $1.79K
|
3.42K
$394K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-17- 0.14% |
$2.06K - $2.18K
|
12.2K
$1.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-19- 3.34% |
$2.31K - $2.44K
|
550
$63.4K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-26Closed |
$3.16K - $3.33K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-26- 50.0% |
$3.16K - $3.33K
|
26
$3K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-33Closed |
$4.01K - $4.23K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-34- 0.86% |
$4.13K - $4.36K
|
3.9K
$450K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-34Closed |
$4.13K - $4.36K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-38- 1.9% |
$4.61K - $4.87K
|
1.96K
$226K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-43- 48.86% |
$5.22K - $5.51K
|
45
$5.19K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-47Closed |
$5.71K - $6.02K
|
0
$0
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-50- 44.25% |
$6.07K - $6.41K
|
63
$7.27K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-50- 2.88% |
$6.07K - $6.41K
|
1.69K
$195K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-53- 0.83% |
$6.44K - $6.79K
|
6.37K
$734K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-54Closed |
$6.56K - $6.92K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-56- 1.91% |
$6.8K - $7.18K
|
2.87K
$331K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-66- 2.29% |
$8.01K - $8.46K
|
2.81K
$324K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-68Closed |
$8.26K - $8.72K
|
0
$0
|