Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.89K+ 7.85% |
$1.15M - $1.2M
|
136K
$15.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
9.29K+ 42.36% |
$1.08M - $1.13M
|
31.2K
$3.62M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.26K+ 17.58% |
$1.08M - $1.12M
|
61.9K
$7.18M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.06K+ 169.41% |
$1.05M - $1.1M
|
14.4K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
8.71K+ 93.44% |
$1.01M - $1.06M
|
18K
$2.09M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.65K+ 29.14% |
$1.01M - $1.05M
|
38.3K
$4.44M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.78K+ 199.49% |
$905K - $945K
|
11.7K
$1.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.6K+ 5.65% |
$883K - $923K
|
142K
$16.5M
|
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
7.45KNew |
$866K - $905K
|
7.45K
$864K
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.39K+ 207.94% |
$859K - $897K
|
10.9K
$1.27M
|
|
|
Aug 01, 2022
Q2 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
7.32K+ 18.66% |
$851K - $889K
|
46.6K
$5.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
7.19KNew |
$835K - $872K
|
7.19K
$833K
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.14K+ 145.5% |
$830K - $867K
|
12K
$1.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
6.73K+ 20.7% |
$783K - $818K
|
39.3K
$4.55M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
6.73KNew |
$782K - $817K
|
6.73K
$780K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.52KNew |
$758K - $792K
|
6.52K
$756K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.62K+ 18.21% |
$653K - $682K
|
36.5K
$4.22M
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.59KNew |
$649K - $678K
|
5.59K
$647K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
5.37K+ 8.67% |
$624K - $652K
|
67.3K
$7.79M
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.3K+ 48.23% |
$616K - $644K
|
16.3K
$1.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.23KNew |
$608K - $635K
|
5.23K
$606K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.19K+ 12067.44% |
$603K - $630K
|
5.23K
$606K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.09K+ 1271.25% |
$591K - $617K
|
5.49K
$636K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.93K+ 68.79% |
$573K - $598K
|
12.1K
$1.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.86K+ 23.36% |
$564K - $589K
|
25.6K
$2.97M
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.69KNew |
$545K - $569K
|
4.69K
$543K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.59KNew |
$533K - $557K
|
4.59K
$532K
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.49KNew |
$522K - $545K
|
4.49K
$520K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.41K+ 144.2% |
$513K - $536K
|
7.47K
$866K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.16KNew |
$484K - $505K
|
4.16K
$482K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.04K+ 213.83% |
$469K - $490K
|
5.92K
$686K
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.03KNew |
$469K - $490K
|
4.03K
$467K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
4K+ 10256.41% |
$465K - $486K
|
4.04K
$468K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.81KNew |
$443K - $462K
|
3.81K
$441K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.73KNew |
$434K - $453K
|
3.73K
$432K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.57K+ 14.54% |
$415K - $434K
|
28.1K
$3.26M
|
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
3.5K+ 1.54% |
$406K - $425K
|
230K
$26.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.33K+ 3.46% |
$387K - $404K
|
99.5K
$11.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.01K+ 11.83% |
$350K - $365K
|
28.4K
$3.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.01K+ 4.82% |
$350K - $365K
|
65.4K
$7.57M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.01KNew |
$349K - $365K
|
3.01K
$348K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3KNew |
$349K - $364K
|
3K
$348K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.96K+ 91.32% |
$344K - $359K
|
6.2K
$718K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.95K+ 73.19% |
$343K - $358K
|
6.98K
$808K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.94KNew |
$342K - $357K
|
2.94K
$341K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.94K+ 90.83% |
$342K - $357K
|
6.18K
$716K
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
2.91KNew |
$339K - $354K
|
2.91K
$338K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.88K+ 20.47% |
$335K - $350K
|
16.9K
$1.96M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.82KNew |
$328K - $342K
|
2.82K
$327K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.82K+ 58.06% |
$328K - $342K
|
7.67K
$889K
|