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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.76KNew |
$321K - $335K
|
2.76K
$321K
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.73K+ 3.5% |
$318K - $332K
|
80.8K
$9.38M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 41.07% |
$310K - $324K
|
9.16K
$1.06M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.6KNew |
$302K - $316K
|
2.6K
$302K
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.56KNew |
$298K - $311K
|
2.56K
$297K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.56KNew |
$297K - $311K
|
2.56K
$297K
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
2.44KNew |
$283K - $296K
|
2.44K
$283K
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.42K+ 44.36% |
$282K - $294K
|
7.89K
$916K
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
BUY
|
- |
2.4KNew |
$279K - $291K
|
2.4K
$279K
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.3K+ 31.49% |
$267K - $279K
|
9.61K
$1.12M
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2.27K+ 39.28% |
$264K - $276K
|
8.05K
$935K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.25KNew |
$262K - $273K
|
2.25K
$261K
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.24KNew |
$260K - $271K
|
2.24K
$260K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.19KNew |
$255K - $266K
|
2.19K
$254K
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.12K+ 18.13% |
$247K - $258K
|
13.8K
$1.61M
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.1KNew |
$244K - $255K
|
2.1K
$244K
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2.1KNew |
$244K - $254K
|
2.1K
$243K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.08K+ 3.3% |
$242K - $253K
|
65.2K
$7.57M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.08K+ 61.04% |
$242K - $252K
|
5.49K
$637K
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.96KNew |
$227K - $237K
|
1.96K
$227K
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.94K+ 5.14% |
$225K - $235K
|
39.7K
$4.6M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.86KNew |
$216K - $226K
|
1.86K
$216K
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.86KNew |
$216K - $226K
|
1.86K
$216K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.8KNew |
$209K - $218K
|
1.8K
$209K
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.76K+ 4.93% |
$204K - $213K
|
37.4K
$4.34M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$195K - $204K
|
1.68K
$195K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.63K+ 109.4% |
$189K - $198K
|
3.12K
$362K
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.54K+ 32.36% |
$179K - $187K
|
6.3K
$732K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.48K+ 104.89% |
$172K - $180K
|
2.89K
$335K
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.36K+ 7.6% |
$158K - $165K
|
19.3K
$2.24M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.33K+ 4.95% |
$155K - $162K
|
28.3K
$3.28M
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
1.33K+ 57.95% |
$155K - $162K
|
3.64K
$422K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.28K+ 7.87% |
$149K - $155K
|
17.6K
$2.04M
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.19K+ 1.84% |
$139K - $145K
|
66.1K
$7.67M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.17K+ 10.39% |
$135K - $141K
|
12.4K
$1.44M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 23.31% |
$131K - $137K
|
5.97K
$693K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1.08K+ 90.76% |
$126K - $131K
|
2.27K
$264K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
908+ 3362.96% |
$106K - $110K
|
935
$109K
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
858+ 35.63% |
$99.7K - $104K
|
3.27K
$379K
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
840+ 17.8% |
$97.6K - $102K
|
5.56K
$646K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
806+ 85.11% |
$93.7K - $97.9K
|
1.75K
$204K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
795+ 13.36% |
$92.4K - $96.5K
|
6.75K
$784K
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
778+ 1.04% |
$90.4K - $94.5K
|
75.6K
$8.78M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
673+ 0.11% |
$78.2K - $81.7K
|
589K
$68.4M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
648+ 3.24% |
$75.3K - $78.7K
|
20.7K
$2.4M
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
637+ 3.38% |
$74K - $77.3K
|
19.5K
$2.26M
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
569+ 0.57% |
$66.1K - $69.1K
|
101K
$11.7M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
568New |
$66K - $69K
|
568
$66K
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
550+ 11.18% |
$63.9K - $66.8K
|
5.47K
$635K
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
536+ 8.58% |
$62.3K - $65.1K
|
6.79K
$788K
|