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 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
527+ 5.86% |
$61.3K - $64K
|
9.52K
$1.1M
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
516New |
$60K - $62.7K
|
516
$59.8K
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
492+ 0.41% |
$57.2K - $59.7K
|
120K
$13.9M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
485+ 26.77% |
$56.4K - $58.9K
|
2.3K
$266K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
482+ 10.9% |
$56K - $58.5K
|
4.9K
$568K
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
479+ 7.92% |
$55.7K - $58.2K
|
6.53K
$757K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
465+ 4.41% |
$54K - $56.5K
|
11K
$1.28M
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
460+ 0.94% |
$53.5K - $55.9K
|
49.6K
$5.75M
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
450+ 4.16% |
$52.3K - $54.6K
|
11.3K
$1.3M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
450New |
$52.3K - $54.6K
|
450
$52.1K
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
432+ 20.49% |
$50.2K - $52.5K
|
2.54K
$294K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
425+ 10.88% |
$49.4K - $51.6K
|
4.33K
$502K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
410New |
$47.7K - $49.8K
|
410
$47.5K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
375New |
$43.6K - $45.5K
|
375
$43.5K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
367New |
$42.7K - $44.6K
|
367
$42.5K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
361+ 3.64% |
$42K - $43.8K
|
10.3K
$1.19M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
360+ 21.43% |
$41.8K - $43.7K
|
2.04K
$236K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
347+ 0.94% |
$40.3K - $42.1K
|
37.1K
$4.3M
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
346+ 3.5% |
$40.2K - $42K
|
10.2K
$1.19M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
314+ 15.61% |
$36.5K - $38.1K
|
2.33K
$270K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$34.9K - $36.4K
|
300
$34.8K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
273New |
$31.7K - $33.1K
|
273
$31.6K
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
252+ 1.04% |
$29.3K - $30.6K
|
24.5K
$2.84M
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
248+ 0.24% |
$28.8K - $30.1K
|
102K
$11.8M
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
218New |
$25.3K - $26.5K
|
218
$25.3K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
217+ 35.57% |
$25.2K - $26.3K
|
827
$95.8K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
215New |
$25K - $26.1K
|
215
$24.9K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
207+ 4.49% |
$24.1K - $25.1K
|
4.82K
$559K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
201+ 515.38% |
$23.4K - $24.4K
|
240
$27.8K
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
200+ 2.24% |
$23.2K - $24.3K
|
9.14K
$1.06M
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
193+ 2.76% |
$22.4K - $23.4K
|
7.19K
$833K
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
175+ 2.78% |
$20.3K - $21.2K
|
6.46K
$749K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
168New |
$19.5K - $20.4K
|
168
$19.5K
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
162+ 8.7% |
$18.8K - $19.7K
|
2.02K
$234K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
160New |
$18.6K - $19.4K
|
160
$18.5K
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
143New |
$16.6K - $17.4K
|
143
$16.6K
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
125+ 0.3% |
$14.5K - $15.2K
|
41.7K
$4.83M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
118+ 1.67% |
$13.7K - $14.3K
|
7.19K
$833K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
111New |
$12.9K - $13.5K
|
111
$12.9K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
108+ 3.16% |
$12.6K - $13.1K
|
3.53K
$409K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
106+ 4.17% |
$12.3K - $12.9K
|
2.65K
$307K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
106+ 4.17% |
$12.3K - $12.9K
|
2.65K
$307K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 20.47% |
$11.2K - $11.7K
|
565
$65.5K
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
92+ 0.52% |
$10.7K - $11.2K
|
17.8K
$2.06M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
89+ 0.91% |
$10.3K - $10.8K
|
9.84K
$1.14M
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
85+ 1.43% |
$9.88K - $10.3K
|
6.02K
$698K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
77+ 0.76% |
$8.95K - $9.35K
|
10.2K
$1.19M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
74New |
$8.6K - $8.99K
|
74
$8.58K
|
|
Aug 15, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
67+ 0.24% |
$7.79K - $8.14K
|
27.6K
$3.2M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
66+ 0.72% |
$7.67K - $8.01K
|
9.19K
$1.06M
|