Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.1MNew |
$1.44B - $1.47B
|
11.1M
$1.28B
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.83MNew |
$238M - $242M
|
1.83M
$211M
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
344K+ 7.57% |
$44.7M - $45.4M
|
4.89M
$563M
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
310K+ 18083.83% |
$40.3M - $40.9M
|
311K
$35.9M
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
298KNew |
$38.7M - $39.3M
|
298K
$34.3M
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
254KNew |
$33.1M - $33.6M
|
254K
$29.3M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
228K+ 86.63% |
$29.6M - $30M
|
490K
$56.4M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
208K+ 14.62% |
$27M - $27.4M
|
1.63M
$188M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
162KNew |
$21.1M - $21.4M
|
162K
$18.7M
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
155KNew |
$20.2M - $20.5M
|
155K
$17.9M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
121K+ 4.69% |
$15.7M - $15.9M
|
2.69M
$310M
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
110K+ 20.46% |
$14.3M - $14.5M
|
648K
$74.6M
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
107K+ 16.65% |
$13.9M - $14.1M
|
750K
$86.4M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
99.1K+ 267.89% |
$12.9M - $13.1M
|
136K
$15.7M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
90.5K+ 6.34% |
$11.8M - $11.9M
|
1.52M
$175M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
88KNew |
$11.4M - $11.6M
|
88K
$10.1M
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
77.6KNew |
$10.1M - $10.2M
|
77.6K
$8.93M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
76.3K+ 6.99% |
$9.92M - $10.1M
|
1.17M
$135M
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
69.4K+ 124.18% |
$9.02M - $9.16M
|
125K
$14.4M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61.4K+ 3176.11% |
$7.98M - $8.11M
|
63.4K
$7.29M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.8K+ 108.6% |
$7.51M - $7.63M
|
111K
$12.8M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.3K+ 14.07% |
$6.67M - $6.77M
|
416K
$47.9M
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
47.8K+ 8.8% |
$6.22M - $6.31M
|
591K
$68.1M
|
|
Nov 05, 2021
Q3 2021
|
Matson Money. Inc.
|
BUY
|
- |
47.2K+ 3.74% |
$6.13M - $6.23M
|
1.31M
$151M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.1K+ 11.99% |
$5.34M - $5.42M
|
384K
$44.2M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.7K+ 5.06% |
$4.89M - $4.97M
|
782K
$90M
|
|
Oct 12, 2021
Q3 2021
|
Raub Brock Capital Management LP
|
BUY
|
- |
35.9KNew |
$4.66M - $4.73M
|
35.9K
$4.13M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34K+ 45.19% |
$4.42M - $4.49M
|
109K
$12.6M
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
32.6KNew |
$4.24M - $4.31M
|
32.6K
$3.76M
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
31.7K+ 8.2% |
$4.12M - $4.18M
|
418K
$48.1M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.9KNew |
$4.01M - $4.07M
|
30.9K
$3.55M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30.6K+ 0.63% |
$3.98M - $4.04M
|
4.89M
$563M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
26.8K+ 12.61% |
$3.48M - $3.53M
|
239K
$27.5M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
26.7K+ 8.62% |
$3.47M - $3.53M
|
337K
$38.7M
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25.1K+ 4.61% |
$3.26M - $3.31M
|
570K
$65.7M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$3.25M - $3.3M
|
25K
$2.88M
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
21.7K+ 12.18% |
$2.82M - $2.86M
|
200K
$23M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.4K+ 19.72% |
$2.78M - $2.83M
|
130K
$15M
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.3K+ 182.05% |
$2.77M - $2.81M
|
33K
$3.8M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.6K+ 1.99% |
$2.68M - $2.72M
|
1.05M
$121M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
20.4K+ 2.5% |
$2.65M - $2.69M
|
836K
$96.3M
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
19.9K+ 38.12% |
$2.58M - $2.62M
|
72K
$8.29M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18K+ 73.7% |
$2.34M - $2.37M
|
42.4K
$4.88M
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
17.8KNew |
$2.31M - $2.35M
|
17.8K
$2.05M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3K+ 42.44% |
$1.73M - $1.75M
|
44.6K
$5.13M
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13.2KNew |
$1.72M - $1.74M
|
13.2K
$1.52M
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
13KNew |
$1.68M - $1.71M
|
13K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.5K+ 81.57% |
$1.63M - $1.66M
|
27.9K
$3.21M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
11.5K+ 2.5% |
$1.5M - $1.52M
|
472K
$54.4M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.4K+ 12.45% |
$1.48M - $1.5M
|
103K
$11.8M
|