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 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.2KNew |
$1.46M - $1.48M
|
11.2K
$1.3M
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
9.62K+ 4.94% |
$1.25M - $1.27M
|
204K
$23.6M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.99KNew |
$1.17M - $1.19M
|
8.99K
$1.04M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.88K+ 4.31% |
$1.15M - $1.17M
|
215K
$24.8M
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
8.8K+ 9.74% |
$1.14M - $1.16M
|
99.2K
$11.5M
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.09K+ 122.98% |
$1.05M - $1.07M
|
14.7K
$1.69M
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
7.91K+ 4.64% |
$1.03M - $1.04M
|
178K
$20.6M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.89K+ 35.67% |
$1.03M - $1.04M
|
30K
$3.47M
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.67K+ 1.98% |
$996K - $1.01M
|
395K
$45.6M
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
7.62K+ 4.08% |
$990K - $1.01M
|
194K
$22.5M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
7.58K+ 124.49% |
$986K - $1M
|
13.7K
$1.58M
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.35K+ 7.35% |
$956K - $970K
|
107K
$12.4M
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
7.22K+ 23.31% |
$938K - $952K
|
38.2K
$4.41M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.04K+ 3.39% |
$915K - $929K
|
215K
$24.8M
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6.95KNew |
$903K - $916K
|
6.95K
$802K
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.88K+ 12.38% |
$894K - $908K
|
62.5K
$7.22M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.8K+ 18.67% |
$883K - $897K
|
43.2K
$4.99M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.79K+ 12.36% |
$882K - $896K
|
61.7K
$7.13M
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$874K - $888K
|
6.73K
$777K
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
6.68K+ 68.77% |
$869K - $882K
|
16.4K
$1.89M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
6.67KNew |
$867K - $881K
|
6.67K
$771K
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6.52K+ 56.39% |
$847K - $861K
|
18.1K
$2.09M
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.49K+ 11.81% |
$843K - $856K
|
61.4K
$7.09M
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.32K+ 26.9% |
$821K - $833K
|
29.8K
$3.44M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.74K+ 59.26% |
$746K - $758K
|
15.4K
$1.78M
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.21KNew |
$677K - $687K
|
5.21K
$602K
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.14K+ 8.14% |
$668K - $678K
|
68.2K
$7.88M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.08KNew |
$660K - $670K
|
5.08K
$586K
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
4.93KNew |
$641K - $651K
|
4.93K
$570K
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.89K+ 3.01% |
$635K - $645K
|
167K
$19.3M
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
4.64K+ 87.11% |
$602K - $612K
|
9.96K
$1.15M
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.61K+ 13.68% |
$600K - $609K
|
38.3K
$4.43M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
4.54K+ 11.68% |
$589K - $598K
|
43.4K
$5.01M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
4.43KNew |
$576K - $584K
|
4.43K
$512K
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
4.32KNew |
$562K - $570K
|
4.32K
$499K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
4.21K+ 5.55% |
$547K - $555K
|
79.9K
$9.24M
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
BUY
|
- |
4K+ 2.97% |
$519K - $527K
|
139K
$16M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.99K+ 7.41% |
$518K - $526K
|
57.7K
$6.67M
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.95K+ 16.13% |
$513K - $521K
|
28.4K
$3.29M
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.9K+ 2.32% |
$507K - $515K
|
172K
$19.9M
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.71KNew |
$482K - $490K
|
3.71K
$429K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.71K+ 8.04% |
$482K - $489K
|
49.8K
$5.75M
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.6K+ 33.84% |
$468K - $475K
|
14.2K
$1.65M
|
|
Nov 03, 2021
Q3 2021
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
3.51K+ 8.75% |
$456K - $463K
|
43.6K
$5.04M
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.45KNew |
$449K - $456K
|
3.45K
$399K
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.37K+ 70.43% |
$438K - $445K
|
8.16K
$943K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.29K+ 6.42% |
$427K - $433K
|
54.5K
$6.29M
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
3.26K+ 10.26% |
$424K - $430K
|
35K
$4.05M
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.17KNew |
$412K - $418K
|
3.17K
$366K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.13K+ 1.1% |
$407K - $413K
|
287K
$33.2M
|