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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.13K+ 9.51% |
$407K - $413K
|
36K
$4.16M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.95K+ 10.36% |
$384K - $390K
|
31.5K
$3.63M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.89K+ 9.79% |
$375K - $381K
|
32.4K
$3.74M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
2.84KNew |
$369K - $375K
|
2.84K
$328K
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.77KNew |
$359K - $365K
|
2.77K
$319K
|
|
Nov 12, 2021
Q3 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.76K+ 11.13% |
$359K - $364K
|
27.6K
$3.19M
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 32.55% |
$357K - $362K
|
11.2K
$1.29M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.73K+ 16.51% |
$355K - $361K
|
19.3K
$2.23M
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.66K+ 4.84% |
$346K - $351K
|
57.7K
$6.67M
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.6KNew |
$338K - $343K
|
2.6K
$301K
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.56K+ 2.14% |
$333K - $338K
|
122K
$14.2M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.48K+ 3.12% |
$322K - $327K
|
81.9K
$9.46M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.42KNew |
$314K - $319K
|
2.42K
$279K
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.4KNew |
$312K - $316K
|
2.4K
$277K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.38KNew |
$310K - $314K
|
2.38K
$275K
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
2.38K+ 14.37% |
$309K - $314K
|
18.9K
$2.19M
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.35K+ 11.51% |
$306K - $311K
|
22.8K
$2.63M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.35KNew |
$306K - $310K
|
2.35K
$272K
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.34KNew |
$304K - $308K
|
2.34K
$270K
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
2.32K+ 27.7% |
$301K - $305K
|
10.7K
$1.23M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.31K+ 352.29% |
$300K - $305K
|
2.97K
$343K
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.29K+ 7.42% |
$297K - $302K
|
33.1K
$3.83M
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.26K+ 5.73% |
$293K - $298K
|
41.6K
$4.81M
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.2K+ 1.95% |
$286K - $290K
|
115K
$13.3M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.18K+ 4.42% |
$284K - $288K
|
51.6K
$5.97M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
2.17K+ 15.53% |
$283K - $287K
|
16.2K
$1.87M
|
|
Nov 12, 2021
Q3 2021
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.07K+ 32.73% |
$269K - $273K
|
8.39K
$969K
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.02K+ 6.6% |
$262K - $266K
|
32.6K
$3.77M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
2.01K+ 19.65% |
$261K - $266K
|
12.3K
$1.42M
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$253K - $257K
|
1.95K
$225K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.82K+ 19.81% |
$237K - $240K
|
11K
$1.27M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.82K+ 6.09% |
$237K - $240K
|
31.7K
$3.67M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.8KNew |
$234K - $238K
|
1.8K
$208K
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.79KNew |
$233K - $237K
|
1.79K
$207K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.78K+ 41.71% |
$232K - $235K
|
6.06K
$700K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.77K+ 27.81% |
$230K - $234K
|
8.13K
$940K
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.74KNew |
$226K - $229K
|
1.74K
$201K
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.66K+ 2.39% |
$215K - $219K
|
71K
$8.2M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.61KNew |
$209K - $212K
|
1.61K
$186K
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.59KNew |
$206K - $209K
|
1.59K
$183K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.57KNew |
$204K - $207K
|
1.57K
$181K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$203K - $206K
|
1.56K
$180K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 22.74% |
$202K - $205K
|
8.4K
$970K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.52K+ 53.99% |
$198K - $201K
|
4.35K
$502K
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.49K+ 16.33% |
$194K - $197K
|
10.6K
$1.23M
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.43K+ 11.48% |
$186K - $189K
|
13.9K
$1.6M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
1.4K+ 11.23% |
$182K - $185K
|
13.9K
$1.6M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.33K+ 3.47% |
$172K - $175K
|
39.6K
$4.58M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.32K+ 24.24% |
$172K - $175K
|
6.79K
$784K
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
1.3K+ 3.61% |
$169K - $172K
|
37.4K
$4.32M
|