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
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
184+ 1.5% |
$23.9K - $24.3K
|
12.5K
$1.44M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
179+ 2.16% |
$23.3K - $23.6K
|
8.45K
$977K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
174New |
$22.6K - $23K
|
174
$20.1K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
170New |
$22.1K - $22.4K
|
170
$19.6K
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
152+ 8.47% |
$19.8K - $20.1K
|
1.95K
$225K
|
|
Nov 15, 2021
Q3 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
136+ 2.89% |
$17.7K - $17.9K
|
4.84K
$560K
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
134+ 7.97% |
$17.4K - $17.7K
|
1.82K
$210K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
124+ 6.95% |
$16.1K - $16.4K
|
1.91K
$221K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
108+ 3.51% |
$14K - $14.3K
|
3.18K
$368K
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
93+ 0.17% |
$12.1K - $12.3K
|
53.8K
$6.21M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
89+ 1.84% |
$11.6K - $11.7K
|
4.93K
$570K
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
76+ 0.4% |
$9.88K - $10K
|
19.1K
$2.21M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
75+ 45.73% |
$9.75K - $9.9K
|
239
$27.6K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
70New |
$9.1K - $9.24K
|
70
$8.09K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
68New |
$8.84K - $8.97K
|
68
$7.86K
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
60New |
$7.8K - $7.92K
|
60
$6.93K
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
58+ 0.56% |
$7.54K - $7.65K
|
10.4K
$1.2M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
47New |
$6.11K - $6.2K
|
47
$5.43K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
41+ 2.67% |
$5.33K - $5.41K
|
1.58K
$182K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
39New |
$5.07K - $5.15K
|
39
$4.51K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
37+ 100.0% |
$4.81K - $4.88K
|
74
$8.55K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
36New |
$4.68K - $4.75K
|
36
$4.16K
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
35+ 0.57% |
$4.55K - $4.62K
|
6.22K
$719K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 61.82% |
$4.42K - $4.49K
|
89
$10.3K
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
26New |
$3.38K - $3.43K
|
26
$3K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
26+ 3.66% |
$3.38K - $3.43K
|
736
$85K
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
18New |
$2.34K - $2.38K
|
18
$2.08K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 3.76% |
$1.82K - $1.85K
|
386
$44.6K
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
11+ 0.69% |
$1.43K - $1.45K
|
1.6K
$185K
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9+ 0.51% |
$1.17K - $1.19K
|
1.77K
$204K
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5+ 0.1% |
$650 - $660
|
5.02K
$580K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$130 - $132
|
1
$116
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.88% |
$130 - $132
|
114
$13.2K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.06% |
$130 - $132
|
1.79K
$207K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1+ 25.0% |
$130 - $132
|
5
$578
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 1.09% |
$130 - $132
|
91
$10.5K
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-7- 0.15% |
$910 - $924
|
4.74K
$548K
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 0.28% |
$910 - $924
|
2.49K
$287K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-24- 3.07% |
$3.12K - $3.17K
|
759
$87.7K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28- 0.1% |
$3.64K - $3.69K
|
26.9K
$3.11M
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-33- 56.9% |
$4.29K - $4.35K
|
25
$2.89K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-36- 0.29% |
$4.68K - $4.75K
|
12.2K
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-36Closed |
$4.68K - $4.75K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-38- 2.12% |
$4.94K - $5.01K
|
1.76K
$203K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-38Closed |
$4.94K - $5.01K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-40- 0.89% |
$5.2K - $5.28K
|
4.45K
$514K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-42Closed |
$5.46K - $5.54K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-48- 1.18% |
$6.24K - $6.33K
|
4.01K
$463K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-51- 20.32% |
$6.63K - $6.73K
|
200
$23.1K
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-53- 0.07% |
$6.89K - $6.99K
|
73K
$8.43M
|