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 01, 2021
Q3 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-455- 0.79% |
$59.1K - $60K
|
57.1K
$6.59M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-470- 2.03% |
$61.1K - $62K
|
22.7K
$2.63M
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-488- 3.16% |
$63.4K - $64.4K
|
14.9K
$1.73M
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-490Closed |
$63.7K - $64.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-491- 15.06% |
$63.8K - $64.8K
|
2.77K
$320K
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-495- 9.68% |
$64.3K - $65.3K
|
4.62K
$534K
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-500- 5.35% |
$65K - $66K
|
8.84K
$1.02M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-517Closed |
$67.2K - $68.2K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-543- 69.88% |
$70.6K - $71.7K
|
234
$27K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-548- 1.71% |
$71.2K - $72.3K
|
31.5K
$3.64M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-555- 7.56% |
$72.1K - $73.2K
|
6.79K
$784K
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-569Closed |
$73.9K - $75.1K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-572Closed |
$74.3K - $75.5K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-587Closed |
$76.3K - $77.5K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-601- 8.24% |
$78.1K - $79.3K
|
6.69K
$773K
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-610- 14.11% |
$79.3K - $80.5K
|
3.71K
$429K
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-618- 13.01% |
$80.3K - $81.6K
|
4.13K
$477K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-620- 19.0% |
$80.6K - $81.8K
|
2.64K
$305K
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-639- 16.22% |
$83K - $84.3K
|
3.3K
$381K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-640- 4.15% |
$83.2K - $84.5K
|
14.8K
$1.71M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-641- 11.19% |
$83.3K - $84.6K
|
5.09K
$588K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-699- 26.69% |
$90.8K - $92.2K
|
1.92K
$222K
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-720- 2.53% |
$93.6K - $95K
|
27.7K
$3.2M
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-752- 25.86% |
$97.7K - $99.2K
|
2.16K
$249K
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-760- 18.3% |
$98.8K - $100K
|
3.39K
$392K
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-818- 3.96% |
$106K - $108K
|
19.8K
$2.29M
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-845- 34.7% |
$110K - $112K
|
1.59K
$184K
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-848- 14.01% |
$110K - $112K
|
5.21K
$601K
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-849- 23.37% |
$110K - $112K
|
2.78K
$322K
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-861- 8.96% |
$112K - $114K
|
8.75K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-886- 21.38% |
$115K - $117K
|
3.26K
$377K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-889- 32.32% |
$116K - $117K
|
1.86K
$215K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-953- 19.39% |
$124K - $126K
|
3.96K
$458K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-953- 19.39% |
$124K - $126K
|
3.96K
$458K
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.05K- 4.71% |
$136K - $139K
|
21.2K
$2.45M
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 1.69% |
$140K - $142K
|
62.9K
$7.26M
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.11KClosed |
$144K - $146K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-1.11K- 28.41% |
$145K - $147K
|
2.8K
$324K
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.12K- 38.89% |
$145K - $147K
|
1.75K
$202K
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.13K- 52.46% |
$147K - $149K
|
1.03K
$118K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 5.07% |
$147K - $149K
|
21.2K
$2.45M
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.24KClosed |
$162K - $164K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.25K- 3.08% |
$162K - $165K
|
39.2K
$4.53M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.46K- 29.73% |
$190K - $193K
|
3.46K
$399K
|
|
Nov 12, 2021
Q3 2021
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.49K- 8.09% |
$193K - $196K
|
16.9K
$1.95M
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.5K- 3.75% |
$195K - $198K
|
38.5K
$4.45M
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.6K- 0.75% |
$207K - $211K
|
213K
$24.6M
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.61K- 1.95% |
$209K - $212K
|
80.7K
$9.32M
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.69KClosed |
$220K - $223K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.74KClosed |
$226K - $230K
|
0
$0
|