Purchases and Sales Made in Q3 2022 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 2022. 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 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
32.7KNew |
$3.7M - $3.96M
|
32.7K
$3.82M
|
|
Nov 14, 2022
Q3 2022
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
32.3KNew |
$3.66M - $3.92M
|
32.3K
$3.77M
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
30.9K+ 3.69% |
$3.5M - $3.75M
|
870K
$102M
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
30K+ 294.54% |
$3.4M - $3.63M
|
40.1K
$4.69M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
29.7KNew |
$3.37M - $3.6M
|
29.7K
$3.47M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
29.3K+ 1060.74% |
$3.32M - $3.55M
|
32K
$3.75M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
28.6K+ 100.53% |
$3.24M - $3.47M
|
57K
$6.66M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.4K+ 97.61% |
$3.22M - $3.44M
|
57.4K
$6.71M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
27K+ 8.19% |
$3.06M - $3.28M
|
357K
$41.7M
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
27K+ 219.69% |
$3.06M - $3.27M
|
39.3K
$4.59M
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26.3K+ 65.83% |
$2.98M - $3.19M
|
66.2K
$7.73M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26K+ 69.95% |
$2.95M - $3.15M
|
63.1K
$7.38M
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
25.7K+ 16.72% |
$2.91M - $3.12M
|
180K
$21M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25.3K+ 7.43% |
$2.87M - $3.07M
|
366K
$42.8M
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
23.7K+ 23.29% |
$2.69M - $2.87M
|
125K
$14.7M
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
23K+ 9.29% |
$2.6M - $2.78M
|
270K
$31.5M
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
21KNew |
$2.38M - $2.55M
|
21K
$2.45M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
18.7K+ 28.73% |
$2.12M - $2.27M
|
83.9K
$9.81M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
18.6KNew |
$2.11M - $2.25M
|
18.6K
$2.17M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.5KNew |
$2.1M - $2.24M
|
18.5K
$2.16M
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
17.8K+ 37.59% |
$2.02M - $2.16M
|
65.2K
$7.62M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.5K+ 37.93% |
$1.99M - $2.13M
|
63.8K
$7.45M
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
15.9K+ 26.71% |
$1.8M - $1.93M
|
75.4K
$8.81M
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
15.5KNew |
$1.76M - $1.88M
|
15.5K
$1.81M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15K+ 29.4% |
$1.7M - $1.82M
|
65.9K
$7.7M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
14.9KNew |
$1.68M - $1.8M
|
14.9K
$1.74M
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
14.2K+ 10.07% |
$1.61M - $1.72M
|
155K
$18.2M
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.2K+ 3.58% |
$1.61M - $1.72M
|
410K
$48M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.4K+ 10.42% |
$1.52M - $1.63M
|
142K
$16.6M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13K+ 13.02% |
$1.47M - $1.57M
|
112K
$13.1M
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
12.9KNew |
$1.47M - $1.57M
|
12.9K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
11.3KNew |
$1.28M - $1.37M
|
11.3K
$1.32M
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10.8K+ 55.29% |
$1.22M - $1.31M
|
30.3K
$3.55M
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
9.98K+ 12.96% |
$1.13M - $1.21M
|
87K
$10.2M
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.84K+ 8.46% |
$1.11M - $1.19M
|
126K
$14.7M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
9.63K+ 327.24% |
$1.09M - $1.17M
|
12.6K
$1.47M
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
9.39KNew |
$1.06M - $1.14M
|
9.39K
$1.1M
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
9.38K+ 5.59% |
$1.06M - $1.14M
|
177K
$20.7M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.87K+ 63.9% |
$1.01M - $1.08M
|
22.8K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
8.75KNew |
$992K - $1.06M
|
8.75K
$1.02M
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.75K+ 85.41% |
$992K - $1.06M
|
19K
$2.22M
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.73KNew |
$989K - $1.06M
|
8.73K
$1.02M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8.6K+ 557.19% |
$975K - $1.04M
|
10.1K
$1.19M
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
8.55K+ 13.23% |
$969K - $1.04M
|
73.2K
$8.55M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.05K+ 6.35% |
$913K - $977K
|
135K
$15.8M
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
7.17K+ 112.6% |
$812K - $869K
|
13.5K
$1.58M
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
7.07K+ 76.45% |
$801K - $857K
|
16.3K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.91K+ 23.66% |
$783K - $838K
|
36.1K
$4.22M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.77KNew |
$767K - $821K
|
6.77K
$791K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.73K+ 29.38% |
$762K - $816K
|
29.6K
$3.46M
|