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
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.67KNew |
$756K - $809K
|
6.67K
$773K
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
6.39KNew |
$724K - $775K
|
6.39K
$741K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.87K+ 39.37% |
$665K - $712K
|
20.8K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.51KNew |
$625K - $669K
|
5.51K
$639K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.51K+ 26.68% |
$625K - $668K
|
26.2K
$3.03M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.43K+ 33.65% |
$616K - $659K
|
21.6K
$2.5M
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
5.29K+ 2.7% |
$599K - $641K
|
201K
$23.3M
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.14K+ 182.41% |
$583K - $624K
|
7.96K
$924K
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.12K+ 3.77% |
$580K - $621K
|
141K
$16.3M
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
5.04K+ 10.43% |
$571K - $611K
|
53.3K
$6.18M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.8K+ 34.89% |
$544K - $582K
|
18.6K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.54K+ 27.21% |
$515K - $551K
|
21.2K
$2.46M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.4K+ 2.96% |
$499K - $534K
|
153K
$17.7M
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
4.38K+ 8.9% |
$497K - $532K
|
53.7K
$6.22M
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4.05K+ 10.94% |
$460K - $492K
|
41.1K
$4.77M
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01KNew |
$454K - $486K
|
4.01K
$465K
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.73KNew |
$423K - $452K
|
3.73K
$432K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.69KNew |
$419K - $448K
|
3.69K
$428K
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.66KNew |
$415K - $444K
|
3.66K
$425K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.66KNew |
$415K - $444K
|
3.66K
$425K
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.63K+ 1.15% |
$412K - $441K
|
320K
$37.1M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.63KNew |
$411K - $440K
|
3.63K
$421K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.52KNew |
$399K - $427K
|
3.52K
$409K
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.4K+ 12.03% |
$386K - $413K
|
31.7K
$3.67M
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3.33KNew |
$378K - $404K
|
3.33K
$386K
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.23K+ 1.96% |
$366K - $392K
|
168K
$19.5M
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
3.23K+ 19.87% |
$366K - $391K
|
19.5K
$2.26M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
2.94K+ 24.93% |
$333K - $356K
|
14.7K
$1.71M
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.92KNew |
$331K - $355K
|
2.92K
$339K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.91KNew |
$330K - $353K
|
2.91K
$338K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.9KNew |
$329K - $352K
|
2.9K
$336K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.9KNew |
$328K - $352K
|
2.9K
$336K
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
2.82K+ 10.12% |
$320K - $342K
|
30.7K
$3.56M
|
|
Nov 01, 2022
Q3 2022
|
Mackay Shields LLC
|
BUY
|
- |
2.79K+ 116.25% |
$316K - $338K
|
5.19K
$602K
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.76K+ 3.42% |
$313K - $335K
|
83.5K
$9.69M
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
2.75KNew |
$312K - $334K
|
2.75K
$319K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.74K+ 10.77% |
$310K - $332K
|
28.2K
$3.27M
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.72K+ 1.84% |
$308K - $330K
|
151K
$17.5M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.69KNew |
$305K - $326K
|
2.69K
$312K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.68K+ 143.5% |
$304K - $325K
|
4.55K
$528K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2.55K+ 31.73% |
$289K - $310K
|
10.6K
$1.23M
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.55K+ 2.59% |
$289K - $309K
|
101K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.42K+ 20.02% |
$274K - $294K
|
14.5K
$1.68M
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
2.35K+ 80.58% |
$266K - $285K
|
5.26K
$610K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.31K+ 3.28% |
$262K - $280K
|
72.8K
$8.44M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.26K+ 8.02% |
$256K - $274K
|
30.4K
$3.52M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.23KNew |
$253K - $271K
|
2.23K
$259K
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.23KNew |
$252K - $270K
|
2.23K
$258K
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.23KNew |
$252K - $270K
|
2.23K
$258K
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
2.21K+ 16.35% |
$250K - $268K
|
15.7K
$1.82M
|