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 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$250K - $268K
|
2.21K
$258K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.15KNew |
$244K - $261K
|
2.15K
$252K
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
BUY
|
- |
2.15KNew |
$244K - $261K
|
2.15K
$251K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.13KNew |
$242K - $259K
|
2.13K
$249K
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.07K+ 71.47% |
$235K - $251K
|
4.97K
$581K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.05K+ 1640.8% |
$232K - $249K
|
2.18K
$254K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.01KNew |
$228K - $244K
|
2.01K
$235K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.01KNew |
$228K - $244K
|
2.01K
$235K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.01K+ 4.37% |
$227K - $243K
|
47.9K
$5.6M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$225K - $241K
|
1.99K
$232K
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 64.72% |
$220K - $235K
|
4.94K
$577K
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.89K+ 1.23% |
$214K - $229K
|
155K
$18.1M
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.84K+ 30.55% |
$209K - $223K
|
7.86K
$919K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.82K+ 37.68% |
$206K - $220K
|
6.64K
$775K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.67K+ 9.76% |
$189K - $202K
|
18.7K
$2.19M
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.65K+ 3.8% |
$187K - $200K
|
45K
$5.26M
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.62K+ 78.71% |
$184K - $196K
|
3.68K
$430K
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.58K+ 9.0% |
$179K - $192K
|
19.1K
$2.24M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.53KNew |
$174K - $186K
|
1.53K
$179K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.49K+ 9.23% |
$169K - $181K
|
17.7K
$2.07M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.48K+ 79.38% |
$168K - $179K
|
3.34K
$390K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.43K+ 48.66% |
$162K - $174K
|
4.38K
$511K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.38K+ 3.8% |
$156K - $167K
|
37.6K
$4.39M
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.33K+ 21.07% |
$151K - $161K
|
7.63K
$892K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.29K+ 68.03% |
$146K - $156K
|
3.17K
$371K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.28K+ 11.56% |
$145K - $155K
|
12.3K
$1.44M
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.17K+ 2.64% |
$133K - $142K
|
45.7K
$5.34M
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.11KNew |
$125K - $134K
|
1.11K
$129K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.05K+ 9.34% |
$119K - $127K
|
12.3K
$1.44M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.03K+ 10.05% |
$117K - $125K
|
11.3K
$1.32M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 18.72% |
$117K - $125K
|
6.55K
$765K
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
993+ 19.11% |
$113K - $120K
|
6.19K
$723K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
986+ 26.17% |
$112K - $120K
|
4.75K
$556K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
960+ 5.84% |
$109K - $116K
|
17.4K
$2.03M
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
800+ 2.48% |
$90.7K - $97K
|
33.1K
$3.86M
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
BUY
|
- |
795+ 4.41% |
$90.1K - $96.4K
|
18.8K
$2.2M
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
757+ 7.88% |
$85.8K - $91.8K
|
10.4K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
703+ 11.78% |
$79.7K - $85.3K
|
6.67K
$779K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
665+ 1278.85% |
$75.4K - $80.7K
|
717
$83.8K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
648+ 583.78% |
$73.5K - $78.6K
|
759
$88.7K
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
633+ 37.7% |
$71.8K - $76.8K
|
2.31K
$270K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
630+ 3.18% |
$71.4K - $76.4K
|
20.4K
$2.39M
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
601+ 0.82% |
$68.1K - $72.9K
|
74K
$8.65M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
592+ 12.9% |
$67.1K - $71.8K
|
5.18K
$605K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
503+ 1.63% |
$57K - $61K
|
31.4K
$3.67M
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
481+ 11.12% |
$54.5K - $58.3K
|
4.81K
$562K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
481+ 12.63% |
$54.5K - $58.3K
|
4.29K
$501K
|
|
Nov 10, 2022
Q3 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
456+ 11.79% |
$51.7K - $55.3K
|
4.32K
$505K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
433+ 7.89% |
$49.1K - $52.5K
|
5.92K
$692K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
424+ 94.22% |
$48.1K - $51.4K
|
874
$102K
|