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
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
417New |
$47.3K - $50.6K
|
417
$48.7K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
392New |
$44.4K - $47.5K
|
392
$45.8K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
384New |
$43.5K - $46.6K
|
384
$44.9K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
377+ 7.21% |
$42.7K - $45.7K
|
5.6K
$655K
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
373+ 2.16% |
$42.3K - $45.2K
|
17.7K
$2.06M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
367+ 4.89% |
$41.6K - $44.5K
|
7.87K
$919K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
356+ 3.47% |
$40.4K - $43.2K
|
10.6K
$1.24M
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
356+ 0.35% |
$40.4K - $43.2K
|
102K
$11.9M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
339+ 1.55% |
$38.4K - $41.1K
|
22.2K
$2.6M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
337+ 13.17% |
$38.2K - $40.9K
|
2.9K
$338K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
334+ 15.07% |
$37.9K - $40.5K
|
2.55K
$298K
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
309+ 5.56% |
$35K - $37.5K
|
5.87K
$686K
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
305New |
$34.6K - $37K
|
305
$35.6K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
267+ 51.74% |
$30.3K - $32.4K
|
783
$91.5K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
262+ 4.78% |
$29.7K - $31.8K
|
5.75K
$672K
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
247+ 2.17% |
$28K - $30K
|
11.7K
$1.36M
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
247+ 4.0% |
$28K - $30K
|
6.42K
$750K
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
224+ 6.49% |
$25.4K - $27.2K
|
3.68K
$429K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
211+ 4.87% |
$23.9K - $25.6K
|
4.54K
$531K
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
210+ 2.16% |
$23.8K - $25.5K
|
9.93K
$1.16M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
206+ 2.24% |
$23.4K - $25K
|
9.39K
$1.1M
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
205+ 0.17% |
$23.2K - $24.9K
|
120K
$14.1M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
198+ 17.13% |
$22.4K - $24K
|
1.35K
$158K
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
177+ 0.42% |
$20.1K - $21.5K
|
41.9K
$4.89M
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
177+ 431.71% |
$20.1K - $21.5K
|
218
$25.5K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
171+ 3.12% |
$19.4K - $20.7K
|
5.66K
$661K
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
167+ 0.87% |
$18.9K - $20.3K
|
19.4K
$2.27M
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
161+ 2.24% |
$18.2K - $19.5K
|
7.34K
$858K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
159New |
$18K - $19.3K
|
159
$18.6K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
153+ 2.35% |
$17.3K - $18.6K
|
6.67K
$780K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
147New |
$16.7K - $17.8K
|
147
$17.2K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
147+ 1.38% |
$16.7K - $17.8K
|
10.8K
$1.27M
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
139+ 2.05% |
$15.8K - $16.9K
|
6.92K
$809K
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
116+ 6.76% |
$13.1K - $14.1K
|
1.83K
$214K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
113New |
$12.8K - $13.7K
|
113
$13.2K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
105+ 4.62% |
$11.9K - $12.7K
|
2.38K
$278K
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
91+ 0.43% |
$10.3K - $11K
|
21.2K
$2.48M
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
86+ 2.07% |
$9.75K - $10.4K
|
4.25K
$496K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
74+ 3.42% |
$8.39K - $8.98K
|
2.24K
$261K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67+ 2.53% |
$7.59K - $8.13K
|
2.72K
$318K
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
63+ 8.16% |
$7.14K - $7.64K
|
835
$97.6K
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
63New |
$7.14K - $7.64K
|
63
$7.36K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
60New |
$6.8K - $7.28K
|
60
$7.01K
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
60+ 0.08% |
$6.8K - $7.28K
|
70.8K
$8.28M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
57+ 0.15% |
$6.46K - $6.91K
|
37.1K
$4.34M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55+ 0.93% |
$6.23K - $6.67K
|
5.98K
$698K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
51New |
$5.78K - $6.19K
|
51
$5.96K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
35+ 1.48% |
$3.97K - $4.25K
|
2.4K
$280K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
27+ 0.17% |
$3.06K - $3.28K
|
16.3K
$1.91M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
23New |
$2.61K - $2.79K
|
23
$2.69K
|