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 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
12+ 0.31% |
$1.36K - $1.46K
|
3.84K
$445K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 12.09% |
$1.25K - $1.33K
|
102
$11.8K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
11+ 0.34% |
$1.25K - $1.33K
|
3.26K
$378K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
7New |
$793 - $849
|
7
$812
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.12% |
$227 - $243
|
1.69K
$196K
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2New |
$227 - $243
|
2
$232
|
|
Nov 09, 2022
Q3 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2New |
$227 - $243
|
2
$232
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$113 - $121
|
2.3K
$266K
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.88% |
$113 - $121
|
115
$13.3K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.91% |
$113 - $121
|
111
$12.9K
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$113 - $121
|
10.3K
$1.19M
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.04% |
$113 - $121
|
2.56K
$297K
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-3- 0.12% |
$340 - $364
|
2.52K
$293K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-3- 2.1% |
$340 - $364
|
140
$16.2K
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5- 0.26% |
$567 - $607
|
1.92K
$222K
|
|
Nov 14, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-6- 0.08% |
$680 - $728
|
7.18K
$833K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-7- 30.43% |
$793 - $849
|
16
$1.86K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7Closed |
$793 - $849
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-12- 25.0% |
$1.36K - $1.46K
|
36
$4.17K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14- 3.63% |
$1.59K - $1.7K
|
372
$43.1K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-15- 0.83% |
$1.7K - $1.82K
|
1.78K
$207K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-16- 41.03% |
$1.81K - $1.94K
|
23
$2.67K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-16- 0.4% |
$1.81K - $1.94K
|
4.02K
$467K
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-16- 0.42% |
$1.81K - $1.94K
|
3.76K
$436K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 1.87% |
$2.27K - $2.43K
|
1.05K
$122K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-23- 0.3% |
$2.61K - $2.79K
|
7.68K
$890K
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-24- 22.02% |
$2.72K - $2.91K
|
85
$9.86K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-24- 20.34% |
$2.72K - $2.91K
|
94
$10.9K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-33- 12.31% |
$3.74K - $4K
|
235
$27.3K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-40- 0.59% |
$4.53K - $4.85K
|
6.75K
$782K
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-42- 0.06% |
$4.76K - $5.09K
|
66.4K
$7.7M
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-42- 0.06% |
$4.76K - $5.09K
|
66.4K
$7.7M
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-54Closed |
$6.12K - $6.55K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-55- 2.79% |
$6.23K - $6.67K
|
1.92K
$223K
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-56- 1.07% |
$6.35K - $6.79K
|
5.17K
$600K
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-61- 0.82% |
$6.91K - $7.4K
|
7.39K
$857K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73- 4.33% |
$8.27K - $8.85K
|
1.61K
$187K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-83- 60.14% |
$9.41K - $10.1K
|
55
$6.38K
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-89- 3.03% |
$10.1K - $10.8K
|
2.85K
$330K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-105- 18.58% |
$11.9K - $12.7K
|
460
$53.3K
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-105- 1.89% |
$11.9K - $12.7K
|
5.45K
$632K
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-106- 23.71% |
$12K - $12.9K
|
341
$39.5K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-107- 63.69% |
$12.1K - $13K
|
61
$7.07K
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-109- 3.91% |
$12.4K - $13.2K
|
2.68K
$311K
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-110- 0.41% |
$12.5K - $13.3K
|
26.6K
$3.09M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-111- 67.68% |
$12.6K - $13.5K
|
53
$6.15K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-112- 2.04% |
$12.7K - $13.6K
|
5.37K
$622K
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-118- 1.64% |
$13.4K - $14.3K
|
7.07K
$819K
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-120- 3.62% |
$13.6K - $14.6K
|
3.19K
$370K
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-123- 2.2% |
$13.9K - $14.9K
|
5.46K
$634K
|