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
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-4.96K- 17.97% |
$562K - $602K
|
22.6K
$2.63M
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-4.97K- 30.56% |
$564K - $603K
|
11.3K
$1.31M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.04K- 23.55% |
$572K - $612K
|
16.4K
$1.9M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-5.23KClosed |
$593K - $635K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.37K- 71.91% |
$609K - $652K
|
2.1K
$243K
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.47K- 10.22% |
$620K - $663K
|
48K
$5.57M
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-5.55K- 1.17% |
$629K - $673K
|
467K
$54.2M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.6K- 51.22% |
$635K - $680K
|
5.34K
$619K
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-5.72K- 4.57% |
$648K - $694K
|
120K
$13.9M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.95K- 3.81% |
$675K - $722K
|
150K
$17.4M
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.28K- 1.07% |
$712K - $762K
|
583K
$67.6M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.56K- 38.89% |
$744K - $796K
|
10.3K
$1.2M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.74K- 18.48% |
$763K - $817K
|
29.7K
$3.45M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.76K- 8.22% |
$766K - $820K
|
75.5K
$8.76M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7.02K- 2.78% |
$795K - $851K
|
245K
$28.4M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.21K- 4.96% |
$817K - $874K
|
138K
$16M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-7.27K- 1.76% |
$824K - $882K
|
407K
$47.2M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-7.45KClosed |
$845K - $904K
|
0
$0
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.8K- 76.27% |
$884K - $946K
|
2.43K
$281K
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.3K- 60.01% |
$941K - $1.01M
|
5.53K
$641K
|
|
Mar 11, 2024
Q3 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-8.32KClosed |
$943K - $1.01M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-8.46K- 80.13% |
$959K - $1.03M
|
2.1K
$243K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-8.59K- 7.45% |
$974K - $1.04M
|
107K
$12.4M
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-8.97K- 22.85% |
$1.02M - $1.09M
|
30.3K
$3.51M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.2K- 28.09% |
$1.04M - $1.12M
|
23.6K
$2.73M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.78K- 79.06% |
$1.11M - $1.19M
|
2.59K
$300K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.2K- 46.09% |
$1.16M - $1.24M
|
12K
$1.39M
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-10.4K- 25.6% |
$1.18M - $1.27M
|
30.3K
$3.52M
|
|
Oct 31, 2022
Q3 2022
|
Matson Money. Inc.
|
SELL
|
- |
-10.9K- 0.77% |
$1.23M - $1.32M
|
1.41M
$163M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.7K- 6.11% |
$1.55M - $1.66M
|
210K
$24.4M
|
|
Nov 02, 2022
Q3 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-14.2K- 18.21% |
$1.61M - $1.73M
|
63.9K
$7.41M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-16K- 6.7% |
$1.82M - $1.95M
|
223K
$25.9M
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-17.5K- 40.24% |
$1.99M - $2.13M
|
26.1K
$3.02M
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-17.6K- 39.99% |
$2M - $2.14M
|
26.4K
$3.06M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-18.2K- 1.82% |
$2.06M - $2.21M
|
983K
$114M
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-20.3K- 43.95% |
$2.3M - $2.46M
|
25.9K
$3M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.4K- 6.62% |
$2.32M - $2.48M
|
289K
$33.5M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-20.5K- 1.05% |
$2.32M - $2.48M
|
1.94M
$225M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-24.7K- 16.07% |
$2.8M - $3M
|
129K
$15M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.9K- 28.2% |
$3.05M - $3.26M
|
68.5K
$7.94M
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-29.1K- 11.4% |
$3.29M - $3.52M
|
226K
$26.2M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29.8K- 52.87% |
$3.38M - $3.62M
|
26.6K
$3.08M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-30.8K- 89.4% |
$3.5M - $3.74M
|
3.66K
$424K
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-32.4KClosed |
$3.67M - $3.93M
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.8K- 9.68% |
$3.71M - $3.97M
|
306K
$35.4M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-33.2KClosed |
$3.77M - $4.03M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-34.2K- 6.65% |
$3.87M - $4.15M
|
480K
$55.7M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-37.4K- 73.65% |
$4.23M - $4.53M
|
13.4K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-37.4K- 4.35% |
$4.24M - $4.54M
|
824K
$95.5M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-38.5K- 26.82% |
$4.37M - $4.67M
|
105K
$12.2M
|