Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16.5K+ 20.49% |
$2.12M - $2.15M
|
97.1K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.5K+ 50.0% |
$2.12M - $2.15M
|
49.5K
$5.71M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
15.7K+ 31.46% |
$2.01M - $2.04M
|
65.5K
$7.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.5KNew |
$1.98M - $2.02M
|
15.5K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6KNew |
$1.87M - $1.9M
|
14.6K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
14.5K+ 5.69% |
$1.85M - $1.89M
|
269K
$31M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
14.3KNew |
$1.83M - $1.86M
|
14.3K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13.8K+ 710.8% |
$1.77M - $1.8M
|
15.8K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
13.4KNew |
$1.72M - $1.75M
|
13.4K
$1.54M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.4K+ 49.75% |
$1.72M - $1.75M
|
40.3K
$4.65M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
13K+ 3.87% |
$1.67M - $1.7M
|
350K
$40.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.9K+ 6.57% |
$1.66M - $1.69M
|
210K
$24.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.9K+ 34.82% |
$1.65M - $1.68M
|
49.8K
$5.75M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
12.1KNew |
$1.55M - $1.58M
|
12.1K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.8K+ 19.25% |
$1.51M - $1.54M
|
73.2K
$8.44M
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
11.7K+ 6.02% |
$1.5M - $1.53M
|
206K
$23.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
11.6K+ 18.5% |
$1.49M - $1.52M
|
74.5K
$8.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
11.6KNew |
$1.49M - $1.51M
|
11.6K
$1.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
11.6K+ 54.37% |
$1.48M - $1.51M
|
32.8K
$3.78M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
11.4K+ 14.26% |
$1.46M - $1.49M
|
91.3K
$10.5M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11.3KNew |
$1.45M - $1.48M
|
11.3K
$1.31M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$1.43M - $1.45M
|
11.2K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
11KNew |
$1.41M - $1.44M
|
11K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.7K+ 2.8% |
$1.38M - $1.4M
|
395K
$45.5M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$1.37M - $1.39M
|
10.7K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
10.5K+ 9.75% |
$1.34M - $1.37M
|
118K
$13.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.85K+ 8.58% |
$1.26M - $1.29M
|
125K
$14.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
9.79K+ 296.28% |
$1.25M - $1.28M
|
13.1K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.98K+ 8.21% |
$1.15M - $1.17M
|
118K
$13.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.11K+ 18.18% |
$1.04M - $1.06M
|
52.7K
$6.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
BUY
|
- |
8.1K+ 92.58% |
$1.04M - $1.06M
|
16.8K
$1.94M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
7.89K+ 160.12% |
$1.01M - $1.03M
|
12.8K
$1.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.7K+ 18.16% |
$987K - $1M
|
50.1K
$5.78M
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.68K+ 3.85% |
$985K - $1M
|
207K
$23.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.5KNew |
$961K - $978K
|
7.5K
$865K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.46KNew |
$956K - $972K
|
7.46K
$860K
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.78K+ 20.78% |
$870K - $885K
|
39.4K
$4.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.57KNew |
$842K - $856K
|
6.57K
$757K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
6.52K+ 3.9% |
$835K - $850K
|
174K
$20M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.42K+ 265.3% |
$822K - $837K
|
8.83K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.4K+ 215.54% |
$820K - $834K
|
9.36K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.32KNew |
$810K - $824K
|
6.32K
$729K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
6.2K+ 14.89% |
$795K - $808K
|
47.8K
$5.52M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
6.1KNew |
$781K - $795K
|
6.1K
$703K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.05K+ 2.82% |
$775K - $789K
|
221K
$25.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.02KNew |
$772K - $785K
|
6.02K
$694K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.78KNew |
$741K - $754K
|
5.78K
$667K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
5.66KNew |
$725K - $738K
|
5.66K
$653K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.59K+ 3.91% |
$717K - $729K
|
149K
$17.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.55K+ 9.0% |
$712K - $724K
|
67.3K
$7.76M
|