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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.68KNew |
$215K - $219K
|
1.68K
$194K
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.68KNew |
$215K - $219K
|
1.68K
$194K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.57K+ 22.51% |
$201K - $205K
|
8.55K
$986K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.55K+ 4.89% |
$199K - $202K
|
33.3K
$3.84M
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.55K+ 5.19% |
$198K - $202K
|
31.3K
$3.61M
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.51KNew |
$193K - $196K
|
1.51K
$174K
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.45K+ 9.48% |
$186K - $189K
|
16.7K
$1.93M
|
|
Jan 25, 2022
Q4 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.45K+ 11.16% |
$185K - $189K
|
14.4K
$1.66M
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.42K+ 5.16% |
$182K - $185K
|
29K
$3.35M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.4K+ 4.24% |
$180K - $183K
|
34.5K
$3.98M
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.39K+ 7.46% |
$178K - $182K
|
20.1K
$2.31M
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
1.37K+ 115.17% |
$176K - $179K
|
2.57K
$296K
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.33K+ 40.15% |
$170K - $173K
|
4.63K
$533K
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.29K+ 12.17% |
$166K - $169K
|
11.9K
$1.37M
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.27K+ 6.29% |
$163K - $166K
|
21.5K
$2.48M
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1.26K+ 13.8% |
$162K - $165K
|
10.4K
$1.2M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.19K+ 5.21% |
$152K - $155K
|
23.9K
$2.76M
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.15K+ 6.45% |
$147K - $150K
|
19K
$2.19M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.04K+ 1.22% |
$133K - $135K
|
86.3K
$9.95M
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
982+ 8.76% |
$126K - $128K
|
12.2K
$1.41M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
915+ 5.93% |
$117K - $119K
|
16.3K
$1.89M
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
900New |
$115K - $117K
|
900
$104K
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
848+ 7.34% |
$109K - $111K
|
12.4K
$1.43M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
847+ 19.3% |
$109K - $110K
|
5.24K
$604K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
818+ 13.5% |
$105K - $107K
|
6.88K
$793K
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
737+ 42.41% |
$94.5K - $96.1K
|
2.48K
$285K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
712New |
$91.3K - $92.9K
|
712
$82.1K
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
676+ 2.45% |
$86.7K - $88.2K
|
28.2K
$3.26M
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
645+ 5.72% |
$82.7K - $84.1K
|
11.9K
$1.37M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
630+ 2.05% |
$80.8K - $82.2K
|
31.4K
$3.62M
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
BUY
|
- |
590+ 9.38% |
$75.6K - $76.9K
|
6.88K
$794K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
587New |
$75.2K - $76.6K
|
587
$67.7K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
564+ 8.66% |
$72.3K - $73.6K
|
7.08K
$816K
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
553+ 23.06% |
$70.9K - $72.1K
|
2.95K
$340K
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
538+ 30.45% |
$69K - $70.2K
|
2.31K
$266K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
521+ 18.82% |
$66.8K - $67.9K
|
3.29K
$379K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
519+ 3.33% |
$66.5K - $67.7K
|
16.1K
$1.86M
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
502+ 10.08% |
$64.4K - $65.5K
|
5.48K
$632K
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
493+ 1.4% |
$63.2K - $64.3K
|
35.6K
$4.1M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
490New |
$62.8K - $63.9K
|
490
$56.5K
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
480+ 0.24% |
$61.5K - $62.6K
|
205K
$23.6M
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
473+ 4.17% |
$60.6K - $61.7K
|
11.8K
$1.36M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
426New |
$54.6K - $55.6K
|
426
$49.1K
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
407+ 8.11% |
$52.2K - $53.1K
|
5.43K
$626K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
404+ 1.15% |
$51.8K - $52.7K
|
35.6K
$4.11M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
396New |
$50.8K - $51.6K
|
396
$45.7K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
383New |
$49.1K - $50K
|
383
$44.2K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
380New |
$48.7K - $49.6K
|
380
$43.8K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
363New |
$46.5K - $47.3K
|
363
$41.9K
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
355+ 3.18% |
$45.5K - $46.3K
|
11.5K
$1.33M
|