Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.21M+ 73.66% |
$136M - $141M
|
2.86M
$331M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.02M+ 477.17% |
$115M - $119M
|
1.24M
$144M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
665K+ 5.42% |
$74.7M - $77.6M
|
12.9M
$1.5B
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
600K+ 150.0% |
$67.4M - $70.1M
|
1M
$116M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
531K+ 61.08% |
$59.7M - $62M
|
1.4M
$163M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
309K+ 15.46% |
$34.7M - $36.1M
|
2.31M
$268M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
303K+ 470.67% |
$34.1M - $35.4M
|
368K
$42.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
294KNew |
$33M - $34.3M
|
294K
$34.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
252K+ 4.78% |
$28.3M - $29.4M
|
5.52M
$641M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
188K+ 1044.04% |
$21.1M - $21.9M
|
206K
$23.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
173K+ 5135.42% |
$19.4M - $20.1M
|
176K
$20.4M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
173K+ 5135.42% |
$19.4M - $20.1M
|
176K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
166KNew |
$18.6M - $19.3M
|
166K
$19.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
163K+ 5.31% |
$18.3M - $19.1M
|
3.24M
$376M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
160K+ 8.68% |
$18M - $18.7M
|
2M
$233M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
152KNew |
$17.1M - $17.7M
|
152K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
148KNew |
$16.7M - $17.3M
|
148K
$17.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 10.51% |
$15.9M - $16.5M
|
1.49M
$172M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
131KNew |
$14.8M - $15.3M
|
131K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
125KNew |
$14.1M - $14.6M
|
125K
$14.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
114KNew |
$12.8M - $13.3M
|
114K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
112K+ 9900.0% |
$12.6M - $13.1M
|
113K
$13.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105K+ 159.76% |
$11.8M - $12.3M
|
171K
$19.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104K+ 151.43% |
$11.6M - $12.1M
|
172K
$20M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
103KNew |
$11.5M - $12M
|
103K
$11.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
79.6KNew |
$8.94M - $9.3M
|
79.6K
$9.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
78.4K+ 134.7% |
$8.8M - $9.15M
|
137K
$15.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76K+ 6.58% |
$8.53M - $8.87M
|
1.23M
$143M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
75.1K+ 12.66% |
$8.44M - $8.77M
|
668K
$77.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
62.5KNew |
$7.02M - $7.3M
|
62.5K
$7.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
62.3K+ 166.67% |
$6.99M - $7.27M
|
99.6K
$11.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.2K+ 28.9% |
$6.99M - $7.26M
|
277K
$32.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
59.4K+ 5940500.0% |
$6.67M - $6.94M
|
59.4K
$6.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
58.6K+ 48.91% |
$6.58M - $6.84M
|
178K
$20.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
54K+ 137.46% |
$6.06M - $6.3M
|
93.2K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45.6K+ 13.7% |
$5.12M - $5.32M
|
378K
$43.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
44.9K+ 11.95% |
$5.04M - $5.24M
|
420K
$48.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.5K+ 56.21% |
$4.77M - $4.96M
|
118K
$13.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
40.2K+ 9.91% |
$4.52M - $4.7M
|
446K
$51.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
38.8K+ 27.56% |
$4.36M - $4.53M
|
180K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38K+ 161.3% |
$4.27M - $4.44M
|
61.5K
$7.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
37.5KNew |
$4.21M - $4.38M
|
37.5K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.4K+ 78.12% |
$4.2M - $4.37M
|
85.3K
$9.9M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
35.4K+ 53.69% |
$3.97M - $4.13M
|
101K
$11.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
BUY
|
- |
34KNew |
$3.81M - $3.96M
|
34K
$3.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
33.7K+ 3.43% |
$3.79M - $3.94M
|
1.02M
$118M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
33.6K+ 1599.71% |
$3.77M - $3.92M
|
35.7K
$4.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
33.4K+ 1145.54% |
$3.75M - $3.9M
|
36.3K
$4.21M
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
31.9KNew |
$3.59M - $3.73M
|
31.9K
$3.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30K+ 47.08% |
$3.37M - $3.51M
|
93.8K
$10.9M
|